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La posibilidad de un inminente acuerdo entre EEUU e Irán desinfla el precio del petróleo por debajo incluso de 90 dólares. Las subidas cobran fuerza en Europa, y en un Ibex 35 que firma nuevos máximos. La posibilidad de una pronta resolución del conflicto en Irán y el pinchazo en el precio del petróleo aceleran las compras en los valores más ligados al tráfico aéreo. IAG, Amadeus y Aena destacan por sus avances en el Ibex. En Europa, hemos conocido los datos de inflación en Alemania, Francia y España, un día después de que el BCE decidiera subir los tipos de interés, por primera vez desde septiembre de 2023. Entrevistaremos a Félix Jordán de Urríes, Director Comercial, Asuntos Públicos y Nuevos Negocios de RPM Sports, para hablar del negocio del Mundial de Fútbol que se juega fuera del campo. Y en la Tertulia, nos acompañará Francisco Canós, inversor y partner de Cyber C.
Insurer IAG says political parties should join in making New Zealand more resilient to climate change. Its new report highlights our recovery bill is north of $4.2 billion dollars every year. It says New Zealand has major gaps in climate adaptation - and no clear strategy, a lack of consistent and effective rules, poor funding tools and no incentives. Victoria University Emeritus Professor Jonathan Boston says it's a tough political sell. "It's a kind of lose-lose situation, there are very few brownie points in not preparing people for disasters." LISTEN ABOVESee omnystudio.com/listener for privacy information.
O Instituto de Astronomia, Geofísica e Ciências Atmosféricas (IAG) e a Faculdade de Arquitetura e Urbanismo e de Design (FAU) da USP, em parceria com a Prefeitura de São Paulo, criaram a plataforma SampaAdapta, que visa a monitorar o calor urbano e promover políticas públicas para a adaptação climática. Humberto Ribeiro da Rocha, professor do Instituto de Astronomia, Geofísica e Ciências Atmosféricas da USP, explica como o projeto surgiu e como funciona o monitoramento. “A iniciativa é da Secretaria do Verde e do Meio Ambiente da Prefeitura de São Paulo e vem de um projeto feito em colaboração com a USP, que faz a especificação dos instrumentos e a instalação deles em conjuntos de ambientes interno de residências e ambientes externos, além da análise de bancos de dados de temperatura e umidade do ar. Além da USP e da Prefeitura, existe uma instituição chamada Vital Strategy, que fez o convênio com a Prefeitura para buscar dados que fossem trazer um pouco mais de entendimento dessa variação do microclima dentro e fora de residências e quais os impactos isso pode trazer na saúde humana. Faz parte da iniciativa colaborar para um estudo de entendimento de como esses extremos de temperatura e de umidade do ar podem influenciar no agravamento de doenças ou proliferação de viroses e a intensidade de epidemias.” Gostou do tema? Então confira essa e outras tecnologias desenvolvidas pela Universidade acessando o link https://jornal.usp.br/sinopses-podcasts/momento-tecnologia/ ou ouvindo pelo seu agregador de podcast de preferência.
IAG, Aena y Amadeus, Cellnex, Acerinox, Puig... bajo la lupa de Álvaro Blasco, socio-director de atl Capital
El IBEX 35 ha aguantado sin demasiada presión bajista la corrección del 4,4% que ha tumbado al Nasdaq, lo que permite pensar al selectivo de referencia en la bolsa española en retomar los avances para buscar el próximo objetivo en los 18.800 puntos. El entorno apunta cada vez más hacia las subidas de tipos, una circunstancia que favorece en particular al IBEX 35, según explica el director de análisis de la revista Inversión, Josep Codina, en este episodio del podcast de mercados ‘Pautas'. Además de la bolsa española, Codina analizó las perspectivas técnicas del Nasdaq tras la última caída del viernes, así como las del DAX alemán. Entre los valores seleccionados, el experto de la revista Inversión revisó las proyecciones de BBVA, Grifols o IAG, entre otros valores. Fuera el selectivo, la noticia están Pharmamar, que cae con fuerza y rompe soportes importantes por el temor a nuevos retrasos en el calendario de Zepzelca, el fármaco estrella. En Wall Street, Codina explico las distintas opciones que tiene los inversores para acudir a la salida a bolsa de SpaceX, que será la gran OPV del año.
En el episodio de hoy entrevistamos a Maika, Amaia y Borja, las personas detrás de la Revista Turno, una revista de divulgación lúdica en la que hablan de juegos de rol, juegos de mesa, minis, juegos históricos y más movidas lúdicas con un toque crítico y reflexivo muy interesante. En el Plapscanner hablamos del juego Quick stop (Rémy Wannerbroucq, Asmodee) y de los Premios Tabula. Y en el Maridaje lúdico maridamos manifestarse con juegos de mesa sobre el movimiento LGBTQIA+, y el juego Refugio (David Expósito, Sugaar editorial) con votar y defender los derechos humanos. Este juego estará próximamente en Goteo y os recomendamos mucho participar! En Amiga date cuenta criticamos a Alaska y Nacho Canut y a la IAG (sí, una vez más) y hablamos del El Spiel des Jahres, del salón del cómic de Barcelona y sus premios y de mucho más! Enlaces de interés: Revista turno: https://revistaturno.es/la-cena-de-turno-un-final-de-ano-para-mirarnos-y-brindar/ https://revistaturno.es/jugar-es-revolucionario/ Juegos de mesa sobre el movimiento LGBTQIA+ : https://www.instagram.com/p/DYdbDXRlzja/?igsh=MTB2MXcwOHd2d29rcg%3D%3D&img_index=2 Refugio el juego: https://www.refugioeljuego.es/ Alaska y Nacho: https://www.instagram.com/p/DX4u11Xgqcc/?igsh=MTZia2E2b3J1NW00dw%3D%3D IAG que “juega” a videojuegos https://bsky.app/profile/blissy.bsky.social/post/3mlo6kpafp22y IAG basadas en imágenes de 4bu5o 53xu4l: https://bsky.app/profile/arteesetica.bsky.social/post/3mehfsx3inc2c Datos sobre El Spiel des Jahres: https://www.instagram.com/p/DYhlqIelcoC/?img_index=6&igsh=MWFyOHh6djVoOGVzMA%3D%3D Tramas machistas vs personas machistas: https://bsky.app/profile/moty-chan.bsky.social/post/3mmwx4eadsk2u PeriFéricas y el Instituto de las Mujeres están realizando un estudio para conocer la experiencia de las jugadoras de videojuegos españolas de 18-30 años. Participación abierta hasta el 30 de junio: https://forms.office.com/pages/responsepage.aspx?id=PuqhzrJgdU-mwqYCLo-WG8WLdRcDxfNLhOdck7i0gJtURVhaRzJOTEhaNjg3UTFYVDFLS0hNMDBTOS4u&route=shorturl Gamefund del juego DIABLES: https://gamefound.com/es/projects/saltandpepper/diables EMÉRITA LÚDICA libre de agresiones sexistas: https://merida.es/el-ayuntamiento-pone-en-marcha-una-campana-de-sensibilizacion-y-prevencion-frente-a-las-agresiones-sexistas-durante-la-xvi-edicion-de-emerita-lvdica/ Cartel agresor: https://merida.es/wp-content/uploads/2026/05/2026-agresiones-sexuales01.jpg Cartel agredida: https://merida.es/wp-content/uploads/2026/05/2026-agresiones-sexuales02.jpg Discurso de Enric Aguilar (La Fallera Calavera): https://www.instagram.com/reels/DY6_-DnjWdt/ Lecturas para pensar: Jugar en el fin del mundo (Miguel Sicart): https://shangrilaediciones.com/producto/jugar-en-el-fin-de-un-mundo/ Columna de Verónica Aravena Vega, doctora en Género y Política: https://elarrebato.cl/2026/05/15/amigo-el-machismo-te-esta-matando/ Tabletop sexism, hidden women, and the myth of the 'wife board game': https://www.wargamer.com/board-games/wife-board-game ¡Gracias por escucharnos y hasta el mes que viene!
