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Titulares seleccionados de economía global, inteligencia artificial, mercados y cripto.

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Finance Colombiahace 3 d

Colombian Peso Surges 7.5% in July as Dollar Weakens and Central Bank Holds Rate

The Colombian peso appreciated by 7.5% against the US dollar in July, closing at 3,158.44 COP per dollar, driven by a weakening dollar, rising oil prices, and optimism about Colombia's new government. The central bank's unexpected decision to hold its benchmark interest rate at 12.00% further reinforced the currency's rally. Analysts from Bancolombia suggest the appreciation was primarily due to domestic dollar sales, and while the carry trade continues to attract interest, the central bank's new reserve-accumulation program could lead to a weaker peso in the coming weeks.

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Imagen de la noticia: Market update - September 4th, 2026
CoinShareshace 6 d

Market update - September 4th, 2026

Bitcoin is trading like gold due to renewed concerns over US fiscal sustainability and the Treasury's decision to increase purchases of long-dated government debt. The crypto market's short-term movements are highly sensitive to Federal Reserve policy and global events like the Iran situation, which impacts oil prices and inflation expectations. For Bitcoin to break convincingly above $80k, either a resolution to the Iran conflict or a further decline in confidence in US sovereign debt is needed.

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Imagen de la noticia: Bessent Is Right
Apollo Global Management3 sept

Bessent Is Right

Treasury Secretary Bessent's assessment that the US 10-year term premium is basically unchanged is supported by data. The New York Fed's measure shows no deterioration in market pricing of US fiscal sustainability or Fed credibility over the past year. Furthermore, the US term premium is lower than those of Japan and Germany, suggesting less market concern about the US fiscal situation compared to those countries.

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Imagen de la noticia: RXO, ArcBest, and Lucid Shares Plummet, What You Need To Know
TradingView24 ago

RXO, ArcBest, and Lucid Shares Plummet, What You Need To Know

Shares of RXO, ArcBest, and Lucid plummeted after trade negotiations between the U.S. and Canada broke down, leading to concerns about new tariffs and retaliatory measures. The breakdown in talks triggered 50% tariffs on Canadian imports and planned tariffs on vehicles and auto parts, causing investors to pull back from trade-sensitive equities. The article also notes RXO's recent volatility and its performance since its IPO, juxtaposing current dips with past gains driven by different economic news.

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Imagen de la noticia: Don’t let debt fears derail market perspective
Invesco24 ago

Don’t let debt fears derail market perspective

Despite the US national debt crossing $40 trillion, household net worth has increased by more than twice that amount over the same period, providing crucial context. While higher interest rates and other concerns persist, strong corporate earnings and the potential for long-term productivity gains from AI suggest that these fears should not overshadow a positive market outlook. Investors are advised to focus on underlying fundamentals like earnings rather than short-term anxieties.

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Imagen de la noticia: Treasury Just Doubled Its Bond Buybacks: What That Can and Can't Fix
Sahm20 ago

Treasury Just Doubled Its Bond Buybacks: What That Can and Can't Fix

The U.S. Treasury has announced it will double its maximum bond buybacks for long-dated bonds from $2 billion to at least $4 billion per operation, effective September 9. This move targets bonds maturing in 10-20 years and 20-30 years to improve market liquidity, as long-term yields have reached near two-decade highs. While buybacks can enhance liquidity by allowing investors a predictable exit for older securities, they cannot fix the underlying issue of the national deficit.

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Imagen de la noticia: Perspective: Morning Commentary for August 20
StoneX20 ago

Perspective: Morning Commentary for August 20

Stock futures experienced a decline overnight, influenced by a rise in commodity prices and Treasury yields. The VIX increased to 16, while the dollar index reached 98.7 after hitting a three-month low. The article also highlights concerns about growing U.S. sovereign debt and its servicing costs, rising crude oil prices due to Middle East tensions, and findings from the Pro Farmer Midwest Crop Tour indicating lower Illinois corn yields.

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Imagen de la noticia: Why the Front End Is the Treasury Sweet Spot
www.stonex.com20 ago

Why the Front End Is the Treasury Sweet Spot

The U.S. Treasury market is experiencing conflicting trends: short-term funding is being absorbed by money markets, while long-term bond auctions are struggling. This has led experts to identify the front end (short-term) as the current sweet spot for Treasury funding, as central banks prioritize flexibility, even at the cost of higher yields. Investors are also re-evaluating official data due to significant payroll revisions and declining survey response rates.

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TradingView20 ago

US Treasury Just Doubled Size Of Liquidity Support Buyback — El-Erian Says Move Is More About Possibility Of Broader Deployment Of Yield Curve Control

The U.S. Treasury announced it will double the size of its liquidity support buyback operations for longer-dated nominal coupon securities from $2 billion to at least $4 billion per operation, effective September 9, 2026. This move comes as longer-term Treasury yields have been rising and has led to a drop in the 10-year, 20-year, and 30-year Treasury yields. Economist Mohamed El-Erian suggests this action is less about the buyback itself and more about the potential for broader deployment of "yield curve control."

