Pulso de Mercado: Intradía

Alemania le ha estado apretando las tuercas mucho estas ultimas semanas.

Hombre la zona es la zona y eso se paga mucho,las zonas centricas con buenas comunicaciones,cerca del comercio y tal hay que pagarlas,si te vas al extraradio ya vale mucho menos.

EURO/DÓLAR 1,2 ( + 0,41%)

Draghi abronca de nuevo a los gobiernos. La fiscalidad no es suficientemente growth-friendly. Los impuestos son altos. Inflation will eventually converge to our objective.. improving conditions of the economy. Consumption is doing well. Disposable income increasing because employment gains and household gains increase. Corporate profits are good, interest rates are low. Él lo ve todo on track. No hará nada nuevo a pesar del statement que pasó, idéntico al de julio.

El DAX baja ya de 12.300.

Grande! The sequence [of tapering] was NOT discussed.

1,2035   +1,00%

Sorpresa monumental....

Nada nada,que los 1,25-1,30 se van a terminar viendo este mismo año.

Continúa manteneiendo que el tipo de cambio es irrelevante.

https://www.ft.com/content/e3d25d54-a31e-3e11-a730-65c663504e55

The common currency is now some 0.9 per cent higher on the day above $1.20 after the European Central Bank chief signalled that plans on unwinding stimulus will be formulated from this autumn. “Very, very preliminary” discussions have already taken place on the governing council, he said. In his prepared statements, Mr Draghi suggested a couple of times that the strong currency “requires monitoring” as it could prove to be a drag on inflation. However, it seems the plans for heading towards the exit on stimulus have outweighed that

no "personal preference" on tapering path (not a statement to be taken at face value. But he clearly doesn't want to say)