The Corner

The Corner

Abel Sequeira Ferreira (Board Member and Executive Director of AEM – Portuguese Issuers Association. Board Member of European Issuers)| On 12 and 13 November 2025, Lisbon hosted the second edition of Portugal Capital Markets Day, an initiative jointly organised by AEM – ...

The Corner

Reported by Consejeros Editorial Team The global market for obesity drugs is entering a new phase of expansion outside the United States, driven by Eli Lilly, which is seeking to broaden access to its flagship treatments in the face of the US market’s increasing saturation. Bloomb...

The Corner

By Josefina Rodríguez We expect the ECB to raise rates by 25 basis points at Thursday’s meeting, bringing the deposit facility rate to 2.25%, in line with market expectations. This move is likely to be presented as a response to a more persistent inflation outlook, driven by highe...

The Corner

By Morgan Stanley According to Morgan Stanley, “Liquidity is slowing and poses a short-term risk. Although the Fed (USD 40bn/month through the RMP programme), the Treasury (USD 125bn in buybacks) and the reduction in capital requirements for banks (USD 200bn) have significantly bo...

The Corner

By José Ramón Díez Now that the three months of conflict in the Middle East are behind us, the effects of the supply shock caused by rising energy prices will gradually become apparent in the inflation and growth data. The combination of uncertainty and resilience that has charact...