Jueves, 27 de enero de 2022

Economía Internacional

Banco Mundial: América Latina y el Caribe malgastan 4,4% del PIB – Bloomberg
Oxford Economics: América Latina evita por poco contracción 4Q 2021 – Bloomberg
América Latina desacelerará su crecimiento económico a 2,1% en 2022 – Bloomberg
El Salvador: Bitcoin, Bukele y el FMI vuelven a ser (mala) noticia – Mauricio Ríos García
El Salvador was the first country to adopt Bitcoin. It’s going broke – A. Oppenheimer
Bolivia: Se tensa la negociación con Argentina por la venta de gas – Infobae
China Is Helping Venezuela Re-Establish Itself As A Major Oil Producer – OilPrice
Chile: Marcel cierra la puerta a un nuevo retiro de las AFP – Diario Financiero
EEUU crece al mayor ritmo desde el año 1984, un 5,7% – El Economista
EEUU creció 5,7% en 2021, el máximo salto desde 1984 – Infobae
Back to reality at last? Covid rules are being dropped in Europe – CNBC
U.S. GDP grew at a 6.9% pace to close out 2021, stronger than expected – CNBC
U.S. Economy Grew at 6.9% Rate in Fourth Quarter, Topping Forecasts – Bloomberg
Economists Expected a GDP Growth Spurt. It Was Even Bigger Than Anticipated – Barron’s
Market treated inflation like a ‘puppy dog’ and now faces multiple pullbacks – Bill Smead
Fed Fallout Triggers Global Yield Spike as Tighter Policy Looms – Bloomberg
The Crypto Crash Strengthens the Case for Crypto – Tyler Cowen
But Are You Short The Market? – Tyler Cowen
Jeremy Grantham Has an Even Scarier Prediction Than His Crash Call – Bloomberg
Crypto Startup Backed by Google Fund Hits $8 Billion Valuation – Bloomberg
Are Stablecoins Going To Be Replaced By Fiat Digital Currencies? – Andy Hecht
Cash Pours Into Anti-ARK ETF as Cathie Wood Struggles – Barron’s
Netflix Secures Endorsement From Ackman After Stock Decline – Bloomberg
Apple to turn iPhones into payment terminals – Investing
Spotify tells Neil Young to hit the road, refuses to cancel Joe Rogan – Fox Business
WeTransfer cancela su salida a bolsa tras la volatilidad ‘tech’ reciente – Cotizalia
China evalúa desmantelar Evergrande para frenar crisis – Bloomberg

Wealth Management

How Low Will We Go? – Jared Dillian
La Fed subirá tipos en marzo – Schroders
A Few Little Things Together Can Equal Big Skills – Morgan Housel
2022 Gold Price Predictions – Something BIG is Coming – Mike Maloney
Calling a Super Bubble: Front Row With Jeremy Grantham – Bloomberg
Bridgewater Sees ‘Much Bigger’ Drop in Stocks Before Fed Blinks – Bloomerg
La Fed anuncia subida de tipos en marzo: reacciones de gestoras – Funds People
¿Cómo valora el mercado una Fed más agresiva contra la inflación? – Bolsamanía
Un mercado bajista no comienza con un ¡bang! como el de enero – Hugo Ferrer
Fed tanks markets with bombshell announcement; Is a recession next? – Danielle DiMartino Booth