{"id":28365,"date":"2024-02-13T10:18:05","date_gmt":"2024-02-13T09:18:05","guid":{"rendered":"https:\/\/ginvest.es\/?p=28365"},"modified":"2024-06-03T16:21:58","modified_gmt":"2024-06-03T14:21:58","slug":"vision-de-mercados-febrero-2024","status":"publish","type":"post","link":"https:\/\/ginvest.es\/eus\/vision-de-mercados-febrero-2024\/","title":{"rendered":"Visi\u00f3n de mercados febrero 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 global_colors_info=\u00bb{}\u00bb]<\/p>\n

\u00bfQu\u00e9 ha pasado este mes?<\/b><\/span><\/h1>\n

El inicio de a\u00f1o ha estado marcado por los buenos datos de crecimiento econ\u00f3mico en <\/span>EEUU<\/b>: Se ha registrado un s\u00f3lido aumento en el empleo, un crecimiento salarial firme y un impresionante crecimiento anualizado del 3,3% del PIB para el cuarto trimestre de 2023, superando las expectativas.<\/span><\/span><\/p>\n

Los datos pueden generar optimismo sobre un aterrizaje suave de la econom\u00eda, aunque existen preocupaciones sobre los problemas en los bancos regionales y el sector inmobiliario comercial.<\/span><\/p>\n

A finales de mes, Jerome Powell<\/a>, presidente de la Reserva Federal, adopt\u00f3 un tono m\u00e1s cauteloso en su discurso, alejando las expectativas de recortes de tasas de inter\u00e9s en marzo.<\/span><\/p>\n

AEBetan <\/span>Europa<\/b>, los datos publicados continuaron mostrando signos de debilidad, con una econom\u00eda alemana ya en recesi\u00f3n. Mientras tanto, Jap\u00f3n continu\u00f3 mostrando un s\u00f3lido desempe\u00f1o, como lo hizo el a\u00f1o anterior.<\/span><\/span><\/p>\n

AEBetan <\/span>China<\/b>, el problem\u00e1tico sector inmobiliario y su impacto en la confianza del consumidor merecen una atenci\u00f3n especial. A pesar de las medidas de est\u00edmulo anunciadas, parece que no est\u00e1n dando los resultados esperados.<\/span><\/span><\/p>\n

Las perturbaciones mar\u00edtimas en el transporte por el Canal de Suez continuaron a medida que escala la inestabilidad en la zona.<\/span><\/p>\n

En este contexto, se empezaron a publicar los resultados empresariales del cuarto trimestre de 2023, destacando los buenos resultados de las empresas tecnol\u00f3gicas hasta la fecha.<\/span><\/p>\n

 <\/p>\n

\u00bfC\u00f3mo han reaccionado los mercados financieros?<\/b><\/h3>\n

AEBetan <\/span>Renta Variable,<\/b> el mejor mercado fue el japon\u00e9s (MSCI Japan Eur hedged) con una subida del 8,67% en el mes. Seguido por Europa (MSCI Europa) con un 1,60% de rentabilidad.<\/span><\/span><\/p>\n

Sin embargo, el \u00edndice de emergentes (MSCI Emerging Eur hedged) cay\u00f3 un -3,62%, principalmente debido a su alto peso en China.<\/span><\/p>\n

En cuanto a la <\/span>renta fija,<\/b> al principio del mes las subidas observadas en el \u00faltimo trimestre del a\u00f1o pasado se consolidaron, pero al final del mes, las expectativas de recortes en las tasas de inter\u00e9s se desinflaron nuevamente debido a las declaraciones del presidente de la FED.<\/span><\/span><\/p>\n

Finalmente, el mes cerr\u00f3 con ca\u00eddas del -0,17% en el \u00edndice de Renta Fija Corporativa (Bloomberg Barclays Global Corporate Bond Eur hedged) y del -0,32% en el \u00edndice de Renta Fija Gobiernos (Bloomberg Barclays Global Government Bond Eur hedged) respectivamente.<\/span><\/p>\n

Ante este escenario el d\u00f3lar se apreci\u00f3 un 2,04% en el mes.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"

