{"id":4330,"date":"2026-03-31T19:58:15","date_gmt":"2026-03-31T08:58:15","guid":{"rendered":"https:\/\/www.amillex.com\/?p=4330"},"modified":"2026-03-31T19:58:17","modified_gmt":"2026-03-31T08:58:17","slug":"amillex-daily-market-commentary-renewed-middle-east-conflict-fuels-safe-haven-demand-gold-and-oil-enter-a-new-phase-of-synchronized-trends","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/es\/2026\/03\/31\/amillex-daily-market-commentary-renewed-middle-east-conflict-fuels-safe-haven-demand-gold-and-oil-enter-a-new-phase-of-synchronized-trends\/","title":{"rendered":"Comentario diario de mercado de Amillex | El renovado conflicto en Oriente Medio impulsa la demanda de activos refugio; el oro y el petr\u00f3leo entran en una nueva fase de tendencias sincronizadas.\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 31 de marzo de 2026, los mercados financieros mundiales experimentaron una jornada de intensa escalada de riesgos geopol\u00edticos, lo que volvi\u00f3 a poner en el punto de mira a los activos refugio. La situaci\u00f3n en Oriente Medio se deterior\u00f3 m\u00e1s de lo previsto tras el primer ataque de las fuerzas hut\u00edes de Yemen contra Israel, lo que gener\u00f3 una gran inquietud en los mercados. La posible expansi\u00f3n del conflicto con Ir\u00e1n ha aumentado la preocupaci\u00f3n de los inversores por las rutas mar\u00edtimas del Mar Rojo y el transporte de petr\u00f3leo a trav\u00e9s de la Pen\u00ednsula Ar\u00e1biga.&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\">Si bien la Reserva Federal ha dejado clara su firme postura de no recortar las tasas de inter\u00e9s este a\u00f1o, la pol\u00edtica monetaria parece cada vez m\u00e1s limitada ante los riesgos geopol\u00edticos extremos. El oro al contado registr\u00f3 su segunda ganancia diaria consecutiva el lunes, manteni\u00e9ndose estable cerca de los 4502 d\u00f3lares por onza en las primeras operaciones asi\u00e1ticas. En medio de la pugna entre los fundamentos econ\u00f3micos y el sentimiento de riesgo, el oro se ha desvinculado notablemente del ciclo tradicional de las tasas de inter\u00e9s, demostrando una gran resistencia y un impulso alcista.&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 has-medium-font-size wp-elements-3 wp-block-paragraph\"><strong>An\u00e1lisis fundamental y rendimiento del mercado de activos m\u00faltiples&nbsp;<\/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>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-5 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-6\" style=\"font-size:18px\"><strong>Promedio Industrial Dow Jones (DJI)<\/strong>Cerr\u00f3 en 45.216,14, con un alza de 49,50 puntos (+0,11%). Ante la creciente aversi\u00f3n al riesgo, el capital se reorient\u00f3 hacia acciones defensivas de primera l\u00ednea, lo que impuls\u00f3 al \u00edndice por encima de los 45.000 puntos.\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>S&amp;P 500 (SP500)<\/strong>Aproximadamente 6.370, con un descenso de 108,31 puntos (-1,67%). Los mercados reevaluaron el impacto de los riesgos geopol\u00edticos en las cadenas de suministro, lo que puso de manifiesto la vulnerabilidad de los activos de alta valoraci\u00f3n ante la incertidumbre 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>Nasdaq 100 (NQ1!)<\/strong>Cerr\u00f3 en 23.007,25, con una ca\u00edda de 132,50 puntos (-0,57%). Las acciones tecnol\u00f3gicas sufrieron presi\u00f3n a medida que los mercados ajustaban las expectativas de inflaci\u00f3n y la preocupaci\u00f3n por el aumento de los tipos de inter\u00e9s reales.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9 wp-block-paragraph\" style=\"font-size:18px\"><strong>Aspectos destacados de las acciones\u00a0<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-10\" style=\"font-size:18px\"><strong>Tesla (TSLA) e Intel (INTC)<\/strong>Las acciones de Intel cayeron 1,811 TP3T y 4,501 TP3T, respectivamente. El fuerte descenso refleja la preocupaci\u00f3n del sector de semiconductores por las posibles barreras comerciales y el aumento de los costes energ\u00e9ticos.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-11\" style=\"font-size:18px\"><strong>Amazon (AMZN)<\/strong>Cerr\u00f3 a 200,95 USD, con una subida de 0,81% respecto a la tendencia general del mercado, lo que pone de manifiesto la preferencia de los inversores por las empresas de gran capitalizaci\u00f3n con fuertes flujos de caja.\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>: En 100,569, subi\u00f3 0,08%. El atractivo del d\u00f3lar como valor refugio se fortaleci\u00f3 en medio de las tensiones geopol\u00edticas, manteni\u00e9ndose por encima del nivel de 100.\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>En 159,869, con un alza de 0,08%, se acerca al nivel clave de resistencia de 160. A pesar de las expectativas de una posible intervenci\u00f3n del Banco de Jap\u00f3n, los diferenciales de rendimiento siguen impulsando las operaciones de carry trade.\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>: A 1,14567, con un descenso de 0,04%. El aumento de los riesgos en los costes energ\u00e9ticos en Europa est\u00e1 limitando el alza del euro.\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>A 4.527,63 USD por onza, un aumento de 16,62 USD (+0,37%). A pesar de la fortaleza del d\u00f3lar, el oro sigue gozando de un s\u00f3lido respaldo como activo refugio fundamental.\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>: A 70,006 USD por onza, con un descenso de 0,05%, consolid\u00e1ndose en torno al nivel de los 70 USD.\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 WTI (XTIUSD)<\/strong>A 106,44 d\u00f3lares por barril, un aumento de 1,111 TP3T. El alza de los precios de la energ\u00eda refuerza las expectativas de inflaci\u00f3n y limita a\u00fan m\u00e1s el margen para recortes de tarifas.\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>: A USD 66.816, un aumento de 0,13%.\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>: A 2.025,07 USD, un aumento de 0,02%.\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. Eventos clave a tener en cuenta 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\">IPC subyacente de la zona euro de marzo (preliminar)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-27\" style=\"font-size:18px\">IPC de la zona euro de marzo (preliminar)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-28\" style=\"font-size:18px\">PIB de Canad\u00e1 en enero (intermensual)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-29\" style=\"font-size:18px\">Ofertas de empleo en EE. UU. en febrero (JOLTs)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-30\" style=\"font-size:18px\">\u00cdndice de confianza del consumidor del Conference Board de EE. UU., marzo\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>On March 31, 2026, global financial markets experienced a day of intensified geopolitical risk escalation on Monday, driving safe-haven assets back into focus. The situation in the Middle East deteriorated beyond expectations after Yemen\u2019s Houthi forces launched their first attack on Israel, triggering widespread market anxiety. The potential expansion of the Iran conflict has heightened [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":4328,"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-4330","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\/4330","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\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/comments?post=4330"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/4330\/revisions"}],"predecessor-version":[{"id":4331,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/posts\/4330\/revisions\/4331"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media\/4328"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/media?parent=4330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/categories?post=4330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/es\/wp-json\/wp\/v2\/tags?post=4330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}