On the final day of the Medcap Forum 2026, several defence experts addressed the challenges facing the sector, agreeing that, despite this being a historic moment for defence spending, we are hampered by the fragmentation of European management. By Consejeros Editorial Team Is Europe ready to compete in defence? Yes, but not by much. That is the conclusion that can be drawn from the reflections of the specialists who opened…
The US, Canada, Japan, France, the UK, the Netherlands… and Spain. Activist funds have long been very active in Spain’s listed companies, where they hold positions worth almost $4 billion according to the latest report from Sodali, which cites the case of Third Point in Indra. However, it is in a company without a clear majority shareholder, Cellnex, where TCI, with a 9.3% stake, has managed to impose its rules….
Report by Renta 4 A double blow to global markets has brought the prevailing optimism to a sudden halt. Asian stock markets have recorded widespread falls for the first time in six sessions (Japan down 1.3%, Hong Kong down 2.3% and South Korea down 2.3%), with futures pointing to a lower opening in Europe and the US (S&P 500 down 0.4%, Nasdaq down 1.0%). Escalating geopolitical tensions in the Middle…
The bottleneck posed by high-bandwidth memory for the expansion of AI data centres – a shortage expected to persist until 2027 – gives the two manufacturers unusual pricing power over the tech giants. Report by Renta 4 European markets open slightly higher (Eurostoxx futures up 0.3%, US futures flat) as investors await developments regarding the Middle East conflict (negotiations continue, albeit in a turbulent environment and with red lines yet…
At the age of 27, and specialising in the impact of Central Bank Digital Currencies (CBDCs) on the financial system and the evolution of digital monetary infrastructures, Calvillo has joined the board of the SPAC CSLM Digital Asset Acquisition Corp III. Reported by Editorial Team Directors Specialising inEuropean banking regulation, prudential frameworks such as Basel III and the architecture of the international financial system, Daniel Calvillo, aged 27 and holder…
Report by Pablo Duarte The market is faced with a robust US economy and a weak eurozone: inflation is rebounding, driven by energy prices, whilst geopolitical risks are mounting. At the same time, expectations regarding interest rates are increasingly diverging, and global growth forecasts have been revised downwards. The global economy is reeling, energy costs remain sky-high, the war in Iran is driving up transport costs and fuelling serious fears…
Report by Deutsche Bank News that OpenAI is set to file for an IPO shortly broke at the end of last week according to the Wall Street Journal, and clearly suggests that the creator of ChatGPT intends to seize the moment. The AI leader was planning to file a confidential application with regulators as early as Friday and aims to go public as early as September, the Wall Street Journal…
Report by Renta 4 European markets open slightly lower (Eurostoxx futures down 0.2%, DAX down 0.2%), whilst US futures are still holding onto much of yesterday’s gains (S&P up 0.6%, Nasdaq futures up 0.8%), during which their markets remained closed. The optimism that drove the markets yesterday is fading this morning. European futures point to a lower opening (Eurostoxx futures down 0.2%, DAX down 0.2%) and the Asian session has…
Reported by Consejeros Editorial Team According to World Bank estimates, this is three times the amount raised in 2016 (less than $30 billion). The World Bank documents 87 active policies worldwide and notes that coverage could approach one-third of global emissions if more emerging economies adopt these instruments. The annual report entitled State and Trends of Carbon Pricing 2026 reveals that there are currently 87 carbon pricing policies worldwide, an…
Reported by Consejeros Editorial Team Samsung shares rise by 8% after reaching a last-minute agreement with the unions, averting an 18-day strike due to begin yesterday. The strike had raised concerns within the government over a potential disruption to the global supply of semiconductors. The South Korean company’s union stated that the provisional agreement will be put to a vote by its members between 23 and 28 May. The consensus…