Viernes, 26 de febrero de 2021

Economía Internacional

Brasil: Bolsonaro inicia la privatización de Correos – América Economía
Ecuador: Lo perfecto es enemigo de lo bueno – Gabriela Calderón de Burgos
México: El aumento del estatismo eléctrico – Manuel Sánchez González
Rising interest rates cool sizzling rally in emerging markets – FT
China’s economy could double in size by 2035 – CNBC
JPMorgan: consumer credit crisis could derail India’s recovery – CNBC
How High Can Oil Really Go? – Irina Slav
When Does a Commodities Boom Turn Into a Supercycle? – Bloomberg
Europe’s Rare Earth Dependency Dilemma – Irina Slav
The Dangers Lurking behind a Digital Euro – Thorsten Polleit
VIX Will Be Key Today – Zero Hedge
Nasdaq rebounds from the worst sell-off since October – CNBC
Nasdaq Heads for the Worst Week Since March as Futures Fluctuate – Bloomberg
The Sell-Off In Stocks May Have Only Just Begun
– Michael Kramer
The bond market is betting on a red hot economy and stocks don’t like it – CNBC
The Great Reset Is Here – Jim Rickards
Fed’s QE: Assets Hit $7.6 Trillion. Long-Term Treasury Yields Spike – Wolf Richter
GameStop extends the week’s rally to 188% – Business Insider
The Utter Futility of a Bitcoin Ban – Peter C. Earle
Cathie Wood Says Bitcoin Has Trillions in Market Cap Potential – Bloomberg
Bitcoin Heads for Worst Weekly Slide in a Year Amid Risk Selloff – Yahoo Finance
Why Price Does Not Render An Asset Class ‘Safe’ – Jeffrey Snider
Don’t Overlook Minimum Wage’s Negative Effects – Veronique de Rugy
Biden Takes First Military Action With Strikes on Syria Militias – Bloomberg

Wealth Management

Nueva cartera ameriana para el próximo trimestre – Enrique Roca
2021: esperando lo mejor, preparados para lo peor – Pablo Gil
Noruega cambia a Paramés por Bestinver, Santander y SantaLucía – Cotizalia
Crash en el mercado de bonos. ¿Problemas económicos y bursátiles a la vista? – Hugo Ferrer
Will yield surge get out of control? This is Fed’s next move – Danielle DiMartino Booth