The market read the continuity of the macro agenda as a sign of stability and that resulted in a favorable climate for Carry Trade strategies in the short term.
The week after the legislative elections in CABA showed a positive reaction in local financial assetsS, in line with a result that ratified the current economic direction without shocks.
The market read the continuity of the macro agenda as a stability signal, And that resulted in additional country compression, which already flirts with levels close to 600 points, and a favorable climate for Carry Trade strategies in the short term.
LIVING FINANCE MARKETS ACTIONS BAGS INVESTMENTS
Freepik
The strategies that are coming
In Fixed income in pesosfixed rate instruments continue to capture interest, especially in The middle and long section of the curve. Bonds like him T30J6which still yields over 2% monthly, they look attractive in a context of inflation In deceleration. The nominal anchor of these rates, in a more predictable environment, offers opportunities for value for those who can tolerate some of Duration.
In the segment Hard Dollarthe sovereign curve continues to show potential of compression In the longest sections. Bonds like him GD35 or the AE38 They benefit from a better external and internal humor, and could continue to capitalize on a macro standardization cycle if fiscal and monetary discipline is sustained.
He Equitymeanwhile, shows a marked selectivity. He Energy sector leads preferences, with names like YPF, Vista and Cepudriven by its exposure to the dollar and its strategic role in the medium term. Even with some caution, the local equity reappears on the radars, especially for investors with Risk tolerance. The key will be to sustain the signs of macro consistency and advance with reforms that consolidate the trend. The market, for now, responds with a dose of positive expectation.
Gold Cocos Financial Advisor
Source: Ambito
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