sábado 13 de julio de 2024 12:18:44

ECONOMIA: Sin la guía de Wall Street, la Bolsa porteña se hundió 2% y los bonos se desplomaron hasta 3%

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El Merval finalizó la primera rueda de la semana bursátil con una caída de 1,99%, hasta situarse en las 2332,80 unidades, dada la mayor aversión a los segmentos de riesgo por las dudas sobre el futuro económico local y externo.

La incertidumbre en torno a un rescate financiero para España y el futuro de la zona euro, sumado al fallo de una corte estadounidense contra Argentina anunciado el viernes pasado, crearon un clima expectante de negocios.

Por otra parte, la inactividad de los mercados de valores de Estados Unidos ante el paso del huracán Sandy limitó el número de negocios en el mercado doméstico.

Dentro un ajuste generalizado, las bajas más importantes las sufrieron: Macro (3,17%), Petrobras Brasil (2,86%), Telecom Argentina (2,65%), Aluar (2,64%) y Comercial del Plata (2,24%).

“Con un Wall Street paralizado por el huracán Sandy, aunque con el tono cauteloso de las últimas ruedas todavía impregnado en los mercados mundiales, los activos locales arrancaron la semana condicionados y sufrieron caídas mientras esperan mayor claridad del fallo de EE.UU. del viernes”, explicó en un informe Gustavo Ber, titular de Estudio Ber.

“Fue así que el Merval perdió 2%, con los bancos (-2,3%) y las petroleras (-2%) presionando, aunque con un ínfimo volumen por la ausencia de Wall Street”, añadió.

El total negociado en acciones ascendió apenas a $ 8.913.460, con un balance de 32 papeles en baja, 2 en alza y 8 sin registrar cambios en su cotización.

¿Qué pasó con los bonos?

“También se vieron afectados los bonos a través de retrocesos promedio de 1,5% entre las principales referencias, a la espera de mayor claridad respecto a las implicancias futuras del fallo de la corte de apelaciones de EE.UU. del último viernes”, añadió Ber.

Entre los bonos, el Descuento en pesos perdió 2,36%, el NF18 retrocedió 0,79%, el Par en pesos ascendió 1,25%, el PR13 cedió 1,09%, el Boden 2013 descendió 0,48%, el Boden 2015 restó 0,89% y el Boden 2014 se contrajo 1,04%.

“Peor resultó la respuesta de los cupones PBI que cayeron con fuerza en promedio 2,5%”, puntualizó.

El TVPA (en dólares) se desbarrancó 2,82%, el TVPP (en pesos) se desvalorizó (2,05%) y el TVPY (regido por la ley extranjera) se desplomó 2,99%).

¿Qué pasará mañana?

“Más allá el ‘impasse’ de Wall Street, paralizado por el huracán Sandy, las principales plazas mundiales reflejaron la continuidad del tono cauteloso que las viene caracterizando en las últimas semanas ante la ausencia de ‘drivers’ para sostener las valuaciones”, remarcó en su informe Ber.

Según el economista, “ocurre que las idas y vueltas que ofrecen los datos ‘macro’ y los balances desde EE.UU., así como la demora del rescate español, se encuentran abriendo espacio a una toma de ganancias, que en el caso de S&P 500 ya ‘devolvió’ un tercio de la última escalada”.

Remarcó que “a dicho panorama externo, los activos locales han tenido que sumar el sorpresivo fallo de EE.UU. a favor de fondos buitres, ya que a pesar de lo irracional y repudiable moralmente que resulta exigir un trato igualitario -y buscar usufrutuar como ‘free rider’- desde la no aceptación de los canjes, está despertando incertidumbre entre los tenedores de deuda”.

“En vista a la complejidad del proceso judicial, los inversores deberían principalmente manejar su ansiedad, a fin de no participar de sobrerreacciones, a la espera de la llegada de las definiciones que permitan aclarar las implicancias financieras de dicha disputa legal”, completó. Fte. textualcronista.com

70 pensamientos sobre “ECONOMIA: Sin la guía de Wall Street, la Bolsa porteña se hundió 2% y los bonos se desplomaron hasta 3%

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