{"id":38361,"date":"2024-07-03T11:40:43","date_gmt":"2024-07-03T14:40:43","guid":{"rendered":"https:\/\/www.bancocmf.com.ar\/cmf-pre-market-03-07-24\/"},"modified":"2024-07-03T11:41:11","modified_gmt":"2024-07-03T14:41:11","slug":"cmf-pre-market-03-07-24","status":"publish","type":"post","link":"https:\/\/www.bancocmf.com.ar\/en\/cmf-pre-market-03-07-24\/","title":{"rendered":"CMF PRE-MARKET 03-07-24"},"content":{"rendered":"\n<p><strong>Contin\u00faa la demanda por cobertura<\/strong><\/p>\n\n\n\n<p><em>Las dudas con respecto al tipo de cambio aument\u00f3 la demanda por cobertura, a la vez que subieron los d\u00f3lares libres. As\u00ed, los t\u00edtulos dollar-linked fueron los grandes ganadores de junio, con subas en moneda dura de hasta 7%. La demanda tambi\u00e9n se sinti\u00f3 en los FCI que tuvieron los mayores ingresos de dinero en los \u00faltimos 5 d\u00edas con un monto que asciende a $116.300 millones. Las compa\u00f1\u00edas aprovecharon la situaci\u00f3n y aumentaron las colocaciones de deuda ajustable por tipo de cambio con prorrateos realmente bajos. Sin embargo, el Gobierno se sostiene firme con respecto a su pol\u00edtica cambiaria e insiste en que no devaluar\u00e1. El mercado de Rofex opina distinto y pricea un d\u00f3lar ~25% m\u00e1s caro que el impl\u00edcito al 2% para diciembre. <strong>Creemos que la volatilidad de corto plazo puede seguir y vemos valor en empresas con ingresos dolarizados.<\/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 $915.<\/li>\n\n\n\n<li><strong>F\u00f3rmula jubilatoria: <\/strong>luego de haber sido aprobada en Diputados, hoy comienza el tratamiento de la nueva f\u00f3rmula de movilidad jubilatoria en comisiones del Senado.<\/li>\n\n\n\n<li><strong>Asesores de Milei: <\/strong>hoy fue nombrado en el Bolet\u00edn Oficial Demi\u00e1n Reidel como Jefe de Gabinete de Asesores del presidente.<\/li>\n\n\n\n<li><strong>Rebota el equity:<\/strong> en la segunda rueda posterior a los anuncios del equipo econ\u00f3mico, el equity se recuper\u00f3 y gan\u00f3 1,5% en d\u00f3lares CCL. Los m\u00e1s beneficiados de la jornada de ayer fueron los bancos. Hoy el Merval abre al alza con pocos nombres en terreno negativo.<\/li>\n\n\n\n<li><strong>Saldo en el MULC: <\/strong>el Banco Central compr\u00f3 ayer apenas USD 2 MM en el MULC, acumulando un saldo de USD 17.218 MM desde la devaluaci\u00f3n de diciembre.<\/li>\n\n\n\n<li><strong>Contexto internacional: <\/strong>Powell afirm\u00f3 que la Fed necesita m\u00e1s datos que aseguren que la inflaci\u00f3n est\u00e1 convergiendo al 2% para que tomen la decisi\u00f3n de recortar tipos. Preocupa todav\u00eda el riesgo incipiente de una econom\u00eda m\u00e1s fuerte de lo esperado y un sector laboral pujante. En l\u00ednea con eso, el informe de empleo JOLTS de EE.UU. sorprendi\u00f3 al alza al reportar un total de 8,14 millones de empleos disponibles en mayo, por encima de los 7,96 millones esperados.<\/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&nbsp;de 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>Contin\u00faa la demanda por cobertura Las dudas con respecto al tipo de cambio aument\u00f3 la demanda por cobertura, a la vez que subieron los d\u00f3lares libres. As\u00ed, los t\u00edtulos dollar-linked fueron los grandes ganadores de junio, con subas en moneda dura de hasta 7%. La demanda tambi\u00e9n se sinti\u00f3 en los FCI que tuvieron los mayores ingresos de dinero en los \u00faltimos 5 d\u00edas con un monto que asciende a $116.300 millones. Las compa\u00f1\u00edas aprovecharon la situaci\u00f3n y aumentaron las colocaciones de deuda ajustable por tipo de cambio con prorrateos realmente bajos. Sin embargo, el Gobierno se sostiene firme con [&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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As\u00ed, los t\u00edtulos dollar-linked fueron los grandes ganadores de junio, con subas en moneda dura de hasta 7%. La demanda tambi\u00e9n se sinti\u00f3 en los FCI que tuvieron los&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 July 3, 2024","modified":"Updated on July 3, 2024"},"absolute_dates_time":{"created":"Posted on July 3, 2024 11:40 am","modified":"Updated on July 3, 2024 11:41 am"},"featured_img_caption":"","series_order":"","_links":{"self":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/38361","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=38361"}],"version-history":[{"count":1,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/38361\/revisions"}],"predecessor-version":[{"id":38362,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/38361\/revisions\/38362"}],"wp:attachment":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/media?parent=38361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/categories?post=38361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/tags?post=38361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}