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statementOctober US employment data: +65k estimated vs 44k average over the last 12 months; unemployment rate stable at 4.2%.SESIÓNpredictionFor today's session, slight declines are likely; bonds and value sectors will act as a refuge while uncertainty persists.SESIÓNpredictionEven if growth expectations were cut, semiconductors would remain a high-growth sector.SESIÓNstatementThe Semiconductors index is discounting a higher risk premium amid the uncertainty and trades at historically attractive levels: PER27 13.5x vs 15-year average 24x, with 2027 EPS expected +47%.SESIÓNpredictionOperators will continue developing data centers, though sometimes more slowly and probably shifting projects between states.SESIÓNpredictionGreater regulatory pressure may slow the launch of projects and increase costs, but that does not mean lower demand.SESIÓNpredictionThe Democratic victory in the midterms suggests greater regulation of AI that could curb the development of data centers.SESIÓNstatementOil fell about 2.0% to 101.7.analisisbankinterstatementThe dollar depreciated against the euro to 1.1267.analisisbankinterstatementBond yields fell.analisisbankinterstatementEuropean stock markets had a session of strong gains following the US election result, with Spain up 3.1% and Europe up 1.7%.analisisbankinterstatementUS imports rose 1.2% versus an estimated 1.5% and a previous 4.4%.analisisbankinterstatementUS exports rose 1.9% versus an estimated 1.8% and a previous 1.6%.analisisbankinterstatementUS trade deficit came in slightly better than expected at -105.0 billion dollars versus an estimated -107.9 billion and a previous -105.7 billion.analisisbankinterstatementBusiness results are good (+32.4% in US EPS) but do not impress (+30.6% expected).los resultados empresariales son buenospredictionToday we will learn the Eurozone CPI, which could reach +4.0% vs +3.8% previously.Hoy conoceremos el IPC de la EurozonastatementOil manages to stay below $105/barrel (Brent).el petróleo logra mantenerseallegationNew speculation is emerging about a possible agreement between the US and Iran, with almost simultaneous confirmations and denials.surgen nuevas especulacionesstatementAttacks between Houthis (Yemen) and Saudi Arabia continue.continúan los ataquespredictionRepublicans losing Congress and the Senate should favor some moderation in T-Note yields (-3 bp today) and sector rotation in stock markets, foreseeably favoring health, renewables and electric vehicles.lo que debería favorecer
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