Jueves, 17 de junio de 2021

Economía Internacional

Colombia: Anti-Petro, Post-Uribe – Daniel Raisbeck
Colombia’s Anti-Imperialists Import Cancel Culture – Daniel Raisbeck
Nicaragua: Ortega arremete contra la oposición y desafía a EEUU – AE
Bolivia: Mesa denuncia persecución judicial – América Economía
Bolivia: FMI prevé PIB del 5% si apuran vacunación – El Deber
Argentina: Proyecciones privadas de inflación superan a las oficiales – Infobae
Argentina: No es nuestra idea un país de impuestos bajos y gasto público bajo – Guzmán
Chile: La pandemia del abuso – Axel Kaiser
México: Banxico dice que hay riesgos en el sistema financiero – El Financiero
Brazil’s Covid inquiry puts Bolsonaro on the back foot – Financial Times
Brazil hikes interest rate, eyeing inflation – Yahoo Finance
Brazil moves to tame inflation with third 2021 rate increase – Financial Times
El cobre recibe un golpe de la Fed y cae 12% – Diario Financiero
Oil prices to hit $100 per barrel amid looming crisis – Fox Business
World Bank says it cannot assist El Salvador bitcoin implementation – Reuters
The World Bank rejects El Salvador’s request for help – Business Insider
Bitcoin Beach: When an El Salvador Surf Town Went Full Crypto – Bloomberg
Bruselas aprueba el plan de recuperación de España – Libre Mercado
Index publisher MSCI looking at launch of crypto indexes – Reuters
Legalizing Illegals Would Provide a Big Economic Boost – Brad Polumbo
The Fed moves up its timeline for rate hikes as inflation rises – CNBC
Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper – Bloomberg
Dollar Surges As Fed Turns Hawkish – Pinchas Cohen
No Dollar Shortage – Jared Dillian
Rate Hike In Over Two Years And $2 Trillion More In QE – Zero Hedge
SNB chief says policy will remain expansionary despite inflation upgrade – CNBC
Inflation could create a ‘giant wealth transfer’ from lenders to borrowers – Jillian Berman
This market will be in ‘great turmoil’ as inflation rises to 6% by 2023 – Steve Hanke
Wall St set to open lower as Fed’s taper talks drag down tech shares
– Investing
Global stocks slip and bonds weaken after Fed signals tighter policy – FT
Mark Cuban Was Trading a DeFi Token That Ended Up Crashing to Zero – CNBC
Kudlow: This year’s economic boom will be stifled – Fox Business
Why Big Business Ends up Supporting the Regime – Ryan McMaken
People Change Their Minds. That Doesn’t Make Them Irrational – Frank Shostak
David Tepper Says Oil Stocks Are Cheapest Because People Hate Them – Bloomberg
Gold tumbles toward $1,800 an ounce after Fed signals – Market Watch
In Case Gold Has Further To Fall – Portfolio Armor
Fed Falters, Stocks Stumble, Bonds Bounce – Knave Dave
People Love To Criticize Capitalism. Here’s Why They’re Wrong – John Stossel

Wealth Management

Mayo se salta el guion – Value Tree
Análisis de mercados – Junio 2021 – Ricardo Gil, Trea AM
Polen Capital US Growth: Focus, Focus, Focus – Enrique Roca
Informe mensual – Junio 2021 – Crèdit Andorrà Asset Management
La inflación ya está aquí: ¿Cómo podemos protegernos? – Cobas AM
Compras en banca y ventas en bonos tras la reunión de la Fed – Cotizalia
Una teoría sobre el origen de la próxima gran crisis – Víctor Alvargonzález
Dólar, Nasdaq, uranio y biotech. ¿Giro relevante de mercado? – Niko Garnier
Is There a Better Way To Beat the Market Than Market Timing? Yes! – Mark Skousen