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Imagen de la noticia: MSCI World ETF: A Diversified Benchmark That Hangs on a Handful of Tech Stocks
Ad-hoc-news.de20 ago

MSCI World ETF: A Diversified Benchmark That Hangs on a Handful of Tech Stocks

The iShares MSCI World ETF, despite its "diversified" label, is heavily concentrated in a few tech giants like Nvidia, Apple, and Microsoft. Recent market turbulence, including a semiconductor sell-off and surging bond yields, has highlighted the risks of this tech concentration, causing the fund to waver near its 52-week high. Investors are now watching whether this marks a turning point for the ETF, as broad market volatility builds and US fiscal policy and bond market dynamics continue to influence its performance.

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Imagen de la noticia: VGLT, TLT ETFs eye record lows despite inflows as US 30-year Treasury yield jumps
Invezz18 ago

VGLT, TLT ETFs eye record lows despite inflows as US 30-year Treasury yield jumps

The VGLT and TLT ETFs are nearing record lows despite continued inflows, driven by a significant jump in the US 30-year Treasury yield to 5.32%, its highest since 2007. This rise in yields, fueled by soaring US public debt nearing $40 trillion and Japan paring back its holdings, is inversely impacting bond prices. Technical analysis suggests further declines for both ETFs, with potential targets around $50 for TLT and $45 for VGLT, as long-term bond yields are expected to continue their ascent.

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Imagen de la noticia: TLT Hits 20-Year Low as Treasury Supply and Inflation Fears Drive Bond Sell-Off
TradingView17 ago

TLT Hits 20-Year Low as Treasury Supply and Inflation Fears Drive Bond Sell-Off

The iShares 20+ Year Treasury Bond ETF (TLT) has fallen to a new 20-year low due to a challenging bond market environment. Factors contributing to this decline include increased long-duration debt supply from U.S. Treasury auctions, a prolonged higher-rate environment, and persistent inflation risks exacerbated by geopolitical tensions and elevated energy prices. The sell-off highlights investor concerns about bond valuations amidst rising government borrowing costs globally.

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Imagen de la noticia: Why Investors Should Stay Bullish Heading into the Midterm Elections
USFunds17 ago

Why Investors Should Stay Bullish Heading into the Midterm Elections

Despite historical market weakness around midterm elections, investors should remain bullish due to strong corporate earnings, positive small business sentiment, and historical data showing significant S&P 500 gains in the 12 months following midterm elections. The author emphasizes focusing on policies over partisan noise and views potential market pullbacks as ordinary non-events.

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GuruFocus10 ago

Q2 2026 Banco de Chile Earnings Call Transcript

Banco de Chile reported strong Q2 2026 results with a net income of CLP391 billion and a high return on average equity of 27.9%, driven by efficient cost control and digital initiatives. The bank maintained robust asset quality and a leading market share in local currency demand deposits. However, it revised down its 2026 loan growth guidance and increased its cost of risk due to a cautious economic outlook and lower-than-expected macroeconomic performance in Chile, coupled with rising inflation and potential impacts from new tax reform.

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Moomoo7 ago

There Are Good Reasons Why Higher Bond Yields Are Here to Stay, This Strategist Says

This article argues that higher bond yields are likely to persist due to fundamental shifts in the global economy. Factors contributing to this include increased government spending, deglobalization, geopolitical fragmentation, and the energy transition. Investors are advised to adapt to this new environment of higher interest rates, which could be beneficial for long-term investors.

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Imagen de la noticia: Debt issuance linked to investment in AI could reach $200,000 M by 2026, say Pictet
The Corner .eu7 ago

Debt issuance linked to investment in AI could reach $200,000 M by 2026, say Pictet

Pictet forecasts that debt issuance related to AI investments could reach $200 billion by 2026, up from $98 billion in 2025. This surge in AI-driven investment, combined with rising fiscal deficits and aging populations, is contributing to an environment of higher interest rates and increased competition for capital. The analysis suggests that bond yields will not return to pre-2020 lows, with central banks maintaining vigilance on inflation while tolerating slightly higher sustained deviations from their targets.

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TradingView5 ago

Takaichi Aims to Stimulate Economy With Food Tax Cut: Japanese ETFs at Play

Japan's Prime Minister Sanae Takaichi has secured support to cut the consumption tax on food and beverages from 8% to 1% starting April 2027, along with cash handouts for lower-income households. This fiscal stimulus aims to alleviate inflation's impact on consumers and boost domestic demand, potentially leading to an inflection point for the Japanese economy. While the policy could benefit consumer-facing sectors, it raises concerns about widening the fiscal gap and increasing Japan's already high debt, impacting Japanese equities and ETFs.

