Mercados financieros ¿Qué esperar en octubre 2021?

Algunos de los principales riesgos de mercado generaron algo más de certidumbre durante septiembre, los casos de Covid 19 alrededor del mundo retrocedieron de sus máximos de la 3era ola y la FED dio un mensaje más claro respecto a la posibilidad de que la normalización monetaria comience este año ante la persistencia de una inflación elevada y una economía en recuperación, aunque quizá no tan dinámica como era estimado anteriormente. Sin embargo, nuevos riesgos coyunturales generaron un cierre de trimestre negativo para varios de los principales activos financieros, China se puso bajo los reflectores con una crisis en el sector inmobiliario, mismo que representa una tercera parte de su economía y en Asia y Europa se ha recrudecido la escasez de energía eléctrica y combustibles, ante una demanda creciente tras la reapertura de diversos sectores que se recuperan de la parte más álgida de la pandemia.

Presentador: Jonathan Zuloaga. Asesor macroeconómico y de mercados, Columbus Asesores

Dirección y Producción: Jonathan Zuloaga
Guión: Jonathan Zuloaga
Presentador: Jonathan Zuloaga

Web: columbus.mx/
Blog: batial.org/
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Correo: contacto@columbus.mx

“Columbus de México S. A. De C.V. Asesores en Inversiones Independiente" cuenta ante la Comisión Nacional Bancaria y de Valores con el Registro de Asesores en Inversiones (RAI) bajo el folio 30005-001-(5298)-30/09/2015

La Inscripción en el registro de Asesores en Inversiones que lleva la Comisión en términos de la Ley del Mercado de Valores, no implica el apego de los Asesores en Inversiones a las disposiciones aplicables en los servicios prestados, ni la exactitud o veracidad de la información proporcionada.

La Comisión Nacional Bancaria y de Valores supervisa exclusivamente la prestación de servicios de administración de Cartera de Valores cuando se tomen decisiones de inversión a nombre y por cuenta de terceros, así como los servicios consistentes en otorgar asesoría de inversión en valores, análisis y emisión de recomendaciones de inversión de manera individualizada, por lo que carece de atribuciones para supervisar o regular cualquier otro servicio que proporcionen los Asesores en Inversiones.

Batial Ep.20 - Mercados financieros ¿Qué esperar en octubre 2021?

We have dusted off and tuned up our <a href="https://www.economist.com/interactive/us-2024-election/prediction-model/president?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">forecast model</a> for America’s presidential race. So far it gives Donald Trump a marginally higher chance of a second term. There is at last progress on not one but two vaccines <a href="https://www.economist.com/middle-east-and-africa/2024/05/30/new-fronts-are-opening-in-the-war-against-malaria?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">to beat malaria</a> (9:02). And a look at the “<a href="https://www.economist.com/culture/2024/05/15/tradwives-the-real-housewives-of-the-internet-have-gone-viral?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">tradwives</a>” of TikTok: passionate homemakers who prefer the gender roles of the past (15:10). Get a world of insights by <a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">subscribing to Economist Podcasts+</a>. For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account. <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

America's next top-job model: our election forecast

America’s upbeat assessment of a ceasefire deal masks <a href="https://www.economist.com/middle-east-and-africa/2024/06/12/hamas-and-israel-are-still-far-apart-over-a-ceasefire-deal?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">deep divides</a> that may not, in fact, be bridgeable. There are nevertheless reasons for optimism. Our data team digs into the accusation that the New York Times’s bestseller list is <a href="https://www.economist.com/culture/2024/06/11/is-the-new-york-times-bestseller-list-politically-biased?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">biased</a> against conservatives (10:58). And why a quirk of British regulation is <a href="https://www.economist.com/britain/2024/05/21/when-is-a-non-alcoholic-drink-alcohol-free?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">holding back</a> its non-alcoholic-drinks industry (19:08).&nbsp; Get a world of insights by <a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">subscribing to Economist Podcasts+</a>. For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account. <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

