Lunes, 14 de febrero de 2022

Economía Internacional

Bolivia: Relator de la ONU confirma visita para evaluar sistema judicial – El Deber
Bolivia: Áñez sufre descompensaciones por huelga de hambre – Los Tiempos
Argentina: El incremento del presupuesto del Legislativo – Roberto Cachanosky
Argentina: Por qué fallaron todas las recetas contra la inflación – Martín Redrado
Perú: Economía estaría por encima de niveles de pre pandemia – América Economía
Chile: Operadores esperan tasa al 7% en próxima reunión del BCC – DF
Colombia: Economía creció un histórico 10,2% en 2021 – Diario Financiero
España: El PP gana en Castilla y León, Vox pide la vicepresidencia – El Economista
Jefe de la OPEP es “razonablemente optimista” sobre Ucrania – Reuters
Putin Signals Talks With U.S. to Go On as Some Troop Drills End – Bloomberg
Putin leaves the west guessing as Ukraine crisis intensifies – Financial Times
Russia’s Lavrov calls for more talks as Ukraine crisis escalates – CNBC
European stocks slide on Russia-Ukraine tensions; Germany’s DAX down 2% – CNBC
No-Fly List Talks Intensify in U.S. on Surge in Violent Incidents – Bloomberg
$100 Oil Threatens to Compound World Economy’s Inflation Shock – Bloomberg
They’re Still Defending Lockdowns Ignored By C19 – Jeffrey Tucker
Anthony Fauci: Master of Medical Crony Capitalism – Robert Batemarco
With Inflation at a 40-Year High, the Fed Is Too Afraid to Act – Ryan McMaken
Global Markets Slide On Mounting Ukraine Tensions – Zero Hedge
Russia And The Fed And The Week Of Uncertainties Ahead – QTR
Russia-Ukraine: A Diplomatic Fix Putin Should Consider – Steve Forbes
Ukraine Tensions Push Oil and Gas Prices Higher – Barron’s
Dow Jones, S&P 500, Nasdaq fall as megacaps lose strength – Seeking Alpha
Economic Stagnation Arrives As “Sugar Rush” Fades – Lance Roberts
Bullard: Fed “credibility is on the line” in inflation fight – Investing
Barkin (Richmond): es oportuno empezar a normalizar política monetaria – Reuters
The Obnoxious, Sclerotic Conceit Underlying 5G Nationalism – John Tamny
Biden’s economy drags US to all-time low in Heritage freedom index – Fox Business
Market pullback will be worse than Crimea if Russia invades: Goldman – CNBC
Fed Must Tame Inflation For Public Safety Sake – Richard Rosenfeld & Matt Vogel
A Half-Point Fed Rate Increase: What Would Come Next – Barron’s
Contra the Hype,Federal Reserve Doesn’t Rule the Stock Market – Alan Reynolds
Bond market signals concern Fed’s bid to cool inflation will backfire – Financial Times
Not All Laffer Curves Are Made the Same – Dan Mitchell
China’s tech giants push toward an $8 trillion metaverse opportunity – CNBC
Soros compra acciones de Rivian y recorta posiciones en Alphabet y Amazon – Bolsamanía
La ruta del dinero de BLM – Dinesh D’Souza

Wealth Management

La FED no se entera de nada – Alejandro Coll
South Dakota: One of the Biggest Tax Havens in the World – ICO
Entrevista a Javier Ruiz de Horos Asset Management – Value Investing FM
Semana 12-19 Febrero 2022. Volver a empezar. Vienen curvas – Enrique Roca
Natural Resources: Inflation, Capital Cycles and ESG Distortions – Goehring & Rozencwajg
El trinomio rentabilidad-riesgo-impacto: algunas reflexiones importantes – Óscar Rodríguez Graña
El mercado lucha contra la preocupación por el tipo de interés y la situación de Ucrania – Charles Castillo