Sabadell - ESTRATEGIA SEMANAL DE CRÉDITO: EL POLITBURÓ CHINO ANIMA EL MERCADO (ANÁLISIS BANCO SABADELL)

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ESTRATEGIA SEMANAL DE CRÉDITO: EL POLITBURÓ CHINO ANIMA EL MERCADO (ANÁLISIS BANCO SABADELL)

Entorno: China se está tomando en serio los problemas de deflación y deuda con las medidas adoptadas para intensificar las políticas de estímulo,

30/09/2024 1 ES

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COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, OHLA, REDEIA, REPSOL. El mercado de divisas, nuevo foco de atención Jornada mixta en las bolsas europeas, que cotizaron divididas con la vista puesta en el dólar y el nuevo retroceso que sufrió ayer, cayendo a mínimos de 2022. En el STOXX 600 R. Básicos e Industriales fueron los sectores que más subieron, frente a las mayores caídas de Hogar y B. de Consumo (sectores con bastante exposición a dólar). Por el lado macro, en EE.UU. el PIB 1T’25 se revisó a la baja en la tercera lectura hasta el -0,5% t/ta desde el -0,3%, por menor dinamis...

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ESTRATEGIA SEMANAL DE CRÉDITO: EL POLITBURÓ CHINO ANIMA EL MERCADO (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 27 JUNIO (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 27 JUNE (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: DEFENSA - TODAVÍA MÁS CARA PERO RESPALDADA POR FUNDAMENTALES (ANÁLISIS BANCO SABADELL)

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