{"id":646,"date":"2022-02-04T13:14:20","date_gmt":"2022-02-04T13:14:20","guid":{"rendered":"https:\/\/ginvest.es\/\/visio-de-mercat-febrer-2022\/"},"modified":"2023-06-23T11:36:47","modified_gmt":"2023-06-23T11:36:47","slug":"visio-de-mercat-febrer-2022","status":"publish","type":"post","link":"https:\/\/ginvest.es\/eus\/visio-de-mercat-febrer-2022\/","title":{"rendered":"Visi\u00f3n de mercado Febrero 2022"},"content":{"rendered":"<p>Enero ha sido un mes complejo, influenciado por distintos sucesos. La inflaci\u00f3n, las tensiones geopol\u00edticas en Ucrania y las expectativas de subidas de tipos de inter\u00e9s, conllevaron incrementos de volatilidad en los mercados.<\/p>\n<p>Este aumento de los rendimientos del Tesoro de EEUU deriv\u00f3 en:<\/p>\n<p>\u2013 Rotaci\u00f3n significativa hacia compa\u00f1\u00edas c\u00edclicas y valor, las m\u00e1s beneficiadas en este entorno. Destacar los sectores financieros y energ\u00eda.<\/p>\n<p>\u2013 Ca\u00edda por valoraci\u00f3n de aquellas compa\u00f1\u00edas con mayores tasas de crecimiento esperado en el futuro al ajustar este crecimiento a valor presente.<\/p>\n<p>\u2013 La perspectiva de que el efectivo pronto ofrecer\u00e1 alg\u00fan rendimiento. Esto podr\u00eda llevar a una reducci\u00f3n en la compra de deuda p\u00fablica de alta duraci\u00f3n, lo que podr\u00eda aumentar m\u00e1s los rendimientos del Tesoro de EEUU.<\/p>\n<p>\u2013 El mercado de Renta Fija tambi\u00e9n cay\u00f3, ya que los bonos brindan menos protecci\u00f3n a las carteras en tipos de inflaci\u00f3n.<\/p>\n<p>\u2013 Apreciaci\u00f3n del d\u00f3lar ante el incremento de tipos.<\/p>\n<p>Los datos macroecon\u00f3micos a ambos lados del Atl\u00e1ntico fueron buenos destacando el alto crecimiento del empleo en EEUU llegando casi al pleno empleo. \u00danicamente los datos del sector servicios salieron algo m\u00e1s d\u00e9biles por la afectaci\u00f3n de la variante \u00d3micron.<\/p>\n<p>En cuanto a mercados emergentes, China empez\u00f3 a mostrar signos de implementar una pol\u00edtica m\u00e1s laxa y expansiva despu\u00e9s de los problemas en el sector inmobiliario y las nuevas regulaciones anunciadas.<\/p>\n<p>Esperamos un crecimiento moderado, no exento de volatilidad, con una pol\u00edtica monetaria que priorizar\u00e1 mantener controlada la inflaci\u00f3n y unos fundamentales que seguir\u00e1n impulsando los rendimientos.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: left;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-25136\" src=\"https:\/\/ginvest.es\/\/wp-content\/uploads\/2022\/02\/Transicion-energetica-de-energias-fosiles-a-renovables-y-su-impacto-en-la-inflacion.-1086x1536-1.jpg\" alt=\"\" width=\"1086\" height=\"1536\" srcset=\"https:\/\/ginvest.es\/\/wp-content\/uploads\/2022\/02\/Transicion-energetica-de-energias-fosiles-a-renovables-y-su-impacto-en-la-inflacion.-1086x1536-1.jpg 1086w, https:\/\/ginvest.es\/\/wp-content\/uploads\/2022\/02\/Transicion-energetica-de-energias-fosiles-a-renovables-y-su-impacto-en-la-inflacion.-1086x1536-1-980x1386.jpg 980w, https:\/\/ginvest.es\/\/wp-content\/uploads\/2022\/02\/Transicion-energetica-de-energias-fosiles-a-renovables-y-su-impacto-en-la-inflacion.-1086x1536-1-480x679.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1086px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><iframe title=\"Visi\u00f3 de Mercats Febrer 2022\" src=\"https:\/\/www.youtube.com\/embed\/BpPYk367Ww0?feature=oembed\" width=\"1060\" height=\"596\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>","protected":false},"excerpt":{"rendered":"<p>Gener ha estat un mes complex, influenciat per diferents successos. La inflaci\u00f3, les tensions geopol\u00edtiques a Ucra\u00efna i les expectatives&#8230;<\/p>","protected":false},"author":21,"featured_media":647,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-646","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sin-categorizar"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Visi\u00f3n de mercado Febrero 2022 - GINVEST<\/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:\/\/ginvest.es\/eus\/visio-de-mercat-febrer-2022\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Visi\u00f3n de mercado Febrero 2022 - GINVEST\" \/>\n<meta property=\"og:description\" content=\"Gener ha estat un mes complex, influenciat per diferents successos. 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