DAMIONCarnival Corporation's data breach exposed personal data of nearly 6 million customers: An April social engineering attack on an employee account compromised names, dates of birth, and government-issued ID numbers. WHO DO YOU BLAMESkills: Technology & Cybersecurity: Experience with information technology and cybersecurity matters is increasingly important to mitigate the risks our business faces, promote innovation and maintain a competitive edge in a rapidly evolving technological ageLeast represented 5/11CEO Josh WeinsteinNO: at Carnival since 2002, started as General CounselSir Johathon BandNO: First Sea Lord and Chief of Naval Staff, the most senior officer position in the British Navy (2006 to 2009, when he retired); Admiral and Commander-in-Chief Fleet (2002 to 2006); Served as a naval officer in increasing positions of authority (1967 to 2002)Jason CahillyNO: CEO Dragon Group LLC, provides capital and business management consulting and advisory services worldwide; The NBA: CFO & Chief Strategic Officer; Goldman Sachs: Partner; Global Co-Head of Media and Telecommunications; Head of Principal Investing for Technology, Media & TelecommunicationsNelda ConnorsNO: CEO/Chair Pine Grove Holdings, a privately held investment company; CEO Atkore International, manufacturer of electrical, safety and infrastructure solutions; VP Eaton Corporation, electrical and automotive supplierLaura WeilNO: Founder Village Lane Advisory LLC, specializes in providing executive and strategic consulting services to retailers COO New York & Company, women's apparel and accessories retailer; CEO Ashley Stewart, women's apparel retailer; CEO Urban Brands, apparel retailer; COO AnnTaylor Stores, women's apparel retailer; CFO American Eagle Outfitters, apparel retailerAudit Committee: Oversee management's risk assessment processes to identify principal and emerging risks, including financial, IT, cybersecurity and non-HESS operational risksLaura Weil*: NOJason Cahilly: NOJeffrey Gearhart: NOWalmart Corporate Secretary and lawyerStuart Subotnick: NOCEO at Metromedia Company, wireless/communications, until 2010; Carnival director since 1987 Health, Environmental, Safety and Security Committee: Oversee management's processes to identify principal and emerging health, environmental, safety, security and sustainability-related risks, including those related to ship operations and cybersecurity, RAAS health, environmental, safety, security audits, IAG and external investigations into significant ship incidents, and health, environmental, safety, security-related hotline complaints, and assess the steps management has taken to minimize such risks.Sir Johathon Band*: NONelda Connors: NOHelen Deeble: NOFormer CEO P&O Ferries Division Holdings, shipping and logistics businessKatie Lahey: NOExecutive Chair Korn Ferry Australasia, leadership and talent firmMicky Arison (75%): Exec Chair and former CEO and 7% stockholderThe CEO Pay Ratio1,063:124 retail CEOs made as much in a day as their typical employee earned in a year — and a big one didn't. WHO DO YOU BLAMEThe separation of CEO and Chair: Hamilton E. James Chair/Ron Vachris MMNot uniqueOnly 50% of the board is men. WTF?uniqueOne share = one voteNot uniqueState of HQ = WashingtonAlso StarbucksState of Inc = WashingtonAlso StarbucksPledge of allegiance to stakeholdersCostco generally has: Higher wages; Better benefits; Lower turnover; Higher sales per employee.Industry-leading employee compensation AND Self-imposed low-margin pricing philosophyWalmart only low-margin pricingOther comps:Todd Vasos of Dollar General, Shane O'Kelly of AutoZone, Gerald Morgan of Texas Roadhouse, Jack Sinclair of Sprouts Farmers Market, William Stengel of Genuine Parts Company, Michael Creedon of Dollar Tree, Ronald Sargent of Kroger, Lauren Hobart of Dick's Sporting Goods, Joshua Kobza of Restaurant Brands Inc., Kecia Steelman of Ulta Beauty, Scott Boatwright of Chipotle, Ted Decker of Home Depot, Bob Eddy of BJ's Wholesale Club, Corie Barry of Best Buy, James Conroy of Ross Stores, Chris Turner and David Gibbs of Yum Brands, Chris Kempczinski of McDonald's, Marvin Ellison of Lowe's, Brian Cornell of Target, Ernie Herrman of TJX Companies, Doug McMillon of Walmart, Brian Niccol of Starbucks, Hal Lawton of Tractor Supply Co, Laura Alber of Williams-SonomaFigma Gets an Activist Investor. Exhibit A on Why Companies Don't Want to Go Public. Figma's first year as a public company hasn't gone well. Findell Capital Management said it needs to take steps to shed its unwarranted reputation as an artificial-intelligence “loser.” WHO DO YOU BLAME?Figma founder and CEO Dylan Field: Owns 10% of shares but 72% of voting power: Class B shares worth 15 votes per shareDylan owns 158 Class A Shares (or 0.00003556% of 444,278,887)And Chair$5B net worth$865M total summary compensation in 2025; $91M in 2024Nominating Agreement:Figma must nominate Dylan Field to be a director and include him in the proxy statementThe company must use its resources to back him up and actively convince other shareholders to vote for him In response to a question about how he was going to change the world, Dylan said he was going to build better software for drones.Bro fest sausage party2 of 9 directors are womenTop 5 NEOs all dudesPeter ThielForced Dylan to drop out of Brown for a dumb fellowshipVC Blowhardiness on the BoardVC dude John Lilly (Greylock): Lead Independent Director2nd longest tenure (2014)Member of the Audit Committee; Member of the Nominating Committee (only Lilly and Rimer)VC dude Andrew Reed (Sequoia)Director at debt-maker Klarna Group (also way down since IPO): down roughly 54% from its initial $40.00 IPO price, and down nearly 68% from its all-time highMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)VC dude Danny Rimer (Index Ventures)Director since 2014B.A. in History and Literature from HarvardMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)Member of the Nominating Committee (only Lilly and Rimer)Luis von AhnDuolingo co-founder and CEO2025: shared an internal email outlining Duolingo's new "AI-first" strategy where Duolingo would “gradually stop using contractors to do work that AI can handle”Stated that "AI is a better teacher than humans" and that the future role of teachers would be reduced to providing "childcare."Blamed the controversy on a "lack of context" in his original statements"AI-First" memo goes viral: $389; today $118MATTDanone, Starbucks shine in methane-reduction rankingDanone is the only company in the group aligned with the Global Methane Pledge, an initiative backed by 150 countries that targets a 30 percent reduction in global levels of the gas by 2030. The French multinational also leads the pack in progress toward its target, having come close to hitting it five years ahead of schedule.WHO DO YOU CREDIT?Chair of the CSR committee Lise Kingo (9% influence), one of three directors tagged as merit directorsmaster's degree in Responsibility & Business from the University of Bathbachelor degrees in Religions and Ancient Greek Artbachelor's degree in Marketing and Economicscertificate as International Director from INSEADEx Novo Nordisk environmental affairs, internal audit, compliance, human resources, communication, branding and sustainabilityHelped create the UN SDGs and the UN Global CompactSomehow only bats 559 on carbon intensity (career) and 415 for scope 1/2 (career)Also, using deference metrics, the ONLY DIRECTOR tagged as fully independentEmployee rep member of the CSR committee Bettina Theissig (5% influence) and the employees of DanoneThe committee charter mandates employees get a say: At least two thirds of the CSR Committee must be independent, as defined by the AFEP-MEDEF Code. At least one Director representing employees must be a member of the Committee.In France (Danone's domicile), the European Investment Bank found that French employees were the most aware of environmental issues - 82% of French employees said they were highly concerned about environmental issues, highest in EuropeLead Independent Director and chair of the Nom/comp committee who put together the comp plan, Valerie Chapoulaud-Floquet15% influence, second to the 18% influence CEO (democracy!!), got 99.16% shareholder approval in April (even as CEO got 89.73% approval and pay got 93.19% approval)20% of short-term pay and 30% of long-term pay is based on hitting sustainability targetsWhen you pay a CEO to do a thing, they are more likely to do a thingEx-CEO Emmanuel FaberOusted in 2021 by the board of directors and activist investors, he transformed Danone into an “enterprise a mission” (a French version of a B corp)Investors voted 99% in favor of the move and a year later ousted Faber, the board resigned, and the new board and CEO are basically moving back towards being environmental leaders because it paid offShort term share price laggedHe said in 2024 that nature is “at the core” of Danone, It took the stock 3 years from Faber's ousting to return to Faber levels - and in the meantime, they were sued for plastics and emissionsIsn't this HIS win?Current CEO Antoine de Saint-AffriqueBecause CEOGM Board Director Jonathan McNeill Stepping DownCEO of DVx Ventures. Ex COO at Lyft Inc. and ex president, Global Sales, Delivery and Service at Tesla, current director at Lululemon, GM director since 2022, on the Governance and Corporate Responsibility committee and Risk and Cybersecurity committee.We know that half of boards on average think someone on the board should be replaced - did the GM board not like McNeill?WHO/WHAT WOULD WE BLAME FOR PUSHING MCNEILL OUT?Outsider dude bro DRLet's be honest, McNeill worked at much more… modern?... companies than GMThe board is OLD SCHOOL - ex Northrop Grumman, ex Visa, ex Lazard, ex HP, ex eBay, ex Novartis, ex Walmart, other directorships at Goldman, Huntsman, P&G… these are professional, insular boardsMeanwhile, he's investing as a VC in AI, other auto/mobility startups, comes from boards that are bro founder lead (Tesla, Lyft) He's invested in AI, crypto, heavy tech, intertwined with VCs all overNot deferential enoughBarra is connected to 94% - THE ENTIRE - boardMcNeill has the highest network power on the board at $9tn, higher than even Mary Barra (who is super connected), but is NOT a power player in the board community of GM - the dominant board communities for GM are massive blue chip US companies, where McNeill has deeper connections in smaller IT/tech focused companiesHe doesn't need the pay, he gets nothing for the connections really, he has connection to Barra but his network is different - was he too independent?Pissed he doesn't have enough influence McNeill has the LOWEST influence on the GM board at 4%He's relatively new, younger, working as a VC where you have a lot of power of capital allocation“I don't need this shit” effect?Too many womenMcNeill's dvX ventures portfolio team is 6 dudes and 1 womendvX entire operations staff is two woman - guess what they do“Chief of Staff” (ie, HR)Executive Assistant (yes, listed on the team)Board is 2 women, 3 men (McNeill not on board)This one seems unlikely I guess?Too busy, meh, move onOne of dvX portfolio companies is curbee, with GM Ventures' Kurt Baumgarten on the board (and the dvX co-founder is founder of Curbee)McNeill on at least 3 of his portfolio boards or advisory committees, plus LULU and GM…
The ASX 200 rallied hard off lows to close down 5 pts at 8724 (0.1%). CBA turned around, recovering well, the Big Bank Basket closed at $269.61 (- 0.8%). Insurers slipped, led by QBE off 1.3% and IAG down 2.2%. REITs too were under pressure, GMG off 0.4% and CHC falling 1.0%. Healthcare remains in the kennel, CSL falling another 1.7% with RMD off 2.1% and COH down 4.3%. Industrials slipped a little, BXB down 1.6% and ALQ falling 1.1%. Retail stocks were also on the nose following the minimum pay award update. JBH crumbled 5.4%, NCK down 3.1%. DMP dropped 5.9% on the wage news. Tech stocks were the stars of the show again today, WTC up 7.9% and XRO jumping 7.5%, with the All-Tech Index up 3.9%. REA had a good day, as did CAR.BHP and RIO once again pushed higher on copper exposure, the Big Australian hitting new records, up 1.4%. Gold miners recovered, with NST shooting the lights out as activist shareholder Elliott took a big position and called for change. Uranium stocks eased back again, PDN down 5.9% and DYL falling 5.3%.In corporate news, SRG jumped 16.6% on $1.85bn in new contracts. TEA soared 16.2% on an acquisition, DRO up 3.6% on a new $24.1m contract, and 4DX had a bad day on CT news. NST jumped on calls for change. On the economic front, consumer sentiment rose and the BoP fell as exports eased back. Asian markets mixed. Japan down 0.5%, Hong Kong up 1.8%, and China up 1.3%. US futures: Dow down 172 and Nasdaq down 83. Oil up 1.2%.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Wall Street anticipa suaves compras y busca renovar máximos históricos a la espera de “noticias frescas” sobre las negociaciones de paz en Oriente Medio. Los índices americanos van camino de finalizar una semana alcista, liderada por el Nasdaq, que avanza un 2%, seguido del SP500 y del Dow Jones. El mes de mayo también va a concluir “en verde” y encabezado por el Nasdaq (+8%). Aún falta la confirmación oficial por ambas partes.. y dada la naturaleza caótica de las negociaciones, cualquier acontecimiento inesperado podría hacer que los precios del petróleo superen nuevamente los 100 dólares por barril. En Europa, el Ibex 35 ya está por encima de los 18.400 puntos apoyado en Amadeus, IAG y los bancos. El análisis con Antonio Castelo, de iBroker. También llevaremos una operativa de futuros CME con Gerardo Ortega, de gerardoortega.es, y el repaso de los 35 del Ibex.
