Viernes, 16 de abril de 2021

Economía Internacional

FMI: ingresos per cápita de América Latina no se recuperarán hasta 2024 – AE
México: El diablo de los detalles – Macario Schettino
Bolivia: INE difiere el censo hasta 2024 – Página Siete
Gas argentino a Brasil a través de Bolivia – Carlos Miranda Pacheco
Argentina: Más leña al fuego de la inflación – Virginia Porcella
Ecuador: Ideas para los primeros 100 días – Gabriela Calderón de Burgos
Corte Suprema de Brasil confirma la anulación de las condenas contra Lula – AE
Covid Is Deadlier in Brazil Than India and No One Knows Why – Bloomberg
Colombia: Gobierno envía al Congreso reforma fiscal para recaudar $6.383 MM – AE
Perú: economía se contrae un 4,18% interanual en febrero – América Economía
España: Reforma fiscal y violencia sindical – Juan Ramón Rallo
España: el gasto público se dispara por encima del 50% del PIB – El Economista
La guerra del carbono enfrenta a la política con la realidad, Álvaro Vargas Llosa
Pfizer cree que será necesaria una tercera dosis de la vacuna – El Economista
3 Books on Lockdown Catastrophe – Jeffrey Tucker
Oil Surges to Highest in a Month With U.S. Demand Picking Up – Yahoo Finance
China says its economy grew 18.3% in the first quarter – CNBC
U.S. Drops Switzerland, Vietnam Currency-Manipulator Labels – Bloomberg
The Interesting Case of the Zaïre—the Question MMT Cannot Answer – Eric Nies
History Isn’t On Your Side If You Want Inflation – Jeffrey Snider
Central Bank Populism – Jared Dillian
A Battle for Monetary Supremacy… Gold, Bitcoin, and Fiat – Nick Giambruno
The $2.3 Quadrillion Global Time Bomb – Egon von Greyerz
Republicans Will Regret Their Breakup With Big Business – Tyler Cowen
Coinbase Hits $100 Billion Then Slips in Landmark Crypto Listing – Yahoo Finance
Bitcoin Tumbles As Turkey Bans Cryptocurrency Payments – Zero Hedge
History shows that Bitcoin will be outlawed if it becomes ‘successful’ – Jim Rogers
Morgan Stanley’s Record Quarter Stained by Archegos Collapse – Bloomberg
Larry Fink: ‘I am incredibly bullish’ on the stock market – CNBC
BlackRock assets under management surge to record $9tn – Financial Times
Hedge fund Elliott builds multibillion-pound stake in GSK – Financial Times
Einhorn: The Market Is Fractured And In The Process Of Breaking – Zero Hedge
For Madoff Victims, ‘Tragedy Goes On’ After Scammer’s Death – Yahoo Finance

Wealth Management

Bitcoin sí, Coinbase no – Javier Molina
Bill Miller 1Q 2021 Market Letter – Miller Value Partners 
The Buffett Indicator: Reasons for Doubt – Gregory van Kipnis 
¿Cuándo es importante la planificación patrimonial? – Martín Litwak
No One Is Watching Gold, They Should – Andy Hecht
Has Silver Finally Cleared The Way For A Big Breakout? – Fawad Razaqzada 
Los fondos de China ‘arrasan’ entre los inversores europeos – El Economista