\u00bfQu\u00e9 ha pasado este mes? El inicio de a\u00f1o ha estado marcado por los buenos datos de crecimiento econ\u00f3mico en EEUU: Se ha registrado un s\u00f3lido aumento en el empleo, un crecimiento salarial firme y un impresionante crecimiento anualizado del 3,3% del PIB para el cuarto trimestre de 2023, superando las expectativas. Los datos pueden […]<\/p>","protected":false},"author":21,"featured_media":29895,"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":[5],"tags":[47],"class_list":["post-28365","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-mercados-financieros"],"acf":[],"yoast_head":"\nVisi\u00f3n de mercados febrero 2024 - GINVEST<\/title>\n<meta name=\"description\" content=\"Visi\u00f3n de mercados febrero 2024. \u00bfQu\u00e9 ha pasado este mes de febrero de 2024? \u00bfC\u00f3mo han reaccionado los mercados financieros este febrero?\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ginvest.es\/eus\/vision-de-mercados-febrero-2024\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Visi\u00f3n de mercados febrero 2024 - GINVEST\" \/>\n<meta property=\"og:description\" content=\"Visi\u00f3n de mercados febrero 2024. \u00bfQu\u00e9 ha pasado este mes de febrero de 2024? \u00bfC\u00f3mo han reaccionado los mercados financieros este febrero?\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ginvest.es\/eus\/vision-de-mercados-febrero-2024\/\" \/>\n<meta property=\"og:site_name\" content=\"GINVEST\" \/>\n<meta property=\"article:published_time\" content=\"2024-02-13T09:18:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-03T14:21:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management-1024x981.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"981\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Ginvest\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ginvestam\" \/>\n<meta name=\"twitter:site\" content=\"@ginvestam\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Ginvest\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutua\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/\"},\"author\":{\"name\":\"Ginvest\",\"@id\":\"https:\/\/ginvest.es\/#\/schema\/person\/b8cc89243d6fc3d2afcbc51dc1ffdc5d\"},\"headline\":\"Visi\u00f3n de mercados febrero 2024\",\"datePublished\":\"2024-02-13T09:18:05+00:00\",\"dateModified\":\"2024-06-03T14:21:58+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/\"},\"wordCount\":474,\"publisher\":{\"@id\":\"https:\/\/ginvest.es\/#organization\"},\"image\":{\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png\",\"keywords\":[\"mercados financieros\"],\"articleSection\":[\"Blog\"],\"inLanguage\":\"eu\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/\",\"url\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/\",\"name\":\"Visi\u00f3n de mercados febrero 2024 - GINVEST\",\"isPartOf\":{\"@id\":\"https:\/\/ginvest.es\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png\",\"datePublished\":\"2024-02-13T09:18:05+00:00\",\"dateModified\":\"2024-06-03T14:21:58+00:00\",\"description\":\"Visi\u00f3n de mercados febrero 2024. \u00bfQu\u00e9 ha pasado este mes de febrero de 2024? \u00bfC\u00f3mo han reaccionado los mercados financieros este febrero?\",\"breadcrumb\":{\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#breadcrumb\"},\"inLanguage\":\"eu\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"eu\",\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage\",\"url\":\"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png\",\"contentUrl\":\"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png\",\"width\":1978,\"height\":1894},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"https:\/\/ginvest.es\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Visi\u00f3n de mercados febrero 2024\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ginvest.es\/#website\",\"url\":\"https:\/\/ginvest.es\/\",\"name\":\"GINVEST\",\"description\":\"Gestora de fondos de inversi\u00f3n\",\"publisher\":{\"@id\":\"https:\/\/ginvest.es\/#organization\"},\"alternateName\":\"GINVEST\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ginvest.es\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"eu\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ginvest.es\/#organization\",\"name\":\"Ginvest Asset Management SGIIC, SA\",\"alternateName\":\"GINVEST\",\"url\":\"https:\/\/ginvest.es\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"eu\",\"@id\":\"https:\/\/ginvest.es\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/ginvest.es\/wp-content\/uploads\/2023\/06\/logo700x700.png\",\"contentUrl\":\"https:\/\/ginvest.es\/wp-content\/uploads\/2023\/06\/logo700x700.png\",\"width\":700,\"height\":700,\"caption\":\"Ginvest Asset Management SGIIC, SA\"},\"image\":{\"@id\":\"https:\/\/ginvest.es\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/x.com\/ginvestam\",\"https:\/\/es.linkedin.com\/company\/ginvestam\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/ginvest.es\/#\/schema\/person\/b8cc89243d6fc3d2afcbc51dc1ffdc5d\",\"name\":\"Ginvest\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"eu\",\"@id\":\"https:\/\/ginvest.es\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/d4e7588b90d03a66a8bfa4fb10dd2c0ff00e5b819408f81c3714506b68e3e96b?