The ASX 200 took a dive today, down another 125pts at 8593 (1.4%), as the peace deal in the Gulf is starting to slide away. Banks and gold bore the brunt of the selling, with CBA off 2.1% and WBC down 1.3%, with the Big Bank Basket at $269.32 (-1.9%). Insurers also fell hard, QBE down 2.8% and IAG off 1.6%, with financials generally easier, while ASX continues lower.REITs also fell as bond yields rose, GMG off 1.2% and SCG down 0.8%. Old-school platforms remained under pressure, SEK down 3.9% and REA off 1.1%. Tech fell hard too, XRO off 2.6% and WTC falling 1.6%. The All-Tech Index dropped 1.1%. Healthcare was also under pressure, CSL fell 1.7% and RMD down 1.4%. Supermarkets held up. Industrials slid, BXB down 2.5% and QAN falling 1.5% as oil prices rose.Resources were sold down as bullion fell heavily and gold stocks turned nasty, NEM down 7.5% and EVN off 7.7%. Lithium stocks held up, PLS up 0.3%, while rare earths fell, LYC off 2.5%. Uranium stocks drifted lower, PDN down 1.7%. The big iron ore miners were also under pressure, BHP down 1.2% and RIO falling 2.5%.In corporate news, SDR rallied 8.6% after a new partnership deal. CSL dropped again despite the new CEO topping up his holding. VUL rose 2.3% as its financing package closed. And EOS had a good day, up 4.2% on some new director signings.On the economic front, April household spending collapsed much more sharply than expected, down 1.1% over the month.Asian markets eased. Japan off 0.5%, HK down 1.4% and China off 0.1%.US futures down slightly, Dow down 12 and Nasdaq off 141. European markets set to open around 0.7% lower. Oil up 3% on renewed hostilities.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
OHLA, IAG, eDreams, Repsol, Santander, BBVA, bajo la lupa de Álvaro Blasco, socio-director de atl Capital.
España recibió 10,1 millones de pasajeros aéreos internacionales en abril, un 3,7% más que un año antes, según datos de Turespaña. En el acumulado del año se alcanzan 32,4 millones de llegadas (+5,1%), con Europa como principal origen y crecimiento destacado de mercados como China, Corea del Sur y Japón dentro de la diversificación. La Comunidad de Madrid fue el principal destino en abril, con 2,2 millones de pasajeros y un aumento del 22,4%.Las principales aerolíneas europeas, como IAG, Ryanair, Lufthansa y Air France-KLM, redujeron en conjunto más de 4.300 millones de euros de deuda en el primer trimestre de 2026, impulsadas por la fuerte demanda, el aumento de tarifas y las reservas anticipadas de verano. La mejora de ingresos y liquidez ha permitido reforzar sus balances y reducir el apalancamiento a niveles previos a la pandemia, aunque con comportamientos desiguales entre compañías.El 87% de los españoles muestra preocupación por el aumento de los costes de viaje de cara al verano de 2026, el nivel más alto de Europa, aunque esto no frena la intención de viajar: el 68% prevé hacerlo, principalmente dentro del país. El gasto medio previsto es de 952 euros por persona, reflejando un ajuste del presupuesto ante la inflación.El Ayuntamiento de Sevilla y Mastercard han cerrado con éxito una campaña piloto para atraer turismo chino, que ha permitido aumentar un 28,3% las llegadas y un 49,9% el gasto de estos visitantes en la ciudad entre abril y diciembre de 2025. La iniciativa, enmarcada en la Estrategia de Turismo Sostenible 2030, se ha basado en la colaboración público-privada y el uso de datos para impulsar un turismo de mayor valor añadido.World2Fly ha suspendido la ruta entre Madrid y La Habana, sumándose a otras aerolíneas que han recortado o cancelado vuelos a Cuba. La decisión responde a la caída de la demanda, la falta de combustible y el contexto de restricciones internacionales que afecta a la conectividad con la isla.
The ASX 200 gave up yesterday's gain and more, dropping another 108 points to 8,497 (1.3%) as the rout continues. Resources bore the brunt of the selling as inflation fears stoked higher rates and tore through commodities. BHP fell 2.3% and RIO off 1.5% with gold miners under pressure again, EVN down 4.9% and NEM falling 4.5%. Oil and gas firmed, but uranium stocks eased back, PDN down 4.5%. Lithium stocks found some friends with PLS up 1.9%. Industrials were also weak across the board as TLS fell 1.1% and REA dipped 2.0%. Tech stocks couldn't shrug off the negativity despite good results from CAT and broker upgrades to TNE. Healthcare drifted lower.Banks were hit hard as one broker said conditions were tough, WBC fell 2.4% with ANZ off 2.1% and the Big Bank Basket falling to $269.72 (0.8%). Other financials also under pressure, MQG fell 2.0% and NWL and HUB dropped. Insurers also saw sellers, QBE off 1.0% and IAG down 0.4%. REITs fell as bond yields rose again. GMG down 2.1% and CHC falling 3.3%.In corporate news, WJL tumbled 11.2% after earnings came in worse than expected and guidance was moved down. JHX fell 0.9% after lacklustre results too. EOS tumbled 10.3% as it raised funds at 800c and FLT fell 3.6% after a US$5m US strategic acquisition.On the economic front, total wages and salaries paid by employers rose 1.4% to a record $110.6bn in March. National Australia Bank says weekly consumer spending patterns have stabilised with travel especially weak.Asian markets fell, Japan down 1.6%, Hong Kong down 0.7%, China flat. Kospi down 2.8%.US futures mixed with Dow down 31, Nasdaq up 32. European futures opening around 1% lower. Oil down slightly.Nvidia tonight in the US. European futures opening around 0.6% lower.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Álvaro Blasco, socio- director de atlCapital, repasa lo más destacado de la bolsa española con vistazo a IAG, Repsol, BBVA, Airbus...