A real work of peace? An Israel-Hamas deal

Britain’s pint-sipping rabble-rouser of the right has <a href="https://www.economist.com/britain/2024/06/06/the-return-of-the-farage-ratchet?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">joined the campaigning</a> ahead of a general election. Win or lose, he will make an impact. America’s stadiums and arenas are often built using taxpayer dollars; they are also often <a href="https://www.economist.com/united-states/2024/06/03/a-new-wave-of-stadium-building-is-busting-budgets-in-america?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">terrible value for money</a> (10:08). And a tribute to <a href="https://www.economist.com/obituary/2024/06/12/william-anders-took-the-photo-that-kicked-off-the-environmental-movement?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">William Anders</a>, an astronaut who snapped one of history’s most famed photographs (17:15). Get a world of insights by <a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">subscribing to Economist Podcasts+</a>. For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account. <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Fight for his party to the right: Nigel Farage

Much of Sudan has <a href="https://www.economist.com/graphic-detail/2024/05/24/sudan-the-war-the-world-forgot" rel="noopener noreferrer" target="_blank">already collapsed into chaos</a>. Now a crucial city may fall, the United Nations is belatedly scrambling to avert a bloodbath. <a href="https://www.economist.com/britain/2024/05/25/footballer-broadcaster-podcast-mogul-the-career-of-gary-lineker" rel="noopener noreferrer" target="_blank">Gary Lineker</a> is a former footballer, broadcaster and podcast mogul. He also embodies Britain’s social aspirations (10:52). And the <a href="https://www.economist.com/culture/2024/05/21/the-controversial-cult-of-the-host-club-in-japan" rel="noopener noreferrer" target="_blank">women in Japan</a> who pay men to praise them (18:49).&nbsp; Listen to what matters most, from global politics and business to science and technology—<a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">Subscribe to Economist Podcasts+</a> For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account.&nbsp; <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Sudan impact: the war the world forgot

The post-war generation reaped the benefits of peace and prosperity. Yet rather than spend that bounty, retired boomers are <a href="https://www.economist.com/finance-and-economics/2024/05/26/baby-boomers-are-loaded-why-are-they-so-stingy" rel="noopener noreferrer" target="_blank">hoarding their riches</a>–and upending economists’ expectations. The science of menstruation is baffling, partly because most animals don’t do it. Now <a href="https://www.economist.com/science-and-technology/2024/05/29/progress-on-the-science-of-menstruation-at-last" rel="noopener noreferrer" target="_blank">clever innovations</a> may help improve women’s health (9:13). And how old-fashioned wind-power is <a href="https://www.economist.com/science-and-technology/2024/05/21/a-new-age-of-sail-begins" rel="noopener noreferrer" target="_blank">blowing new life</a> into the shipping industry–and cutting its emissions (16:13). Listen to what matters most, from global politics and business to science and technology—<a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">Subscribe to Economist Podcasts+</a> For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account.&nbsp; <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Heir tight: why boomers are so stingy

Both the left and right are likely to do well in France’s upcoming parliamentary poll, with President Emmanuel Macron’s party squeezed in the middle. The snap election could leave <a href="https://www.economist.com/europe/2024/06/16/france-is-being-thrown-into-uncharted-territory" rel="noopener noreferrer" target="_blank">the country in chaos</a>. In America, recreational use of weed is now commonplace, but what impact does it have on <a href="https://www.economist.com/graphic-detail/2024/06/06/is-americas-weed-habit-dangerous" rel="noopener noreferrer" target="_blank">users’ wellbeing</a> (10:06)? And the <a href="https://www.economist.com/the-economist-reads/2024/05/31/six-non-fiction-books-you-can-read-in-a-day" rel="noopener noreferrer" target="_blank">joy of short books</a>: the intense pleasure of a quickie (17:40). Listen to what matters most, from global politics and business to science and technology—<a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">Subscribe to Economist Podcasts+</a> For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account.&nbsp; <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

French fried: will the election lead to chaos?

