martes, 24 de marzo de 2020

INTERCAM BANCO: OPINIÓN DE LA MESA Divisas 24 de marzo de 2020 Comentario de la mesa


Hola muy buen día;
La primera jornada en más de dos semanas que la apertura del precio del dólar es por debajo del cierre anterior, esto se ha dado ante un escenario de mejores condiciones en el mercado internacional el termómetro, las Bolsas de Valores tienen hoy una recuperación de más de 6% el S&P lo hace en más de 5.6, el Futuro de la Bolsa Mexicana de igual manera tiene 3.25% al momento de escribir este comentario.
Hoy se publicaron datos de inflación en México con un resultado de 3.71% un poco por encima del estimado de 3.63%. de igual manera se publicaron datos de ventas de casas nuevas en EEUU, con un dato superior al estimado de 750k (765k)
Técnicamente observamos niveles sobre 24.65 como soporte mientras que la resistencia inmediata se ubica sobre 25.00; la extensión alcista la vemos sobre 25.15 para hoy. De más largo plazo vemos un regreso técnico hasta 23.60. Rangos iniciales 24.65/25.15.
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Stock Markets having a good day so far, Asia closed positive, +7.13% while Europe is by mid-day around +6.60%, in the US Dow opens above 5%, as markets are expecting details on a $2 billion fiscal stimulus package debated in Congres, this could help industries and unemployed workers in the US. Coronavirus is still the main driver, yesterday, Boris Johnson British Prime Minister announced a nationwide lockdown. "From this evening, I must give the British people a very simple instruction: You must stay at home," allowing a few exceptions for shopping, exercising or seeking medical help. British Pound is around 1.1750.
Markit PMI in Europe was mixed, in Germany manufacturing was 45.7 vs 39.6, but services fall to 34.5 from 42.3, in the Eurozone manufacturing PMI was 44.8 better than the 39 expected, while services PMI fall to its minimum historical level, 28.4 vs 39 expected. Germany is working on a post- oronavirus stimulus package to boost Europe ́s biggest economy back on track after the virus is contained. Euro is trading around 1.0810 at the moment.
Coronavirus confirmed cases reached 392,780 worldwide with a death toll of 17,159 people, Mexico has now 367 official cases with 4 deaths.
Countries on lockdown so far are: Italy, Denmark, Ireland, Spain, Germany, Portugal, Czech Republic, France, Belgium, Norway, China, Slovenia, Indonesia, El Salvador, New Zealand, Poland, United Kingdom.
Finally, after months of internal discussion, the Summer Olympics will be postponed for a year.
The peso is trading around 24.95 and it seems that investors will pass from investing in Mexico after residents of the city of Mexicali voted in a referendum organized by Lopez Obrador against the completion of a $1.4 billion brewery owned by Constellation Brands Inc.
This Day in History!
A day like today in 1989, one of the worst oil spills in the US territory begins, when the supertanker Exxon Valdez, owned and operated by the Exxon Corporation, runs aground on a reef in Prince William Sounds in southern Alaska.
An estimated 11 million gallons of oil eventually spilled into the water. Attempts to contain the massive spill were unsuccessful, and wind and currents spread the oil more than 100 miles from its source, eventually polluting more than 700 miles of coastline. Hundreds of thousands of birds and animals were adversely affected by the environmental disaster.
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