Carlos Lasvignes, profesor de CML Bolsa, recomendó entrar en IAG y Mapfre al precio de apertura del día siguiente, con un objetivo de 10 céntimos. Afirmó que, en un periodo de 10 años, ha realizado 695 recomendaciones, de las cuales 685 se han cerrado con beneficio. Asimismo, señaló que se trata de un modelo de inversión que permitiría dedicar únicamente unos 15 minutos al día una vez aprendido, con el objetivo de obtener rentabilidad a largo plazo. Por último, explicó los distintos tipos de órdenes en bolsa: el stop de entrada, el stop de pérdida, la orden límite y el stop dinámico, detallando su utilidad como herramientas de gestión del riesgo y control de posiciones.
España se consolidó en 2025 como el primer destino de Europa por gasto turístico, con más de 115.000 millones de euros en ingresos de viajeros internacionales, según el informe del World Travel & Tourism Council. A nivel global, el país ocupa la tercera posición, solo por detrás de Estados Unidos y China, con una previsión de crecimiento hasta los 121.000 millones de euros en 2026.IAG ha asignado 10 Boeing 737 MAX adicionales a Vueling, que se suman a los 50 ya anunciados, alcanzando 60 aviones dentro de 100 opciones de compra del grupo. La incorporación forma parte del plan “Rumbo 2035”, con el que la aerolínea busca modernizar su flota, mejorar costes y reforzar su posición en Barcelona y en rutas clave en Europa.Un informe de AFI estima que el eclipse solar del 12 de agosto de 2026 generará alrededor de 360 millones de euros en gasto turístico en una semana en España, impulsado por el astroturismo y la demanda de alojamientos de corta estancia. El impacto se concentrará sobre todo en la Comunidad Valenciana, Madrid, Castilla y León y Aragón, con especial efecto en zonas rurales.El tráfico aéreo en España creció un 3,5% en los cuatro primeros meses de 2026, hasta 739.096 vuelos, según Enaire, impulsado principalmente por el aumento del tráfico internacional, que supera la mitad del total y sube un 4%. El crecimiento español supera la media europea (1,2%) y se refleja también en el aumento de sobrevuelos y en un abril especialmente activo por la Semana Santa.El turoperador alemán Dertour ha registrado un cambio en la demanda invernal de sus clientes, con Egipto como nuevo destino líder de corta y media distancia tras crecer un 15%, desplazando a España al segundo puesto. El informe del turoperador también señala un volumen global estable, pero con más reservas anticipadas, mayor sensibilidad al precio y un aumento del peso de los viajes de media distancia.
El Foro Iberoamericano de Turismo SOStenible, TuriSOS, celebró el pasado viernes en Málaga su octava edición como un encuentro boutique de reflexión y diálogo estratégico sobre el futuro del turismo entre España y Latinoamérica, con foco en innovación, sostenibilidad y temas de actualidad como el uso de la IA como palanca de productividad, la evolución del turismo de lujo y bienestar, y los retos de las agencias de viajes. Además, Smart Travel News fue reconocido en los Top 50+1 Inspiradores de Europa–Latam, con nuestro fundador y CEO, Juan Daniel Núñez, entre los profesionales destacados.Según datos de Evaneos, crece el interés de los españoles por viajar por Europa este verano, impulsado en parte por la incertidumbre geopolítica y los problemas de suministro de combustible. Suiza (+314%), Grecia (+151%) y Letonia (+133%) lideran el aumento de la demanda, seguidos de Portugal e Islandia. Actualmente, los viajes de corta distancia ya representan el 25% del negocio de la plataforma, que prevé seguir ampliando este segmento en los próximos años.IAG cerró el primer trimestre de 2026 con un beneficio neto de 301 millones de euros, un 71% más interanual, impulsado por la fuerte demanda de pasajeros y el buen comportamiento de las rutas transatlánticas. Los ingresos crecieron un 1,9%, hasta 7.181 millones, mientras Iberia mejoró su resultado operativo en 27 millones de euros, pese a la presión del combustible y la tensión en Oriente Medio.Travel Compositor ha anunciado una reorganización de su cúpula directiva para reforzar su crecimiento internacional y garantizar la continuidad de su estrategia de innovación. Su fundador y CEO, Manuel Aragonés, dejará sus funciones ejecutivas en octubre de 2026 tras más de 12 años al frente de la compañía, y será relevado por Miguel Ángel Garoz y Gonzalo Salvador como nuevos directores generales, en una transición orientada a mantener la estabilidad y el desarrollo global de la empresa.Un estudio de Travel Guard señala que el 93% de los españoles se arrepiente de al menos un viaje, especialmente de los realizados durante sus 20 años, etapa que el 44% identifica como la más propensa a errores. Los principales motivos son problemas como retrasos, cancelaciones o mala planificación, y el 27% admite haber mostrado en redes sociales una imagen positiva de viajes que realmente lamentó.Singapore Airlines retomará el 26 de octubre la conexión entre Madrid y Singapur con cinco vuelos semanales operados con Airbus A350-900. La ruta permitirá conectar la capital española con más de 100 destinos de Asia y Oceanía y tendrá un impacto económico estimado de 265 millones de euros para Madrid.
The ASX 200 fell 31 points to 8671 (0.4%), as once again we saw selling in the banking sector weigh on the market. The Big Bank Basket fell to $280.74 (1.6%), with CBA down 1.4%, ANZ falling 2.1%, and MQG also coming off the boil, down 2.2%. Other financials also eased back, NWL dropped 3.0% and XYZ down 3.1%. Once again, we also saw REITs under pressure, with SCG off 1.1% and CHC down 1.2%. Industrials were also weaker across the board, led lower by WES down 1.8%, with two supermarkets falling heavily and the tech sector under renewed pressure, with WTC falling 5.9% and XRO falling 3.5%. The All-Tech Index fell yet again by 2.8%. In the healthcare space, a continuation of the falls, as brokers downgraded CSL and it fell another 2.2%, with RMD also now heading much lower, down 3.4%. Retail stocks also suffering, with JBH off 2.1% and HVN falling 2.5%.Resource stocks, though, had a good day, with BHP hitting record highs up 2.5%, with RIO leaping 3.1% and FMG also firming. Gold stocks were also doing well today on the back of a higher bullion price, with EVN up 2.8% and NEM also doing well, up 4.4%. S32 had a good day, and lithium stocks also powering ahead, with LTR roaring up 5.3%. Oil and gas stocks were slightly firmer, with coal and uranium stocks both under pressure, with PDN falling 3.9%.On the corporate front, DRO fell heavily after ASIC announced an investigation into Director Selling. HLO rose slightly after Peter Costello was appointed a director. IAG firmed 1.9% after it unveiled its refreshed ‘Ambition 2030' strategy.In economic news, business credit demand flattened in the first quarter. Business conditions fell for the fourth straight month in April, according to the NAB monthly business survey, and we did see the ANZ Roy Morgan survey as well of consumer sentiment hitting lows again. It dropped 3.1% to 64.1%, the fourth lowest reading since the series started in 1973.Asian markets saw losses today; Japan up 0.5% on the Nikkei, HK flat%, and China down 0.3%. Kospi fell 3.2%US futures headed lower. Dow down 10, Nasdaq down 130. 10-year yields drifted to 4.99%. European markets are set to open lower. US CPI tonight.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Repaso del día a los protagonistas de la bolsa española: Acciona, IAG, Indra, ACS... Con José Escudero, analista de Kau Markets y Zona Value
Álvaro Blasco, socio- director de atlCapital, repasa lo más destacado de la bolsa española con vistazo a IAG, Acciona, Indra, Almirall...
