Miércoles, 4 de enero de 2023

Economía Internacional

Bolivia: Represión en Santa Cruz pone en peligro mercados externos – El Diario
Bolivia: Avicultores cruceños paralizan los envíos, sube carne de pollo y de res – P7
Bolivia: YPFB acordó enviar menos gas a Argentina, pero mantiene altos precios – El Deber
Brasil: Presidente de Petrobras renuncia para dejar cargo a indicado por Lula – EFE
Brasil: Acción Petrobras se ha hundido desde victoria de Lula
– Bloomberg
Brazil’s Petrobras names interim head after CEO departs – Reuters
Argentina: ¿Baja la inflación? – Adrián Ravier
Argentina: 2023 promete ser un año complicado para la economía – Roberto Cachanosky
Chile: Indultos otorgados por Boric generan una tormenta política – Bloomberg
A stock market reading so bearish, it’s bullish – Yahoo Finance
Wall Street opens higher with focus on Fed minutes – Reuters
Salesforce cuts 10% of its workforce: ‘We hired too many people’ – Yahoo Finance
Salesforce cuts 10% of staff as demand slows – Financial Times
Stock futures edge higher, yields fall ahead of Fed minutes – Yahoo Finance
Fed Minutes to Reveal Source of Inflation Angst Pushing Up Rates
– Bloomberg
Actas de la Fed indicarían final de subida de tipos y nueva fase de debate – Reuters
Ex-Fed Chief Greenspan Says US Recession Is Likely
– Bloomberg
The Cruel Long-Term Implications of Price Debt Price Controls – John Tamny
Republicans Should ‘Just Say No’ to 87,000 New IRS Agents – Stephen Moore
New Hedge Fund Soars 163% Betting Everything Is Going Down
– Bloomberg
Oil Prices Fall on Concerns the Global Economy Is Weakening
– Barron’s
Producción de petróleo de OPEP aumenta en diciembre por repunte de Nigeria – Reuters
España: Elevada inflación dispara la recaudación: así es el ‘falso milagro’ fiscal – El Economista
La recesión en la eurozona podría no ser tan profunda como se temía -PMI
– Reuters
What’s Europe’s 2023 economic outlook? – FocusEconomics
Inflation Hurts. An Engineered Recession Would Be Worse – Josh Bivens
Globalization, Not Globalism: Free Trade versus Destructive Statist Ideology – C. O’Keeffe
Apple’s Stock Is Losing Its Shine After an Ugly Month of December
– Bloomberg
Alibaba Shares Jump As China Regulators Grant Ant $1.5 Billion Capital Plan – Zero Hedge
Futures Rise Boosted By China Stimulus Optimism, European Inflation News – Zero Hedge
Twitter Files: US State Department Panicked Over ZeroHedge Covid-19 Reporting – Zero Hedge
Wall Street Banks Like Goldman Turn Pessimistic on World’s Biggest Chipmaker TSMC
– Bloomberg
Alibaba Leads Rally in US-Listed China Stocks on Ant Capital Nod
– Bloomberg

Wealth Management

The 2023 Macro ETF Portfolio – Alfonso Peccatiello
2023 Could Be All About Junk Bonds – Michele Schneider
Focus on Achievable New Year’s Resolutions – Jared Dillian
Great News! Consumer Sentiment Is Awful! – Joseph Calhoun
What the “January Barometer” Predicts – John Jagerson & Wade Hansen
The Dobermans Of the Dow Outperform In Bulls and Bears – Michael Cannivet
¿Se ha superado el pico de inflación? El engañoso efecto base – Pablo Duarte
Y no habrá gas en Europa este invierno. Los medios viven del alarmismo – Enrique Roca

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Mauricio Ríos García