24 September 2024
Nicolás del Río, analista de mercados de Banco BiG, señala en su última entrevista para Estrategias de Inversión que el Ibex 35 enfrentará dificultades para superar la barrera de los 12.000 puntos, anticipando una posible corrección y movimiento lateral en el índice español.
El Ibex 35, con una rentabilidad del 16-17% este año, podría consolidarse antes de intentar superar esta barrera. Sin embargo, los inversores deben ser cautelosos, ya que podría haber ligeras tomas de beneficios.
Nicolás destaca tres valores: Banco Santander, que podría alcanzar los 5 euros por acción; Iberdrola, un valor defensivo en máximos históricos; y Aena, con una posible revalorización hasta los 220 euros.
En cuanto a Wall Street, la reciente bajada de tipos de la Fed beneficia a sectores como tecnología, inmobiliario y utilities. Mientras tanto, la economía china enfrenta desafíos significativos, aunque los estímulos recientes podrían tener un impacto positivo en los mercados globales.
Esta semana, las declaraciones de Jerome Powell y datos macroeconómicos, como la inflación en España y el PIB, serán clave para los mercados.
No te pierdas el video completo para obtener más detalles y análisis sobre estas tendencias.
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