Het Chinese technologiebedrijf Wingtech, eigenaar van chipmaker Nexperia in Nijmegen, start een internationale arbitragezaak tegen de Nederlandse Staat. Wingtech zegt dat de ingreep van het ministerie van Economische Zaken in 2025 en de maatregelen van de Ondernemingskamer de controle over Nexperia aantastten en voor miljarden schade zorgden. De controlerend accountant van Wingtech keurt de jaarcijfers niet goed, terwijl het Nederlandse management van Nexperia zegt de controle juist te steunen. Techtredacteur Bert van Dijk vertelt welke risico’s dit juridische gevecht heeft voor Nexperia, Wingtech en de Nederlandse Staat. Lees: Wingtech gaat compensatie van Nederland eisen in Nexperia-zaak De Europese Commissie geeft Europese luchtvaartmaatschappijen meer ruimte om met kerosineschaarste om te gaan. De Commissie staat toe dat airlines Amerikaanse kerosinen gebruiken, meer brandstof meenemen aan boord en toch hun vertrektijden op luchthavens houden als zij door tekorten vluchten schrappen. Dat is van groot belang voor bedrijven als Air France-KLM, Lufthansa en Iberia-moeder IAG, die al kampen met hoge kosten. Transportredacteur Erik van Rein vertelt hoe deze versoepeling werkt. Lees: Europese Commissie versoepelt regels voor luchtvaart door kerosineschaarste NRG Pallas, de exploitant van de kernreactor in Petten, bouwt een nieuwe reactor voor medische isotopen en zoekt naar slimme manieren om genoeg stroom te krijgen. Het bedrijf werkt samen met bollenboer en energieondernemer Cor de Graaf van zonnepark Zwanendal, dat via een directe kabel en batterijopslag stroom levert aan de Energy & Health Campus in Petten. Zo omzeilt NRG Pallas netbeheerder Liander en de volle capaciteit van het elektriciteitsnet. De Nederlandse Vereniging Duurzame Energie ziet dit als voorbeeld van hoe lokale opwek bedrijven kan helpen om netcongestie te omzeilen. Energieredacteur Eva Rooijers vertelt wat deze constructie betekent voor de campus en voor andere ondernemers. Lees: Slimme oplossing: NRG Pallas kan ondanks vol stroomnet nieuwe kernreactor bouwen voor medische toepassingen Redactie: Nelleke van der Heiden & Floyd Bonder Presentatie: Floyd Bonder See omnystudio.com/listener for privacy information.
Las claves macro del día y los resultados de IAG con Pablo García, director de Divacons-AlphaValue.
Der DAX geht mit deutlichen Verlusten ins Wochenende. Der Leitindex fällt um 1,3 % auf 24.339 Punkte. Neue Kampfhandlungen zwischen den USA und dem Iran drücken auf die Stimmung, Anleger gehen wieder aus dem Risiko. Besonders hart trifft es Rheinmetall mit -9,2 %, obwohl Umsatz und operatives Ergebnis gestiegen sind. Die Commerzbank verliert 3,9 %, trotz eines Nettogewinns von 913 Mio. Euro. Im Mittelpunkt steht hier der Abwehrkampf gegen UniCredit: Chefin Bettina Orlopp weist die italienischen Vorschläge scharf zurück, zugleich will die Commerzbank brutto rund 3.000 Stellen abbauen. Porsche schließt mehrere Tochterbereiche, mehr als 500 Mitarbeiter sind betroffen. Toyota halbiert den Gewinn auf 569,4 Mrd. Yen und senkt die Jahresprognose. IAG kappt den Ausblick wegen höherer Kerosinkosten. Sony bleibt im Gaming-Geschäft unter Druck, Coinbase rutscht in die roten Zahlen. Zum Schluss noch die Börsenweisheit des Tages. Sie stammt von Jim Rogers: "Immer wenn du denkst, du bist ein Finanzgenie geworden, obwohl du in Wirklichkeit nur Glück hattest, ist es Zeit, sich zurückzulehnen und eine Weile nichts zu tun."
Apuntan hoy también al verde Bolsas americanas. En Europa, se opta por tranquila digestión. Los precios del petróleo siguen cayendo ante las esperanzas de un acuerdo de paz entre EEUU e Irán que podría normalizar el suministro de crudo a través del estrecho de Ormuz Se sigue esperando que Teherán responda oficialmente a las propuestas de paz. El imparable repunte de los valores tecnológicos y de inteligencia artificial también ha jugado un papel importante en el impulso de las acciones estadounidenses hacia nuevos máximos. En datos económicos hoy hay más de empleo.Y comentarios desde la Reserva Federal. Hablan, entre otros, Kashkari, Hammack y Williams. Arm Holdings, Snap y Whirlpool son algunos de los valores protagonistas. Lo analizamos todo con Ricardo Tomás, de Multigestión Basalto USA. En Bolsa española, lideran las ganancias en Ibex35 Sabadell, IAG y Aena. Los que más pierden son Rovi, Endesa y Merlin Properties. Hablamos también con María Pisonero, Directora de Robert Walters: La alta rotación y la demanda creciente complican la búsqueda de CFOs en España.
ACCC Commissioner Luke Woodward delivered this year's Bannerman Competition Lecture (jointly hosted by the Business Law Section of the LCA and the ACCC), tracking the development of trade practices and competition law in Australia, the enduring influence of its first Commissioner and Chair and the challenges that lie ahead. Plus Woolworths and was/now pricing, Apple and app store access, and Mastercard and merchant routing in the courts; the future of cash revisited; and another Phase 2 review, this time for IAG and the RAC … All this and Bananaman with co-hosts Moya Dodd and Matt Rubinstein. Support the show: https://www.gtlaw.com.au/See omnystudio.com/listener for privacy information.
