The economist, Alejandro Bianchispoke to Canal E and gave an overview of the behavior of international and local assets, the so-called Christmas rally, opportunities in dollar bonds and the Argentine scenario until 2026.
Alejandro Bianchi explained that despite a reduced week in the number of bikes, there is usually a seasonal phenomenon: “It is a short week for the market, Usually there is also the so-called Christmas rallyAs previously explained, this movement typically extends “three days before Christmas and until around January 2nd or 3rd.”
What does the Christmas rally consist of?
He also pointed out that this behavior has different technical and tax reasons: “Some say so It is driven by sales generated from profit and loss taking in the United Statesbecause if you sell an asset that has performed poorly over the year, may be recorded as a loss to offset other gains“.
Bianchi, in turn, added that “this creates some fluctuations in the market.” This brings down some assets that have performed very poorly over the yearin December, and then they recover at the beginning of the year.”
What are the estimates for stocks on Wall Street?
In this regard, he highlighted positive signs on Wall Street: “It seems like that was the case on Friday showed signs of getting a little greenerand today at the market opening there would also be a feeling that The market Already in these evaluations things are starting to pile up again“.
Regarding the strategic role of artificial intelligence, the respondent emphasized the importance of data centers: “Oracle is in the eye of the storm because they are responsible for the most important data centers in the United States, the data centers.” And he explained its function: “It is the place.” Artificial intelligence is being trained and where all artificial intelligence queries are executed.”
He then emphasized that there is a debate about whether investments in infrastructure are too high: “I think so it is too littleAs he suggested, “artificial intelligence will start replacing things at some point, and then we’ll see that.” There will continue to be bottlenecks in data centers“.
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