Los resultados electorales dan a los inversores un brusco toque de realidad
La fuerte caída del mercado proviene del temor de que no se pueda formar un gobierno estable, aunque las encuestas siempre predijeron un punto muerto.
Valoración
Investors priced in a stable outcome and got a hung parliament instead. The market's sharp drop reflects worry that coalition talks will drag on, delaying economic decisions. Polls signaled a stalemate, yet the selloff shows markets hoped for a surprise. Watch for signals on which parties can form a working majority, since prolonged uncertainty will keep pressure on equities.