{"id":38707,"date":"2024-07-30T10:16:18","date_gmt":"2024-07-30T13:16:18","guid":{"rendered":"https:\/\/www.bancocmf.com.ar\/cmf-pre-market-30-07-24\/"},"modified":"2024-07-30T10:18:58","modified_gmt":"2024-07-30T13:18:58","slug":"cmf-pre-market-30-07-24","status":"publish","type":"post","link":"https:\/\/www.bancocmf.com.ar\/en\/cmf-pre-market-30-07-24\/","title":{"rendered":"CMF PRE-MARKET 30-07-24"},"content":{"rendered":"\n<p><strong>Curva CER con tasas reales positivas<\/strong><\/p>\n\n\n\n<p><em>En los \u00faltimos d\u00edas, se vio un fuerte colapso de las expectativas inflacionarias en el mercado de bonos. Tal es as\u00ed, que toda la curva CER ya opera con tasas reales positivas. La correcci\u00f3n de los t\u00edtulos que ajustan por inflaci\u00f3n y la suba de las LECAP dejan una inflaci\u00f3n impl\u00edcita promedio por debajo de 3% hasta fin de a\u00f1o. Este registro es mayor al estimado por las consultoras privadas y los datos de alta frecuencia. Inclusive, son m\u00e1s optimistas que la proyecci\u00f3n del BCRA de la presentaci\u00f3n de Werning en Nueva York.<strong> Dado el repricing de los t\u00edtulos CER, luce como una buena alternativa tomar cobertura contra inflaci\u00f3n y asegurar tasas reales positivas de dos d\u00edgitos para 2025.<\/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 $932.<\/li>\n\n\n\n<li><strong>BOPREAL: <\/strong>el d\u00eda de ma\u00f1ana, el BCRA pagar\u00e1 la primera amortizaci\u00f3n del BPJ25 por USD 167 MM y quien posea los bonos en Euroclear la cobrar\u00e1 con d\u00f3lar cable.<\/li>\n\n\n\n<li><strong>Soja: <\/strong>el precio de la soja contin\u00faa cayendo en Chicago y hoy perfor\u00f3 los USD 380 por tonelada, lo que representa su nivel m\u00e1s bajo desde 2020. De acuerdo con estimaciones, la ca\u00edda del precio significa aproximadamente USD 5.000 MM menos de divisas anuales para el pa\u00eds en un a\u00f1o de cosecha normal.<\/li>\n\n\n\n<li><strong>Saldo en el MULC: <\/strong>el Banco Central vendi\u00f3 ayer USD 124 MM en el MULC, acumulando un saldo de USD 17.129 MM desde la devaluaci\u00f3n de diciembre. Las reservas brutas, por su parte, cayeron USD 175 MM.<\/li>\n\n\n\n<li><strong>Contexto internacional: <\/strong>en Chicago, la soja no para de bajar y vuelve a niveles de 2020. Por su parte, el precio del petr\u00f3leo contin\u00faa desacelerando y se sit\u00faa en zona de USD 75. Por la tarde presentar\u00e1n resultados Microsoft, AMD y Starbucks, entre otros.<\/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>Curva CER con tasas reales positivas En los \u00faltimos d\u00edas, se vio un fuerte colapso de las expectativas inflacionarias en el mercado de bonos. Tal es as\u00ed, que toda la curva CER ya opera con tasas reales positivas. La correcci\u00f3n de los t\u00edtulos que ajustan por inflaci\u00f3n y la suba de las LECAP dejan una inflaci\u00f3n impl\u00edcita promedio por debajo de 3% hasta fin de a\u00f1o. Este registro es mayor al estimado por las consultoras privadas y los datos de alta frecuencia. Inclusive, son m\u00e1s optimistas que la proyecci\u00f3n del BCRA de la presentaci\u00f3n de Werning en Nueva York. Dado [&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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Tal es as\u00ed, que toda la curva CER ya opera con tasas reales positivas. La correcci\u00f3n de los t\u00edtulos que ajustan por inflaci\u00f3n y la suba de las LECAP dejan una&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 30, 2024","modified":"Updated on July 30, 2024"},"absolute_dates_time":{"created":"Posted on July 30, 2024 10:16 am","modified":"Updated on July 30, 2024 10:18 am"},"featured_img_caption":"","series_order":"","_links":{"self":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/38707","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=38707"}],"version-history":[{"count":2,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/38707\/revisions"}],"predecessor-version":[{"id":38709,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/38707\/revisions\/38709"}],"wp:attachment":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/media?parent=38707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/categories?post=38707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/tags?post=38707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}