No energy source has ever increased as fast as solar photovoltaics. The technology will transform humanity’s energy consumption–even when the sun doesn’t shine. Many people associate champagne with success but wine collectors often shun it. Now global sales are fizzing (10:51). And many <a href="https://www.economist.com/business/2024/06/06/is-it-better-to-be-an-early-bird-or-a-night-owl" rel="noopener noreferrer" target="_blank">chief executives are early birds</a>, not night owls. Does it really pay to be up with the larks (18:32)? Listen to what matters most, from global politics and business to science and technology—<a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">Subscribe to Economist Podcasts+</a> For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account.&nbsp; <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Empire of the sun: a solar power revolution

Since his election last year, President Javier Milei has enjoyed some economic and political wins in Argentina. But <a href="https://www.economist.com/leaders/2024/06/19/javier-mileis-next-move-could-make-his-presidency-or-break-it" rel="noopener noreferrer" target="_blank">his toughest fight</a> is yet to come. On Britain’s general election trail, our correspondent found voters less keen on the prospect of a Labour victory than on <a href="https://www.economist.com/britain/2024/06/18/britains-conservatives-rule-the-thames-estuary-not-for-long" rel="noopener noreferrer" target="_blank">punishing the Conservative party</a> at the polls (10:00). And <a href="https://www.economist.com/obituary/2024/06/20/birubala-rabha-fought-to-end-the-stigmatisation-of-women" rel="noopener noreferrer" target="_blank">remembering Birubala Rabha</a>, who campaigned against witch-hunting in India (18.35). Listen to what matters most, from global politics and business to science and technology—<a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">Subscribe to Economist Podcasts+</a> For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account. <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Argentina turning? Milei’s surprising political success

After decades as a scientific also-ran, China is <a href="https://www.economist.com/leaders/2024/06/13/how-worrying-is-the-rapid-rise-of-chinese-science?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">becoming a superpower</a> particularly in the physical sciences. We examine the risks and opportunities that poses for the West. Our correspondent looks into why denizens of the Mediterranean <a href="https://www.economist.com/europe/2024/06/20/why-southern-europeans-will-soon-be-the-longest-lived-people-in-the-world?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">live so long</a> (10.32). And this year’s confluence of two broods makes for a rare <a href="https://www.economist.com/science-and-technology/2024/05/28/hordes-of-cicadas-are-emerging-simultaneously-in-america?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">preponderance of cicadas</a> (17.53). Get a world of insights by <a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">subscribing to Economist Podcasts+</a>. For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account. <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Rocketing science: China’s newest superpower

As Julian Assange is released from prison our correspondent reflects on how the work of Wikileaks changed whistleblowing in the internet era, for good and for ill. Meanwhile Peter Navarro, Donald Trump’s trade hawk, remains behind bars—but is plotting for a second Trump term (09:25). And the social-media trend changing tinned fish from frumpy to foodie fare (18:33). Get a world of insights by <a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank">subscribing to Economist Podcasts+</a>. For more information about how to access Economist Podcasts+, please visit our <a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank">FAQs page</a> or watch <a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank">our video</a> explaining how to link your account. <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Spring a leaker: Assange goes free

En Oceanografía, la zona Batial es una parte profunda del mar, cuya principal característica es que es difícil de explorar. Columbus, Asesores Patrimoniales Independientes, es una firma que en sus más de 27 años de existencia ha buscado explorar con sus clientes la zona Batial del mundo de las Inversiones y las Finanzas. En este podcast buscamos darle a un público mucho más amplio la información más relevante sobre los principales acontecimientos y noticas del sector financiero y económico global. Explora con nosotros!

Batial Ep.20 - Mercados financieros ¿Qué esperar en octubre 2021?

Batial, el podcast de Columbus

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