Viernes, 11 de febrero de 2022

Economía Internacional

Bolivia oferta bonos por $2.000 MM para extender vencimientos – El Deber
Bolivia ofrece intercambio y recompra de bonos por $2.000 MM – Página Siete
Argentina: Un Gobierno impune y sin respuestas – Manuel Adorni
Brasil: Lula propondrá más impuestos a los ricos – América Economía
Perú: Inflación obliga a Banco Central a subir tasa de interés a 3,5% – América Economía
Peru Lifts Key Interest Rate to 3.5% to Curb Inflation Surge – Bloomberg
Chile’s Peso Is a World Beater on Talk of Emergency Rate Hike – Bloomberg
Colombia’s Oil Industry Is Finally Showing Signs Of Life – Matthew Smith
Petróleo se encamina a primera caída semanal desde diciembre – Bloomberg
Oro plano, pierde máximos de dos semanas por apuestas de alzas de la Fed – Reuters
Por qué el euríbor empieza a subir – Juan Ramón Rallo
Goldman eleva a siete proyección de alzas tasa de la Fed en 2022 – Bloomberg
Inflation is ‘out of control,’ and it may make the Fed trigger happy – Yahoo Finance
Surging prices leave Americans worse off than before despite wage gains – Fox Business
U.S. inflation data is like a ‘punch in the stomach’ for the Fed: Citi economist – CNBC
Inflation scare: Will the Fed be forced to hike interest rates before March? – Yahoo Finance
Fed Doesn’t Yet Favor a Half-Point Hike or an Emergency Move – Bloomberg
Can The Fed Afford To Tighten Into An Economic Slowdown? – Jesse Felder
The Cultural and Spiritual Legacy of Fiat Inflation – Jörg Guido Hülsmann
Kudlow breaks bad news about the future of inflation – Fox Business
Media sounds alarm on inflation threat not seen in decades – Fox Business
Inflationists Focused On Wrong Variables for Wrong Reasons – Jeffrey Snider
This Time Is Different – The Fed’s Next “Minsky Moment” – Lance Roberts
Inflation Tsunami Is Just Getting Started – Peter Schiff
They Are Hiding This – Jim Rickards
Fiscal Policy and Inflation – Alexander William Salter 
Transitory Is Taking Longer than Expected – Barry Ritholtz
Trading Ban Will Hurt the Economy & Small Investors, Not Pelosi – John Tamny
Traders crank up bets of aggressive Fed action to combat hot inflation – Financial Times
Tencent increases stake in Chinese ride-hailing giant Didi – CNBC
Economists say the worst of China’s regulatory crackdown is over – CNBC
China Brings Out the Hypocrisy in Corporate Social Justice Warriors – John Stossel

Wealth Management

Resultados bolsa francesa: Para muestra un botón – Enrique Roca
Disney: Earnings Indicate The Magic May Be Back – Haris Anwar
Wells Fargo: Here’s The Best Asset To Own When Inflation Strikes – IBD
El gas y la energía nuclear entran en la Taxonomía: la opinión de las gestoras – Funds People
2º terremoto en la curva de tipos ¿uno de los ciclos alcistas más cortos de la historia? – Hugo Ferrer
Bill Miller: Bitcoin es un cuadro de Picasso – El Economista