Zarathustra escribió:La merma en la suba inicial no puede deberse a la toma de ganancia de quienes tradearon un 15% en estos días. Continúo analizando que es lo que paso teniendo un oil tan verde en el día de hoy.
Opciones:
1- Toma de ganancias.
2- Impacto negativo de los resultados del Q2 en Brasil, y de ser así Petrobras movió el merval en conjunto hacia lo neutro.
Hoy me desperte con esta alarma de seeking y estuve esperando el momento rojo durante toda la jornada:
Brazil's economy shrank 1.9% in Q2, missing forecasts for negative 1.7%. Investment fell 8.1% - its eight straight quarter of decline and the longest streak since the current data series started in 1996. Household consumption dropped 2.1%, its worse decline since 2001. Government spending rose 0.7%. The year-over-year inflation rate was 9%.
"The drop in consumption shows the crisis of confidence the economy is facing," says an economist. "This is going to be an intense and prolonged recession and I don't see a recovery this year."
The lame economic activity could spell doom for Brazil's credit rating - currently just above junk status.
The Bovespa is lower by 0.4%. EWZ -1.15%
3- Sigo pensando.
De todas formas insisto, la acción sigue siendo barata y tiene mucho camino para arriba que recorrer.
