Intelligence Digests
Briefings
Latest daily briefing
Mar 21, 2026Daily Briefing — March 21, 2026
Today's intelligence is dominated by two regulatory developments that demand attention: ESMA's final MiCA technical standards and the CNMV consultation on non-EU fund marketing — both classified as Critical Alerts. On the capital side, JP Morgan's private credit spread analysis (score 4.1) and the Spanish FO consolidation story (4.2) represent the highest-priority reading. Opportunity landscape: Four items flagged as Opportunity this cycle. The MiCA finalisation creates a first-mover advisory window; the CNMV consultation positions well for a thought leadership response. Watch closely: ECB June meeting pricing and EU venture funding contraction continue to evolve.
Weekly digests
Weekly Digest — Week of March 17, 2026
This week's signal volume increased 23% versus the prior week, with regulation (38%) and capital (31%) dominating the category mix. Key themes: European regulatory tightening (MiCA, CNMV), capital market repricing (private credit, VC contraction), and talent movement in the Iberian family office ecosystem. Strategic observation: The convergence of Spain's improved tax positioning for international founders, tokenised real estate activity in Marbella, and family office professionalisation creates a compelling cluster of opportunities in the Iberian HNW advisory space. Next week watch: ECB communication cadence, CNMV consultation response window opening, and a16z's first European deal announcements.