Viernes, 24 de marzo de 2023

Economía Internacional

Bolivia: No emitieron normativa para restringir retiro de depósitos – El Diario
Bolivia: Asoban debe explicar qué pasa con los dólares: Montenegro – Los Tiempos
Bolivia: $us 918 MM de la jubilación se invirtieron en bonos soberanos – El Deber
Bolivia: Arce propone crear política de litio conjunta para Latinoamérica – Reuters
Ecuador: Reformas importantes, aunque desapercibidas – Gabriela Calderón de Burgos
Brasil: Inflación se enfría por décimo mes en medio de alta tasa – Bloomberg
Brasil: Inflación supera levemente las estimaciones a mediados de marzo
– Reuters
Brazil: Petrobras CEO Says He’s Ready to Be World’s Last Oil Producer – Bloomberg
México: Actividad económica supera todos los pronósticos – Bloomberg
The Fed gave stocks a reprieve, but the all-clear is a ways off – Yahoo Finance
Deutsche Bank and UBS shares hit amid banking fears – Reuters
Blinded by SVB Hysteria, Politicians Risk Fighting the Last War – Bill Gruver
Financial CEOs Don’t Think Banks Healthy As Yellen Does – Charles Gasparino
The U.S. Needs a New Bank Supervisory System – Peter Walliso
How They Convinced Donald Trump to Lock Down – Jeffrey Tucker
Statism Is Destroying Real Wages – Daniel Lacalle
Economic Development Deals Are a Curse, Not a Blessing – Stephen C. Miller
First Republic Bank Falls on Finance Sector Jitters in Europe
– Bloomberg
Fed Raises Rate, But Signals Potential Pause in May – William J. Luther
Moral hazard is a fact of life. The Fed should focus on inflation – Alexander Salter
First Republic hit by succession crisis before Fed began raising rates – Financial Times
Deutsche Bank (-13%): riesgo de impago de su deuda subordinada se dispara – El Economista
Fuertes pérdidas para Deutsche Bank: sus seguros de impago CDS se disparan – Bolsamanía
Olaf Scholz dismisses fears over Deutsche Bank – Financial Times
Deutsche Bank shares plunge, default insurance at highest since 2018
– Reuters
Deutsche Bank Shares Slump as Credit-Default Swaps Surge
– Bloomberg
Deutsche Bank Stock Tumbles. Banking Panic Isn’t Over Yet – Barron’s
Deutsche Bank Slumps in Resurgence of European Bank Worries
– Bloomberg
Bitcoin Nears $30,000. Wild Swings Could Lie Ahead – Barron’s
Deutsche Bank Junior Bond Rises After Early Repayment Announced
– Bloomberg
BofA Says Investor Rush to Cash Is Fastest Since Covid Hit
– Bloomberg
Volcker Slayed Inflation. Bernanke Saved the Banks. Can Powell Do Both?
– Bloomberg
Crude oil sharply lower; Banking, SPR worries weigh – Investing
España: El PIB creció un 5,5% en 2022, en línea con estimación original – Reuters

Wealth Management

What is a Bailout? – Barry Ritholtz
All Together Now – Morgan Housel
ETFs de oro y plata: el desencanto – Arturo Rueda
It’s Time To Get Bonds Back into the Fold – Ian Culley
La inflación es siempre un fenómeno monetario – Daniel Lacalle
An Open Letter to Investors In BlackRock Funds – Scott Shepard
Fed is ‘done’ raising rates, next ‘experiment’ has never been seen before – DiMartino Booth
¿Qué opinan Pimco y Janus Henderson sobre la política monetaria de la Reserva Federal? – FundsNews

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Mauricio Ríos García