Miércoles, 2 de marzo de 2022

Economía Internacional

Argentina: El discurso de un Presidente desenfocado – Manuel Adorni
Argentina: El endeudamiento interno no resolverá los problemas – R. Cachanosky
Perú: Ministro de Salud en el ojo de la tormenta – Bloomberg
Bolivia se abstiene en resolución de la ONU sobre Ucrania – Página Siete
Bolivia: Manejo sindical y político de YPFB ahonda crisis hidrocarburífera – Los Tiempos
El Salvador se abstiene de respaldar resolución de la ONU sobre Ucrania – Bloomberg
Colombia Front-Runner Says He’d Declare Emergency if Elected – Bloomberg
Is Coronavirus Policy Comedy, Tragedy, or Both? – Jeffrey Tucker
Powell Backs Quarter-Point March Rate Hike – Bloomberg
Wall St rallies over 1% as Powell says rate hikes on track – Investing
La Fed despeja la pista para subir los tipos en marzo – El Economista
Larry Summers: La próxima recesión la causarán las decisiones de la Fed – El Economista
La inflación de la Eurozona se dispara al 5,8% – El Economista
La UE desconecta solamente a siete bancos rusos del SWIFT – Bolsamanía
La UE da marcha atrás en las sanciones de SWIFT – Negocios TV
Alemania liberará parte de sus reservas de petróleo – DW Español
‘Stagflation’ Is Coming. What You Need to Know – Barron’s
Stagflation Is Either on Its Way or Already Here – Barron’s
Yellen Pushes for Repackaged Biden Plan to Boost U.S. Economy – Bloomberg
How Putin Misread Economic Cost of Invading Ukraine – John Cassidy
Will Russia’s Ukraine Assault Trigger Putin’s Overthrow? – Steve Forbes
Russia, Ukraine, and the Battle for the World Order – Nick Giambruno
War In Ukraine: Escalation Alert – Portfolio Armor
Rusia al borde del default – Infobae
US launches task force targeting Russian billionaires and assets – Fox Business
Russian Stocks Devastated In London; Moscow Exchange Remains Closed – Zero Hedge
War May Delay, But Should Not Derail Central Banks’ Plans – Rabobank
Russian forces surround two key cities in southern Ukraine; oil prices surge – CNBC
Ukraine accepts dogecoin, other cryptocurrencies for donations – CNBC
Crude oil prices ‘go parabolic,’ commodities rise amid Russia-Ukraine war – Yahoo Finance
Oil’s Spike Could Bring a Recession, History Shows – Barron’s
Russia-Ukraine war: Companies that have taken action – Yahoo Finance
Biden slammed for not addressing Afghanistan withdrawal in first SOTU – Fox Business
Biden vows to cut deficit by $1 trillion by end of the year: SOTU – Fox Business

Wealth Management

Making a Crisis Your Friend – Doug Casey
Top value investors expect a very hawkish Fed this year – CNBC
How to Invest When You’re Clueless About Investing – Jared Dillian
La invasión provoca un enorme aumento de la volatilidad – Charles Castillo
Datos que pueden ayudar a los inversores a mantener la calma – Schroders
¿Está la inflación en 2022 en un punto de no retorno? – OMMA Business School 
Focusing on External Conflict and the Russia-Ukraine-NATO Situation – Ray Dalio
El fin de la inocencia … y de las carteras sin amortiguadores – Víctor Alvargonzález
Jared Dillian: Gold, oil, commodities, “buy the dip” mentality and more – Ed D’Agostino
Golden Insights in a Dark Setting of Ukrainian War and a Pivot in Swiss Neutrality – Egon von Greyerz