{"id":9949,"date":"2020-06-09T00:00:00","date_gmt":"2020-06-08T22:00:00","guid":{"rendered":"https:\/\/diverinvest.es\/09-06-20-semanal-diverinvest\/"},"modified":"2020-06-09T00:00:00","modified_gmt":"2020-06-08T22:00:00","slug":"09-06-20-semanal-diverinvest","status":"publish","type":"post","link":"https:\/\/diverinvest.es\/ca\/09-06-20-semanal-diverinvest\/","title":{"rendered":"09\/06\/20 Semanal DiverInvest"},"content":{"rendered":"\n

Al finalizar la semana pasada, el n\u00famero global de casos confirmados de coronavirus alcanz\u00f3 los 7 millones, afectando a 188 pa\u00edses y con m\u00e1s de 401.000 fallecidos. En Europa y EEUU, los<\/strong> nuevos contagios han mostrado un fuerte descenso,<\/strong> como tambi\u00e9n la tasa de mortalidad del virus. Esto permite avanzar en el proceso de reapertura econ\u00f3mica. <\/strong>En las \u00faltimas semanas, la subida de la bolsa ha sido especialmente fuerte en los sectores m\u00e1s da\u00f1ados por la pandemia. <\/p>\n\n\n\n

EEUU protagoniz\u00f3 una semana fuertemente alcista<\/strong> culminada con el dato de creaci\u00f3n de 2,5 millones empleos<\/strong>, redujeron la tasa de desempleo a 13,3%, en contra de un amplio consenso de empeoramiento<\/strong>. Tras los 20,7 millones de despidos en abril, los sectores m\u00e1s afectados por la crisis volvieron a contratar. El optimismo llev\u00f3 el Nasdaq a m\u00e1ximos hist\u00f3ricos<\/strong> y a finalizar la semana con un saldo de +9,38% en el a\u00f1o<\/strong>. El S&P500<\/strong> se qued\u00f3 muy cerca del terreno positivo anual (-1,14%<\/strong>). Y las rentabilidades de bonos del Tesoro norteamericano<\/strong> subieron a niveles de mediados de marzo (+0,926%<\/strong> vs +0,657% la semana anterior). Las subidas en renta variable restaron atractivo a este activo refugio y su demanda descendi\u00f3. La subida de empleo afianz\u00f3 las esperanzas de consumo, que est\u00e1 dando signos de recuperaci\u00f3n. <\/p>\n\n\n\n

En Europa, las subidas en bolsa superaron las de EEUU y las p\u00e9rdidas interanuales del Eurostoxx50 se redujeron hasta los -9,64%<\/strong>. Esto fue debido a la firmeza y agresividad inesperada que supuso la decisi\u00f3n del Banco Central Europeo de ampliar 600.000 millones de euros el PEPP<\/strong> (Programa de Compras de Emergencia Pand\u00e9mica), prometiendo un volumen acumulado de 1,35 billones EUR para la compra de bonos. El organismo resalt\u00f3 la efectividad del programa para apoyar la estabilizaci\u00f3n de los mercados y revertir las din\u00e1micas adversas de las condiciones financieras. A pesar de los fuertes est\u00edmulos, se<\/strong> prev\u00e9 una contracci\u00f3n econ\u00f3mica en la zona euro del -8,7%<\/strong> para este a\u00f1o. Cabe destacar tambi\u00e9n las pol\u00edticas fiscales expansivas anunciadas en Alemania<\/strong>, que reducir\u00e1 el IVA hasta finales de a\u00f1o y dar\u00e1 una ayuda a las familias de 300\u20ac por hijo. El BCE prev\u00e9 que la actividad del pa\u00eds germano descienda un -7,1% anual y recupere un +3,2% el pr\u00f3ximo a\u00f1o. Respecto a la renta fija, en l\u00ednea con EEUU, las rentabilidades de bonos gubernamentales europeos subieron<\/strong> y el bund alem\u00e1n se situ\u00f3 en -0,279% desde -0,45% la semana pasada. El euro tambi\u00e9n se vio fortalecido (EUR\/USD 1,131<\/strong>).  <\/p>\n\n\n\n

Otro factor positivo esta semana, fueron las expectativas de un acuerdo de la Opec y Rusia para extender el recorte de producci\u00f3n, junto con la progresiva recuperaci\u00f3n de la demanda por parte de China, EEUU y Europa, volvieron a empujar al alza el precio del petr\u00f3leo (Brent $41,99 y WTI $39,14<\/strong>). El acuerdo se materializ\u00f3 el s\u00e1bado en una pr\u00f3rroga de la reducci\u00f3n de 10 mb\/d hasta finales de julio<\/strong>, que hubiese sido de -7,7 mb\/d en julio con el compromiso anterior. La organizaci\u00f3n prev\u00e9 una ca\u00edda de 9,1 millones de barriles al d\u00eda en 2020, que situar\u00edan la demanda global en 90,6 mb\/d.<\/p>\n\n\n\n

En resumen,\u00a0la semana consolid\u00f3 las alzas generalizadas en las bolsas, en el euro y en el petr\u00f3leo<\/strong>. Los \u00edndices de EEUU se revalorizaron en la semana:\u00a0S&P500 +4,91%, Dow Jones +6,81% y Nasdaq +3,42%<\/strong>. El\u00a0Eurostoxx50 subi\u00f3 un +10,95%<\/strong>. Destacaremos las subidas del\u00a0Ibex35 +10,94%, FTSE MIB +10,94%, DAX +10,88% y CAC40 +10,70%<\/strong>, y no tan pronunciada en el\u00a0FTSE100 ingl\u00e9s +6,71%<\/strong>. En Asia, el\u00a0Shanghai Composite cerr\u00f3 en +2,75%<\/strong>\u00a0y el\u00a0Nikkei japon\u00e9s un +4,51%<\/strong>. El\u00a0Hang Seng se anot\u00f3 un +7,88%<\/strong>, liderando las subidas los sectores inmobiliario y financiero, e impulsado por mejoras en el sentimiento inversor y el apoyo global de los bancos centrales.\u00a0<\/p>\n\n\n\n

Un abrazo,<\/p>\n\n\n\n

Javier Gazulla<\/p>\n","protected":false},"excerpt":{"rendered":"

Al finalizar la semana pasada, el n\u00famero global de casos confirmados de coronavirus alcanz\u00f3 los 7 millones, afectando a 188 pa\u00edses y con m\u00e1s de 401.000 fallecidos. En Europa y EEUU, los nuevos contagios han mostrado un fuerte descenso, como tambi\u00e9n la tasa de mortalidad del virus. Esto permite avanzar en el proceso de reapertura econ\u00f3mica. En las \u00faltimas semanas, la subida […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[87,105],"tags":[],"class_list":["post-9949","post","type-post","status-publish","format-standard","hentry","category-prensa-y-actualidad","category-noticias"],"acf":[],"yoast_head":"\n09\/06\/20 Semanal DiverInvest - DiverInvest<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/diverinvest.es\/ca\/09-06-20-semanal-diverinvest\/\" \/>\n<meta property=\"og:locale\" content=\"ca_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"09\/06\/20 Semanal DiverInvest - DiverInvest\" \/>\n<meta property=\"og:description\" content=\"Al finalizar la semana pasada, el n\u00famero global de casos confirmados de coronavirus alcanz\u00f3 los 7 millones, afectando a 188 pa\u00edses y con m\u00e1s de 401.000 fallecidos. En Europa y EEUU, los nuevos contagios han mostrado un fuerte descenso, como tambi\u00e9n la tasa de mortalidad del virus. 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