Viernes, 18 de junio de 2021

Economía Internacional

Bolivia: Políticas serias – Humberto Vacaflor
Bolivia: Medidas económicas no alcanzan para crecer 5% – Los Tiempos
Bolivia: Menos trabas regulatorias e impositivas ante la informalidad – El Diario
Bolivia: Tribunal Agroambiental falla en favor de Petrobras – El Deber
Bolivia: Elevan aranceles de papa, cebolla, pollo y leche – Página Siete
Maduro pide inversiones extranjeras durante entrevista exclusiva
– Bloomberg
Ecuador: Lasso declara guerra a la burocracia – Yalilé Loaiza
Brasil: Senado aprueba privatización de Eletrobras – América Economía
Argentina: Una inflación del 30% mata a este gobierno – Carlos Melconian
Argentina: El gobierno no entiende lo que está pasando – Manuel Adorni
Bitcoin roza el cruce de la muerte para agravar aún más el crash – El Economista
España: Bruselas ata en corto la contrarreforma laboral – Juan Ramón Rallo
Is This the Final Corruption of American-Style Liberalism? – Jeffrey Tucker
The Dots Are On the Move; So Are Dot Spoilers – Jeffrey Snider
The Inflation Surge Appears To Be Peaking – James Picerno
Fed Fallout Rocks Stocks. Bullard Signals Taper Talk Has Begun – Barron’s
Wall Street drops at open after hawkish Bullard remarks – Investing
Bullard says he expects first rate hike late next year – Market Watch
Stocks sink as Dow heads for fifth day of losses – Fox Business
Stocks Drop as Reflation Trade Unwind Accelerates – Bloomberg
Yellen: ‘We are not at risk of hyperinflation’ – Kitco News
You Can’t Create Permanent Inflation From Artificial Growth – Lance Roberts
Michael Burry Warns Retail Traders About ‘Mother of All Crashes’ – Bloomberg
Michael Burry warns the ‘mother of all crashes’ is coming – Business Insider
Banks Recent Drop May Only Be The Start – Michael Kramer 
The G7 Agrees To Create a Global Tax Cartel – Veronique de Rugy
Ireland wants a compromise on Biden’s 15% global tax plan – CNBC
The Oil Resurgence Is Real. These Are the Stocks to Buy – Barron’s
Oil Falls With Commodities Pressured by Fed’s Interest Rate Plan – Bloomberg
Goldman Sachs: Why oil prices may shoot at least 15% higher – Yahoo Finance
Why investors are predicting an oil supercycle – Financial Times
Gold Got Crushed by the Fed. Where It Could Be Headed – Barron’s
What the Rising Dollar Means for Industrial Stocks – Barron’s
Warren Buffett’s deputy has scored a 300% gain on Dillard’s – Business Insider
Credit Suisse Slashes Business With SoftBank and Masayoshi Son – WSJ

Wealth Management

Is Crude Oil the Best Inflation Hedge? – Michael Kao
Copper Has Years Left to Run – Goehring & Rozencwajg
Qué puede descarrillar el rally del value – Funds People
Harder Than It Looks, Not As Fun as It Seems – Morgan Housel
Alta inflación y bajas tasas de interés: ¿Cómo se juega la partida? – Mauricio Ríos García