Jueves, 18 de marzo de 2021

Economía Internacional

Bolivia: COB plantea incremento salarial del 10% – El Deber
Chile cayó 5,8% en 2020 afectado por las restricciones – América Economía
Brasil sube tasas por primera vez en 6 años y más de lo esperado – AE
Argentina, Haití y Cuba: las peores economías para inversores – Infobae
Maduro Financier Faces Extradition to U.S. – Bloomberg
IEA: Gasoline Demand May Never Fully Recover – OilPrice
Biden ‘Rescue’ Animated by Blind Faith In Govt Spending – James Bovard
Biden Mimics Trump Economic Policies – Veronique de Rugy
The Destructive Power of Keynesian Spending Plans – Frank Shostak
Here Come the Taxes – Jared Dillian
Philly Fed Explodes To Highest Since Interest Rates Were 14% – Zero Hedge
Fed sees stronger economy and higher inflation, but no rate hikes – CNBC
U.S. Economy Set for Epic Hiring Spree as Services Jobs Return – Bloomberg
Why Socialism creates massive inflation – Daniel Lacalle
Bank of England keeps policy unchanged and follows Fed with dovish tone – CNBC
Coinbase Valuation Soars To $68 Billion Ahead Of Anticipated Crypto Listing – CNBC
Here’s Why The Coinbase IPO Will Be Huge – Andy Hecht 
Morgan Stanley, The First US Bank To Offer Clients Access To Bitcoin Funds – CNBC
BofA On Bitcoin: ‘Not A Store Of Wealth Or Payments Mechanism’ – Yahoo Finance
Mark Mobius: Rezo para que el bitcoin no se derrumbe – El Economista
Visa apuesta al Bitcoin y se une a Tesla, JP Morgan y PayPal – iProfesional
The Connection between Inflation and Bitcoin – Lyn Alden
Google Pledges $7 Billion Investment to Create 10,000 U.S. Jobs This Year – Bloomberg
China is building up its ability to weaponize trade, new report says – CNBC
Getting Ready For Gold’s Golden Era – Matthew Piepenburg
End of gold’s pain? What Fed Chair’s ‘aggressive’ outlook means for markets – Gary Wagner

Wealth Management

Informe mensual – Marzo 2021 – Crèdit Andorrà Asset Management
La revancha de Paramés: Aryzta explotó, ¿turno de Teekay? – Niko Garnier
Did Warren Buffett Anticipate A Bull Run In Natural Gas? – Tsvetana Paraskova 
Berkshire Hathaway: un ancla en nuestras carteras – Bestinver
La encuesta mensual del Bank of America sobre asset allocation – Enrique Roca
Cinco razones que respaldan el nuevo superciclo de las materias primas – Schroders
Renta fija: bono americano a 10 años alcanza su máxima rentabilidad – Cotizalia
La clave de nuestra inversión es: diversificar y seguir (tendencias) – Hugo Ferrer
Wisdom & Warnings from the Commodity Market – Matthew Piepenburg
Bulls, Bears, and Beyond: In Depth with James Grant – Mises Institute 
Los bancos centrales podrían estar subestimando la inflación – Funds Society
Inversores están satisfechos con el rendimiento de los hedge funds en 2020 – Funds Society