{"id":3672,"date":"2026-01-26T17:29:13","date_gmt":"2026-01-26T06:29:13","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3672"},"modified":"2026-01-26T17:29:14","modified_gmt":"2026-01-26T06:29:14","slug":"amillex-daily-market-commentary-full-scale-tariff-shock-rocks-markets-gold-smashes-through-the-5000-barrier","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/es\/2026\/01\/26\/amillex-daily-market-commentary-full-scale-tariff-shock-rocks-markets-gold-smashes-through-the-5000-barrier\/","title":{"rendered":"Comentario diario de mercado de Amillex | El impacto arancelario a gran escala sacude los mercados, el oro rompe la barrera de los 5000 d\u00f3lares ($5000)\u00a0"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">El 26 de enero de 2026, las acciones estadounidenses cotizaron en un rango estrecho cerca de m\u00e1ximos hist\u00f3ricos, mientras los inversores se manten\u00edan nerviosos ante la primera reuni\u00f3n de pol\u00edtica monetaria de la Reserva Federal del nuevo a\u00f1o. El sentimiento de riesgo se ve presionado por ambos lados debido a la continua resistencia del mercado laboral y la persistencia de la inflaci\u00f3n. Mientras tanto, el \u00edndice del d\u00f3lar estadounidense se mantuvo con fluctuaciones moderadas, reflejando la cautela institucional mientras los mercados esperan que se cristalicen las principales se\u00f1ales macroecon\u00f3micas. El principal shock macroecon\u00f3mico de esta ronda provino de un fuerte deterioro en las relaciones comerciales geopol\u00edticas durante el fin de semana. El gobierno estadounidense emiti\u00f3 una amenaza excepcionalmente agresiva de aranceles totales a Canad\u00e1 a trav\u00e9s de las redes sociales, en respuesta directa al reciente acercamiento comercial entre el Primer Ministro canadiense y China. Impulsado por un aumento en la demanda de refugio seguro y fluctuaciones en los rendimientos reales, el oro no solo mantuvo el fuerte repunte de la semana pasada, sino que super\u00f3 decisivamente el hito hist\u00f3rico de 5000 por onza, alcanzando un m\u00e1ximo cercano a los 5050.&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-2 wp-block-paragraph\" style=\"font-size:20px\"><strong>Rendimiento de los activos y an\u00e1lisis fundamental<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-3 wp-block-paragraph\" style=\"font-size:18px\"><strong>1. Mercados de renta variable de EE. UU.<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4 wp-block-paragraph\" style=\"font-size:18px\"><strong>Rendimiento del \u00edndice<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-5\" style=\"font-size:18px\"><strong>Promedio Industrial Dow Jones:<\/strong>\u00a0Alrededor\u00a0<strong>49.120<\/strong>\u00a0(+0,09%). Tras el repunte de la semana pasada posterior al Foro de Davos, el Dow Jones ha entrado en una fase de consolidaci\u00f3n estricta en niveles elevados.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-6\" style=\"font-size:18px\"><strong>S&amp;P 500:<\/strong>\u00a0Alrededor\u00a0<strong>6.892<\/strong>. Si bien el sector energ\u00e9tico sigue benefici\u00e1ndose de las tensiones geopol\u00edticas, el sentimiento general se mantiene limitado por la incertidumbre macroecon\u00f3mica de la &quot;Supersemana&quot;.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-7\" style=\"font-size:18px\"><strong>\u00cdndice compuesto Nasdaq:<\/strong>\u00a0Alrededor\u00a0<strong>25.608<\/strong>. Las acciones tecnol\u00f3gicas mostraron un desempe\u00f1o mixto. A pesar del respaldo estructural derivado de la demanda de computaci\u00f3n impulsada por IA, los segmentos de alta valoraci\u00f3n siguen siendo vulnerables a la toma de ganancias a medida que el rendimiento de los bonos del Tesoro a 10 a\u00f1os aumenta.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-8 wp-block-paragraph\" style=\"font-size:18px\"><strong>Aspectos destacados de las acciones<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-9\" style=\"font-size:18px\"><strong>Intel (INTC):<\/strong>\u00a0Alrededor\u00a0<strong>$45.08<\/strong>\u00a0(-17,02%). Las acciones se desplomaron m\u00e1s de 17% en una sola sesi\u00f3n despu\u00e9s de que el CEO reconociera problemas persistentes en el rendimiento de la fabricaci\u00f3n y continuas restricciones de suministro. Combinado con las crecientes p\u00e9rdidas en su negocio de fundici\u00f3n, la confianza de los inversores se derrumb\u00f3, lo que provoc\u00f3 ventas de p\u00e1nico. La acci\u00f3n ahora est\u00e1 volviendo a probar el\u00a0<strong>Zona de soporte clave $42\u201345<\/strong>.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-10 wp-block-paragraph\" style=\"font-size:18px\"><strong>2. Mercado de divisas<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-11\" style=\"font-size:18px\"><strong>\u00cdndice del d\u00f3lar estadounidense (DXY):<\/strong>\u00a0Alrededor\u00a0<strong>97.20<\/strong>. El d\u00f3lar encontr\u00f3 soporte cerca de 98,60 y experiment\u00f3 un leve repunte. Los mercados siguen de cerca las indicaciones del presidente Powell esta semana sobre el ritmo de los recortes de tipos de inter\u00e9s en 2026.