Viernes, 17 de febrero de 2023

Economía Internacional

Bolivia: Horas decisivas – Humberto Vacaflor
Bolivia suscribió con el BID por $us 500 millones – Página Siete
Chile: Gobierno proyecta caída de 0,7% de la economía en 2023 – Xinhua
La Argentina que se cae a pedazos – Manuel Adorni
Argentina vigila redes sociales de turistas para revisar valijas – Bloomberg
Brasil: Lula modera el tono de sus ataques contra el Banco Central – Bloomberg
Brasil: Lula anuncia nuevo aumento del salario mínimo en mayo – Xinhua
Brazil’s Central Bank Chief Took a Risk With Rare TV Appearance. It Paid Off – Bloomberg
México: Caen detenciones en la frontera con EEUU – Bloomberg
How El Salvador’s Bitcoin-Loving President Won Over Wall Street
– Bloomberg
Stock futures slump amid hawkish Fed, sticky inflation signs – Yahoo Finance
U.S. stocks are mixed after Fed officials stoke rate fears – Investing
US Leading Economic Indicators Tumble For 10th Straight Month, Signal Recession Imminent – ZH
Recession Signals Grow As Consumers Struggle To Pay Bills – Lance Roberts
There’s no such thing as a ‘no landing’ scenario – Yahoo Finance
BofA: Hard landing to hit stocks in second half – Bloomberg
Hartnett de BofA prevé aterrizaje forzoso para acciones en 2S
– Bloomberg
Biden’s “Buy American” Scheme a Bad Deal for America – Brian Balfour 
ECB’s Schnabel Sees Risk Markets Underestimate Inflation
– Bloomberg
BCE ganará lucha contra la inflación con perseverancia: Villeroy
– Bloomberg
El BCE endurece el tono y amenaza con subir tipos a máximos históricos – El Economista
Alemania: Inflación preocupa a alemanes, muchos sufren apuros económicos – Reuters
España: La ratio deuda pública/PIB cae 5 puntos en 2022, al 113,1% – Reuters
European natural gas prices fall to 18-month low as energy crisis ebbs – Financial Times
Scholz warns of an escalation of Ukraine conflict – Financial Times
Soros: A Ukrainian victory would mean Russia no longer poses a threat to Europe or the world – CNBC

Wealth Management

Money versus Monetary Policy – Jeff Deist
To YOLO or Not To YOLO? – Alfonso Peccatiello
Stocks Buffett Has Bought and Sold Lately – Wayne Duggan
Ken Griffin Scored $4 Billion in Wild Hedge Fund Year – Bloomberg
Do “QEs” Fix Economies? The Question Is Rhetorical – Jeffrey Snider
¿Es momento de asignar capital a renta fija estadounidense? – Mauricio Ríos García
The Presumed Truth No One Wants To Hear About Stocks – Justin Spittler
S&P 500 Is Most Popular, Overpriced Benchmark In World – Michael Cannivet
¿Nuevo ciclo alcista o inevitable recesión en 2023? – Magdalena Martinez Vial
Taxation Is Theft and Cannot Be Justified Even for Charitable Causes – Dumo Denga
Fed Cherry-Picking Inflation Data; They Can’t Save you From Egg Prices – Nomi Prins
All Eyes on Inflation — How Job and CPI Data could shift the Fed’s Path – DiMartino Booth
Creand AM amplía su negocio a actividades de asesoramiento y gestión discrecional – Funds Society

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Mauricio Ríos García