Reported by the Editorial Team Martijn Rats (analyst at Morgan Stanley) notes that the seven-day moving average of the number of oil tankers leaving the Strait of Hormuz has risen to 5.6 per day, with the majority of outgoing vessels now being crude oil tankers. He highlights that observed outflows of crude oil and petroleum products reached 8 mbbl on 19 June and 6 mbbl on 20 June, representing a…

Report by Renta 4 Flat opening on European markets (Eurostoxx 50 futures 0%) following yesterday’s session, which was characterised by falls in the technology sector (Nasdaq down 3%), amid worsening sentiment surrounding AI due to a combination of factors, notably advances in Chinese models that could offer better value for money – a form of competition that could cast doubt on the leadership of the major US tech firms. Even…

Analysis by Capital Group Global dividends got off to a positive start in 2026, rising by 8.2% in total terms (excluding currency effects and one-off payments) to reach a record high of $419,000 million in the first quarter, slightly above expectations. This means they have more than doubled in just ten years, driven by rising corporate profits and an increasingly widespread culture of dividend payments. The total figure was boosted…

Looking ahead to the second half of the year, Tressis notes that the reduction in geopolitical risk following the agreement between the United States and Iran, coupled with strong corporate results, supports maintaining invested portfolios; however, persistent inflation, the monetary tsunami and the high concentration of market leadership call for continued caution. Reported by Mari Pinardo “The impact of the war has been disproportionately exaggerated”. This is how Daniel Lacalle,…