Miércoles, 2 de febrero de 2022

Economía Internacional

Bolivia evita sanciones con acuerdo por dos meses con Argentina – El Deber
Perú: Castillo pierde ministros y se queda sin aliados – Rodrigo Saldarriaga
Perú: Juramentan diez nuevos ministros – Bloomberg
Peru’s Inflation Slows More Than Forecast From 13-Year High – Bloomberg
Chile Signals Tax Rise to Cope With Growing ‘Social Pressures’ – Bloomberg
Top Brazil Hedge Funds See Traders Embracing Lula’s Comeback – Bloomberg
España se queda sola en Europa con la mascarilla obligatoria – El Economista
Vaccines and All Cause Mortality In United States During 2021 – Gilbert Berdine
We Are All Canadian Truckers Now! – Ron Paul
The Economy is “Running Into A Wall” Now – VBL
The Fed Is Trapped: It Has No Room to Taper or Raise Rates – André Marques
Bullard Backs March Liftoff, Second-Quarter Balance-Sheet Shrink – Bloomberg
Rising Rents and Cheap Money Flowing – Doug French
Eurozone inflation hits record 5.1% in January – Financial Times
Euro-Zone Inflation Unexpectedly Hits Record, Boosting Rate Bets – Bloomberg
WTI Tops $89 As OPEC+ Agrees To 400k B/D Production Increase – Zero Hedge
The Global Gas Crisis Has Made American LNG Hot Again – Tsvetana Paraskova 
Erdogan Fires Turkey’s Statistics Chief After Inflation Hits 36% – Zero Hedge
India Says Crypto Not Illegal as It’s Taxed Like Gambling Win – Bloomberg
Will Crypto Regulation Affect Crypto Prices? – Paulina Likos
Cathie Wood’s True Believers Are Sticking With Her – Bloomberg
solo un 10% abandona a Cathie Wood (Ark) pese al desplome – Cotizalia
Bridgewater Sees Market Turmoil on ‘Aggressive’ Fed Tightening – Bloomberg
Nasdaq futures jump 1.5% after Alphabet pops on strong earnings – CNBC
Alphabet inches closer to $2 trln market value – Investing
Stocks rise as Google, big tech takes lead – Fox Business
Inside Google’s 20-for-one stock split – Fox Business

Wealth Management

La realidad de los NFT hoy – Keki Trance
La revolución del metaverso empieza con fusiones y adquisiciones – Víctor Alvargonzález
La corrección en renta variable y el mensaje del mercado de bonos – Mauricio Ríos García
2022 Global Outlook: The Success and Excesses Resulting from MP3 Policies – Bridgewater
Mis fondos de gestión alternativa. ¿Cumplirán mis objetivos? – Enrique Roca