Las perspectivas de un acuerdo de paz entre Estados Unidos e Irán lastran al dólar, hunden precios del petróleo y hacen subir con fuerza a oro y acciones. Esas esperanzas alivian las presiones inflacionarias que habían sustentado las apuestas por unos tipos de interés más altos durante más tiempo. El repunte, que ya impulsó al cierre del martes a S&P 500 y Nasdaq a máximos históricos, muestra pocos signos de moderación porque, además, apoyan los resultados. Por ejemplo, los de Advanced Micro Devices. Pronostica unos ingresos para el segundo trimestre por encima de las expectativas, impulsados por la sólida demanda de sus chips para centros de datos. Fuera de cuentas corporativas, las acciones de Corning se disparan tras anunciar su colaboración con Nvidia. Y hay buenos datos en empleo. Las contrataciones del sector privado de Estados Unidos aumentaron en 109.000 en abril, por encima de lo previsto. Esta hora analizamos el mercado con Víctor Álvarez, de Tressis. En Bolsa española lideran los avances en Ibex35 ArcelorMittal, IAG y Amadeus. Al frente de los recortes se ponen Rovi, tras resultados, Repsol y Solaria.
The ASX 200 popped 64 points higher today to 8730, up 0.7%. Ends longest losing streak since 2018. Down 0.7% for the week. Banks were flat following a slightly disappointing outlook from the CEO of ANZ as the first bank to deliver its profit result. The Big Bank Basket closed at $286.93 (-0.6%). The rest of the finance sector did well, though, with MQG pushing up another 1.3% ahead of results next week. Insurers also did better, with QBE rising 0.6% and IAG having a very solid day. Whilst over on the REIT sector, we saw good strength across the board, with GMG up 1.3% and GPT up 1.3%. Industrials were a mixed picture, with WOW still smarting after its comments yesterday on earnings guidance down %, whilst COL rose 3.7% after its own trading update. Tech stocks were once again mixed, with WTC rising 2.4% and XRO also slightly firmer, with the All-Tech Index up 0.8%. Health care once again had another mixed picture, with RMD falling 3.5%. Although CSL managed to hold firm, COH found some friends up 5.1%.The real action today was in the resource sector, as we saw a bounce back in the iron ore majors, with BHP up 2.3% and RIO doing very well, up 2.7%. Once again, lithium stocks were in demand, with LTR featuring very strongly and PLS also up 2.0%. The gold miners were better, as the bullion price picked up and some end-of-week book squaring with EVN up 2.1%. In the oil and gas space, WDS slipped 1.3% and STO was unchanged, with coal stocks slightly firmer and uranium stocks picking up some ground after a volatile week.In corporate news today, we had the ANZ result, with COL also delivering an in-line result. Nothing on the economic front, though analysts are falling over themselves to predict that the RBA will raise rates next week.Asian markets mixed as Japan up 0.6% and China and HK easing back. US Futures pushed slightly higher with the 10-year yields easing to 5.02%—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
In Episode 4, of Season 7 of Driven by Data: The Podcast, Kyle Winterbottom was joined by Peter Everill, Head of Data Product at IAG, where they discuss why most organisations still invest heavily in data, analytics and AI capabilities without ever connecting that work to the handful of decisions that truly move business performance. They break down why the future of data transformation is really decision transformation, sharing a practical five-layer framework that links performance visibility, root cause, budget trade-offs, automated decisioning and enterprise optimisation directly to P&L impact, which includes;Why the real purpose of data and AI is not building outputs, but improving the decisions that materially change business performance.How Peter's career shifted from historical reporting into transforming decisions and workflows that directly influence operating models.Why the biggest capability gap in most organisations is linking technical capability to strategy, commercial priorities and P&L outcomes.How starting with business decisions instead of tools helps avoid the common trap of capability-first transformation.Why stakeholder requests that cannot be tied to action or performance change should rarely make the roadmap.How bottom-up demand creates sprawl, fragmented priorities and lots of activity that never ladders up to enterprise value.What the five decision layers are that connect data transformation directly to P&L impact.Why performance visibility is the first step to stop leadership teams debating numbers instead of making decisions.How root cause analysis becomes the turning point where prioritisation, ownership and commercial focus become clear.Why smarter budget trade-offs matter more than simply asking for more investment.How AI creates the most value when it improves decision quality before automating workflows at scale.Why automating workflows without improving the decision just helps organisations get to the wrong answer faster.How enterprise optimisation exposes where one team's success is unintentionally creating cost or lost sales elsewhere.Why local optimisation inside siloed teams often damages enterprise performance without leaders realising it.How making performance problems visible requires executive sponsorship because transparency can create organisational tension.Why root cause is usually the point where leaders realise they still lack clarity on what really drives performance.How both business leaders and data leaders should start by focusing on one decision that matters most.
Analizamos el cierre de la sesión con vistazo a Amadeus, IAG, CE, Bankinter... Con Carlos Ladero, director de cliente institucional en ActivoTrade
Vistazo a IAG, Amadeus, Solaria, Acciona Energia Renovables... Con Antonio Castelo, analista de iBroker
Ignacio Cantos, director de inversiones de atl Capital, repasa lo más destacado de la bolsa española con vistazo a Enagás, Teréga, IAG, Puig, Sacyr...
Data from New Zealand's largest insurer, IAG, shows a more than 200% increase in weather related claims. Kris Faafoi, chief executive of the Insurance Council of New Zealand spoke to John Campbell.
Repaso del día a los protagonistas de la bolsa española: IAG, Indra, Viscofán, Cirsa... Con José Escudero, analista de Kau Markets y Zona Value.
Álvaro Blasco, socio-director de atl Capital, repasa lo más destacado de la bolsa española con vistazo a IAG, Repsol, Iberdrola, Endesa, Naturgy, Telefónica...
Tom Zaunmayr speaks to Jack McGinn about the new Pastoralists and Graziers Association of WA president Digby Stretch. Also: Ruah gets $11m boost; ACCC to assess IAG, RAC merger; and Priddis buys Albany farm.
Álvaro Blasco, socio-director de atl Capital, repasa lo más destacado de la bolsa española con vistazo a IAG y AENA, Repsol, Grifols, Elecnor...
