{"id":669,"date":"2022-01-03T10:30:04","date_gmt":"2022-01-03T10:30:04","guid":{"rendered":"https:\/\/ginvest.es\/\/mercats-gener-2022\/"},"modified":"2023-06-23T11:54:25","modified_gmt":"2023-06-23T11:54:25","slug":"vision-de-mercado-enero-2022","status":"publish","type":"post","link":"https:\/\/ginvest.es\/eus\/vision-de-mercado-enero-2022\/","title":{"rendered":"Visi\u00f3n de mercado Enero 2022"},"content":{"rendered":"<p>Los mercados de <strong>Errenta Aldakorra<\/strong> acabaron el a\u00f1o en m\u00e1ximos a pesar de la expansi\u00f3n de la contagiosa variante\u00a0\u00d3micron. Una vez descontada la noticia, los mercados continuaron subiendo al ver que la mayor\u00eda de las econom\u00edas no adoptaba medidas tan dr\u00e1sticas como al principio de la pandemia y que los casos eran menos graves que en anteriores olas. \u00a0En EEUU el\u00a0S&amp;P\u00a0acab\u00f3 2021 en m\u00e1ximos hist\u00f3ricos, subiendo en\u00a0diciembre\u00a0un 4,36%. \u00a0En Europa la subida del \u00edndice BE500 fue del 5,16%. Renta Variable de Emergentes y Jap\u00f3n fueron las que menos subieron en el mes.<\/p>\n<p>AEBetan <strong>Errenta Finkoa<\/strong>, sin embargo, el mes acab\u00f3 en\u00a0negativo, ya que\u00a0el anuncio de la Reserva Federal de adelantar el fin de la pol\u00edtica monetaria expansiva, y con ello el avance en el calendario previsto de subidas de tipos, conllev\u00f3 incrementos en los rendimientos de la curva, m\u00e1s pronunciados en el corto plazo (2 a\u00f1os).<\/p>\n<p>El incremento a m\u00e1ximos de la inflaci\u00f3n, en EEUU (6,8%) como en Europa, no provoc\u00f3 una ca\u00edda del consumo, sino que este, en EEUU se mantuvo en buenos niveles y en Europa solo se redujo por las nuevas restricciones de movilidad introducidas para hacer frente a la nueva cepa de la Covid.<\/p>\n<p>Por otro lado, las monedas europeas se fortalecieron en relaci\u00f3n al d\u00f3lar estadounidense debido a la idea optimista de que los casos de virus podr\u00edan alcanzar r\u00e1pidamente su punto m\u00e1ximo.\u00a0 El euro subi\u00f3 a 1,1386 frente al d\u00f3lar estadounidense. De cara al futuro, es probable que los temas geopol\u00edticos, las diferentes perspectivas de la pol\u00edtica monetaria y la exposici\u00f3n a las materias primas tengan un impacto sobre las divisas en 2022.<\/p>\n<p>Finalmente, la falta de suministros en las empresas, el incremento de la inflaci\u00f3n y,\u00a0sobre todo, los efectos que esta nueva variante pueda producir en las econom\u00edas, continuar\u00e1n siendo los catalizadores que traer\u00e1n volatilidad a los mercados en los pr\u00f3ximos meses.<\/p>\n<p>Sin embargo, para el 2022 esperamos un crecimiento moderado con una pol\u00edtica monetaria que priorizar\u00e1 mantener controlada la inflaci\u00f3n y unos fundamentales que seguir\u00e1n impulsando los rendimientos.<\/p>","protected":false},"excerpt":{"rendered":"<p>Els mercats de Renda Variable van acabar l&#8217;any en m\u00e0xims malgrat l&#8217;expansi\u00f3 de la contagiosa variant \u00d3micron. Una vegada descomptada&#8230;<\/p>","protected":false},"author":21,"featured_media":670,"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-669","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 Enero 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\/vision-de-mercado-enero-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 Enero 2022 - GINVEST\" \/>\n<meta property=\"og:description\" content=\"Els mercats de Renda Variable van acabar l&#039;any en m\u00e0xims malgrat l&#039;expansi\u00f3 de la contagiosa variant \u00d3micron. 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