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/d4e7588b90d03a66a8bfa4fb10dd2c0ff00e5b819408f81c3714506b68e3e96b?s=96&d=mm&r=g\",\"caption\":\"Ginvest\"},\"description\":\"Expertos en gesti\u00f3n patrimonial\",\"url\":\"https:\/\/ginvest.es\/eus\/author\/ginvest\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Visi\u00f3n de mercados febrero 2024 - GINVEST","description":"Visi\u00f3n de mercados febrero 2024. \u00bfQu\u00e9 ha pasado este mes de febrero de 2024? \u00bfC\u00f3mo han reaccionado los mercados financieros este febrero?","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ginvest.es\/eus\/vision-de-mercados-febrero-2024\/","og_locale":"en_US","og_type":"article","og_title":"Visi\u00f3n de mercados febrero 2024 - GINVEST","og_description":"Visi\u00f3n de mercados febrero 2024. \u00bfQu\u00e9 ha pasado este mes de febrero de 2024? \u00bfC\u00f3mo han reaccionado los mercados financieros este febrero?","og_url":"https:\/\/ginvest.es\/eus\/vision-de-mercados-febrero-2024\/","og_site_name":"GINVEST","article_published_time":"2024-02-13T09:18:05+00:00","article_modified_time":"2024-06-03T14:21:58+00:00","og_image":[{"width":1024,"height":981,"url":"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management-1024x981.png","type":"image\/png"}],"author":"Ginvest","twitter_card":"summary_large_image","twitter_creator":"@ginvestam","twitter_site":"@ginvestam","twitter_misc":{"Written by":"Ginvest","Est. reading time":"2 minutua"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#article","isPartOf":{"@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/"},"author":{"name":"Ginvest","@id":"https:\/\/ginvest.es\/#\/schema\/person\/b8cc89243d6fc3d2afcbc51dc1ffdc5d"},"headline":"Visi\u00f3n de mercados febrero 2024","datePublished":"2024-02-13T09:18:05+00:00","dateModified":"2024-06-03T14:21:58+00:00","mainEntityOfPage":{"@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/"},"wordCount":474,"publisher":{"@id":"https:\/\/ginvest.es\/#organization"},"image":{"@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage"},"thumbnailUrl":"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png","keywords":["mercados financieros"],"articleSection":["Blog"],"inLanguage":"eu"},{"@type":"WebPage","@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/","url":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/","name":"Visi\u00f3n de mercados febrero 2024 - GINVEST","isPartOf":{"@id":"https:\/\/ginvest.es\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage"},"image":{"@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage"},"thumbnailUrl":"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png","datePublished":"2024-02-13T09:18:05+00:00","dateModified":"2024-06-03T14:21:58+00:00","description":"Visi\u00f3n de mercados febrero 2024. \u00bfQu\u00e9 ha pasado este mes de febrero de 2024? \u00bfC\u00f3mo han reaccionado los mercados financieros este febrero?","breadcrumb":{"@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#breadcrumb"},"inLanguage":"eu","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/"]}]},{"@type":"ImageObject","inLanguage":"eu","@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#primaryimage","url":"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png","contentUrl":"https:\/\/ginvest.es\/wp-content\/uploads\/2024\/02\/Vision-de-mercados-febrero-2024-Ginvest-Asset-Management.png","width":1978,"height":1894},{"@type":"BreadcrumbList","@id":"https:\/\/ginvest.es\/vision-de-mercados-febrero-2024\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Portada","item":"https:\/\/ginvest.es\/"},{"@type":"ListItem","position":2,"name":"Visi\u00f3n de mercados febrero 2024"}]},{"@type":"WebSite","@id":"https:\/\/ginvest.es\/#website","url":"https:\/\/ginvest.es\/","name":"GINVEST","description":"Gestora de fondos de inversi\u00f3n","publisher":{"@id":"https:\/\/ginvest.es\/#organization"},"alternateName":"GINVEST","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ginvest.es\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"eu"},{"@type":"Organization","@id":"https:\/\/ginvest.es\/#organization","name":"Ginvest Asset Management SGIIC, SA","alternateName":"GINVEST","url":"https:\/\/ginvest.es\/","logo":{"@type":"ImageObject","inLanguage":"eu","@id":"https:\/\/ginvest.es\/#\/schema\/logo\/image\/","url":"https:\/\/ginvest.es\/wp-content\/uploads\/2023\/06\/logo700x700.png","contentUrl":"https:\/\/ginvest.es\/wp-content\/uploads\/2023\/06\/logo700x700.png","width":700,"height":700,"caption":"Ginvest Asset Management SGIIC, SA"},"image":{"@id":"https:\/\/ginvest.es\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/ginvestam","https:\/\/es.linkedin.com\/company\/ginvestam"]},{"@type":"Person","@id":"https:\/\/ginvest.es\/#\/schema\/person\/b8cc89243d6fc3d2afcbc51dc1ffdc5d","name":"Ginvest","image":{"@type":"ImageObject","inLanguage":"eu","@id":"https:\/\/ginvest.es\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/d4e7588b90d03a66a8bfa4fb10dd2c0ff00e5b819408f81c3714506b68e3e96b?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d4e7588b90d03a66a8bfa4fb10dd2c0ff00e5b819408f81c3714506b68e3e96b?s=96&d=mm&r=g","caption":"Ginvest"},"description":"Expertos en gesti\u00f3n patrimonial","url":"https:\/\/ginvest.es\/eus\/author\/ginvest\/"}]}},"_links":{"self":[{"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/posts\/28365","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/comments?post=28365"}],"version-history":[{"count":10,"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/posts\/28365\/revisions"}],"predecessor-version":[{"id":29903,"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/posts\/28365\/revisions\/29903"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/media\/29895"}],"wp:attachment":[{"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/media?parent=28365"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/categories?post=28365"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ginvest.es\/eus\/wp-json\/wp\/v2\/tags?post=28365"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}