Aquí te traigo un resumen mensual de los mercados globales:
En octubre de 2025, los mercados globales mostraron volatilidad marcada. El FMI redujo sus proyecciones de crecimiento mundial por la desaceleración económica y tensiones fiscales. El auge de la inteligencia artificial impulsó valoraciones récord, con Nvidia superando los US $5 billones. Estados Unidos y China alcanzaron una tregua comercial parcial, mejorando la confianza inversora. La inflación en EE. UU. fue menor a la esperada, aumentando las expectativas de recortes de tasas por parte de la Reserva Federal, lo que impulsó a las bolsas. Sin embargo, persistieron señales de tensión en el sector bancario estadounidense y europeo, mientras el oro alcanzó máximos históricos como refugio. China y otros mercados emergentes repuntaron, mientras Europa e India enfrentaron correcciones. En conjunto, octubre cerró con optimismo moderado: se espera menor inflación y tasas más bajas, pero con riesgos de crédito y volatilidad global que aún podrían afectar la confianza y el financiamiento inmobiliario.... Show More Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
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