Jueves, 4 de marzo de 2021

Economía Internacional

Bolivia: Min. de Hidrocarburos ejecutó 26% de su presupuesto en 2020 – El Deber
Bolivia: Impuestos advierte multa de 200% si se evade el IGF – Página Siete
Your Right to Refuse a Health Passport – Jenin Younes 
Americans Want to Stay Tough on China and Some Doubt Biden Will – Bloomberg
ECB Said to See No Need for Drastic Action to Rein In Yields – Yahoo Finance
Nasdaq Erases 2021 Rally as Traders Await Powell – Bloomberg
With NASDAQ Now Red For The Year, All Eyes Are On ARKK – Zero Hedge
The Bond Market is Starting to Blow Up Again – Phoenix Capital Research
10Y Treasury Trades At -4% In Repo Ahead Of Monster Short Squeeze – Zero Hedge
Will Powell Spook Stocks (& Bonds) In Today’s Speech? – Zero Hedge
Will the Economic Stimulus Plan Elicit Inflation? – Alexander Salter
Dollar Is Increasingly Overvalued as Deficit Widens, IIF Says – Bloomberg
In Defense of Savings – Peter G. Klein
Bill Gates’s Expensive Climate Tastes – Patrick Carroll

Wealth Management

The Virtues of Debt – Jared Dillian
Es probable que el mercado corrija en el corto plazo (y eso es sano) – Hugo Ferrer
Growth Investing: Will Peloton Rebound After 25% Plunge? – Haris Anwar
Forget GameStop. If you want real risk, invest in supercars – Bloomberg
A pesar de cierta volatilidad, mantenemos tesis sobre la reflación – Morgan Stanley