IBEX 35 lider of european bullish advances in the tariff agreements
By Ion Jauregui – Analyst at ActivTrades
European markets kick off the day with strong gains, driven by renewed optimism over trade negotiations between the United States and China. In this context, IBEX 35 futures surge by 1.52% to 14,273 points, positioning the index as one of the top...
Canadian Crude and Gold Under Pressure as Trump Threatens New Tariffs Unless Market Access Improves
By Ion Jauregui – Analyst at ActivTrades
Trade tensions between the United States and Canada are once again on the rise following Donald Trump's return to office. The president has set August 1st as the deadline to impose a 35% tariff on Canadian products unless...
Silicon Valley Shaken by China’s Free AI Offensive
By Ion Jauregui – Analyst at ActivTrades
Artificial intelligence is undergoing its first major geopolitical fracture. While OpenAI strengthens its infrastructure by renting servers from Google Cloud, China’s advance with free generative models threatens to redefine the balance of power in the sector. Names like...
Ion Jauregui – Analyst at ActivTrades
The ruble is under the spotlight as Russian banks prepare to request a bailout amid a growing wave of loan defaults.
1. Russian banks falter behind the scenes
Although the Central Bank of Russia maintains a narrative of stability, the actual state of the financial system could be far more fragile. According to Bloomberg,...
Ion Jauregui – Analyst at ActivTrades
The main Wall Street indices closed Thursday’s session with mixed results. Comments from Trump stating he had no plans to fire Powell but “doesn’t rule anything out” except in cases of fraud, along with Powell’s declaration that he will serve his full term until mid-2026, pressured the market. The U.S. market has been...
Congressional Crypto Week: Bitcoin Hits All-Time Highs in a Decisive Week for the U.S.
Ion Jauregui – Analyst at ActivTrades
Bitcoin (BTCUSD) is back in global headlines after breaking above $123,203 this Tuesday, setting a new all-time high in the same week. So far in July, the leading cryptocurrency has surged 17%, fueled by a combination of institutional...
Ion Jauregui – Analyst at ActivTrades
Zuckerberg Takes the Stand
This week, Mark Zuckerberg appears as a witness in a civil lawsuit worth $8 billion, in which the governance of Meta Platforms (NASDAQ: META) is under scrutiny following the well-known Cambridge Analytica scandal. The plaintiffs — shareholders of the company — argue that decisions were made...
Nvidia at a Crossroads: Unstoppable Growth, Geopolitical Tensions, and Fears of Talent Drain to China
Ion Jauregui – Analyst at ActivTrades
Nvidia’s rise as a central player in the artificial intelligence revolution has not been a solitary journey. The company, now valued at over $4 trillion, has built a complex network of suppliers, strategic clients, and...
Ion Jauregui – Analyst at ActivTrades
Gold posted a slight gain during Monday's Asian session, driven by renewed safe-haven demand amid escalating trade tensions between the United States and several key economies, as well as rising geopolitical uncertainty surrounding Russia and Ukraine.
The initial uptick in gold was supported by the announcement of 30%...
Bank Mergers in Check: Between Brussels and National Interests
Ion Jauregui – Analyst at ActivTrades
Banking consolidation plans in Europe have gained momentum in 2025, driven by the Draghi and Letta reports, which advocate for the creation of pan-European banks capable of competing globally with U.S. and Chinese giants. However, the recent BBVA-Sabadell and...
By Ion Jauregui – Analyst at ActivTrades
Consolidation and Vertigo at Peak Levels
In 2025, the IBEX 35 has staged a moderate yet consistent rally, reaching levels not seen since 2015, recently hitting 14,373 points. After a strong start to the year, fueled by the stabilization of interest rates in the eurozone and a recovery in the banking sector, the index...
Europe Shudders over Winter Gas Fears: Germany Puts Market on Edge
By Ion Jauregui – Analyst at ActivTrades
Europe is once again sounding the alarm over a potential energy crunch this coming winter. The continent’s gas reserves—particularly Germany’s—are significantly below normal levels for this time of year, amid soaring energy demand, heatwaves, and weaker...
BTCUSD on Alert: Whales Move 80,000 BTC, Shaking the Market
By Ion Jauregui – Analyst at ActivTrades
The cryptocurrency market witnessed one of the year’s most puzzling moves this week. Over 80,000 Bitcoins—worth more than $8.6 billion—were transferred from wallets that had been inactive since the early years of the crypto ecosystem. These transfers,...
Threat or Catalyst? Impact of the Upcoming MasOrange IPO on Telefónica
By Ion Jauregui – Analyst at ActivTrades
The potential IPO of MasOrange, valued between €5.37 and €9.44 billion based on applied EV/EBITDA multiples (ranging from 7x to 8.4x), could significantly reshape the competitive landscape of Spain’s telecommunications sector. The new entity, formed...
NaTran, Enagás and Terega Join Forces to Develop the BarMar Hydrogen Pipeline
Ion Jauregui – ActivTrades Analyst
French company NaTran, a subsidiary of energy giant Engie, has announced the creation of a joint venture with Spanish firm Enagás and gas infrastructure operator Terega to develop the BarMar hydrogen pipeline—a key connection for the transport of...
Ion Jauregui - ActivTrades Analyst
Iberdrola is accelerating its international expansion with a historic investment of over €33 billion in power grid infrastructure across the United States and the United Kingdom. Through its subsidiaries New York State Electric & Gas (NYSEG) and Rochester Gas and Electric (RG&E), the company has launched the "Power New York"...
LCrude Oil: Bearish Pressure as Brazil Emerges as an Energy Powerhouse
By Ion Jauregui – Analyst at ActivTrades
LCrude (Ticker AT:Lcrude), which replicates the West Texas Intermediate (WTI) futures contract, has been one of the most volatile assets in 2025. It faces mounting pressure from a growing global supply, cautious demand, and a renewed wave of investment...
Blackstone Leads the Revival of IPOs in Spain with Cirsa and HIP
Ion Jauregui – Analyst at ActivTrades
Blackstone, the world’s largest investment fund, has strongly reactivated the IPO market in Spain with two of its most prominent portfolio companies: Cirsa, a gaming industry giant, and Hotel Investment Partners (HIP), a leader in vacation resorts in Southern...
