¡Los BANCOS NO DESPIERTAN! La ENERGÍA SERÁ CLAVE| #MercadoSinFiltro con Gus Neffa y Andrés De Aquino

Don't forget to SUBSCRIBE and TURN ON NOTIFICATIONS! 👉 how.ly/oQse30soKU2Why aren't Argentine banks reacting, and what could boost the energy sector? Gustavo Neffa and Andrés De Aquino Vicente analyze Nvidia, artificial intelligence, Fed rates, oil, bonds, country risk, Pampa Energía, and new CEDEARs. 📌 CHAPTERS 00:00 International Markets and Argentina: Key Issues of the Week 00:45 US Interest Rates: The Risk That Remains 05:00 Nvidia: An Extraordinary Balance Sheet That Altered Fears 07:26 CrowdStrike and Marvell Technology: Results and Outlook 09:26 Artificial Intelligence: A Historic Investment in Infrastructure 13:45 Nvidia, Google, Micron, and Utilities: Where They See Opportunities 15:29 S&P 500: Election Risk and Difficult Months for Stocks 17:07 Gold and Bitcoin: Safe Havens Against Currency Degradation 18:51 United States: Jobs, Activity, and Key Data 21:26 Dollar, Government Confidence, and Argentine Bonds 23:39 Country Risk: Why the Post-Election Maturity Matters 28:23 Transener and Pampa Energía: Dividends and Opportunities 30:37 Treasury Auction and Merval: Why the [unclear] Doesn't Appear Rebound 32:10 New ADRs: Energy, Technology, REITs, and Commodities Gustavo Neffa and Andrés De Aquino Vicente review Nvidia's financial results, global investment in artificial intelligence, and the opportunities they see in Google, Micron Technology, Constellation Energy, and Vistra. They also analyze oil in light of the conflict with Iran, gold, Bitcoin, Federal Reserve interest rates, and the seasonality of the S&P 500 before the US midterm elections. In Argentina, banks are still struggling due to election risk, low trading volume, and balance sheets that haven't reversed the downward trend. Energy emerges as a key sector, both for the demand for artificial intelligence and for oil: YPF, Vista Energy, Pampa Energía, TGS, and Transener are examined. Additionally, country risk, sovereign bonds, and new ADRs for stocks, ETFs, and agricultural commodities are reviewed. 💸 Knowing what happened isn't enough. Learn how to decide what to do with your money. Check out upcoming courses 👉 httpeafp.com.ar/cursosWhat 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 #UnfilteredMarket #MundoDinero #Investments #WhereToInvest #Markets #Finance #Economy #Cedears #Inflation #Stocks #Bonds