Finanzas
La Bolsa abre con subidas y consolida su optimismo tras la victoria de Trump
El Ibex avanza cerca del 1%. Los mercados asiáticos ya han cerrado con fuertes alzas
Guindos confía en que la inercia eleve el crecimiento más de lo que calcula Bruselas
El Gobierno espera que el avance del PIB reduzca los ajustes. Pero la Comisión Europea discrepa
Las Bolsas de EE UU suben ante la promesa de infraestructuras y desregulación
El optimismo de Wall Street tranquiliza al mercado europeo que terminó con subidas. Solo desentona el Ibex, que bajó el 0,4%
La Reserva Federal pasará a un segundo plano con Donald Trump
La probabilidad de que aumente los tipos de interés en diciembre se reducen al 42% tras la victoria del republicano
Directo | El optimismo de Wall Street tranquiliza las Bolsas europeas
El mercado estadounidense sube levemente y arrastra a los índices del Viejo Continente al verde
Commodities react to Donald Trump’s reflationary rhetoric
GOLD is Donald Trump’s favourite metal. The taps on his private jet are 24-karat gold-plated. His $100 vodka is adorned with a golden “T”. He even hankers after the gold standard. He must have found it gratifying, therefore, that gold soared to its highest price since Brexit after his overnight victory in America’s presidential election. But copper and industrial metals also rallied. They tell a similar story: prepare for reflation.
Gold is both a haven and a hedge against inflation. Initially, its rally appeared to be a rush for safety. The dollar and stockmarkets plunged as Mr Trump headed closer to victory, pushing panic-driven flows into the yellow metal. It pared gains from a high above $1,330 an ounce to below $1,300 as other markets took heart when the president-elect, in his victory speech, promised to double American growth and rebuild the country’s infrastructure. But gold bugs remain bullish because Mr Trump is likely to expand the fiscal deficit, and the uncertainty over the implications of his election may make it harder for the Federal Reserve to raise interest rates. Fiscal expansion and continued monetary looseness are both…Continue reading
Directo | Wall Street abre con optimismo y la Bolsas europeas se recuperan
El mercado estadounidense sube levemente y arrastra a los índices del Viejo Continente al verde
Directo | Wall Street esquiva el desplome tras la victoria de Donald Trump
La Bolsa estadounidense arranca muy plana, frente a las pérdidas de Europa. Los valores refugio como el oro suben
The economic consequences of Donald Trump
FROM late January, Donald Trump will have all the authority of the American executive, and the support of a unified Republican Congress, behind him. He will, therefore, be in a position to deliver profound and lasting change. The near-term economic effect of a Trump presidency is perhaps not of foremost concern to vulnerable racial and religious minorities in America, or to nervous Nato allies in eastern Europe. But the economic consequences of Mr Trump’s presidency could be enormous, and costly.
In the short run, the market reaction will receive most attention. Mr Trump will not be president until early in 2017, and so it falls to markets to anticipate, and price in, expected policy changes. Stockmarkets are set to open down today, and the election could presage a longer slump if investors feel that the uncertainty generated by Mr Trump’s victory will harm growth and corporate profits. But volatility, rather than a bear market, might be the more probable outcome, given the lack of clarity as to what Mr Trump will prioritise in office. Bond prices will probably wobble a lot as markets seek insurance against risk. Normally, American bonds are the world’s great safe haven….Continue reading
El BCE está dispuesto a intervenir en los mercados en caso de emergencia tras la victoria de Trump
Advierte sobre una prolongación excesiva de la tendencia bajista del dólar