Capital Intereconomía 8:00 A 9:00 11/05/2026

En Capital Intereconomía, la Tertulia de Mercados analiza las claves macroeconómicas y bursátiles de la semana con Carlos de Andrés de WisdomTree , Rafael Ximénez de Embún de Muzinich & Co , Gonzalo Rengifo de Pictet Asset Management y Juan Pita da Veiga de Generali Investments . El debate pone el foco en el último dato de empleo en Estados Unidos y en la inflación, gran referencia para los mercados esta semana. También se analiza la llegada de Kevin Warsh a la Reserva Federal y qué puede suponer su nuevo enfoque en política monetaria para los tipos de interés y los mercados globales. Sobre la mesa, además, el balance de la temporada de resultados empresariales, la incertidumbre política en Reino Unido tras el debilitamiento de Keir Starmer y las oportunidades de inversión en renta variable, sectores y estrategias de rotación de carteras en un entorno de volatilidad y cambio de ciclo monetario. Terminamos la hora con el análisis de preapertura de las bolsas europeas junto a Patricia García, socia fundadora de MacroYield y directora del máster en finanzas de ESIC Business & Marketing School.

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This episode is 57 minutes long.

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This episode was published on May 11, 2026.

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