Visión Clara Sobre El Futuro | Borja De Castro | Negocios TV
2 June 2025
Nuestro responsable de Broker, Borja De Castro, ofreció su análisis sobre el contexto económico actual, destacando la cercanía de datos clave como el PCE de abril y el IPC de Alemania, donde se anticipa una leve desaceleración (del 2,3 % al 2,2 %). Subrayó que aún no se ha visto el impacto completo de los aranceles impuestos por la administración Trump, lo que podría generar sorpresas económicas en los próximos meses.
Comentó que, pese a resultados negativos de empresas como Costco, Wall Street vivió una jornada alcista, lo que refleja cómo la volatilidad está influida por factores puntuales. En cuanto a la evolución de los índices, señaló que los niveles actuales en EE. UU. son similares a los previos a la presidencia de Trump, con un Nasdaq al alza (+2 % en seis meses) frente a un ligero retroceso del S&P 500.
En este contexto, De Castro advirtió que la Reserva Federal podría quedarse sin margen suficiente para aplicar dos recortes de tipos este año, lo que añade presión sobre su política monetaria en medio de un entorno incierto.
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