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Javier DV
@Javieerdelvalle
Las expectativas de inflación van muy en linea con el precio del petróleo. Desde mayo vienen cayendo. Pero el tipo nominal se ha mantenido alto (por menor % de recortes esperados y un crecimiento que aguanta). Eso ha disparado el tipo Real -> apreciando al dólar.
Cuando la expectativa de inflación toque un suelo o el mercado reduzca las probabilidades de subidas de tipos e incluso ponga % de bajadas -> El tipo real volverá a bajar y dará alivio a los metales y btc. No creo que estemos muy lejos de eso (quizás unas semanas más)
07:18 AM · Jun 25, 2026
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