Dónde se inclinaban los mercados en 2026-08-29
La lectura neta que publicamos ese día, conservada como un registro con fecha. Para ver dónde se inclinan los mercados ahora, consulte la perspectiva de hoy.
Rates Bonds
The gist: The outlook for rates and bonds is leaning higher, driven by a significant surge in U.S. interest rate expectations following hawkish signals from Fed Chair Kevin Warsh. While global monetary policy appears to be leaning sideways as central banks balance inflation against stable activity, the immediate momentum is shaped by "stubbornly elevated" U.S. inflation and a stable labor market.
Actualizado 2026-08-29 23:50 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Us Equities
The gist: The net direction for US equities leans lower as hawkish Federal Reserve signaling and persistent inflation concerns outweigh momentum in the technology sector. While AI-related infrastructure and semiconductor themes show significant strength, this is being countered by downward pressure across healthcare, aviation, energy, and sports betting sectors due to regulatory, legislative, and macroeconomic…
Actualizado 2026-08-29 23:50 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Crypto
The gist: The crypto market is showing a complex, mixed direction, leaning higher on macro-hedge themes and institutional infrastructure growth while facing significant fragility in mining equities and localized regulatory scrutiny.
Actualizado 2026-08-29 23:18 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Emerging Markets
The gist: Emerging markets are facing a period of heightened macro fragility, with the net direction leaning lower due to severe geopolitical disruptions and regional disasters. While Southeast Asian tech manufacturing and renewable energy infrastructure show upward momentum, these are being countered by surging inflation in specific regions and significant instability in the Himalayan corridor and Middle Eastern…
Actualizado 2026-08-29 22:44 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Eu Equities
The gist: The net direction for EU equities appears to be leaning higher, though the outlook is characterized by significant internal tension. While recent gains in the DAX, CAC 40, and Stoxx 600 have been driven by technology earnings, AI-related productivity potential, and positive signals from Jackson Hole, these upward trends are being countered by fragility in the banking sector, housing-related weakness, and…
Actualizado 2026-08-29 22:44 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Energy
The gist: The energy market shows a conflicting outlook, with a tension between supply tightness and projected increases in global crude availability. While energy-driven inflation and supply risks in Europe (low gas storage and Russian diesel export bans) lean the direction higher, a "historic" agreement regarding Venezuelan oil reserves leans the direction lower for global crude prices.
Actualizado 2026-08-29 21:14 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Commodities
The gist: The commodities market shows a fragmented outlook, leaning lower on precious metals due to hawkish US monetary policy shifts, while industrial-driven commodities appear supported by high-tech manufacturing and AI-related export growth. Trade stability in North America is also leaning lower following new US tariffs on Canadian products. Watch: - US Fed policy shifts and their impact on gold prices.
Actualizado 2026-08-29 20:13 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Global Macro
The gist: The global macro outlook is leaning lower due to significant disruptions in trade, logistics, and emerging market stability, though this is being countered by a lean toward higher global interest rates and inflation.
Actualizado 2026-08-29 19:51 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Fx
The gist: The FX market direction leans lower for emerging market currencies and the Japanese Yen, while US Treasury yields and certain tech-linked sectors show upward momentum. The balance is driven by hawkish Federal Reserve signals regarding inflation, weakening domestic demand in China, and specific macroeconomic headwinds in emerging markets like Chile and Iran.
Actualizado 2026-08-29 16:53 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Días anteriores
La perspectiva de cada día tiene su propia página durante un mes, para que puedas retroceder y ver qué se leía en ese momento.
Profundice más allá de la lectura diaria
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