By Ion Jauregui – Analyst at ActivTrades
Rental market regulations in Catalonia are triggering a real capital flight among major international funds. Following Patrizia’s moves, Blackstone and Azora have also begun divesting from the region’s rental housing market, prioritizing unit-by-unit property sales amid growing legal uncertainty.
From Investors to...
Trump Warns of Trade Reprisals Against Spain for Refusing NATO's 5% Target: Direct Impact on the IBEX 35
By Ion Jauregui – Analyst at ActivTrades
The recent NATO summit in The Hague concluded with an ambitious proposal: raise defense spending to 5% of GDP by 2035. However, Spain distanced itself from the consensus, triggering a diplomatic storm led by former...
Lagarde Boosts the Euro and the DAX: Is the ECB Putting an End to the Rate-Cut Cycle?
Ion Jauregui - ActivTrades Analyst
European Central Bank President Christine Lagarde delivered a key speech before the European Parliament that has shaken financial markets, pushing the euro to multi-year highs and boosting stock market optimism in Germany. Her message, full of...
Can Netflix Reach One Trillion Dollars? The Market Already Bets on It
By Ion Jauregui – Analyst at ActivTrades
Netflix, the giant of digital entertainment, continues to cement its position as the global benchmark in streaming. With a market capitalization exceeding $515 billion, the platform is halfway to the trillion-dollar milestone, but more and more...
Ion Jauregui – Analyst at ActivTrades
Amazon announced on Tuesday an ambitious £40 billion investment in the United Kingdom over the next three years. The goal: to boost technological innovation, expand its logistics network, and strengthen the infrastructure needed for artificial intelligence development across Europe.
According to the company, this investment...
Crude Oil Surges Amid Geopolitical Risk: Correction or Structural Rally?
Brent crude oil prices surged sharply in response to the U.S. attack on nuclear facilities in Iran, spiking to $80 per barrel in early Monday trading. Although prices later corrected toward $76.71, the threat of a potential blockade of the Strait of Hormuz — through which one-third of the...
Ion Jauregui – Analyst at ActivTrades
The Ibex 35 falls 1.28% and drops below the 13,800 mark amid Fed uncertainty and geopolitical tensions in the Middle East.
The Ibex 35 closed Wednesday’s session with a 1.28% drop, ending at 13,744.9 points, on a day marked by monetary uncertainty in the United States and rising geopolitical tensions in the Middle East....
Ion Jauregui –ActivTrades Analyst
Telefónica is experiencing one of its strongest market moments in recent years, with a nearly 20% appreciation so far in 2025 and a share price that has reached €4.73. These are levels not seen since July 2022, sparking renewed investor interest, although questions remain regarding its ability to sustain this momentum.
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In the early hours of Friday, June 13, a new turning point in global geopolitics emerged and extended through the weekend: Israel launched an aerial attack using missiles and drones on Iranian nuclear facilities, triggering an immediate reaction in energy markets. The conflict has continued throughout the weekend, resulting in casualties on both sides, including...
Copper Nears Annual High, Driven by Trade Optimism and Falling Inventories
By Ion Jauregui – ActivTrades Analyst
The copper market is once again in the spotlight. The metal is currently trading at around USD 9,756 per tonne on COMEX futures at the London Metal Exchange (LME), approaching its annual high reached at the end of March, near USD 10,000. This rally is...
UBS suffers a major setback: regulatory pressure hits its share price and dims buyback expectations
By Ion Jauregui –ActivTrades Analyst
UBS Group AG (Ticker SWX: UBSG.CH), Switzerland’s largest bank, faces a fresh blow. The Swiss government has proposed demanding an additional $26 billion in top-tier regulatory capital following the historic takeover of Credit...
By Ion Jauregui – Analyst at ActivTrades
The recent power outage that plunged much of southern Spain into darkness has placed Redeia — formerly Red Eléctrica Española — at the heart of the energy debate. Preliminary findings from the Entso-E report suggest that the Spanish grid operator may have contributed to the network collapse, and investors are already...
By Ion Jauregui – Analyst at ActivTrades
The tax bill proposal put forward by the Trump administration — known as the “Big Beautiful Bill” — includes a controversial clause, number 899, which threatens to tax dividends and coupons from U.S. assets received by foreign investors from countries deemed “hostile” or “discriminatory” toward the United States. While...
By Ion Jauregui – Analyst at ActivTrades
Oil prices continue to show strength after gaining more than 4% last week, despite a slight correction during Monday’s Asian trading session. Brent futures are hovering around $66.43 per barrel, while WTI is trading at $64.52. This price stability reflects the market's anticipation ahead of key trade talks between the...
By Ion Jauregui – Analyst at ActivTrades
After a session marked by a sharp decline, Tesla shares rebounded strongly in after-hours trading. The catalyst: a *Politico* report revealing that President Donald Trump’s advisors have scheduled a phone call with Elon Musk for today, Friday, in an effort to ease tensions following a public dispute between the two...
Ion Jauregui - ActivTrades Analyst
After a difficult start of the year for the greenback, the US dollar seems to have slowed its decline... but not for long, if we look at options market activity. Traders are still aggressively bearish, especially against the euro and the yen. According to LSEG data, more than 59% of FX options volume on CME Group (NASDAQ: CME)...
Sanofi Makes Bold Move with $9.5 Billion Acquisition of Blueprint Medicines
By Ion Jauregui – Analyst at ActivTrades
French pharmaceutical giant Sanofi (EPA:SAN) has kicked off 2025 with a bold strategic move: the acquisition of U.S.-based biotech Blueprint Medicines (NASDAQ:BPMC) for up to $9.5 billion. The deal, expected to be the largest healthcare...
The Biggest Public Project of the Year Faces Construction Giants
By Ion Jauregui – Analyst at ActivTrades
The largest public works contract tendered this year in Spain already has a name and location: the new hospital in Málaga. With a budget of €607.5 million, co-financed by the European FEDER funds, this ambitious healthcare project will not only redefine...
