Cierre de mercados con Álvaro Arístegui en Radio Intereconomía 08-07-2025

️ Esta semana en Cierre de Mercados de Radio Intereconomía, Álvaro Aristegui, analista de Renta 4 Banco, aborda los temas que mantienen en vilo a los mercados: La incertidumbre en torno a los aranceles y el tira y afloja entre EE. UU. y sus socios comerciales La presión sobre la Reserva Federal y la posible bajada de tipos, a pesar de unos datos laborales sólidos Las previsiones para la temporada de resultados empresariales del segundo trimestre, con atención especial a bancos y compañías industriales La OPA de BBVA sobre Sabadell y cómo la venta de TSB añade complejidad a la operación El papel del oro y otros metales como refugio en tiempos de volatilidad La estrategia actual de Renta 4: posicionamiento defensivo y cautela ante la falta de claridad No te pierdas este repaso esencial para entender el pulso de los mercados en un verano marcado por la incertidumbre y las decisiones clave.

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This episode was published on July 8, 2025.

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