{"id":119803,"date":"2025-06-30T11:34:45","date_gmt":"2025-06-30T14:34:45","guid":{"rendered":"https:\/\/primereando.com.ar\/?p=119803"},"modified":"2025-06-30T11:34:47","modified_gmt":"2025-06-30T14:34:47","slug":"informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos","status":"publish","type":"post","link":"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/","title":{"rendered":"Informe del JP Morgan alerta de riesgos en la econom\u00eda Argentina y sugiere deshacerse de los bonos en pesos"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">El banco m\u00e1s influyente de Wall Street encendi\u00f3 una se\u00f1al de alarma sobre el rumbo econ\u00f3mico de la Argentina. En un giro respecto de su postura previa, JP Morgan recomend\u00f3 a los inversores desarmar posiciones en bonos en pesos y refugiarse en d\u00f3lares, citando preocupaciones por la fragilidad cambiaria y el incierto panorama pol\u00edtico.<\/h2>\n\n\n\n<p><strong>El informe, titulado &#8220;Tom\u00e1ndose un respiro&#8221;, <\/strong>refleja un volantazo en la estrategia del banco, que hasta hace pocas semanas manten\u00eda una posici\u00f3n favorable al <strong>carry trade argentino<\/strong>, alentado por la estabilidad del tipo de cambio y la promesa de desinflaci\u00f3n.<\/p>\n\n\n\n<p>\u201c<strong>Preferimos dar un paso atr\u00e1s y esperar mejores niveles de entrada para volver a posicionarnos\u201d,<\/strong> se\u00f1alaron los economistas de JP Morgan, <strong>aludiendo a factores como el fin del pico de ingresos del agro, la presi\u00f3n por la salida de d\u00f3lares v\u00eda turismo, y se\u00f1ales de intervenci\u00f3n en el mercado de futuros.<\/strong><\/p>\n\n\n\n<p><strong>En abril, tras el levantamiento parcial del cepo y la implementaci\u00f3n de un nuevo r\u00e9gimen cambiario, el banco hab\u00eda apostado por instrumentos en pesos a corto plazo, <\/strong>anticipando una brecha cambiaria acotada y un escenario m\u00e1s predecible. <strong>Esa apuesta ahora parece haberse agotado.<\/strong><\/p>\n\n\n\n<p>Aunque la entidad mantiene una mirada optimista para el mediano plazo \u2014destacando avances fiscales y desaceleraci\u00f3n inflacionaria\u2014, <strong>considera que el contexto actual amerita cautela. \u201cEstamos tomando ganancias y reduciendo exposici\u00f3n\u201d, <\/strong>concluy\u00f3 el informe.<\/p>\n\n\n\n<p><strong>La recomendaci\u00f3n de JP Morgan marca un fuerte cambio de clima entre los grandes jugadores financieros y pone en duda la estabilidad del esquema econ\u00f3mico argentino a corto plazo.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>El banco m\u00e1s influyente de Wall Street encendi\u00f3 una se\u00f1al de alarma sobre el rumbo econ\u00f3mico de la Argentina. En un giro respecto de su postura previa, JP Morgan recomend\u00f3 a los inversores desarmar posiciones en bonos en pesos y refugiarse en d\u00f3lares, citando preocupaciones por la fragilidad cambiaria y el incierto panorama pol\u00edtico. El [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":119804,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-119803","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualidad"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Informe del JP Morgan alerta de riesgos en la econom\u00eda Argentina y sugiere deshacerse de los bonos en pesos - Primereando<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Informe del JP Morgan alerta de riesgos en la econom\u00eda Argentina y sugiere deshacerse de los bonos en pesos - Primereando\" \/>\n<meta property=\"og:description\" content=\"El banco m\u00e1s influyente de Wall Street encendi\u00f3 una se\u00f1al de alarma sobre el rumbo econ\u00f3mico de la Argentina. En un giro respecto de su postura previa, JP Morgan recomend\u00f3 a los inversores desarmar posiciones en bonos en pesos y refugiarse en d\u00f3lares, citando preocupaciones por la fragilidad cambiaria y el incierto panorama pol\u00edtico. El [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/\" \/>\n<meta property=\"og:site_name\" content=\"Primereando\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-30T14:34:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-30T14:34:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/primereando.com.ar\/wp-content\/uploads\/2025\/06\/Milei-criptestafador.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"576\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"ignacio corsario\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"ignacio corsario\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/\"},\"author\":{\"name\":\"ignacio corsario\",\"@id\":\"https:\/\/primereando.com.ar\/#\/schema\/person\/163ed2710eec4fd8173e5e51bb8b23ee\"},\"headline\":\"Informe del JP Morgan alerta de riesgos en la econom\u00eda Argentina y sugiere deshacerse de los bonos en pesos\",\"datePublished\":\"2025-06-30T14:34:45+00:00\",\"dateModified\":\"2025-06-30T14:34:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/\"},\"wordCount\":294,\"publisher\":{\"@id\":\"https:\/\/primereando.com.ar\/#organization\"},\"articleSection\":[\"Actualidad\"],\"inLanguage\":\"es-AR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/\",\"url\":\"https:\/\/primereando.com.ar\/index.php\/2025\/06\/30\/informe-del-jp-morgan-alerta-de-riesgos-en-la-economia-argentina-y-sugiere-deshacerse-de-los-bonos-en-pesos\/119803\/\",\"name\":\"Informe del JP Morgan alerta de riesgos en la econom\u00eda Argentina y sugiere deshacerse de los bonos en pesos - 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