Lunes, 15 de mayo de 2023

Economía Internacional

Argentina to Hike Rates in Bid to Stem Inflation Crisis – Bloomberg
Argentina raises economic defenses against inflation ‘onslaught’
– Reuters
Argentina: Milei aclaró a quién había calificado de traidor y chanta – Infobae
Argentina subirá tasa de interés en un intento por frenar la inflación – Bloomberg
Argentina: cómo se vive con un alza de precios anual que roza el 109% – BBC
Bolivia: ASFI también transferirá balance del Fassil a un fideicomiso – Los Tiempos
Bolivia: AFP finalizaron su gestión y Gestora toma control total – Página Siete
Bolivia: Desdolarización, una medida desacertada en la década del 80 – El Diario
Ecuador: Posible destitución de Lasso crece por adversario en Congreso – Bloomberg
Colombia: ¿Cuánto habría crecido el PIB en el primer trimestre del 2023?
– Valora
La latinoamericanización de Estados Unidos – Manuel Hinds
‘Inflation’ is deflating – Yahoo Finance
Stocks Wobble. Debt Ceiling in Focus – Barron’s
Stock futures rise amid hopes for debt-limit deal – Yahoo Finance
Why US regional banks are doomed to a doom loop – Reuters
Bostic no ve recortes en los tipos de interés “hasta bien entrado 2024” – Bolsamanía
Japan Megabanks Set to Forecast Hefty Profits, Avoid Bond Losses
– Bloomberg
España, tercer país de la UE que más elevó el gasto en pandemia – El Economista
Amundi to Abrdn See Emerging-Market Currencies on Cusp of Rally – Bloomberg
Russia’s Seaborne Flows of Crude Oil Climb to a New High
– Bloomberg
Newmont Seals $19 Billion Newcrest Deal to Dominate Gold Mining
– Bloomberg
Five Key Charts to Watch in Global Commodity Markets This Week
– Bloomberg
Another China Defaulter Gets Liquidation Order as Pressure Grows
– Bloomberg
What to Watch in China’s Economic Data as Recovery Loses Steam
– Bloomberg
China’s Strong Data Likely to Mask Weakening Recovery
– Bloomberg
Turkey’s Markets Drop as Bets for Erdogan Exit Unravel
– Bloomberg
Erdoğan holds upper hand as Turkish election goes to run-off – Financial Times
Turkey Goes to Runoff Vote as Erdogan Falls Short of 50% Mark – Bloomberg

Wealth Management

Don’t Just Stand There! – Joseph Y. Calhoun III
The Shorts Go After Carl Icahn – Thompson Clark
What’s Ahead for the Banks as the Dust Settles After Failures – Barron’s
A Disorderly Reset With Gold Revalued By Mutiples – Egon von Greyerz
Schwab Stock Gains on Upgrade. Are Its Deposit Problems Over? – Barron’s
Así va a asignar PIMCO sus activos en los próximos 6 a 12 meses – Funds People
With Erdoğan ahead in Turkey’s elections, investors must reprice risks – Francesc Balcells
Why Some Investors Are Betting on China’s Recovery but Avoiding Chinese Shares
– WSJ
Debt-Limit Default Risk Is Higher Than Ever. How Can You Safeguard Your Wealth? – Bloomberg
¿Es posible tener una cartera diversificada estando sólo en renta variable? – Marcos Álvarez, Adarve
‘Fed Disaster Plan’: Coming Collapse Will Be ‘Significant’ Says Who Called 1987 Crash – Mark Skousen

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Mauricio Ríos García