Market analysis from ActivTrades
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...
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. ...
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...