Lunes, 21 de junio de 2021

Economía Internacional

FMI: latinoamericanos más ricos deben pagar “muchos más” impuestos – América Economía
IMF: Richest Latin Americans should pay ‘much more’ – Financial Times
Eso en Chile no puede pasar, ¿o tal vez sí? – Hernán Büchi
Argentina y México retiran a sus embajadores en Nicaragua – Infobae
¿Argentina sigue siendo un mercado emergente o cae de categoría? – Infobae
España: ¿Funcionará el cheque bebé de Ayuso? – Juan Ramón Rallo
Moody’s alerta: el mercado podría corregir un 20% – El Economista
Rumbo firme hacia la estanflación, ¿puede evitarse? – Daniel Rodríguez Asensio
Las petroleras mejoran un 78% el beneficio previsto desde enero – El Economista
China orders banks to intensify anti-crypto campaign – Financial Times
Rand Paul: Coronavirus “In All Likelihood, Came From The Lab” – Summit News
Did Economists Really Support the Lockdowns? – Jeffrey Tucker
Powell Heads to Capitol Hill as Market Churns on Dot Shock – Bloomberg
The Inflation Surge Appears To Be Peaking – James Picerno
Gold Heads for Its Biggest Weekly Loss in More Than a Year – Yahoo Finance
Market volatility is back as Covid and Fed uncertainty hit sentiment – CNBC
The Fed’s “No Stick” Monetary Policy – Peter Schiff
Does “Expected Inflation” Explain or Predict Inflation? – Alan Reynolds
Did the Fed Just Raise Interest Rates? – Thomas L. Hogan 
U.S. Stocks Rebound With Value Rally Back in Play – Bloomberg
Goldman Sachs: two big predictions about Europe’s economic recovery – CNBC
Economist Mark Zandi predicts 10% to 20% market correction – CNBC
Bitcoin sinks to two-week low as China intensifies crypto mining crackdown – CNBC
Bitcoin: The Decentralization Fetish – William J. Luther 
An Oil Market Guide to What’s Next in Iran’s Nuclear Talks – Bloomberg
Central Banks See No Way out of the Low Interest Rate Trap – Mayer & Schnabl
Elizabeth Warren Supports Central Bank Cryptos. Should You Be Worried? – Mike Shedlock
Ackman’s Spac buys 10% of Universal Music for $4bn – Financial Times

Wealth Management

La Fed se vuelve menos “dovish” – Charles Castillo
Contexto de mercado e influencia en la renta variable – Xavier Brun
Will Gold Take Flight Because Of Surging Yields? – Pinchas Cohen
El repunte de las materias primas no es meramente coyuntural – Cobas AM
Ventajas y oportunidades de la deuda high yield a tipo flotante – M&G Investments