miércoles, 1 de abril de 2020

INTERCAM BANCO: OPINIÓN DE LA MESA Divisas 1 de abril de 2020 Comentario de la mesa


Hola buen día; tuvimos un mes de marzo que, en lugar de haberse visto demanda al cierre, su característica fue ser mixta con más vendedores de dólares que de costumbre lo que llevó al peso a cotizarse por debajo de los 23.40 durante la jornada y cerrar sobre 23.65/23.75. Empezando abril, el precio abre sobre los 24 pesos con un nivel máximo al momento marcados sobre 24.20 aproximadamente un peso por encima del precio anterior.
Los futuros de las Bolsas de Valores indican un nivel de apertura sobre -3.3% para el Dow Jones, y similar comportamiento para el S&P. Por ende, la BMV se espera que tenga un comportamiento inicial similar. El precio del crudo continúa rondando los 20 dólares el barril (West Texas) mientras que la mezcla mexicana lo hace por debajo de 12 dólares.
Se espera un mercado poco liquido con alzas rápidas debido a que los principales indicadores siguen siendo negativos, el riesgo país de México hoy se encuentra 7.15% por encima del anterior llegando al momento a 267 puntos desde 239 del día de ayer; seguiremos el comportamiento de las Bolsas de Valores que son hoy un indicador natural. Los inversionistas extranjeros pendientes de “la Mañanera” en donde estará el secretario de Hacienda informando las condiciones y las perspectivas económicas muy pendientes de qué tan realistas están frente a la situación actual.
Se publican datos de Empleo, hipotecas e ISM datos que serán poco relevantes debido a que los datos de marzo serán incompletos. En México se publican los datos de envío de remesas además del PMI a las 9:30 Técnicamente de mediano plazo vemos niveles de 23.90 y 24.0 como soportes con resistencia inmediata marcada sobre 24.45 y 24.55 como extensión Rangos iniciales 24.10/24.45.
--------------------------
We have a new month, but coronavirus is still with us, and it seems that our friend will stay around for a while. According to Johns Hopkins CSSE Research Center, we have until now 877,422 confirmed cases with 43,537 deaths. Top health officials in the US said that the virus could kill as much as 240,000 Americans in the next weeks. The US is the country with more cases, 189,633, followed by Italy 105,792 and Spain 102,136. Italy has the most deaths until now with 12,428, Ver información importante al final de este documento.
Spain 9,053 and France 3,523. Mexico has now 1,215 confirmed cases with 29 deaths. Wall Street had its worst month since 2008, Dow Jones lost 13.74% gathering a - 23.20% in the year, giving up the positive trend of the last 11 years, S&P 500 lost 12.51% with annual revenue of -20.00%. In Mexico, BMV lost 16.38% on the month with an annual revenue of -20.64%.
US ADP National Employment Report showed that companies cut 27,000 jobs by early March. Also, March ́s ISM manufacturing index was 49.1, signaling that coronavirus is hurting the economy. Let's wait and see how Nonfarm Payroll comes on Friday.
Stock markets in Asia started the month with a mixed close, -4.50& and +3.58%, Europeans are by mid-day negative -3.92% and in the US, shares are not having a good opening as well, -3.24% for now.
The Euro is around 1.0930 while the British Pound is around 1.2430 and WTI is $20.30 USD per barrel. The Peso is trading around 24.30 losing’s yesterday ́s appreciation.
This Day in History!
A day like today in 1700, English prankers begin popularizing the annual tradition of April Fool ́s Day, by playing practical jokes on each other.
Although the day, also called All Fool ́s Day, has been celebrated for several centuries by different cultures, its exact origins remain a mystery.
April Fool ́s Day spread throughout Britain during the 18th century. In Scotland, the tradition became a two-day event, starting with "hunting the gowk," in which people were sent on phony errands and followed by Tailie Day, which involved pranks played on people ́s derrieres, such as pinning fake tails or "kick me" signs on them.
+++

No hay comentarios:

Publicar un comentario