Economía Internacional
Bolivia: Cultivos de coca crecen 4% y llegan a 30.500 hectáreas: Unodc – P7
Bolivia: PGE 2023 contempla emisión de bonos soberanos por $2.000 MM – P7
Bolivia: Reservas del BCB en divisas caen en 48% en lo que va del año – El Deber
Brazil stocks set to rally 13% by end-2023 despite policy uncertainty – Reuters
Colombia Girds for Bond Coupon Shock to Cut Refinancing Risk – Bloomberg
Argentina: Comienza la misión técnica con el FMI en Washington – Infobae
Argentina: La inflación seguirá en un nivel alto – Roberto Cachanosky
México: PIB de México crecerá 2,8% este año: JP Morgan – Excelsior
Bonos latinoamericanos se enfrentarán a un 2023 complicado – Bloomberg
Thwarted Latin American Bond Issuers Face Another Chilly Year – Bloomberg
S&P Global rebaja previsión de crecimiento de emergentes para 2023 – Reuters
Stock futures rebound as China COVID concerns ease – Yahoo Finance
China’s COVID protests continue, dragging on major indices – Yahoo Finance
Stocks Fluctuate With Fed Outlook, China in Focus – Bloomberg
US steps up pressure on European allies to harden China stance – Financial Times
Nothing Good Can Result From the Politicization of Inflation – Aaron Brown
Yardeni Says Curve Inversion Shows Bonds, Stocks Have Bottomed – Bloomberg
Yield Curve Inversion Reaches New Extremes – Wall Street Journal
Central Bankers Still Not Signaling All-Clear on Inflation – Darrell Delamaide
Fed Officials: More Rate Hikes Coming; Williams Flags Path to Cuts – Bloomberg
Bullard: Fed has ‘a ways to go’ on interest rate hikes – Reuters
Central Banks May Face “Insolvency” of Own Making – Alex Pollock & Paul Kupiec
BlockFi sues Sam Bankman-Fried over Robinhood shares – Financial Times
The NYT is yet another of Sam Bankman-Fried’s easy marks – Nicole Gelinas
Apple Pay is on fire this holiday season – Yahoo Finance
‘Exceptionalism of technology’ is probably over for stocks: Goldman – Yahoo Finance
Alibaba founder Jack Ma living in Tokyo after China’s tech crackdown – Financial Times
A Busy Week, Including a Jerome Powell Speech – Richard Moody
‘Skills-Based’ Immigration Incorporates the Worst of All Worlds – John Tamny
Oil has given up almost all of its 2022 gains – Yahoo Finance
Media Bias and Warming Panic – Peter Wallison
Can Europe keep the lights on? – Financial Times
Alemania: Inflación se desacelera en noviembre – Bloomberg
Alemania: la inflación se sitúa ya en el 10% en noviembre – Bolsamanía
España no crece, se endeuda con unas cuentas insolventes – Daniel Lacalle
España: Trampas estadísticas que maquillan la subida real de la inflación – Libre Mercado
BCE advierte pérdidas a pagar precio de una década de impresión de dinero – Reuters
Qatar to supply Germany with LNG as EU seeks secure energy options – Financial Times
We see major stock markets plunging 25% from levels somewhat above today’s – Deutsche Bank
Wealth Management
Getting Wealthy vs. Staying Wealthy – Morgan Housel
Little room for small hikes – César Pérez Ruiz, Pictet WM
La renta fija, una gran oportunidad histórica – David Levy
Elon Musk offers a peek into his private life – Fox Business
Warren Buffett Gains Ground as Elon Musk Stumbles – TheStreet
Energy Stocks Can’t Ignore Falling Oil Prices Forever – Barron’s
La insoportable liviandad de la sociedad actual – Por Manuel Hinds
Emerging Market Bonds Bounce: More Upside Likely – Mike Zaccardi
¿Por qué la estanflación podría polarizar al oro y la plata? – Nitesh Shah
A recession is inevitable if the Fed maintains restrictive policy – Jeremy Siegel
Commodity Hedge Funds Are Finally Back — and They Are Raking in Cash – Bloomberg
Reducir la desigualdad de ingresos no es tan vital como combatir la pobreza – Tyler Cowen
Diversification or Concentration: Which Is Better for Your Portfolio in 2023? – Calogero Selvaggio
No es momento de invertir en España, no hay estabilidad política ni jurídica – Javier Muñoz, Tressis
Los ‘Family Offices’ como herramienta profesional para la sostenibilidad del patrimonio familiar – El Economista
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