Miércoles, 30 de junio de 2021

Economía Internacional

Argentina, a un paso del déficit energético por menor producción de gas – AE
Bolivia: Dinero del FMI no requería ley, pero imputan a exviceministro – Los Tiempos
Bolivia: Investigan a dueños de más de 10 inmuebles para IGF – El Deber
Worst yet to come for developing economies, BIS warns – FT
Brasil: El desempleo marca 14,7% acumulado hasta abril – América Economía
Brazil vaccine scandal poses fresh political threat to Bolsonaro – FT
Moderna’s Covid Shot Produces Antibodies Against Delta Variant – Bloomberg
Contra Mackenzie Scott, Bezos’s Amazon Fortune Is Not Dirty – John Tamny
Ignoring the Fear, Americans Reclaim Their Right to Travel – Jeffrey Tucker
Seeking An Economic Read Into Long Covid-19 – Patrick Watson
Inflation’s the Nail In the Coffin of Biden’s Spending Plans – Moore & Ortiz
Is Inflation Below the Fed’s Target? Yes and No – Thomas L. Hogan
IMF chief economist: inflation pressures in U.S. transitory – Reuters
Economists predict at least two US interest rate rises by end of 2023 – FT
Eurozone inflation dips from two-year high – Financial Times
Haldane Says U.K. at ‘Dangerous Moment’ as Inflation Heads to 4%
– Bloomberg
Carstens (BIS) alerta por posible ola de alzas en tasas – El Financiero
España: Una contrarreforma incompleta, arriesgada e injusta – Juan Ramón Rallo
JP Morgan Makes Paris Its Post-Brexit European Trading Headquarters – Zero Hedge
Gold Heads for Worst Month Since 2016 on Dollar Strength – Bloomberg
OPEC+ Fears Significant Oil Glut After April 2022 – OilPrice
China has gone ‘too far’ in clamping down on big tech – CNBC
Cathie Wood’s Ark Invest to Create a Bitcoin ETF under the Symbol ‘ARKB’ – CNBC
Berkshire’s Munger says China right to clip Ma’s wings – Yahoo Finance
The Banks Are in Bed With the Fed; the U.S. Bank Stress Test Cover-Up – Nomi Prins

Wealth Management

Esta tendencia todavía es una oportunidad única – Víctor Alvargonzález
GameStop: Ditch It, The Short Squeeze Is Over – The Asian Investor
El bono alemán volverá a dar rentabilidad en 2022 – El Economista
While You’re Waiting For That Elusive Silver Squeeze – Portfolio Armor
The Ideological Trade: Value, Oil, and Inflation – Burke, Farley, and Dillian
Basel 3: Game changer for precious metals or non-event? – Egon von Greyerz
Buffett, Munger on Zoom, Robinhood, and Lessons From the Pandemic – Barron’s
Buffett alerta de los nuevos riesgos del covid y de un éxito inesperado – El Economista
Paramés recupera su magia: Cobas gana entre un 22% y un 35% en 2021 – Bolsamanía