Economía Internacional
Argentina, un país que no va a ninguna parte – Manuel Adorni
Exportación de gas cae un 16% a marzo y Argentina busca prescindir de Bolivia – LT
Por qué Pedro Castillo es un golpista y Guillermo Lasso no – Juan Ramón Rallo
Brasil: La actividad económica avanza 2,41 % en el primer trimestre del año – EFE
Colombia: Plan de Desarrollo de Petro entra en vigencia desde hoy, 19 de mayo – Valora
Ecuador: Cómo aprovechar un periodo corto – Gabriela Calderón de Burgos
Ecuador: Lasso dice que no será candidato en elecciones tras muerte cruzada – Bloomberg
Mexico Halts Steepest-Ever Series of Interest Rate Hikes as Inflation Slows – Bloomberg
BofA says markets ‘underestimate’ the Fed’s next move – Yahoo Finance
Stock futures rise amid debt limit confidence – Yahoo Finance
Is The Worst Behind Us? – Lance Roberts
Fed may be forced to defy market expectations and hike more aggressively – CNBC
How Congress Should Reform the Fed – Alexander William Salter
Biden’s Fed Pick Is Not What the Economy Needs – Allison Schrager
Bancos centrales ante el encono progresista – Carlos Rodríguez Braun
Fed Loans to Banks Rise as Term Funding Program Reaches New High – Bloomberg
Can the Fed Continue to Fight Inflation without Risking a Financial Crisis? – Bryan Cutsinger
Banks Are Lending Less Money, and That’s a Formula for Recession – Ryan McMaken
Bank of England Economist: Britons Need to Accept That They’re Poorer – J.R. MacLeod
Montana’s TikTok Ban Will ‘Succeed’ Like Prohibition Once Did – John Tamny
When mistakes involve powerful technologies, you’re going to have trouble – Daron Acemoglu
Automated Tipping Is Out Of Control – Tyler Cowen
Lagarde: Todavía tenemos que tener tipos de interés sostenidamente altos – Bolsamanía
ECB Steps Up Scrutiny of Bank Liquidity, May Raise Requirements – Bloomberg
Italy is planning a sovereign fund amid a new era of national interest – CNBC
Morgan Stanley chief James Gorman to step down within a year – Financial Times
Fund manager Amundi shifts assets from US to China – Financial Times
China Tech Megacaps in a Funk Despite Upbeat Sales – Bloomberg
BofA Strategist Says Sell US Stocks as AI Seen Forming a Bubble – Bloomberg
Yuan’s Biggest Weekly Loss in Three Months Tests PBOC Tolerance – Bloomberg
UAE’s Top Oil Producer Adnoc Explores Introducing New Heavier Crude Grade – Bloomberg
Wealth Management
El origen del Value Investing – Cobas AM
Los valores de iCapital, desde dentro – Ion Zulueta
¿Qué hacer si se va el gestor de su fondo? – Mathieu Caquineau
Powell debate con Bernanke la política monetaria – Negocios TV
The Markets Continuously Project Lower Rates… Much Lower – Jeffrey Snider
What Markets Are Signaling About The Odds Of U.S. Debt Default – Nick Sargen
Por qué las suculentas rentabilidades de los bonos no influyen en las bolsas – Ken Fisher
El boom de la renta fija frena el auge de la gestión discrecional de carteras – Ángel Alonso
The post Viernes, 19 de mayo de 2023 appeared first on Mauricio Ríos García.
