{"id":4056,"date":"2026-02-24T17:23:23","date_gmt":"2026-02-24T06:23:23","guid":{"rendered":"https:\/\/www.amillex.com\/?p=4056"},"modified":"2026-02-24T17:23:25","modified_gmt":"2026-02-24T06:23:25","slug":"amillex-daily-market-commentary-policy-uncertainty-returns-as-a-catalyst-gold-bulls-restart-rally-toward-three-week-highs","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/es\/2026\/02\/24\/amillex-daily-market-commentary-policy-uncertainty-returns-as-a-catalyst-gold-bulls-restart-rally-toward-three-week-highs\/","title":{"rendered":"Comentario diario de mercado de Amillex | La incertidumbre pol\u00edtica regresa como catalizador, los alcistas del oro reinician su repunte hacia m\u00e1ximos de tres semanas\u00a0"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">24 de febrero de 2026 \u2013 El oro al contado cotizaba en torno a los 5240 USD al inicio de la sesi\u00f3n asi\u00e1tica, prolongando la fuerte tendencia alcista del lunes. El sentimiento de aversi\u00f3n al riesgo en el mercado se dispar\u00f3 despu\u00e9s de que el presidente de Estados Unidos, tras el rechazo de su propuesta anterior por parte del Tribunal Supremo, anunciara r\u00e1pidamente un aumento temporal de los aranceles a 15%. Este repentino cambio de pol\u00edtica impuls\u00f3 de inmediato la demanda de activos refugio.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-2 wp-block-paragraph\" style=\"font-size:18px\">Tras registrar una ganancia de 2,51 TP3T el lunes, el oro al contado super\u00f3 brevemente el nivel de los 5250 USD durante las primeras horas de la sesi\u00f3n de hoy, marcando su nivel m\u00e1s alto desde la fuerte ca\u00edda del 30 de enero. Mientras tanto, los futuros del oro estadounidense de abril tambi\u00e9n subieron con fuerza hasta los 5225,60 USD. Los repetidos cambios de pol\u00edtica y la renovada controversia arancelaria se han convertido en el detonante m\u00e1s directo que impulsa al capital a refugiarse agresivamente en el oro como activo seguro.&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\">El repunte actual refleja esencialmente una liberaci\u00f3n concentrada de los riesgos de incertidumbre global, respaldada por el endurecimiento de las condiciones geopol\u00edticas y las expectativas de una disminuci\u00f3n de los tipos de inter\u00e9s reales, lo que constituye un poderoso doble motor para los precios del oro.&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-4 wp-block-paragraph\" style=\"font-size:20px\"><strong>Descripci\u00f3n general del rendimiento de los activos y sus fundamentos<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-5 wp-block-paragraph\" style=\"font-size:18px\"><strong>1. Mercado de valores de EE. UU.<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-6 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-7\" style=\"font-size:18px\"><strong>Promedio Industrial Dow Jones (DJI):<\/strong>\u00a048.804,06,\u00a0<strong>baj\u00f3 1,66%<\/strong>\u00a0<br>Como \u00edndice de referencia fundamental para las acciones de valor, el Dow Jones experiment\u00f3 una fuerte ca\u00edda, lo que refleja la creciente preocupaci\u00f3n por el aumento de los costes industriales y la desaceleraci\u00f3n de la expansi\u00f3n macroecon\u00f3mica.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8\" style=\"font-size:18px\"><strong>S&amp;P 500 (SP500):<\/strong>\u00a06.850,29,\u00a0<strong>hasta 0,04%<\/strong>\u00a0<br>El sentimiento del mercado se mantuvo muy dividido, con un desempe\u00f1o desigual entre las acciones de mayor capitalizaci\u00f3n, lo que mantuvo las ganancias generales pr\u00e1cticamente estables.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-9\" style=\"font-size:18px\"><strong>Nasdaq 100 (NQ1):<\/strong>\u00a024.798,50,\u00a0<strong>hasta 0,14%<\/strong>\u00a0<\/li>\n<\/ul>\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>Enfoque en 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-11\" style=\"font-size:18px\"><strong>Tesla (TSLA):<\/strong>\u00a0USD 399,83,\u00a0<strong>baj\u00f3 2,91%.\u00a0<\/strong>Las acciones cayeron por debajo del nivel psicol\u00f3gico de los 400 d\u00f3lares, lo que pone de manifiesto la presi\u00f3n sobre las valoraciones de las acciones de crecimiento principales en un contexto de menor liquidez y creciente aversi\u00f3n al riesgo.\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-12 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-13\" style=\"font-size:18px\"><strong>\u00cdndice del d\u00f3lar estadounidense (DXY):<\/strong>\u00a097.875,\u00a0<strong>hasta 0,18%.\u00a0<\/strong>El d\u00f3lar se mantuvo firme a medida que los mercados ajustaban las expectativas sobre un posible endurecimiento de la pol\u00edtica monetaria de la Reserva Federal, y el fuerte respaldo de las pol\u00edticas monetarias mantuvo el \u00edndice estable cerca del nivel de 98.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-14\" style=\"font-size:18px\"><strong>USD\/JPY:<\/strong>\u00a0155.125,\u00a0<strong>hasta 0,31%.