Lo que nos dejó el QE2
AgustÃn López
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| Aug 27, 2010 | Nov 12, 2010 | Jun 30, 2011 | Net (Aug-Jun) | |
| 2yr Treasury Note | 0.55% | 0.51% | 0.46% | -9bps |
| 10yr Treasury Note | 2.65% | 2.79% | 3.16% | +51bps |
| 10yr TIPS | 1.02% | 0.66% | 0.70% | -32bps |
| 10yr Inflation Swaps | 2.10% | 2.51% | 2.81% | +71bps |
| Grains (DJ UBS) | 100.2992 | 115.8296 | 117.3552 | +17.0% |
| Livestock (DJ UBS) | 73.7738 | 70.6753 | 72.3312 | -2.0% |
| Softs (DJ UBS) | 127.0117 | 170.2196 | 197.7473 | +55.7% |
| Gold | $1236.00 | $1365.50 | $1502.80 | +21.6% |
| Ind. Metals (DJUBS) | 329.6994 | 375.1198 | 392.2899 | +19.0% |
| Crude (WTI) | $75.17 | $84.88 | $95.42 | +26.9% |
| Retail Unleaded Gas | $2.682 | $2.886 | $3.541 | +32.0% |
| Dollar Index | 82.918 | 78.082 | 74.404 | -10.3% |
| Stocks | 1064.59 | 1199.21 | 1320.64 | +24.1% |
| M2 | $8,650.5 bln | $8,767.9 bln | $9,067.4 bln | +4.8% |
El resultado es evidente: muy bueno para las materias primas, bueno para las bolsas, neutro para los bonos y malo para el dólar.
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