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Las próximas semanas serán decisivas en bolsa.
Por un lado, vemos cómo cada vez hay más miedo a una posible crisis de deuda provocada por los déficits desbocados de los estados y por otro los beneficios empresariales están batiendo al mercado.
Y a todo esto tenemos que sumarle que en unas pocas semanas tenemos las elecciones de medio mandato de Estados Unidos.
Con la ayuda de los expertos de Estrategias de Inversión, vamos a poner luz sobre lo que nos espera en las próximas semanas en los mercados.
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
Global equities slid to a one-week low as surging oil prices and mounting bets on further Federal Reserve interest-rate hikes drove Treasury yields to multi-year highs.
Iranian officials have privately expressed pessimism about reaching a deal to end hostilities with Washington and reopen the Strait of Hormuz before US midterm elections in November, according to people familiar with the matter.
And UK Prime Minister Andy Burnham will set out his pitch for honest political debate as the antidote to populism at the UK Labour Party Conference, as he reveals his plans for taking on thorny issues, from Britain’s expensive social care system to its creaking water infrastructure.
Today guest: Sunaina Sinha Haldea, Raymond James, Private Capital Advisory Global Head.
Chapters:
00:00:00 - Daybreak Europe
00:06:56 - Oil Extends Gain in Iran Uncertainty
00:09:55 - Iran Officials Pessimistic About US Deal Before Midterms
00:11:54 - Andy Burnham Vows 'Clear Vision' to Tackle UK's Thorniest Challenges
00:15:27 - OpenAI Holds Back Version of Astra AI Model
00:18:46 - OpenAI Scraps Release of New AI Model Over Safety Concerns
00:22:54 - Treasuries Selloff Deepens as Trump Spurns Iran’s Latest Offer
00:31:14 - Sunaina Sinha Haldea, Raymond James, Private Capital Advisory Global Head
00:38:56 - Europe's LNG Inventories Lowest Ever for This Time of Year
00:43:27 - Trump Slams UK Move to Release Airbase Suspects
Jeff Sica of Circle Squared Alternative Investments joins Stuart Varney to analyze how rising borrowing costs are crushing the real estate sector and how high food inflation is squeezing profit margins for major restaurant chains.