Martes, 10 de enero de 2023

Economía Internacional

Bolivia: Se invirtieron $12.938 MM en DPF y Bonos – Página Siete
Bolivia: APS limita inversiones de pensiones en bonos y DPF de bancos – P7
Argentina: A 21 años de la salida de la convertibilidad – Roberto Cachanosky
Brazil’s Real Leads Global Losses After Rioters Storm Capital – Bloomberg
Chile: Estancamiento del crecimiento potencial: urge cambio de rumbo – LyD
Chile: Economía sigue con señales de enfriamiento – Pulso, La Tercera
Reunión entre Petro y Boric, centrada en migración y medio ambiente – LR
Perú prohíbe ingreso a Evo por intereses foráneos azuzando protestas – América Economía
Investors ‘have to be more realistic’ ahead of downbeat earnings – Yahoo Finance
Dow Jones Reverses Lower Ahead Of Powell Speech
– Investor’s Business Daily
Euro stocks pull back from eight-month high – Bloomberg
Goldman ya no prevé recesión en eurozona y sube perspectivas
– Bloomberg
Eurozona: Caída del PIB en 2023 será menor de lo temido: Gentiloni
– Reuters
US Futures Slip as Traders Assess Latest Fedspeak
– Bloomberg
Powell’s in Sweden. Rates Will Likely Go Higher Still Despite Companies’ Pain
– Barron’s
El petróleo se mantiene estable a la espera de la subida de tipos de la Fed
– Reuters
La Fed decidirá la próxima subida de tipos teniendo en cuenta la inflación
– Reuters
The Senator Who Didn’t Know (but Thought She Did) – Joakim Book
Biden Is Lying about the Jobs Data – Ryan McMaken
Censorious Scott Gottlieb’s Outsize Lockdown Role – Jeffrey Tucker
The Expensive & Harmful Truth About Electric Vehicles – Steve Forbes
Crypto’s 2022 gives investors major tax headaches – Yahoo Finance
Taxation in the Data Economy: The ‘Invisible’ Competition – Liu, Fournari
Markets Are Underestimating Inflation Again, BlackRock and Fidelity Warn – Bloomberg
Gold trades near 8-month high and analysts expect its rise to continue – CNBC
China impone represalias por covid a Corea del Sur y Japón
– Bloomberg
China’s plan to reset the economy and win back friends – Financial Times

Wealth Management

The Bear Market Ended Last June – J.C. Parets
What Historical Bubble Does Crypto Resemble? – William Quinn
Financial Resolutions Investors Should Commit To In 2023 – Eric Fry
Do Not Rely On “Seasonal Adages” When Investing – Market Minder
Banks Are Fleeing Crypto. Bitcoin Investors Should Be Worried
– Barron’s
Mother of all debt bombs & 9 other megathreats are looming, gold may be best protection – Roubini

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Mauricio Ríos García