Desde Las Mesas Estados Unidos Y México 04 De Junio De 2021

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Desde las Mesas Estados Unidos y México 04 de junio de 2021 Comentarios al Cierre Bolsas Estados Unidos Mercados en USA cerrando positivos para nuevamente estar muy cerca de máximos históricos. Dato fuerte de empleo impulsando mercados, aunque aumento en salarios poniendo preocupación en aumento de inflación. Sector tecnológico impulsando hoy bolsas. #BolsasDeNorteaméricaAlDía Los futuros de los índices en EEUU operaban con ligeras pérdidas, sobre todo en el Nasdaq, en línea con los mercados en Europa que retrocedían -0.4% en promedio. Esta tendencia cambio luego de que se diera a conocer el reporte de empleo de mayo. Aunque la tasa de desempleo fue menor a lo que esperaba el mercado (5.8% vs 5.9%e), con la tasa más baja desde que comenzó la pandemia, la creación de empleo en la Nómina no Agrícola no alcanzó la expectativa del mercado (559,000 empleos vs 675,000 empleos e). Esta menor creación de empleos ligera un poco de presión en torno a las presiones inflacionarias que hemos visto en los meses recientes y, en automático, provocó bajas en el dólar y en el Bono de 10 años, eliminando las pérdidas de los futuros de los índices. El S&P operó durante toda la jornada en terreno positivo, cerrando muy cerca del máximo de la jornada. En esta ocasión, los sectores que encabezaron este movimiento fueron Tecnología y Comunicaciones, mientras que los sectores cíclicos (Materiales, Energía, Financieras) se rezagaron. El balance de la jornada fue positivo con ganancias de +0.5% en el Dow Jones, +0.9% en el S&P y +1.5% en el Nasdaq, al igual que el balance semanal con ganancias de +0.7%, +0.6% y +0.5% respectivamente. Bolsas México México cerrando negativo, con un bajo volumen en el mercado local. Flujos IPC cerró en 50,484.35 (-0.29%) continuó a la baja con un volumen promedio de 20mil mdp. FX tuvo una tendencia completamente contraria al día de ayer, gracias a los datos en USA empezó operando en 20.07 y cerró en 19.95. Compramos Amx, Alfa, Walmex y Alpek. Vendimos Naftrac, Funo, Homex, Orbia. Dos lados en Cemex, Q, Gmexico y Bbajio. Glosario click aquí Jose Antonio Durán │ Director Posición Propia y Arbitraje │ [email protected] Alejandro Fuentes │ Director de Estrategia de Corto Plazo de Capitales │ [email protected] Roberto Larenas │ Director Ventas Institucionales │ [email protected] actinveranalisis.com Límite de Responsabilidades: https://goo.gl/XYX7TZ .

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