2023-07-31 11:28:00
the blunt rate drop of 100 points in the governing type surprised economic agents who expected a maximum adjustment of 75 basis points. The announcement was expected especially in a context of a stagnant economy that needs signals to boost activity.
How will the schedule of the Central Bank continue? Analysts point to cuts of 100 points, but there is still no consensus on a return to an expected neutral rate. Meanwhile, this week market analysis and betting will continue.
The world has seen a series of volatile movements and changes in investor expectations. Attention has focused on macroeconomic figures for the euro area, such as theconsumer price index (CPI) and gross domestic product (GDP), as well as the data on the unemployment in the United States. Investors are eagerly awaiting some of them, as they might reflect a price containment and a timid recovery of economic growth.
The revaluations in the markets were driven by references such as the solid GDP growth in the United States and a larger-than-expected decline in inflation, which led to a less aggressive tone on the part of central banks. Furthermore, the expectations of stimulus in china They have also been a positive factor for purchases in the markets, this despite the fall in the manufacturing figures published today.
But not only macro data, but this week is expected to be full of business results in Europe and the United States. Big companies like Apple y Amazon will submit their reports in the coming days, which will keep the investors alert. However, some companies, such as Heinekenwho have experienced difficulties due to the weakness in the Asian region, has led to Adjust your perspectives.
In the midst of this scenario, experts have stated some caution and pessimism regarding current estimates, whereas they might be overly optimistic. Investors will be watching the figures for the second quarter and the first half to assess whether expectations are met or if there are possible disappointments that might influence the market outlook for the second half of the year.
Pay attention today:
08:30 Hours.-The Central Bank publishes on its website the house price index.12:30 Hours.-The governments of Chile and the United States sign the Bilateral Implementation Agreement for the Prevention and Combat of Serious Crimes, which is part of the work plan of the program Visa Waiver. 15:00 Hours.- The Intelligence Control Commission of the Chamber analyzes the theft or removal of species from the offices of the Ministry of Social Development and whether the facts affect intelligence activities and measures.
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