El MUNDO MIRA las TASAS ¿Dónde INVERTIMOS? | #QuéHacemosConLosPesos con José Bano

Don't forget to SUBSCRIBE and TURN ON NOTIFICATIONS! 👉 how.ly/oQse30soKU2Where to invest when global interest rates rise and volatility increases? Bonds, artificial intelligence, energy, copper, US stocks, and Argentine alternatives under analysis. 📌 CHAPTERS 00:00 Global interest rates, artificial intelligence, and investment opportunities 02:16 United States: rates at 5%, AI, and oil above $105 06:20 Treasury bonds: why the cost of financing is rising 09:23 Real interest rates: what explains the movement of the US yield curve 11:12 Federal Reserve: one or two rate hikes? 17:55 10-Year Rate: The Structural Change Worrying the Market 20:28 Japan and the Carry Trade: Impact on Global Rates 23:23 Emerging Markets and Argentina: Risks and Opportunities 27:25 Argentine Portfolio: Reduce Exposure and Shorten Duration 30:21 Artificial Intelligence: What Will Be the Next Bottlenecks? 33:02 Refrigeration and Energy: The Consumption Behind AI 37:26 Copper: Scarcity, Demand, and Opportunity for Argentina 39:31 US Stocks: Which Sectors Offer the Best Valuations? 47:40 XLC, XLF, and XLU: Communications, Finance, and Utilities 54:23 Conservative Portfolio: Liquidity, Treasury Bills, and Corporate Fixed Income 1:02:28 Argentina: Surplus, Tax Revenue, and Weaknesses in Economic Activity 1:12:49 Dollar, Reserves, and Hedging Demand in Argentina José Bano, Iván Vizental, Mariano Ricciardi, from BDI Consultora and Fernando Baer analyze the rise in global interest rates, the Federal Reserve, and the increased cost of long-term financing. Given this scenario, they suggest shortening duration, preserving liquidity, and diversifying through Treasury bills, corporate bonds, and US sectors with attractive valuations, such as communications, finance, and utilities. The program also identifies the next bottlenecks in artificial intelligence: memory, fiber optics, cooling, energy, chip packaging, and copper. Companies like Google, Meta, Netflix, Corning, Marvell, Constellation Energy, and Vistra are featured. In Argentina, they compare CER, TAMAR, and hard dollar bonds, review the foreign exchange market, and highlight Vista, YPF, and Pampa Energía as the most solid core for investing in Vaca Muerta in the medium and long term. 💸 Knowing what happened isn't enough. Learn to decide what to do with your money. 💸 Check out our upcoming courses 👉 httpseafp.com.ar/cursoshat Do We Do With Our Pesos? Live every Tuesday at 6:30 PM. Economics, markets, and investments with experts. 📩 Contact: info@mundodinero.com.ar 📲 Instagram: @MundoDineroTV Don't miss it! #Markets #Cedears #Inflation #Stocks #Bonds #Investments #Dollar #Argentina #ArgentineEconomy #Economy #CountryRisk #MundoDinero #WhatDoWeDoWithOurPesos