{"id":39612,"date":"2024-09-23T11:10:48","date_gmt":"2024-09-23T14:10:48","guid":{"rendered":"https:\/\/www.bancocmf.com.ar\/cmf-pre-market-23-09-24\/"},"modified":"2024-09-23T11:11:12","modified_gmt":"2024-09-23T14:11:12","slug":"cmf-pre-market-23-09-24","status":"publish","type":"post","link":"https:\/\/www.bancocmf.com.ar\/en\/cmf-pre-market-23-09-24\/","title":{"rendered":"CMF PRE-MARKET 23-09-24"},"content":{"rendered":"\n<p><strong>Calma en el contado con liquidaci\u00f3n<\/strong><\/p>\n\n\n\n<p><em>En l\u00ednea con lo esperado por el Gobierno, el CCL sigue comprimiendo hacia niveles de $1.200 por d\u00f3lar. Seg\u00fan palabras del equipo econ\u00f3mico, la brecha deber\u00eda cerrarse de arriba hacia abajo, y efectivamente es lo que est\u00e1 sucediendo. Los fundamentos detr\u00e1s de este movimiento son varios, pero entre los m\u00e1s importantes se encuentran el blanqueo, la oferta de d\u00f3lares de exportaci\u00f3n por el blend y la intervenci\u00f3n del Gobierno. Para los pr\u00f3ximos meses, creemos que la din\u00e1mica no deber\u00eda cambiar mucho: a partir de este mes, pr\u00e1cticamente se eliminar\u00e1 la demanda de CCL para pago de importaciones, el blend seguir\u00e1 poniendo presi\u00f3n a la baja al precio del contado y continuar\u00e1 vigente la posible intervenci\u00f3n del Gobierno para aplacar cualquier aumento de la demanda.<strong> No descartamos que la finalizaci\u00f3n de la primera etapa del blanqueo aumente la volatilidad en dicho mercado, pero, en caso de efectivizarse, deber\u00eda ser transitorio.<\/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 $967.<\/li>\n\n\n\n<li><strong>Acuerdo con el FMI: <\/strong>Caputo inform\u00f3 el viernes que, en caso de firmar un nuevo acuerdo con el FMI, ser\u00e1 para recomponer el balance del BCRA y no para financiar al Tesoro.<\/li>\n\n\n\n<li><strong>Inflaci\u00f3n:<\/strong> estimaciones de inflaci\u00f3n de alta frecuencia de Pricestats, la compa\u00f1\u00eda de Alberto Cavallo, muestran que la proxy de la n\u00facleo se mantiene estable en torno al 3%.<\/li>\n\n\n\n<li><strong>Dep\u00f3sitos en d\u00f3lares: <\/strong>el mi\u00e9rcoles pasado, los dep\u00f3sitos en d\u00f3lares registraron su mayor suba diaria desde mayo de 2019, al aumentar USD 555 MM. De esta manera, el stock ya super\u00f3 los USD 23.000 MM.<\/li>\n\n\n\n<li><strong>Saldo en el MULC: <\/strong>el Banco Central compr\u00f3 el viernes USD 64 MM netos en el MULC, por lo que el acumulado en el mes resulta en un saldo positivo de USD 20 MM.<\/li>\n\n\n\n<li><strong>Contexto internacional: <\/strong>el PMI compuesto de la Eurozona mostr\u00f3 un empeoramiento de las condiciones econ\u00f3micas, anotando su primera contracci\u00f3n desde marzo de este a\u00f1o. Por el contrario, en Estados Unidos, el PMI compuesto de septiembre fue mejor a lo esperado. El foco de la semana estar\u00e1 puesto el viernes en el deflactor de precios PCE de agosto de EE.UU.<\/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>Calma en el contado con liquidaci\u00f3n En l\u00ednea con lo esperado por el Gobierno, el CCL sigue comprimiendo hacia niveles de $1.200 por d\u00f3lar. Seg\u00fan palabras del equipo econ\u00f3mico, la brecha deber\u00eda cerrarse de arriba hacia abajo, y efectivamente es lo que est\u00e1 sucediendo. Los fundamentos detr\u00e1s de este movimiento son varios, pero entre los m\u00e1s importantes se encuentran el blanqueo, la oferta de d\u00f3lares de exportaci\u00f3n por el blend y la intervenci\u00f3n del Gobierno. Para los pr\u00f3ximos meses, creemos que la din\u00e1mica no deber\u00eda cambiar mucho: a partir de este mes, pr\u00e1cticamente se eliminar\u00e1 la demanda de CCL para [&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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Seg\u00fan palabras del equipo econ\u00f3mico, la brecha deber\u00eda cerrarse de arriba hacia abajo, y efectivamente es lo que est\u00e1 sucediendo. Los fundamentos detr\u00e1s de este movimiento son varios, pero entre 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 September 23, 2024","modified":"Updated on September 23, 2024"},"absolute_dates_time":{"created":"Posted on September 23, 2024 11:10 am","modified":"Updated on September 23, 2024 11:11 am"},"featured_img_caption":"","series_order":"","_links":{"self":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/39612","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=39612"}],"version-history":[{"count":1,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/39612\/revisions"}],"predecessor-version":[{"id":39613,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/posts\/39612\/revisions\/39613"}],"wp:attachment":[{"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/media?parent=39612"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/categories?post=39612"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bancocmf.com.ar\/en\/wp-json\/wp\/v2\/tags?post=39612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}