{"id":30138,"date":"2024-06-11T11:33:08","date_gmt":"2024-06-11T09:33:08","guid":{"rendered":"https:\/\/ginvest.es\/visio-de-mercats-juny-2024\/"},"modified":"2024-06-11T11:44:06","modified_gmt":"2024-06-11T09:44:06","slug":"visio-de-mercats-juny-2024","status":"publish","type":"post","link":"https:\/\/ginvest.es\/ca\/visio-de-mercats-juny-2024\/","title":{"rendered":"Visi\u00f3 de mercats juny 2024"},"content":{"rendered":"

[et_pb_section fb_built=\u00bb1″ admin_label=\u00bbsection\u00bb _builder_version=\u00bb4.16″ global_colors_info=\u00bb{}\u00bb][et_pb_row admin_label=\u00bbrow\u00bb _builder_version=\u00bb4.16″ background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n

Qu\u00e8 ha passat aquest mes?<\/b><\/p>\n

El mes de maig va ser positiu quant a dades publicades. els Estats Units va mantenir un s\u00f2lid creixement econ\u00f2mic, impulsat principalment pel sector serveis. Europa va experimentar una lleugera millora en l’activitat econ\u00f2mica gr\u00e0cies a la reactivaci\u00f3 tant del sector serveis com del sector industrial.<\/span><\/p>\n

A \u00c0sia, tamb\u00e9 es van observar signes de recuperaci\u00f3, amb dades macroecon\u00f2miques positives i un major optimisme en el sector immobiliari despr\u00e9s d’una s\u00e8rie de mesures del govern xin\u00e8s per a reactivar-lo. el Jap\u00f3 va presentar dades en l\u00ednia amb l’esperat, encara que la significativa depreciaci\u00f3 del ien enfront d’altres monedes est\u00e0 comen\u00e7ant a afectar el sentiment del consumidor.<\/span><\/p>\n

A causa de la desincronitzaci\u00f3 entre les diferents zones geogr\u00e0fiques, les pol\u00edtiques monet\u00e0ries dels bancs centrals comencen a divergir. D’una banda, els Estats Units adopta una actitud m\u00e9s cautelosa amb una visi\u00f3 \u00abdata driven\u00bb despr\u00e9s d’unes dades d’inflaci\u00f3 m\u00e9s resilients de l’esperat. <\/span><\/p>\n

Mentrestant, a Europa, es descompta una primera baixada de tipus d’inter\u00e8s al juny, ja anunciada per Christine Lagarde, presidenta del BCE. <\/span><\/p>\n

Com han reaccionat els mercats?<\/b><\/p>\n

Aquesta diverg\u00e8ncia en les pol\u00edtiques monet\u00e0ries i la incertesa sobre quan comen\u00e7aran les reduccions de tipus als Estats Units es mantindran com un focus d’incertesa en els mercats de renda fixa. <\/span><\/p>\n

La situaci\u00f3 geopol\u00edtica (conflictes a Ucra\u00efna i Gaza, o la relaci\u00f3 entre els Estats Units i la Xina) va quedar en un segon pla sense afectar els mercats.<\/span><\/p>\n

L’optimisme inversor sobre el panorama econ\u00f2mic va impulsar els actius de risc, majorment en els mercats desenvolupats:<\/span><\/p>\n

Renda Variable<\/b><\/p>\n

L’\u00edndex de renda variable dels Estats Units (MSCI US Eur Hedged) es va revaloritzar un 4,56%, mentre que l’\u00edndex MSCI Europa va pujar un 3,42%. <\/span><\/p>\n

Renda Fixa<\/b><\/p>\n

Quant a la renda fixa, els s\u00f2lids resultats reportats per les empreses van impulsar la renda fixa corporativa, amb el seu \u00edndex (Bloomberg Barclays Global Corporate Bond Eur Hedged) pujant un 1,28%.<\/span><\/p>\n

Referent a l’\u00edndex de Renda Fixa Governs (Bloomberg Barclays Global Government Bond Eur hedged) va pujar un 0,40% reflectint la sensibilitat de l’actiu a les dades que es van publicant i la seva afectaci\u00f3 als tipus d’inter\u00e8s.<\/span><\/p>\n

En aquest escenari, el d\u00f2lar es va apreciar un 1,71% durant el mes.<\/span><\/p>\n

 <\/p>\n

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Qu\u00e8 ha passat aquest mes? El mes de maig va ser positiu quant a dades publicades. els Estats Units va mantenir un s\u00f2lid creixement econ\u00f2mic, impulsat principalment pel sector serveis. Europa va experimentar una lleugera millora en l’activitat econ\u00f2mica gr\u00e0cies a la reactivaci\u00f3 tant del sector serveis com del sector industrial. A \u00c0sia, tamb\u00e9 es […]<\/p>","protected":false},"author":21,"featured_media":30135,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[79],"tags":[],"class_list":["post-30138","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-visio-de-mercats"],"acf":[],"yoast_head":"\nVisi\u00f3 de mercats juny 2024 - GINVEST<\/title>\n<meta name=\"description\" content=\"Qu\u00e8 ha passat en els mercats financers? 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