Dónde se inclinaban los mercados en 2026-09-25
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.
Emerging Markets
The gist: Emerging markets are leaning lower, driven by rapid, out-of-range selling across major Asian equity indices. The sentiment is weighed down by a combination of sharp index declines, rising inflation pressures reflected in sovereign debt, and weakening regional currencies.
Actualizado 2026-09-25 23:17 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Rates Bonds
The gist: The market for rates and bonds is leaning higher on yields, driven by a global selloff in sovereign bonds and a shift in US Federal Reserve policy from "holding" to "re-tightening" [earnings-season, monetary-policy, geopolitics, inflation].
Actualizado 2026-09-25 22:43 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Commodities
The gist: The commodities market is leaning lower, driven primarily by downward pressure on global grain supplies and precious metals. While agricultural production forecasts are declining, rising US Treasury yields are weighing on risk assets and precious metals, and trade frictions are creating instability for US agricultural and rare earth commodities.
Actualizado 2026-09-25 22:21 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Eu Equities
The gist: The net direction for EU equities appears conflicted, with a slight lean toward lower performance due to rising global bond yields, geopolitical/macro headwinds, and weakness in industrial and tech-sensitive sectors.
Actualizado 2026-09-25 21:43 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Crypto
The gist: The crypto market is leaning higher, driven by institutional integration, strong recoveries in major assets like Bitcoin and Ethereum, and expansion into niche sectors like climate prediction markets and regulated iGaming.
Actualizado 2026-09-25 21:15 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Fx
The gist: The FX market is leaning lower for several emerging market currencies and safe-haven assets, primarily driven by US dollar strength and shifts in global trade architecture. While the USD appears supported by strong US PMIs and rising Treasury yields, emerging market currencies face pressure from both USD strength and BRICS-led initiatives to increase local currency settlements.
Actualizado 2026-09-25 18:23 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Global Macro
The gist: The global macro outlook is characterized by a tug-of-war between rising inflationary/yield pressures and structural growth in energy and technology. While sovereign yields and inflation risks are leaning higher, the tech sector shows momentum despite valuation fragility, and the energy transition remains supported by infrastructure-driven growth.
Actualizado 2026-09-25 16:43 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Us Equities
The gist: US equities are leaning lower, driven by a combination of rising Treasury yields, geopolitical instability, and weakness in the housing and retail-adjacent sectors. While AI-driven growth themes provide some upward support, the overall balance leans bearish as technical indicators for the Nasdaq 100 favor the bears and rising bond yields exert pressure on broader markets. Watch: - Movement in U.S.
Actualizado 2026-09-25 13:44 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Energy
The gist: The energy market is leaning higher, driven by geopolitical friction, supply security concerns, and surging demand from AI-related infrastructure. While natural gas prices and demand show a downward lean based on recent spot price decreases, this is being outweighed by volatility in oil prices following maritime attacks and rising energy-driven inflation pressures.
Actualizado 2026-09-25 13:43 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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Importante: por favor, lea. InvestWhen proporciona información de mercado y educación general para el público. NO es asesoramiento de inversión, fiscal o legal, no es una recomendación personal y no considera sus circunstancias individuales. Los mercados conllevan riesgos y puede perder dinero. El rendimiento pasado no predice resultados futuros. Realice siempre su propia investigación y consulte a un asesor autorizado antes de tomar cualquier decisión.