️ Mercados 2026: estabilidad de tipos en Europa y crecimiento de beneficios

Iván San Félix, analista de Renta 4 Banco, repasa la evolución de los mercados tras un inicio de diciembre débil pero con rebote en los activos de riesgo, desde acciones hasta criptomonedas. A pesar del repunte, los rendimientos de los bonos siguen al alza, aunque el sentimiento del mercado continúa siendo positivo gracias a varios factores clave: unos resultados empresariales sólidos en Europa y Estados Unidos, con el S&P 500 mostrando crecimientos del BPA por encima de las previsiones y estimaciones de cierre del año cercanas al 12%.

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This episode was published on December 2, 2025.

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