Jueves, 31 de marzo de 2022

Economía Internacional

Bolivia: Gobierno prevé crecimiento del 5,1% en 2022 y doble aguinaldo – Los Tiempos
Argentina: analistas prevén un IPC por encima del 5% en marzo – Bloomberg
Brazil’s Petrobras loses $400 million court case to Paragon Offshore – Reuters
Colombia se encuentra en alerta de estanflación – Bloomberg Línea
Chile Legislators Revive Push to Allow Withdrawing All Pension Account Money – Bloomberg
Putin’s strength now looks like his main weakness, people scared to challenge him – CNBC
Russia sanctions threaten to erode dominance of US dollar, says IMF – Financial Times
Putin Tells Draghi Payments Can Be Made in Euros – Bloomberg
Stock futures muted after indexes snap 4-day winning streak – Yahoo Finance
Walgreens, AMD, and Baidu Fall Premarket; Novavax Rises – Investing
Fed’s Barkin Says Half-Point Hike Depends on Economy in May – Bloomberg
Stagflation is possible, says investing legend Bill Gross – Yahoo Finance
Fed’s Favorite Inflation Indicator Surges To 40 Year High In Feb – ZH
Bond Market Says No Recession In The Cards – Scott Grannis
Gold heads for best quarter in six on Russia-Ukraine war – Reuters
Commodities Do Not Cause Inflation. Money Printing Does – Daniel Lacalle
Oil prices slide as Biden considers huge reserves release – CNBC
El petróleo cae 5%: EEUU planea liberación histórica de reservas – El Economista
OPEC Looks Beyond Politics, Focuses On Long-Term Production Plans – Irina Slav
De Guindos (BCE): la inflación tocará techo “en dos o tres meses” – Bolsamanía
SoftBank to slow investments following crash in tech holdings – Financial Times
Why the tanking Japanese yen should concern investors – Yahoo Finance
China Pledges to Stabilize Economy and Plan for Uncertainty – Bloomberg
China Weighs Raising Billions to Rescue Troubled Financial Firms – Bloomberg
China PMI contracts as Covid outbreaks spark lockdowns – Financial Times
Microchips Versus Potato Chips? The Answer Isn’t Obvious – Donald Boudreaux
Biden’s proposed tax on wealthy Americans draws skepticism – Fox Business

Wealth Management

Yield Curve Inversions and S&P 500 Returns – Rob Hanna
Ongoing Shortages for Global Natural Gas – Goehring & Rozencwajg
Ukraine War Hastens Investor Migration to Private Markets – Mohamed A. El Erian
¿Qué pasa con su ETF si los ADRs chinos dejan de cotizar? – Morningstar
Por qué la guerra de Ucrania acelerará la transición energética – Schroders