{"id":37833,"date":"2024-05-29T11:01:55","date_gmt":"2024-05-29T14:01:55","guid":{"rendered":"https:\/\/www.bancocmf.com.ar\/cmf-pre-market-29-05-24\/"},"modified":"2024-05-29T11:02:48","modified_gmt":"2024-05-29T14:02:48","slug":"cmf-pre-market-29-05-24","status":"publish","type":"post","link":"https:\/\/www.bancocmf.com.ar\/en\/cmf-pre-market-29-05-24\/","title":{"rendered":"CMF PRE-MARKET 29-05-24"},"content":{"rendered":"\n<p><strong>\u00bfManda la pol\u00edtica?<\/strong><\/p>\n\n\n\n<p><em>La recuperaci\u00f3n de los activos argentinos estuvo en l\u00ednea con la regi\u00f3n, aunque con mayor beta producto del catch-up esperado dado el cambio de gobierno hacia una administraci\u00f3n m\u00e1s pro-mercado. Sin embargo, despu\u00e9s del fuerte rally, las valuaciones est\u00e1n bajo presi\u00f3n por el contexto internacional y un escenario pol\u00edtico adverso. Un contexto de tasas altas por m\u00e1s tiempo deber\u00eda limitar temporalmente el crecimiento de los activos locales y regionales, aunque continuamos creyendo que el principal driver sigue siendo la din\u00e1mica pol\u00edtica local. En esa l\u00ednea, observamos un progreso con la designaci\u00f3n de Francos al frente de la Jefatura de Gabinete, que podr\u00eda destrabar el nudo pol\u00edtico del Congreso y empujar las valuaciones al alza.<strong> La deuda en moneda extranjera del BCRA luce como una buena alternativa para intentar capturar el rebote, otorgando, a su vez, mayor cobertura ante una extensi\u00f3n de la correcci\u00f3n de precios.<\/strong><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mercado de cambios:<\/strong> el BCRA contin\u00faa su <em>crawling peg<\/em> del 2% mensual y el FX mayorista abre la jornada en $893,5.<\/li>\n\n\n\n<li><strong>Ley Bases: <\/strong>el nuevo jefe de gabinete, Guillermo Francos, inform\u00f3 ayer a la prensa que el oficialismo cree haber llegado a un consenso con los bloques dialoguistas para emitir dictamen hoy mismo.<\/li>\n\n\n\n<li><strong>Licitaci\u00f3n MECON:<\/strong> hoy el Tesoro ofrece $1,5 billones de la LECAP S14J4 con una tasa m\u00ednima de 4,2% TEM y $2 billones entre las nuevas LECAP S12L4 y S16G4, que licitar\u00e1n tasa sin m\u00ednimo.\u00a0<\/li>\n\n\n\n<li><strong>Exportaciones: <\/strong>el Gobierno se mantiene firme con el esquema exportador 80-20 y ayer, un miembro del MECON declar\u00f3 que se descarta una modificaci\u00f3n al d\u00f3lar exportador, debido a que ya hay incentivos para que los productores liquiden.<\/li>\n\n\n\n<li><strong>Saldo en el MULC: <\/strong>ayer el BCRA compr\u00f3 USD 56 MM netos en el MULC, acumulando as\u00ed USD 17.171 MM desde la devaluaci\u00f3n de diciembre, y USD 2.452 en lo que va de mayo.<\/li>\n\n\n\n<li><strong>Contexto internacional: <\/strong>nuevamente, un miembro del FOMC, en este caso Neel Kashkari, vuelve a mencionar que existe la posibilidad de una suba de tasas en caso de que la inflaci\u00f3n lo justifique. A pesar de haberle asignado una baja probabilidad, la mera enunciaci\u00f3n podr\u00eda imprimir mayor pesimismo al mercado de riesgo.<\/li>\n<\/ul>\n\n\n\n<p><strong>Este informe ha sido elaborado a t\u00edtulo informativo. El presente NO debe ser tomado como una recomendaci\u00f3n o instrucci\u00f3n, y no reviste car\u00e1cter de ofertas de productos y\/o servicios ni solicitud de orden\u00a0de compra y\/o venta. Banco CMF S.A. no ser\u00e1 responsable por ning\u00fan error y\/u omisi\u00f3n del contenido.<\/strong><\/p>\n\n\n\n<p><strong><em>Copyright \u00a9 2017 Banco CMF S.A. All rights reserved.<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00bfManda la pol\u00edtica? La recuperaci\u00f3n de los activos argentinos estuvo en l\u00ednea con la regi\u00f3n, aunque con mayor beta producto del catch-up esperado dado el cambio de gobierno hacia una administraci\u00f3n m\u00e1s pro-mercado. Sin embargo, despu\u00e9s del fuerte rally, las valuaciones est\u00e1n bajo presi\u00f3n por el contexto internacional y un escenario pol\u00edtico adverso. Un contexto de tasas altas por m\u00e1s tiempo deber\u00eda limitar temporalmente el crecimiento de los activos locales y regionales, aunque continuamos creyendo que el principal driver sigue siendo la din\u00e1mica pol\u00edtica local. En esa l\u00ednea, observamos un progreso con la designaci\u00f3n de Francos al frente de la [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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La recuperaci\u00f3n de los activos argentinos estuvo en l\u00ednea con la regi\u00f3n, aunque con mayor beta producto del catch-up esperado dado el cambio de gobierno hacia una administraci\u00f3n m\u00e1s pro-mercado. Sin embargo, despu\u00e9s del fuerte rally, las valuaciones est\u00e1n bajo presi\u00f3n por el contexto internacional y un escenario pol\u00edtico adverso. Un contexto&hellip;","coauthors":[],"tax_additional":{"categories":{"linked":["<a href=\"https:\/\/www.bancocmf.com.ar\/en\/category\/pre-market-daily-close-en\/\" class=\"advgb-post-tax-term\">Pre Market &amp; Daily Close<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Pre Market &amp; Daily Close<\/span>"]}},"comment_count":0,"relative_dates":{"created":"Posted 2 years ago","modified":"Updated 2 years ago"},"absolute_dates":{"created":"Posted on May 29, 2024","modified":"Updated on May 29, 2024"},"absolute_dates_time":{"created":"Posted on May 29, 2024 11:01 am","modified":"Updated on May 29, 2024 11:02 am"},"featured_img_caption":"","series_order":"","_links":{"self":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/37833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/comments?post=37833"}],"version-history":[{"count":1,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/37833\/revisions"}],"predecessor-version":[{"id":37835,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/37833\/revisions\/37835"}],"wp:attachment":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/media?parent=37833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/categories?post=37833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/tags?post=37833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}