Dave Twardowski, de Altafid: “No hemos visto la enorme caída bursátil que se asocia típicamente con la recesión"

La Reserva Federal de EE. UU. elevó su tasa referencial en 25 puntos base, moderando el ritmo por segunda vez consecutiva y ofreciendo orientaciones más benignas de lo previsto. Sin embargo, la subida de tasas de interés en los tramos cortos ha preocupado a los inversores y ha provocado la inversión de la curva de rendimientos, lo que suele interpretarse como una alerta de recesión. Además, los resultados trimestrales decepcionantes de Alphabet, Amazon y Apple han contribuido a las preocupaciones sobre la economía estadounidense.

Consultado por Diario Financiero, Dave Twardowski, gerente de inversiones globales de Altafid, comentó que "La Fed intentará que las alzas de tasas sean coherentes con los aumentos de la inflación o viceversa, pero no se comprometen al 100% con ningún alza de tasas, así que es difícil predecir lo que harán. Lo que sí intenta es reaccionar a la inflación y conseguir un aterrizaje suave, que la mitigue sin causar una profunda recesión". Además, respecto de la probabilidad de una recesión, indicó que "a nadie le gusta oírlo, pero la recesión económica es una parte natural del ciclo, por lo que existe la posibilidad de que ocurra. La curva de rendimientos invertida que hemos tenido en los últimos meses es sin duda algo que está correlacionado con una recesión"

Related authors: Dave Twardowski

Full article: https://www.df.cl/mercados/bolsa-monedas/dave-twardowski-de-altafid-no-hemos-visto-la-enorme-caida-bursatil

Media: Diario Financiero

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