Lunes, 7 de febrero de 2022

Economía Internacional

Bolivia: Gobierno alista ajustes a leyes del gas y petróleo – El Deber
Bolivia: Reservas en divisas del BCB registran mínimo histórico – El Deber
Bolivia: YPFB estima subir las reservas de gas en 5 TCF hasta el 2024 – Página Siete
Ecuador: El secreto a voces del viaje de Lasso a China – América Economía
Perú: Los vigilantes y las zapatillas – Yesenia E. Álvarez Temoche
Brasil: Moody’s proyecta crecimiento del 0,6% en 2022 – América Economía
Peru Prime Minister Offers Resignation After Four Days in Office – Bloomberg
Perú: Castillo va por cuarto Gabinete, inestabilidad profunda en PCM – El Comercio
Argentina: Gobierno admite que el crecimiento sería muy bajo este año – Infobae
El Salvador contrata empresa para mejorar billetera de bitcoin – Bloomberg
El Salvador Hires AlphaPoint to Fix Bitcoin Digital Wallet Bugs – Bloomberg
Facebook amenaza con dar de baja sus servicios en la UE – El Diario
Knot (BCE) espera alzas de tipos antes de fin de año; inflación del 4% – El Economista
El giro discursivo de los bancos centrales contra la inflación – Juan Ramón Rallo
España: Madrid, a la cola del “sacrificio fiscal” a los ciudadanos – Libre Mercado
Spain wants EU member countries to set own fiscal targets – Investing
Macron flies to Moscow for talks with Putin to ease tension over Ukraine – FT
Covid-19’s Ratchet Effect is Becoming Endemic – Raymond J. March 
EU Wants To Keep Vaccine Passports In Place For Another Entire Year – Zero Hedge
U.S. Futures Rise; Treasuries and Dollar Steady – Bloomberg
Spotify won’t be ‘silencing’ Joe Rogan amid controversy: CEO – Fox Business
Peloton, Hasbro, Tyson Foods Rise Premarket; Spotify Falls – Investing
Spotify apologises for Joe Rogan but refuses to ‘silence’ him – Financial Times
JPMorgan Strategists Say Buy Stocks as Rate Hikes Now Priced In – Bloomberg
An Epic Blowoff Top In Oil Is Coming – Doomberg
Can the US Government Afford Higher Interest Rates? – Wolf Richter 
Is the ‘Fed Put’ Kaput? Gone for Now but Not for Good – Barron’s
A Reason to Bet On a Less Aggressive Fed, Despite All the Jobs – Barron’s
Signs Say Terrible Jobs Report Ahead – Brad McMillan
Canadian Truckers, Cancel Culture & $30 Trillion In Debt – Quoth the Raven
The Well-Known Lesson From Q4 Euro GDP – Market Minder
Fed and ECB still behind the inflation curve – Mohamed El-Erian
AMC Cult Driven By Mistaken Fear of ‘Evil’ Hedgies – Charles Gasparino
Bitcoin Jumps Above $42,000 – Barron’s
Oro sube impulsado por temores de inflación – Investing
Why Gold Is More Expensive than Bread – Frank Shostak
Today’s Fiat Dollar Standard Is Founded in Lies – Manuel Tacanho
Peloton Stock Soars as Takeover Reports Heat Up – Barron’s
Cathie Wood Readies New “Venture Fund” Targeting Illiquid Assets – Zero Hedge
Cathie Wood Stick’s to ARK’s Supergrowth Stocks–and Avoiding the FAANGs – Barron’s

Wealth Management

Time to Rethink the Fed –  John Mauldin
What’s Really In The Infrastructure Bill? – John Cochrane
Cobas AM premia la fidelidad de sus partícipes en fondos – Funds People
Paramés celebra los cinco años de Cobas con recorte de comisiones – Cotizalia
Cobas a contracorriente: reduce lcomisiones de sus planes de pensiones – El Economista