The Corner

The Corner Patrivalor | According to the September market consensus, there are currently 41 stocks with a buy recommendation (scored between 1 and 2 points), compared to 44 at the close of 2025. The recommended stocks are: Inditex, Amadeus, IAG, Cellnex, Logista, Almirall, Puig Brands, Cirsa, Neinor, Faes, Pharmamar, DIA, Atresmedia, Aedas, Arcelor, Repsol, Acerinox, Cie Automotive, Vidrala, Indra, Técnicas Reunidas, Ence, Tubacex, Ferrovial, Merlin Properties, FCC, Inmobiliaria Colonial, Sacyr, OHLA, Iberdrola,...

The Corner Alicia Gª Herrero (Natixis) | After a sleepless night, the New Delhi Declaration was adopted unanimously at the eighteenth BRICS summit on September 12, after managing to find language that Iran, Saudi Arabia and the United Arab Emirates could all live with. That was the ceremony but the real action happened on the margins, where Narendra Modi received Xi Jinping for the first Chinese visit to India since 2019, and the...

The Corner Donald Trump announced a policy proposal at the Republican Midterm Convention in Dallas: he promised to deliver a $5,000 “Trump Dividend” to every adult U.S. citizen if the Republican Party retains control of the House of Representatives and the Senate in the midterm elections. Under the slogan “if the Republicans win, you win with us,” the president claimed that the payment would be funded by revenues derived from his trade...

The Corner The Third Chamber (Administrative Litigation) of the Supreme Court has issued a precautionary suspension of the electoral effects linked to the “Grandchildren Law” (eighth additional provision of the Democratic Memory Law). The decision comes in response to appeals filed against a ministerial instruction that arbitrarily broadened the criteria applied in consulates following the law’s entry into force. The instruction in question applied a blanket presumption of exile status to those...

The Corner The adjustment in the reported stake by the US firm is due to the expiration of a portion of the financial derivatives used to hedge STC’s position in Telefónica. US investment bank Morgan Stanley has reduced its stake in Telefónica to 8%, a move that places the current value of its position at €1.726 billion, according to filings with the Spanish National Securities Market Commission (CNMV). Specifically, the entity’s holding...