Viernes, 18 de febrero de 2022

Economía Internacional

Bolivia: Bonos sin vender – Humberto Vacaflor
Bolivia: Cuenta regresiva para el modelo económico de Arce – Mauricio Ríos García
Bolivia informe del Relator de la ONU se presentará en junio – Los Tiempos
Argentina está en camino a ser Venezuela – Eduardo Bolsonaro
Argentina: El gobierno y su triste lucha contra la ley de gravedad – Manuel Adorni
Argentina, el FMI y la deuda son un fracaso – Willem H. Buiter
Cómo China venció a EE.UU. para dominar en Sudamérica – Bloomberg
España: Guerra total en el PP – Juan Ramón Rallo y Miguel Anxo Bastos
Leaders of Spanish opposition PP in bitter row over corruption allegations – FT
Stock futures are little changed after Dow suffers its worst day of the year – CNBC
U.S. Futures Reverse Gains on Ukraine Tension: Markets Wrap – Bloomberg
Russia announces nuclear exercises as fresh Ukraine talks planned – Financial Times
Stocks rebound as oil retreats, Deere boosts forecast – Fox Business
It’s Neither Difficult Nor Unique To “Fight the Fed” – Jeffrey Snider
Can Jay Powell build consensus at a divided Federal Reserve? – Financial Times
Fed’s Bullard says inflation ‘could get out of control’ – CNBC
Inflation Exceeds Fed’s Projection – William J. Luther 
President Biden accused of being ‘totally dishonest’ about inflation – Fox Business
P.J. O’Rourke Taught Me How ‘Unfairly’ Great Being American Is – John Tamny
Billionaire Tom Siebel Is Backing Canada’s Truck Convoy – Bloomberg
Canada: Trudeau’s Totalitarian Response to Trucker Protests – Mitch Nemeth
Wokeism Has Peaked – Tyler Cowen
Junk Bonds Aren’t Predicting the Stock-Market Apocalypse You Think They Are – Barron’s
An Inverted Yield Curve is a Red Flag. How Close Is a Downturn? – Barron’s
Cathie Wood says her innovation stocks are ‘way undervalued’ – CNBC
Bitcoin Falls Below $41,000 as Wall Street in ‘Full De-Risking Mode’ – Barron’s
Weimar and Wall Street – Robert Blumen

Wealth Management

Oil: Iran Risk Vs. Russia Risk – Barani Krishnan
28 valores infravalorados para 2022 – Valerio Baselli
La renta fija no se pondrá por las nubes – Ken Fisher
2 Ways To Play The Commodity Boom In 2022 – Tom Kool
Los derechos fundamentales y el Dinero – Manuel Polavieja
Is the Market Correcting? What Three Bulls & Bears Think – Shrey Dua
Disney’s Metaverse Strategy Is Beginning To Take Shape – The Motley Fool
Nuestras ideas en renta variable para 2022 – Antonio Losada Castro, Goldman Sachs AM