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Kuss der Muse für Meta, einen Streik-Dämpfer für die Lufthansa und erfreuliche Corona-Zahlen für Constellation Brands. Außerdem geht es um Anthropic, OpenAI, Alphabet, Delta Air Lines, Applied Digital, Microsoft, IAG, Air France-KLM, TUI, Volkswagen, Heidelberg Materials, Siemens, RWE, Solaria, Enel, Engie, Rocket Lab, Firefly, Lockheed Martin, Boeing, AST Space Mobile, Iridium, Globalstar, China Satellite, SES, Eutelsat, Viasat und BlackSky, Virgin Galactic, VanEck Space Innovators (WKN: A3DP9J). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Pepe Baynat, Director De Bolsas Y Futuros.com, analiza el panorama bursátil después de un día de euforia en los mercados. Tras el acuerdo de alto al fuego en oriente medio, los mercados vivieron el rally en la jornada del martes. Sin embargo, hoy las bolsas europeas y asiáticas operan en rojo, al igual que los futuros de referencia en Estados Unidos. En este contexto, Baynat , señala que, tras la fuerte subida registrada en la jornada anterior, el comportamiento actual del mercado entra dentro de lo esperado, con una sesión más pausada. Según explica, “ayer tuvimos un día muy alcista, muy fuerte y lo normal es que hoy se tome un día de reflexión”, con ligeras caídas que no alteran el escenario de fondo. En este sentido, considera probable que el mercado recupere el tono positivo en próximas sesiones y apunta que “probablemente mañana acabe el día bien, con una vela alcista clara”. En cuanto al contexto general, Baynat destaca que los indicadores siguen siendo favorables y asegura que “de momento, pinta bien”. Subraya además la evolución del petróleo, cuyo descenso por debajo de los 100 dólares por barril considera saludable, y el buen comportamiento de índices como el Ibex y el Dax, este último situándose por encima de su media de 200 días. Bajo este escenario, insiste en que “los recortes son para comprar, salvo que cambie algo en la guerra”, marcando así la importancia del contexto geopolítico. En relación a valores concretos, dentro del Ibex 35, Baynat apunta que existen oportunidades interesantes en el medio y largo plazo, aunque insiste en la necesidad de una adecuada gestión del riesgo. En este sentido, menciona compañías como IAG y Aena como posibles opciones, siempre con la recomendación de establecer niveles de protección mediante stop loss.
Det er 3. påskedag, det er fremdeles krig i Midt-Østen, olje koster 180 dollar fatet, SAS feier 80 år, IAG ute av kampen om TAP, Willie Walsh skal til India og vi snakker om amerikanske presidenter og flyplasser. Velkommen ombord på Flypoddens flight (A)380.Airbus A380AKTUELTSAS feier 80 år med spesialfargerTrump vil kutte i "amerikansk FOT"Og Trafikvärket vil kutte i svenske flygningerAir France-KLM og Lufthansa Group vil kjøpe TAP Air PortugalWillie Walsh blir ny CEO i IndiGoOverskudd i SunClassTrafikktall AvinorPalm Beach International Airport blir President Donald J. Trump Airport
Alexandra Machado afirma que privatização da TAP implicará manter uma presença forte em Portugal. A editora de Economia do Observador diz que IAG pode não ter avançado com proposta.See omnystudio.com/listener for privacy information.
Miramos al petróleo, Repsol, Indra, Telefónica, IAG, Grifols, Sacyr, Elecnor o Meliá con Roberto Moro, desde robertomoro.com
Analizamos el cierre de la sesión con vistazo a Indra, Repsol, ACS, IAG y Enagás. Con Carlos Ladero, de ActivoTrade
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this episode I am talking to Suzi McAlpine on the launch of her new book - "Beyond Burnout - a New Zealand Guide. How to spot it, stop it and stamp it out." A leadership coach, award-winning blogger and keynote speaker, Suzi works alongside CEOs, managers and executives to facilitate clarity, direction and optimal performance in the areas people need it most. Suzi McAlpine is a Leadership Development Specialist and author of award-winning leadership blog, The Leader's Digest. She writes and teaches about accomplished leadership, what magic emerges when it's present, and how to ignite better leadership in individuals, teams and organisations. Suzi has been a leader and senior executive herself, working alongside CEOs and executive teams in many guises. Her experience has included being a head-hunter and executive coach, and a practice leader for a division at the world's largest HR consulting firm. Suzi provides a range of services as a Leadership Development Specialist, including executive coaching, leadership workshops and leadership development programmes for CEOs, leadership teams and organisations throughout New Zealand. She has worked with IAG, Weta Workshop, The Department of Conservation, Contact Energy, Merchant (Overland) Footwear, BDO Accounting, and Nelson Airport to name a few. In 2012, Suzi started The Leader's Digest, now an internationally acclaimed blog, which provides tips and insights to CEOs and executives around the globe. The blog has been named in CMOE's Top 100 Socially-Shared Leadership Blogs, Serve To Lead's Best 21st Century Leadership Blogs, Charles Specht's Top 50 Global Leadership Bloggers, Hubworks Global Top 25 Leadership and Management Blogs and MP Star Financials' global Top 25 Leadership Blogs for Small Business. In 2018, she launched an online leadership programme for emerging leaders, The Leader's Map. The programme fills a void in the leadership arena, teaching leadership skills and providing support to people who are thrust into roles in which they must lead. The programme gives emerging leaders the necessary tools to succeed in their role. Suzi has used her expertise in the leadership space to write a book on burnout and how leaders can create environments in which people, as well as profits, thrive. In this podcast, she shares some insights, actionable tools & practical tips for Leaders & businesses of all sizes.
Álvaro Blasco, socio-director de atl Capital, repasa lo más destacado de la bolsa española con vistazo a IAG, Repsol, Telefónica, Santander, Cellnex...
Álvaro Blasco, socio-director de atl Capital, repasa lo más destacado de la bolsa española con vistazo a Repsol, Merlin, Colonial, IAG, Amadeus, Ercros...
Repaso del día a los protagonistas de la bolsa española: Repsol, Grifols, IAG, Inditex... Con Álvaro Romero, analista senior de renta variable de Singular Bank .
Repaso del día a los protagonistas de la bolsa española: Repsol, Inditex, IAG... Con José escudero, analista de Kau Markets y Zona Value.
Det er krig i Midtøsten, solen skinner og det er tirsdag 3. mars når vi spiller inn. Vi skal innom Avinor-tall, dansk innenriks, Norse-underskudd og IAG-overskudd. Velkommen ombord på flight 376!Ulykkesflight: Korean Air 376AKTUELT:Krig i Midtøsten - tusenvis av flighter kansellertAvinortall uke 8Økt trafikk i AalborgUnderskudd i NorseOverskudd i IAGIndigoPartners selger seg ned i WizzAir
This week on TGW, host Michelle Baltazar welcomes ESG and responsible investing leader Dr Ian Woods to discuss 'ESG Unlocked', a new book he has co-authored with Josh Dowse, which was written to address the disconnect between how companies and investors understand and apply ESG.Woods explains that the book's aim is to demystify ESG by reducing jargon, joining the dots between corporate and investment perspectives, and showing how ESG integration can support both sustainability outcomes and profits and investment returns.00:42 Meet Dr. Ian Woods + introducing the book 'ESG Unlocked'02:07 How the book was born: Bridging the company–investor disconnect03:52 From climate pioneer to ESG mainstream: What changed over time06:18 Case study: IAG's investor-aligned climate journey08:00 Common ESG investing myths: Divestment, materiality and performance11:50 The ticking clock: Physical climate risk vs transition risk14:34 Natural, social, human and financial capital: making ESG relevant16:21 Behind the scenes: Writing during COVID + making ESG readable19:04 The next decade: No more “ESG teams”?Links: ESG UnlockedThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy