Martes, 1 de febrero de 2022

Economía Internacional

Argentina: El kirchnerismo no puede hacer crecer la economía – Roberto Cachanosky
Argentina: Es imposible que este proceso no termine en default – Domingo Cavallo
Argentina: ¿Cómo siguen las negociaciones con el FMI – Bloomberg
Argentina: El acuerdo con el FMI está peor por culpa de Máximo – Carlos Melconian
Bolivia: Gas a Argentina: enviarán por dos meses 7,5 MMmcd – Página Siete
Chile Startup Betterfly Hits Unicorn Status With $125 Million Round – Bloomberg
El PIB de la eurozona ralentiza su crecimiento hasta el 0,3% – El Economista
German Yields Most Sensitive to ECB Policy Exceed Deposit Rate – Bloomberg
El mercado fija ya la primera subida de los tipos del BCE a final de año – El Economista
UK press savages Boris Johnson after ‘lockdown parties’ report – CNBC
‘Britain’s Bill Gates’ is facing extradition to the U.S. – CNBC
A Fragile Left Creates a ‘Cancel-Industrial Complex’ for the Right – John Tamny
The Truth Behind Biden’s Anti-Growth Economic Agenda – Steve Forbes
Covid Paycheck Protection Program: Promises Not Kept – Veronique de Rugy
Complexity In Service of Simplicity – Donald Boudreaux
Subsidies Won’t Solve the Semiconductor Supply Problem – Eric Boehm
Stocks fall with jobs, manufacturing data ahead – Fox Business
Bonds Tumble in India on Record Government Borrowing Plan – Bloomberg
Inflation is really 15%, highest since 1947 – John Williams
Laffer’s dire warning on inflation, US economy – Fox Business
Nomi Prins: Fed Enters Danger Zone With No Way Out – Stansberry Research
Gold Breaks Above $1,800 as Dollar Weakens After Fed Commentary – Bloomberg
Oro vuelve a superar umbral de 1.800 dólares – Investing
Bitcoin: Inversores esperan repunte a 55.000 en 6 meses – Investing
Russia Values Local Crypto Market at $200 Billion as Rules Near – Bloomberg
Exxon post best results in seven years on oil prices – Investing
Which Global Risks Have Worsened During The Pandemic? – Zero Hedge
AT&T Slides After Slashing Dividend, Confirming Warner Media Spinoff – Zero Hedge

Wealth Management

Apple salva la situación – Charles Castillo
Habemus President – César Pérez Ruiz, Pictet WM
Se inicia el fin de la era de gran liquidez – Josep Maria Pon
La ola de Ómicron no hundirá la renta variable – Luca Paolini, Pictet AM
Why Emerging Markets Could Be The Smart Play This Year – Hannah Zhang
Gold was outperformed by these metals in 2021, what will the rest of 2022 hold? – Will Rhind
Carta trimestral correspondiente al 4T2021 – Azvalor AM