Alberto Bernal analiza los dos eventos que marcan el rumbo de los mercados: el acuerdo energético en Medio Oriente y su impacto en el suministro global de petróleo, y la primera reunión de la Reserva Federal bajo Kevin Warsh. Explica por qué la curva de futuros del crudo es el indicador clave a seguir, qué dice el débil dato de vivienda en Estados Unidos, y por qué lo más importante no será la decisión de tasas, sino el mensaje que Warsh envíe en su primera conferencia de prensa.
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