Martes, 30 de mayo de 2023

Economía Internacional

Evo Morales Leaves a Devastated Economy in Bolivia – Mauricio Ríos García
Bolivia: Transporte pesado se declara en emergencia por escasez de diésel – El Deber
Lula y Maduro lanzan “nueva época” en relaciones entre Brasil y Venezuela
– AFP
Argentina: Lo que destruye la moneda es el populismo – Roberto Cachanosky
Chile’s Central Bank Says Local Inflation Woes Remain Unresolved – Bloomberg
Colombia: Aprobación de Petro cae 15 puntos entre jóvenes: Encuesta – Valora
Colombia: Ecopetrol y Repsol anuncian descubrimiento de petróleo – EFE
The Bankruptcy Caravan Is Now Arriving: Time to Pay for the Easy Money – Doug French
Debt-ceiling deal reaches the hard part: Congressional approval – Yahoo Finance
Debt ceiling: Market implications of U.S. credit downgrade – Yahoo Finance
Treasury Bills Climb as Traders Bet Congress Will Pass Debt Deal
– Bloomberg
Stock futures rise with debt deal facing next hurdle – Yahoo Finance
Republicans Fail on the Debt Ceiling in 2023 – Whitson G. Waldo, III
2024 election will have more to do with oil prices than supply and demand – Richard W. Rahn
We’re Measuring Inflation All Wrong – Alan Reynolds
Reckless Spending, Inflation Are Forcing ‘Unretirement’ – Patrice Onwuka
España: La inflación se desacelera al 3,2% en mayo – AFP
Spanish inflation falls more than expected to 2.9% – Financial Times
España: Los proyectos económicos de Sánchez que quedan en el aire – Libre Mercado
España: La herencia envenenada que Sánchez le dejaría a Feijóo – Domingo Soriano
La herramienta de crisis del BCE funciona mejor si no se utiliza nunca
– Reuters
Moscow attacked by drones as Kyiv bombarded for third straight day – Financial Times
Turquía: Erdogán, frente a la difícil situación de la economía turca – AFP
The Future of the World Trade Organization – James Bacchus
El Banco de Japón opta por mantener “pacientemente” la política monetaria ultralaxa – Reuters
Nvidia Charges Toward $1 Trillion Market Value in Massive AI Bet
– Bloomberg
Nvidia on track to hit $1 trillion market cap when market opens – CNBC
Top hedge funds piled into Alibaba last quarter – Bloomberg
Markets are sounding alarms on China’s economy, but Wall St. is missing the big picture – BI
China’s disappointing rebound could bring in more stimulus, economists say – CNBC
China calls for ‘stable’ ties with US in meeting with Elon Musk – Financial Times
Musk Lands In China, Holds Meeting With Top Official, Declares Tesla’s Stance Against “Decoupling” – ZH

Wealth Management

A Hill of Beans – Joseph Y. Calhoun III
The Best Time to Buy Stocks – Ben Carlson
Liquidity: What’s Next? – Alfonso Peccatiell
Private Equity Has a Problem – Thompson Clark
El mercado no ha reaccionado a los problemas actuales – Pablo Gil
Implicaciones de la I.A. en los mercados financieros – Enrique Roca
On the Fed Rate Cuts So Many Think Stocks Need – Market Minder
Another Technical Indicator Signals a Bull Market Ahead – Luke Lango
Beware Investors Who Put Political Views Above You – Justin Danhof
La alternativa de invertir con “arquitectura abierta” – Mauricio Ríos García
Las empresas familiares mexicanas más poderosas del mundo
– Yahoo Finanzas
Downton, the Corruption of Great Families, & Future of Freedom – Jeffrey Tucker
The Bearish Case Is Compelling But ‘AI-Chasing Bulls’ Are In Control – Lance Roberts
Waller Offers Common Sense View on Financial Risks of Climate Change – Bryan Cutsinger
El mercado energético que viene y la carrera de la renta fija en EE UU – Cinco Días
El atractivo de invertir en bonos de EE UU frente a Wall Street está en máximos de 16 años – Cinco Días

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Mauricio Ríos García