Marco Bianchi 
Cellnex, the second‑worst performing stock of the year on the Spanish Ibex, received contrasting views: D. E. Shaw & Co amplified its bearish position, whereas Deutsche Bank analysts assigned a very large upside potential to the shares.
The article features Rui Mota Guedes, General Director of Loreto Inversiones, answering questions about the most promising assets and sectors and the trends that will shape stock markets in the near future, with a focus on the outlook for 2027.
The macro agenda for the day leaves little room for a market breather. Eurozone CPI data precedes the US employment report, which will influence the Fed’s upcoming meeting. A temporary easing of debt and oil price pressures reduces bearish pressure on the market, and the IBEX 35 is attempting to protect the 19,000-point threshold.
Turkish defense contractor Aselsan saw its stock rise following a buy rating from BofA Securities.
Iberdrola, the Spanish utility listed on the Ibex, received its fourth analyst endorsement in less than a week, with Goldman Sachs issuing a record-high valuation, the highest among the 31 current ratings for the company.
Airbnb is launching a service that lets travelers rent baby equipment and have it delivered to their rental homes in certain U.S. cities, with plans to roll out the same offering across European markets.
Following suspected price manipulation on the Turkish stock exchange, numerous investment funds have run into payment problems. To protect affected investors, the Turkish government intends to set up a new council that will oversee fund settlement and ensure investors’ rights are safeguarded.
Kakaopay Securities has partnered with fintech firms Dinari and Ondo Finance to investigate the tokenization of Korean-listed stocks, aiming to make these tokenized equities accessible to investors worldwide.
Greece joined the EU MiCA register with four providers, marking the first such entry, while the Greek watchdog HCMC refuted claims that officials had made statements about Binance in a report, denying any link to ECB President Christine Lagarde.
The European Central Bank announced that it has amended its monetary policy implementation guidelines, which will become effective on 30 November 2026, following its regular review process.