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-12\" style=\"font-size:18px\"><strong>EUR\/USD:<\/strong>\u00a0Alrededor\u00a0<strong>1.1855<\/strong>. La relaci\u00f3n entre ambos pa\u00edses sigue marcada por la ret\u00f3rica moderada de los funcionarios del BCE, junto con la persistente preocupaci\u00f3n por el proteccionismo comercial a largo plazo entre Europa y Estados Unidos.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-13\" style=\"font-size:18px\"><strong>USD\/JPY:<\/strong>\u00a0Alrededor\u00a0<strong>154.80<\/strong>. A medida que el sentimiento de riesgo se estabiliz\u00f3 antes de la apertura de la bolsa estadounidense, la demanda de yenes como valor refugio disminuy\u00f3.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-14 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. Metales preciosos y materias primas<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-15 wp-block-paragraph\" style=\"font-size:18px\"><strong>Metales preciosos<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-16\" style=\"font-size:18px\"><strong>Oro al contado (XAUUSD):<\/strong>\u00a0Super\u00f3 decisivamente el r\u00e9cord hist\u00f3rico.\u00a0<strong>$5,000\/oz<\/strong>\u00a0nivel, alcanzando m\u00e1ximos cercanos\u00a0<strong>$5,050<\/strong>.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-17\" style=\"font-size:18px\"><strong>Plata al contado (XAGUSD):<\/strong>\u00a0Alrededor\u00a0<strong>$106<\/strong>. La plata se ha mantenido firmemente por encima de la marca $100, respaldada tanto por la escasez de oferta industrial como por la creciente aversi\u00f3n al riesgo. La antigua resistencia se ha convertido ahora en un fuerte soporte.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-18 wp-block-paragraph\" style=\"font-size:18px\"><strong>Productos b\u00e1sicos<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-19\" style=\"font-size:18px\"><strong>Petr\u00f3leo crudo WTI:<\/strong>\u00a0Alrededor\u00a0<strong>$61,20 por barril<\/strong>. Los precios siguen tanteando el nivel $60 en medio de revisiones a la baja de las previsiones de la demanda mundial, con un equilibrio d\u00e9bil mantenido por las expectativas de cooperaci\u00f3n energ\u00e9tica.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-20 wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Criptoactivos y evoluci\u00f3n macroecon\u00f3mica<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-21\" style=\"font-size:18px\"><strong>Bitcoin (BTC):<\/strong>\u00a0Alrededor\u00a0<strong>$86,665<\/strong>. Tras haber ca\u00eddo por debajo del nivel $90,000, BTC ahora busca soporte cerca de\u00a0<strong>$85.000<\/strong>.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Ethereum (ETH):<\/strong>\u00a0Alrededor\u00a0<strong>$2,830<\/strong>.Cay\u00f3 por debajo del umbral clave de $3,000 y sigue siendo relativamente d\u00e9bil.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-23 wp-block-paragraph\" style=\"font-size:18px\"><strong>5.&nbsp;<\/strong><strong>Tema de hoy<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-24\" style=\"font-size:18px\">Alemania: \u00cdndice Ifo de Clima Empresarial de enero\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-25\" style=\"font-size:18px\">EE. UU.: Pedidos b\u00e1sicos de bienes duraderos de diciembre (mes a mes)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-26\" style=\"font-size:18px\">EE. UU.: Pedidos de bienes duraderos de diciembre (mes a mes)<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>January 26, 2026, U.S. equities traded in a tight range near record highs, as investors remained on edge ahead of the Federal Reserve\u2019s first policy meeting of the new year. Risk sentiment is being squeezed from both sides by the continued resilience of the labor market and the stickiness of inflation. Meanwhile, the U.S. Dollar [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":3670,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[8],"tags":[],"class_list":["post-3672","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/3672","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/comments?post=3672"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/3672\/revisions"}],"predecessor-version":[{"id":3673,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/3672\/revisions\/3673"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media\/3670"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media?parent=3672"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/categories?post=3672"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/tags?post=3672"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}