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GuruFocus5 ago

Q2 2026 Banco de Chile Earnings Call Transcript

Banco de Chile reported strong Q2 2026 results with a net income of CLP391 billion and a 27.9% return on average equity, maintaining a low NPL ratio and high market share in demand deposits. Despite these positive results, the bank revised its 2026 nominal loan growth guidance down to 6% and increased its cost of risk guidance due to weaker macroeconomic conditions and rising inflation in Chile. The company also anticipates a negative impact from new tax reform.

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Imagen de la noticia: Petrol prices strain US households as oil giants Chevron, Exxon profits soar
Al Jazeera4 ago

Petrol prices strain US households as oil giants Chevron, Exxon profits soar

US households are struggling with rising petrol prices, with low-income families spending over 10% of their monthly income on fuel, while oil giants Chevron and ExxonMobil report soaring profits. President Donald Trump criticized these companies for their high earnings amidst a war with Iran impacting oil prices. This disparity has led to political pushback and calls for measures like suspending gas taxes to alleviate consumer burden.

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Imagen de la noticia: TLT ETF Outflows Rise as Bond Vigilantes Push US 30-Year Treasury Yields to 5.26%
Webull3 ago

TLT ETF Outflows Rise as Bond Vigilantes Push US 30-Year Treasury Yields to 5.26%

The iShares 20+ Year Treasury Bond ETF (TLT) has fallen to its lowest level since October 2023, experiencing significant outflows as US 30-year Treasury yields surged to a 19-year high of 5.26%. Investors are selling TLT amidst concerns about rising US public debt, persistent inflation, and the Federal Reserve's stance on interest rates, leading to a strong downtrend for the ETF.

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Imagen de la noticia: Invesco and Rathbones Cut Gilts on UK Exposure to Politics, Oil
Financial Post28 jul

Invesco and Rathbones Cut Gilts on UK Exposure to Politics, Oil

Fund managers like Invesco and Rathbones have reduced their holdings in UK government debt (gilts) due to concerns over surging inflation, political instability, and rising energy prices following the US-Iran war. Instead, they are investing in government debt from countries like Germany, Japan, Australia, New Zealand, and Canada, which offer better yields or more stability. Despite the reduction, some analysts believe UK yields might be reaching attractive levels, especially if a new political leadership brings fiscal stability.

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Imagen de la noticia: The Script Flips On Emerging Market Bonds
FA Mag25 jul

The Script Flips On Emerging Market Bonds

The article highlights a shift in the bond market where emerging markets (EM) are now seen as more fiscally disciplined than developed nations, including the U.S. Eric Fine, lead manager of the VanEck Emerging Markets Bond ETF (EMBX), argues that EM bonds offer higher yields and better risk-adjusted returns due to structural improvements and lower debt levels. He suggests investors should increase their allocation to EM bonds for better diversification and performance.

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Imagen de la noticia: Rating Action: Moody's Ratings upgrades Argentina's ratings to B3, changes outlook to positive
BNamericas21 jul

Rating Action: Moody's Ratings upgrades Argentina's ratings to B3, changes outlook to positive

Moody's Ratings has upgraded Argentina's long-term local and foreign-currency issuer ratings to B3 from Caa1, changing the outlook to positive from stable. This upgrade reflects a material decline in Argentina's default risk due to advanced macroeconomic stabilization, sustained fiscal surpluses, declining inflation, and economic liberalization. The positive outlook suggests further strengthening of Argentina's credit profile through structural improvements in external finances and ongoing macroeconomic stability, despite political risks.

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CNBC20 jul

Jamie Dimon says markets underestimate risks and he wouldn't buy stocks or Treasurys at current prices

JPMorgan Chase CEO Jamie Dimon believes investors are underestimating geopolitical and fiscal risks globally, and as such, he would not buy equities or long-dated U.S. Treasurys at their current prices. He pointed to wars, U.S.-China tensions, and rising government deficits as major concerns, suggesting that markets might not be fully accounting for these potential shocks. Dimon also offered a cautious perspective on artificial intelligence, comparing its current boom to the early, sometimes volatile, days of the internet.

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Imagen de la noticia: FTI Consulting UK Public Affairs Snapshot: All Roads Lead North: Burnham’s Blueprint for Britain
fticommunications.com20 jul

FTI Consulting UK Public Affairs Snapshot: All Roads Lead North: Burnham’s Blueprint for Britain

Andy Burnham has become the UK Prime Minister, making his third successful attempt at Labour leadership. His vision focuses on returning the Labour Party to its roots, addressing the cost of living, and devolving power from Westminster, with a key pledge to end rough sleeping. Burnham faces immediate challenges including forming a Cabinet that balances party unity, navigating a difficult economic climate with rising inflation and potential oil price increases, and making critical decisions on foreign policy and defence spending, all while managing fiscal constraints and internal party tensions over policy ambitions like public ownership and North Sea oil and gas projects.

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