Martes, 2 de marzo de 2021

Economía Internacional

Argentina: Un discurso que oscurece más el futuro económico – Roberto Cachanosky
Bolivia: Reservas del BCB tocan fondo; alertan riesgos – Página Siete
Bolivia: Conflicto con soyeros y agroindustriales afecta a economía – El Diario
Mercado Libre invertirá cerca de US$ 1.800M en Brasil – América Economía
Mercados emergentes captan u$s31.200 millones en un mes – Ámbito
España supera 4 millones de parados por primera vez desde 2016 – El Economista
¿Se justifica el temor a la inflación? – Kenneth Rogoff
Are Inflation Fears Justified? – Kenneth Rogoff
Stagflation Cometh – Doug French
Blain: The Bond Market Is A Bully – Zero Hedge
Gold hits eight-month low as higher bond yields dent its appeal – FT
Will Rates Keep Rising? Four Key Metrics To Watch – James Picerno
The Fed Is Dialing Up the Pressure on Wall Street to Ditch Libor – Bloomberg
The Bank of Japan Might Just Be the Newest Meme Stock – Yahoo Finance
ECB Slows Bond Buying Despite Officials Warning on Higher Yields – Bloomberg
Germany plans to extend coronavirus lockdown – CNBC
Bond Markets Calm After Selloff As Australian Central Bank Steps In – Investing
Investors Put Record $86 Billion Into Stock ETFs in February – Yahoo Finance
Oil Rebounds Above $60 Ahead Of OPEC+ Meeting – Zero Hedge
The Consensus from the Pundit Class Is Nearly Always Wrong – Joseph Calhoun
Nio says global chip shortage will hit its electric car production – CNBC
That The Profit Of One Man Is The Gain Of Another – Art Carden

Wealth Management

¿Qué está pasando con el oro? – Carlos Santiso, Icaria Capital
Los tipos de interés están provocando un gran nivel de ansiedad – Charles Castillo
¿Es posible que Bitcoin se consolide como dinero? – Domingo Soriano
Repsol es hoy lo más value de la bolsa – Cobas AM
The Value For Investors In Sticking With Value – Eric Nelson
Swiss Asset Manager GAM to Shut $842 Million Greensill Fund – Bloomberg
A Lighthouse Amid the Fog: Clarifying the Macro Picture – Danielle DiMartino Booth