{"id":7348,"date":"2020-11-04T14:14:45","date_gmt":"2020-11-04T14:14:45","guid":{"rendered":"https:\/\/www.agroeducacion.com\/web\/?p=7348"},"modified":"2021-02-05T15:24:46","modified_gmt":"2021-02-05T15:24:46","slug":"electrocardiograma-electoral-mercados-incomodos","status":"publish","type":"post","link":"https:\/\/www.agroeducacion.com\/website\/electrocardiograma-electoral-mercados-incomodos\/","title":{"rendered":"Electrocardiograma electoral, mercados inc\u00f3modos"},"content":{"rendered":"
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Celina Mesquida – RJO’Brien | Especial para Agroeducaci\u00f3n<\/h6>\n<\/header>\n
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El mercado paralizado dentro de los rangos a la espera del resultado de las elecciones Presidenciales de USA. La volatilidad extrema desde el punto de vista macro, y en medio de esto, nuestros mercados sostenidos aun por demanda, clima incierto en Sudam\u00e9rica y mercado de f\u00edsicos ajustados. <\/strong>
\nEl clima en Brasil no parece ser un gran problema, la siembra de soja avanza a un ritmo de alrededor 1 mill\u00f3n de hect\u00e1reas a diario, y se estima que la siembra alcanza el de 42%, b\u00e1sicamente en l\u00ednea con el promedio de cinco a\u00f1os del 44%. <\/strong><\/p>\n

Cargos de soja desde USA a Brasil es lo que estuvimos presenciando los \u00faltimos d\u00edas, y aunque esto les agrega soporte a los mercados, no creemos que el volumen sea suficiente para mover en magnitud la hoja de balance de ninguno de los pa\u00edses. Este es el mismo pensamiento que manten\u00edamos cuando los brasile\u00f1os retiraron el impuesto a la exportaci\u00f3n a pa\u00edses extra-Mercosur.<\/p>\n

De todas maneras, sin un verdadero problema meteorol\u00f3gico en Sudam\u00e9rica, se podr\u00eda argumentar que la soja estar\u00eda en los niveles de resistencia, sin embargo, a\u00fan queda un largo camino por recorrer y en Argentina la ausencia de lluvias nuevamente aparece como una amenaza en los mapas.<\/p>\n

Mar Negro ofrece menor oferta de granos que la proyectada, las lluvias no llegan en abundancia y esto adhiere a m\u00e1s factores de sost\u00e9n. La pr\u00f3xima semana tendremos un nuevo reporte de Oferta y Demanda mensual del USDA, y los pron\u00f3sticos de estimadoras privadas han recortado sus valores de producci\u00f3n de soja y ma\u00edz en USA en la previa.<\/p>\n

En este momento, nos inclinamos a entender que el mercado se encontrar\u00eda m\u00e1s c\u00f3modo comprando una ca\u00edda que vendiendo un rally, pero no nos sorprender\u00eda presenciar que el mercado se mantenga altamente vol\u00e1til hasta que tengamos una mejor idea de c\u00f3mo se va a sacudir el sistema pol\u00edtico en USA.<\/p>\n

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@celimesquida – RJO’Brien | Docente de Agroeducaci\u00f3n<\/strong><\/i><\/p>\n<\/div>\n

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This material has been prepared by a sales or trading employee or agent of <\/strong>RJO\u2019Brien and is, or is in the nature of, a solicitation<\/strong>. This material is not a research report prepared by RJO\u2019Brien. By accepting this communication, you agree that you are an experienced user of the futures markets, capable of making independent trading decisions, and agree that you are not, and will not, rely solely on this communication in making trading decisions.<\/h6>\n
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Celina Mesquida – RJO’Brien | Especial para Agroeducaci\u00f3n El mercado paralizado dentro de los rangos a la espera del resultado de las elecciones Presidenciales de USA. La volatilidad extrema desde el punto de vista macro, y en medio de esto, nuestros mercados sostenidos aun por demanda, clima incierto en Sudam\u00e9rica y mercado de f\u00edsicos ajustados. …<\/p>\n","protected":false},"author":5,"featured_media":7350,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51],"tags":[90],"class_list":["post-7348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-granos","tag-celina-mesquida"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/posts\/7348","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/comments?post=7348"}],"version-history":[{"count":1,"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/posts\/7348\/revisions"}],"predecessor-version":[{"id":8522,"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/posts\/7348\/revisions\/8522"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/media\/7350"}],"wp:attachment":[{"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/media?parent=7348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/categories?post=7348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.agroeducacion.com\/website\/wp-json\/wp\/v2\/tags?post=7348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}