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sábado, septiembre 7, 2024
InicioNacionalEconomíaEl PBI de EE.UU. crece más de lo previsto en el segundo...

El PBI de EE.UU. crece más de lo previsto en el segundo trimestre

El Producto Bruto Interno (PBI) de Estados Unidos registró un crecimiento anualizado del 2,8% en el segundo trimestre de 2024, superando las expectativas. Esta cifra representa un aumento notable respecto al 1,4% del primer trimestre, según la primera estimación del Departamento de Comercio publicada el jueves.

Aunque los analistas esperaban un incremento menor de 1,9% para el periodo abril-junio, los datos revelan un avance significativo. El crecimiento trimestral se situó en 0,7%, superior al 0,4% del trimestre anterior. El Departamento de Comercio atribuye este fortalecimiento a un aumento en los gastos de consumo y en la inversión privada en inventarios.

Este informe es favorable para el presidente Joe Biden y la vicepresidenta Kamala Harris, quien será nominada por el Partido Demócrata para las elecciones presidenciales de noviembre. El crecimiento económico se presenta como un argumento clave en su campaña electoral.

Sin embargo, estos datos podrían generar inquietud entre los inversores, que anticipan un enfriamiento económico que justificaría una reducción de tasas por parte de la Reserva Federal en septiembre. El Departamento de Comercio publicará el índice PCE de inflación, clave para las decisiones monetarias de la Fed.

La inflación, aunque moderada en 2023, permanece por encima del objetivo del 2% de la Fed. A pesar de las expectativas de tres recortes de tasas en 2024, ninguna se ha producido hasta ahora. Las tasas actuales, en su nivel más alto en más de 20 años, siguen afectando el crédito, el consumo y la inversión. El mercado prevé solo un recorte para el resto del año, que no se espera para la reunión del Comité de Política Monetaria a finales de julio.

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