\u00a0<\/strong>Las continuas diferencias en los tipos de inter\u00e9s siguieron presionando al yen, empujando al par por encima de 155 y generando preocupaci\u00f3n por los riesgos de contagio a las monedas asi\u00e1ticas.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-15\" style=\"font-size:18px\"><strong>EUR\/USD:<\/strong>\u00a01.17723,\u00a0<strong>baj\u00f3 0,11%.\u00a0<\/strong>El euro se mantuvo d\u00e9bil ante la fortaleza del d\u00f3lar y los fundamentos relativamente d\u00e9biles de la eurozona, sin el impulso necesario para una ruptura alcista significativa.\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-16 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-17 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-18\" style=\"font-size:18px\"><strong>Oro al contado (XAUUSD):<\/strong>\u00a0USD 5.155,24\/oz,\u00a0<strong>baj\u00f3 1,37%.\u00a0<\/strong>El oro retrocedi\u00f3 bruscamente tras no lograr mantenerse por encima de los 5.200 d\u00f3lares, principalmente debido a la fortaleza del d\u00f3lar y a la toma de beneficios a corto plazo despu\u00e9s de que las primas de los activos refugio se dispararan.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-19\" style=\"font-size:18px\"><strong>Plata al contado (XAGUSD):<\/strong>\u00a0USD 85,51\/oz,\u00a0<strong>baj\u00f3 3.03%.\u00a0<\/strong>La plata sufri\u00f3 p\u00e9rdidas m\u00e1s pronunciadas, lastrada por la debilidad del oro y la revisi\u00f3n a la baja de las expectativas sobre la demanda industrial futura.\u00a0<\/li>\n<\/ul>\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>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-21\" style=\"font-size:18px\"><strong>Petr\u00f3leo crudo (XTIUSD):<\/strong>\u00a066,26 USD\/barril,\u00a0<strong>baj\u00f3 0,24%.\u00a0<\/strong>Los precios del petr\u00f3leo se mantuvieron estables en niveles bajos. Si bien los riesgos geopol\u00edticos ofrecen un respaldo a la baja, la desaceleraci\u00f3n de las expectativas de crecimiento global sigue limitando el potencial alcista.\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-22 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-23\" style=\"font-size:18px\"><strong>Bitcoin (BTCUSD):<\/strong>\u00a0USD 64.341,\u00a0<strong>baj\u00f3 0,45%.\u00a0<\/strong>Tras no lograr subir m\u00e1s, Bitcoin entr\u00f3 en una fase de consolidaci\u00f3n, con flujos de capital cautelosos y atenci\u00f3n t\u00e9cnica centrada en el soporte cercano a los 64.000 d\u00f3lares.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-24\" style=\"font-size:18px\"><strong>Ethereum (ETHUSD):<\/strong>\u00a0USD 1.846,8,\u00a0<strong>baj\u00f3 0,48%.\u00a0<\/strong>ETH tuvo un rendimiento ligeramente inferior, lo que refleja una fijaci\u00f3n de precios de riesgo m\u00e1s estricta para los tokens del ecosistema en medio de la incertidumbre macroecon\u00f3mica.\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-25 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. El 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-26\" style=\"font-size:18px\">Discurso de la presidenta del BCE, Christine Lagarde\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-27\" style=\"font-size:18px\">Discurso del gobernador de la Reserva Federal, Waller\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-28\" style=\"font-size:18px\">Conferencia de febrero de EE. UU. sobre la confianza del consumidor\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-29\" style=\"font-size:18px\">\u00cdndice manufacturero de la Reserva Federal de Richmond de EE. UU. en febrero\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=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>24 February 2026&nbsp;\u2013 Spot gold traded around&nbsp;USD 5,240&nbsp;in early Asian session, extending Monday\u2019s strong upward momentum. Market risk-off sentiment surged after the US President, following the Supreme Court\u2019s rejection of his earlier proposal, quickly announced a&nbsp;temporary increase in tariffs to 15%. This sudden policy reversal&nbsp;immediately&nbsp;ignited safe-haven demand.&nbsp; After recording a&nbsp;2.5% gain on Monday, spot gold [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":4053,"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-4056","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\/4056","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=4056"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/4056\/revisions"}],"predecessor-version":[{"id":4057,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/4056\/revisions\/4057"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media\/4053"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media?parent=4056"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/categories?post=4056"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/tags?post=4056"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}