Compras del BCRA, proyección de inflación de mayo y actualización del conflicto en Medio Oriente

We analyze the monthly close of the Argentine market, the Central Bank's purchases, the evolution of the dollar, and inflation projections for May. We also review the Wall Street close, the latest news from the Middle East, and the impact of bond yields and oil inventories on global markets. 👉 Graphics: https://web.rava.com/wp-content/uploa... 👉 Access the market screen: https://mercado.rava.com/ 👉 Register for the free online webinar for SMEs: https://webinar.rava.com/empresas Chapters 00:00:00 Countdown 00:11:11 Introduction and Welcome 00:13:32 Trends in Technology: IBM, MSFT 00:16:01 Reserve Targets with the IMF 00:20:23 May Inflation Projections 00:23:32 TZX28 Bond Recommendation 00:24:23 Attractiveness of Local Carry Trade 00:35:02 Dollar-Linked Differences vs ADRs 00:38:23 Bonds and Payments BOPREAL BPY26 BPO28 00:41:09 Electoral Risk in Sovereign Bonds 00:48:37 MERVAL Index Performance 00:49:31 MSCI Reclassification Expectations 00:49:54 Banking Sector Balance Sheets GGAL BMA BBAR 01:03:00 All-Time Highs in YPF 01:05:07 Technical Rebound in VISTA 01:06:26 Accumulation Zone in PAMP 01:06:54 Potential in Energy Companies TGS CEPU 01:10:37 May Balance Sheet in the US 01:11:59 Rise of Artificial Intelligence NVDA DELL IBM 01:17:00 Income Analysis in MU 01:21:09 Situation in Iran and Oil 01:22:25 Profit-taking in IBM 01:25:39 Sustained growth in MSFT 01:26:46 Valuation and opportunity in META 01:28:23 Support levels in WMT 01:30:43 Technical momentum in SPOT 01:31:56 Analysis of the EWZ Brazil ETF 01:33:51 Market strategy in MELI 01:35:10 Final performance of the World Cup portfolio 01:42:18 Reflections and closing remarks Monday to Friday at 9:45 AM live on YouTube Follow us on Instagram! /   / ravabursatil   Instagram Community: https://www.rava.com/instagram-comunidad Business WhatsApp (inquiries and advice): https://www.rava.com/whatsapp-comercial Telegram (news and alerts): https://t.me/ravabursatil WhatsApp Broadcast Channel: https://rava.com/whatsapp-difusion Listen to us on Spotify: https://www.rava.com/spotify