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Kay Van-Petersen
Saxo's global macro strategist Kay Van-Petersen examines the big issues for the markets in the week ahead in this brief rundown.
Article / 08 March 2018 at 8:02 GMT

El BCE será el eje de la sesión

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Spain
Flash de mercado
Ayer

El miedo a una guerra comercial desde EE.UU prolongó las dudas entre los inversores, que extremaron la cautela y tiñeron de rojo la apertura de los principales índices americanos. A pesar de Wall Street, jornada positiva en las bolsas europeas que cerraron la sesión con subidas generalizas lideradas por el Dax alemán y el Mib italiano, que continuó con su particular rebote tras las pasadas elecciones. El Ibex, por el contrario, se mantuvo rezagada del resto de Europa al cerrar la sesión con un +0.13%.

Desde la macro, datos relevantes a ambos lados del atlántico, en el que se confirmó el crecimiento del 2,3% del PIB en la eurozona. Por la parte americana, datos positivos en relación a la creación de empleo del sector privado, y negativos, tras la confirmación de un aumento mas de lo previsto del déficit de la balanza comercial.

Día positivo, también, en el mundo de la renta fija con compras tanto en EE.UU como en Alemania y compras aún más pronunciadas en los periféricos, que terminaron la sesión a la espera de la reunión de esta tarde del BCE.

Jornada estable en el mercado de divisas en el que el Euro mantuvo los 1,24 ante un dólar que continúa mostrando la debilidad de los últimos días.
    
¿Qué va a pasar hoy?
 
Jornada de jueves importante para Europa que espera impaciente la reunión del BCE y su decisión sobre los tipos de interés y facilidad de depósito. Además de esto, se publicará el índice RICS de precios de la vivienda y el dato de pedidos de fábrica de Alemania.

Por la parte del continente asiático conoceremos las cifras de exportaciones e importaciones y la balanza comercial de China y el dato de PIB trimestral en Japón. Y por el continente americano, conoceremos las nuevas peticiones de subsidio por desempleo.

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