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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.
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski weigh the impact that rising yields and lower oil prices had on the stock market last week.
They look ahead to this week’s inflation and jobs reports, and cover what to watch for in the earnings reports from triple-digit-club member Micron Technology as well as Nike and McCormick.
They share key takeaways from Costco’s COST and Darden Restaurants’ DRI results. And they provide updates on former stock picks Lennar and Berkshire Hathaway; tune in to find out which of the two is the better buy stock to buy today.
Hear what they think about the entertainment industry as an investment idea. They close the show with several stocks to buy that still look undervalued even after their recent rallies.
Episode Highlights:
00:00:00 Welcome
00:01:31 Is it time to worry about Treasury bond yields?
00:10:35 Which economic reports to watch this week
00:14:54 Can Micron Technology's MU momentum continue?
00:17:54 Nike NKE and McCormick MKC: Is either beleaguered stock worth buying before earnings?
00:30:04 Berkshire Hathaway's BRK.A BRK.B big investment in Lennar LEN and which stock is the better buy today
00:33:22 Our take on the entertainment industry
00:37:38 Four stocks that are up a ton that have more room to run
