Dónde se inclinaban los mercados en 2026-11-04
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 rates and bonds market is experiencing divergent pressures, leaning lower on US Treasury yields due to election-driven shifts and a flattening yield curve, while facing upward pressure on interest rates globally.
Actualizado 2026-11-04 23:43 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Us Equities
The gist: US equities are leaning higher following a period of significant, outsized upward movement. The dominant driver is a wave of rapid buying that saw the S&P 500 and SPY move far outside their normal ranges, a trend that appears to be part of a broader global move. Watch: - The impact of a Democratic sweep of both chambers of Congress on US futures. - Ongoing momentum from recent large-scale insider buying.
Actualizado 2026-11-04 21:44 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Global Macro
The gist: Global equities are leaning higher following a day of rapid, synchronized buying that moved major indices far outside their normal ranges. This broad-based upward momentum is driven by significant gains across US, European, and global macro measures, though the outlook for Eurozone monetary policy appears increasingly restrictive due to accelerating inflation.
Actualizado 2026-11-04 21:15 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Emerging Markets
The gist: Emerging markets are showing a fragmented outlook, leaning higher on Chinese monetary easing and high-tech value chains, but facing downward pressure from semiconductor supply chain disruptions and widening employment inequality.
Actualizado 2026-11-04 20:14 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Commodities
The gist: The commodities market is leaning lower, driven by a significant and anomalous single-day sell-off in the broad commodities measure (DBC), which dropped -3.9% on 2026-11-04. While broad commodities face downward pressure, precious metals like gold are leaning higher, supported by a falling US dollar and rising prices in specific regions like Pakistan.
Actualizado 2026-11-04 19:43 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Energy
The gist: The energy sector is leaning lower following a period of extreme volatility and rapid selling. While geopolitical tensions and high oil sale prices have previously supported profitability, a massive -5.0% single-day drop in the broad energy measure (XLE) on 2026-11-04—a move outside its normal range—suggests a dominant downward shift in momentum.
Actualizado 2026-11-04 19:14 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Crypto
The gist: The crypto market is leaning lower, driven primarily by a massive $6.3bn security breach at Binance attributed to a North Korean state-backed actor, which is weighing on exchange sentiment and asset security trust.
Actualizado 2026-11-04 14:18 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Fx
The gist: The US Dollar is leaning lower, driven by a "Democratic midterm sweep" in the US and a subsequent tumble in the dollar following the election results. While the EUR/USD pair appears stuck in a sideways range, the broader FX landscape is characterized by volatility stemming from shifting US geopolitical and fiscal policy stances. Watch: - US midterm election outcomes and their impact on the US Dollar.
Actualizado 2026-11-04 11:18 UTC · Regístrese para obtener la lectura neta completa + los mercados que sigue
Eu Equities
The gist: EU equities are leaning lower, driven by downward pressure on major indices like the Dax, EuroStoxx 50, and FTSE 100, alongside rising 10-year yields. While tech-adjacent sectors and broader market sentiment are weighed down by AI investment sustainability concerns and US political uncertainty, healthcare sectors appear to be moving sideways.
Actualizado 2026-11-04 08:44 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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