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Hochtief to Modernise 42km Section of Railway for €172m - Global Construction Review

60% Center coverage: 5 sources

Hochtief, a German subsidiary of ACS Group, has won a €172m contract from German state company Deutsche Bahn to modernise a 42km-long section of track running along the banks of the Rhine from Wiesbaden to Lorchhausen, close to Frankfurt in western Germany. As well as refurbishing the double-track railway, Hochtief will build or modernise 12 stations and build 10 level crossings and two pedestrian underpasses. Juan Santamaría, Hochteif’s chief…See the Story

Masdar and Iberdrola reach $6bn deal on gigascale UK offshore wind project

75% Center coverage: 4 sources

Co-investment in 1.4GW East Anglia 3 project follows strategic partnership and negotiations with Middle Eastern renewables giant to buy half of UK project ...Climate Change · England See the Story

Lowest Level Since Autumn: 2.0 Percent Inflation in June

100% Center coverage: 2 sources

Good news for Germany's consumers: The inflation rate goes further down. However, economists do not want to give full warning.Inflation · Germany See the Story

Is Technology and Complexity Exported From Spain?

Anna Bahí Esteba Market Consensus (Caixabank Research) The geopolitical tensions and uncertainty of external demand force us to reassess the strengths and weaknesses of exports in the Spanish economy. To do so, it is essential to analyze what we export, how diversified our supply and competitiveness are. To improve our understanding, in this article we will analyze the complexity of the exported products, as well as their technological intensit…Spain · Spain Read Article

As Long as the Fundamentals Remain Favourable, Any Episode of Volatility Should Be Considered Rather an Opportunity to Buy

Anthony Willis Market Consensus (Columbia Threadneedle Investments) The first half of 2025 seems to have gone by in the midst of a whirlwind of constant news, political uncertainty, levels of tariffs that apparently change daily and numerous geopolitical dramas that add to the whole. Despite all the news, the resilience of financial markets has been impressive. We have come a long way in the last three months from the lows caused by tariff-rela…Tariffs · Colombia Read Article

Market Consensus Responds to Activity in the Capital Market

Market Consensus Morgan Stanley The upward feeling in the markets is driving the rebound in the activity of the capital markets. In this sense, Marina Massuti and Bruce Hamilton have revised upwards their target prices for the Alternative Managers of Europe as they see an attractive history of recovery in profits, especially for the shares with greater exposure to the EP. Their bottom-up analysis points to a robust recovery in the investment of…Madrid, Spain · Madrid Read Article

Recommendations Ibex 35 Previous Results of Amadeus 1s25: Revenues and Ebitda Will Grow Around 8%, vs Double Digit Recorded in 2024 for the Bad Time in the Us

Intermoney Market Consensus Results 1S 25e on July 31 – EBITDA would grow by +8%, again affected by the US; We lower forecasts of EBITDA by -3% 25e-27e. Amadeus (Maintener, PO 65 €) will announce its semi-annual results of 1S25e on Thursday 31 June before the opening of the market, holding a telephone conference that same day at 15 hours. The figures should confirm a slight cooling regarding past quarters, motivated by the bad time in the US, s…Madrid, Spain · Madrid Read Article

News International Exchanges Edpr Increases Its Electricity Production by +12% to June: the Wind Remained and the Solar More than Doubled (+132%)

Intermoney Market Consensus EDPR has published its traditional Operational Review, corresponding to 1S 2025. Electricity production increased by +12% compared to 1S 24 to 21.2 TWh, thus accelerating growth from +10% to March. By technologies, wind production remained broadly stable, while solar more than doubled (+132%) to 4.2 TWh. By markets, North America and Europe accounted for 60 and 27% of the total, respectively. Within the installed capa…Solar Power · Spain Read Article

The return of ‘tariff man’: the week Donald Trump revived the global trade war

50% Center coverage: 4 sources

After a three-month pause, US president threatens punitive levies on governments and commoditiesDonald Trump See the Story

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Top Consenso Del Mercado News

U.S. Tariff Revenue Could Reach $300 Billion This Year, Says Bessent

Meta takes around 3% stake in Ray-Ban-parent EssilorLuxottica, source says

Hochtief to Modernise 42km Section of Railway for €172m - Global Construction Review

Masdar and Iberdrola reach $6bn deal on gigascale UK offshore wind project

Lowest Level Since Autumn: 2.0 Percent Inflation in June

Is Technology and Complexity Exported From Spain?

As Long as the Fundamentals Remain Favourable, Any Episode of Volatility Should Be Considered Rather an Opportunity to Buy

Market Consensus Responds to Activity in the Capital Market

Recommendations Ibex 35 Previous Results of Amadeus 1s25: Revenues and Ebitda Will Grow Around 8%, vs Double Digit Recorded in 2024 for the Bad Time in the Us

News International Exchanges Edpr Increases Its Electricity Production by +12% to June: the Wind Remained and the Solar More than Doubled (+132%)

The return of ‘tariff man’: the week Donald Trump revived the global trade war

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