{"id":130530,"date":"2026-01-08T11:39:57","date_gmt":"2026-01-08T14:39:57","guid":{"rendered":"https:\/\/100xd.com.ar\/?p=130530"},"modified":"2026-01-08T11:39:57","modified_gmt":"2026-01-08T14:39:57","slug":"cual-es-la-inflacion-que-espera-el-mercado-para-los-primeros-seis-meses-de-2026","status":"publish","type":"post","link":"https:\/\/100xd.com.ar\/en\/cual-es-la-inflacion-que-espera-el-mercado-para-los-primeros-seis-meses-de-2026\/","title":{"rendered":"Cu\u00e1l es la inflaci\u00f3n que espera el mercado para los primeros seis meses de 2026"},"content":{"rendered":"

El mercado<\/strong> espera que la inflaci\u00f3n<\/a><\/strong> se ubique en torno al 2,3% en diciembre. Si bien muestra una correcci\u00f3n al alza por parte de las estimaciones previas de la city, se ubicar\u00eda por debajo de dato oficial de noviembre que difundi\u00f3 el Indec y arroj\u00f3 2,5%.<\/p>\n\n\n\n

El Relevamiento de Expectativas de Mercado<\/a> (REM) elaborado por el Banco Central (BCRA)<\/strong>, que se public\u00f3 el mi\u00e9rcoles, arroj\u00f3 2,3% para diciembre, lo que represent\u00f3 una de suba de 0,2 puntos respecto del relevamiento previo.<\/p>\n\n\n\n

Quienes mejor proyectaron esa variable en el pasado (Top 10 de las consultoras) registraron tambi\u00e9n una inflaci\u00f3n de 2,4% mensual para diciembre (+0,1 p.p. con relaci\u00f3n al REM anterior).<\/p>\n\n\n\n

En relaci\u00f3n al IPC N\u00facleo, los principales analistas del mercado ubicaron sus estimaciones para diciembre en 2,3% (+0,3 p.p. respecto del REM previo).<\/p>\n\n\n\n

\"La
La inflaci\u00f3n se sostiene en torno al 2%Shutterstock<\/figcaption><\/figure>\n\n\n\n

Para enero de este a\u00f1o se proyecta una inflaci\u00f3n<\/strong> general de 2% (+0,1 p.p. respecto del REM previo). Los economistas calculan que continuar\u00e1 un sendero descendente hasta junio de 2026, donde alcanzar\u00eda un 1,5%.<\/p>\n\n\n\n

En concreto, en el desagregado mensual, el IPC se ubicar\u00eda de la siguiente manera para los primeros seis meses del a\u00f1o: enero (2%), febrero (1,8%), marzo (1,9%), abril (1,7%), mayo (1,6%) y junio (1,5%).<\/p>\n\n\n\n

Las otras proyecciones de los principales analistas del mercado<\/h2>\n\n\n\n

En cuanto al d\u00f3lar<\/strong>, la mediana de las proyecciones de tipo de cambio nominal promedio de enero de 2026 se ubic\u00f3 en $1.484,3.<\/p>\n\n\n\n

En cuanto al comercio exterior de bienes, quienes participan del REM proyectaron para 2026 que las exportaciones (FOB) totalicen US$91.407 millones , US$907 millones m\u00e1s que el REM anterior; y las importaciones (CIF) US$80.442 millones , cerca de US$1.056 millones menos que la encuesta previa.<\/p>\n\n\n\n

El super\u00e1vit comercial anual esperado es de US$10.965 millones, unos US$1.963 millones m\u00e1s que en el anterior relevamiento.<\/p>\n\n\n\n

Fuente: Mendoza online<\/a><\/p>","protected":false},"excerpt":{"rendered":"

El mercado espera que la inflaci\u00f3n se ubique en torno al 2,3% en diciembre. Si bien muestra una correcci\u00f3n al alza por parte de las estimaciones previas de la city, se ubicar\u00eda por debajo de dato oficial de noviembre que difundi\u00f3 el Indec y arroj\u00f3 2,5%. El Relevamiento de Expectativas de Mercado (REM) elaborado por el Banco Central (BCRA), que se public\u00f3 […]<\/p>\n","protected":false},"author":9,"featured_media":130531,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[2],"tags":[],"class_list":["post-130530","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-politica"],"spectra_blocks_featured_image_url":{"thumbnail":{"url":"https:\/\/100xd.com.ar\/wp-content\/uploads\/2026\/01\/compras-150x150.png","width":150,"height":150},"medium":{"url":"https:\/\/100xd.com.ar\/wp-content\/uploads\/2026\/01\/compras-300x168.png","width":300,"height":168},"medium_large":{"url":"https:\/\/100xd.com.ar\/wp-content\/uploads\/2026\/01\/compras.png","width":760,"height":426},"large":{"url":"https:\/\/100xd.com.ar\/wp-content\/uploads\/2026\/01\/compras.png","width":760,"height":426},"full":{"url":"https:\/\/100xd.com.ar\/wp-content\/uploads\/2026\/01\/compras.png","width":760,"height":426}},"spectra_blocks_author_info":{"display_name":"Jorge Alfredo Baret","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/31696f5ca83439b642450ec7d3f82f98451a5efacb414343d5478c982b337f26?s=96&d=mm&r=g","author_link":"https:\/\/100xd.com.ar\/en\/author\/jorge\/","description":"Ingeniero Qu\u00edmico UTN - Director Apoderado de Comunicaciones Auditadas SA. 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