Martes, 15 de febrero de 2022

Economía Internacional

Bolivia en el puesto 169 en el Índice de Libertad Económica 2022 – El Diario
Bolivia: Ante declive de reservas del BCB, aconsejan exportar más – El Deber
Argentina: BCRA prepara terreno para acelerar suba del dólar oficial – Infobae
Argentina: Otra vez, el ajuste recaerá sobre el bolsillo privado – Roberto Cachanosky
Emerging markets: all risk and few rewards? – Financial Times
The Carry Trade Is Faltering, Just as It Began to Deliver Gains – Bloomberg
Russia Says Pullback Begins; Putin Meets Scholz – Bloomberg
European stocks rise as Russia signals pullback of some troops near Ukraine – FT
Global Stocks Rally; Haven Trades Retreat With Oil – Bloomberg
Oil Slumps as Russia Says Some Troops to Return to Bases – Bloomberg
Revisión de demanda de AIE confirma mercado petrolero más ajustado – Reuters
Oro baja desde máximos de 8 meses por distensión en Ucrania – Reuters
“Rising Prices” & “Inflation” Are Not “Apples” & “Apples” – John Tamny
Wholesale prices likely surged again in January as inflation accelerates – Fox Business
The Fed no longer has a first-best policy decision – Mohamed El-Erian
Ending inflation is not hard, it’s common sense – Larry Kudlow
Did Ben Bernanke Implement QE before the 2008 Financial Crisis? – James L. Caton 
What Would Adam Smith’s ‘Invisible Hand’ Do About Bike Lanes? – Walter Block
Not All Laffer Curves Are Made the Same – Dan Mitchell
Carl Icahn Won’t Stop Till He Gets What He Wants – Bloomberg
Protesters Defy Trudeau’s Emergency Powers With Border Blockades – Bloomberg
Hong Kong rules out citywide lockdown despite Covid spiral – CNBC

Wealth Management

Making Money Myths – George Selgin
¿Mineras para acompañar al oro? – Carlos Doblado
El trío: Inflación, tipos de interés. El resultado es… – Enrique Roca
Weekly View – Ceiling Breakthrough – César Pérez Ruiz, Pictet WM
Informe mensual – Febrero 2022 – Crèdit Andorrà Asset Management
El precio del crudo superará los 100 dólares en el medio plazo – Hamco Financial
Warren Buffett Lieutenant Ted Weschler Makes a Big Score on Dillard’s – Barron’s
Buffett bought $1bn stake in Activision weeks before Microsoft deal – Financial Times
Top Hedge Fund Managers Made $15.8 Billion in 2021 Riding Volatile Markets – Bloomberg
Stanley Druckenmiller Buys Chevron as Family Offices Reveal Stock Picks – Bloomberg
Meta Stock Is Cheap. The Pros and Cons of Buying the Dip – Barron’s
How to invest in a ‘recession scare’: BofA survey – Yahoo Finance

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Mauricio Ríos García