In October 2024, the U.S. Department of Justice (DOJ) stepped up its approach against Google, signaling that it is considering a possible breakup of the tech giant as part of antitrust action. The case is the latest chapter in a long series of lawsuits against tech giants focused on competition in the search and digital ad markets.
1. Possible Antitrust...
NVIDIA (Ticker AT: NVDA.US) closed 2024 with record numbers and clear dominance in key industries such as artificial intelligence (AI), data centers and advanced graphics. The company, which remains a pillar of the technology sector, continues to surprise analysts and investors alike with its ability to exceed expectations and lead innovation.
Fourth Quarter...
Nestlé (Ticker AT: NESN.US) is looking to calm market fears following criticism from Robert F. Kennedy Jr. appointed by Donald Trump as the new U.S. health chief. Kennedy, known for his stance against packaged foods, has used his platform to question products such as Kellogg's (Ticker AT: K.US) Fruit Loops cereals as part of his “Make America Healthy Again”...
Since Donald Trump won the US election, cryptocurrencies have experienced a remarkable rally. Within this boom, XRP (Ticker AT: XRPUSD), the token of the company Ripple, stands out as one of the most benefited, with a revaluation of 137.97% since the elections, surpassing even Bitcoin, which advanced 36% in the same period.
What is XRP?
XRP is a cryptocurrency...
President-elect Donald Trump's nomination of Marco Rubio as Secretary of State anticipates a tougher foreign policy toward Iran and Venezuela, with potentially significant impacts on the global oil market. Rubio, known for his tough stance on international policy issues, could strengthen existing sanctions, seeking to limit crude oil exports from these countries....
International Airlines Group (IAG) (Ticker AT: IAG.ES), owner of airlines such as Iberia, British Airways and Vueling, has set a milestone on the Ibex 35 by positioning itself as the most bullish company on the index in 2024. With a stock market growth of more than 61% since January, IAG has recorded its best year since it began trading. This does not mean that it...
The Spanish real estate sector is facing one of its biggest challenges in years, following the announcement of the agreement between PSOE and Sumar to include in the General Budget a proposal that eliminates the favorable tax regime for Socimis. This measure has not only caused significant falls in the share price of the main companies in the sector, such as...
The recent re-election of Donald Trump has impacted the currency market, with a strong boost to the US dollar putting pressure on the euro. The EURUSD has continued the downward movement and this week has helped pierce the yearly lows, falling to 1.0599, consolidating a downtrend. This level marks a pullback towards the October 2023 lows at the 1.04506 support...
Japan's Nikkei 225 index closed with a loss of 1.55% on Wednesday, pressured by rising U.S. Treasury yields and the strength of the dollar against the yen (USD/JPY), which gained 0.38% on the session. This movement in the currency market reflects a growing preference for the dollar as a safe haven, driven by expectations of expansionary fiscal policies in the U.S....
Oil prices closed Friday with bearish corrections and yesterday's continuation continued, mainly related to the OPEC+ decision to postpone the production increase, as well as the more than possible supply disruptions in the United States. Brents price has discounted -5.83% from $75.89 to %71.42 yesterday at 17:00 Spanish time, confirmed by a highly oversold RSI....
The dividend yield of the IBEX 35 will reach 5.05% in 2025, according to estimates, doubling the current yield of 12-month Treasury Bills, which stands at 2.53%. This index has exceeded 5% at various points in 2024, marking the widest gap against the EUROSTOXX in a decade. Currently, the Ibex dividend is at 4.5%, and with every 250 point drop in the index, the...
The Ibex 35 faces a week of losses, registering an accumulated fall of 2.2%, influenced by the reelection of Donald Trump in the U.S. The prospect of new tariffs and restrictive trade policies have generated concern, especially for Spanish companies with international operations. At mid-session, the Spanish index fell 0.28% to 11,537.60 points, and then recovered...
Global stock markets presented a volatile day on Thursday, with mixed trends in both Asia and Europe. Several factors have influenced this behavior, from Donald Trump's recent victory in the United States to the possible economic stimulus measures in China and the growing political instability in Germany.
Asian Markets: Caution After Trump Euphoria
In Asia...
Donald Trump's victory in the 2024 presidential election, announced by Fox News, has unleashed strong volatility in the financial markets, with a notable boost for Bitcoin (BTC/USD). The value of the cryptocurrency reached a new all-time high, surpassing $74,000, up 5.81%. The uncertainty generated by Trump's victory, combined with the possibility of protectionist...
The German DAX index (Ticker AT: GER40) has been one of the most impacted by the uncertainty surrounding the U.S. presidential election, closing down 0.1% yesterday, Tuesday, along with the French CAC 40 and the UK's FTSE 100. At today's open, the index continued in negative territory, down -0.13% equivalent to -25.80 points. Currently, the DAX checkpoint stands...
Friday was an exciting day for the Mexican peso! The local currency recovered ground after a month full of ups and downs, closing the day at $20.109 MXN per dollar. This advance was driven by a weakened dollar, which lost strength against the world's major currencies. Compared to the previous close of $20.695, the peso gained 15.86 cents, which translates into a...
Why are elites buying Bitcoin?
Bitcoin has evolved from a cryptocurrency experiment to an asset of global interest, attracting the attention of large financial institutions and elites. This shift in perception, backed by reports such as BlackRock's, highlights how Bitcoin has evolved to become a solid option for protecting capital and diversifying portfolios. But...
Current Context
ASML Holding N.V. (NASDAQ: ASML) is at a critical juncture. Recently, its share price has fallen nearly 24%, driven by a downward revision to its 2025 sales projections largely because +20% of its sales were being generated by China and now the country has seen competitors replace its best-selling technologies. Sales are now expected to range...
