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El Oráculo · TXMD9: volumen record sin precio, IPC hoy
TXMD9 registra el mayor volumen del universo de bonos (354k nominales) con precio practicamente planchado (+0.05%) el mismo dia que INDEC publica el IPC de julio. La TNA de mercado subio 150 bps en 5 dias (de 19.89 a 21.39), lo que desplaza demanda hacia instrumentos CER si la inflacion sorprende al alza. TZXD7, el bono CER mas corto, ya subio 0.77% hoy — TXMD9 es el rezagado con mayor liquidez.
El Oráculo
Jueves 13 de agosto de 2026
| TXMD9 | BONO |
■ACUMULACION SILENCIOSA PRE-DATO CER
Target +1.4% · 3 sesiones
|
Conf. 5/10 |
Prob. 55% |
Target +1.4% |
Stop -1.0% |
TXMD9: volumen record sin precio, IPC hoy
El dato clave
Volumen TXMD9: 354k vs promedio; TNA +150 bps en 5 dias
La tesis
Contexto
Esta no es una recomendación de inversión. La información publicada es general y no contempla situaciones particulares. Operar en mercados financieros implica riesgo de pérdida. Consultá con un asesor financiero registrado antes de tomar decisiones (Ley 26.831).
a3ef1b9c740945f08831ad05f5c3c09cbfee53b6f525edcd53ce6d3e5a34a3a0 y quedó anclada a Bitcoin (OpenTimestamps). No fue editada.Keep reading
- Sin categoría
El Oráculo · T31Y7: LECAP 84 bp cheap vs curve
The curve model flags T31Y7 as cheap with a residual of 84.78 bp compared to its fixed rate peers, the largest visible dislocation in today's bond universe. With positive momentum of +2.5% over 20d and the price just -0.31% off its 60d high, selling pressure does not explain the dislocation — a pricing lag in a relatively less liquid instrument is more likely. Convergence to curve fair value should materialize in 3-5 trading sessions as market makers adjust.
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El Oráculo · BBD: up 3% despite Lula shock on 5x vol
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- Sin categoría
El Oráculo · NU: systemic selloff erases UBS upgrade
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