Lunes, 25 de abril de 2022

Economía Internacional

Cómo se ha librado Bolivia de la inflación que recorre América Latina – BBC
Bolivia: Gobierno sólo alcanzó el 64,5% de su meta de inversión – El Deber
Chile: Rechazo a nueva Constitución mantiene ventaja: Cadem – DF
Chile: Desconfianza de chilenos por la Convención ya alcanza el 57% – AE
Colombia: De inteligentes y mediocres – Alberto J. Bernal-León
Operadores huyen de deuda emergente en moneda local – Bloomberg
3 signs that recession fears are wildly overblown – Yahoo Finance
Stocks fall amid China’s COVID restrictions, packed earnings week – Yahoo Finance
China Lockdown Amps Up Inflation Scare for Global Markets – Bloomberg
Greater Chinese markets lead losses with Shenzhen stocks falling 6% – CNBC
Stocks making the biggest moves premarket: Twitter, Coca-Cola, Warner – CNBC
Nasdaq Futures Signal Drop as $1 Trillion Erased Since Netflix – Bloomberg
Economic Theory Begins with Human Action, Not Data Sets – Frank Shostak
Yes, the High Inflation Rates Will Continue in 2022 – Gwartney & Macpherson
Mandate Drift at the Fed Is Par for the Course – Alex Salter
Sri Lanka’s Failed Experiment with Modern Monetary Theory – Dan Mitchell
Sri Lankan businesses struggle to remain open as fuel prices surge – Financial Times
Do Serious People Still Take Seriously the Fed, Soft Landings? – John Tamny
Central banks need to put rates into the ‘pain zone’ — Fed won’t do it – CNBC
Oro cae más de 1% ante alza de tasas EEUU y fortaleza del dólar – Reuters
Dólar toca máximos de dos años; apetito por el riesgo se desploma – Reuters
Food Economics in One Argentine Lesson – Mary Anastasia O’Grady
The Sovereign Consumer: A New Intellectual History of Neoliberalism – Art Carden
Postcovid America: Racked by Inflation, Americans Pay Too Much for Drugs – Sammeroff
End of Decrees Does Not End Covid-19 Emergency – Michael Hiltzik
Why Is CDC Trying to Mask Your Face Yet Again? – Jeffrey Tucker
Decriminalizing Cannabis Won’t Stop the Black Market – Laura Williams
It’s Not Just High Oil Prices. It’s a Full-Blown Energy Crisis – Helen Thompson
Why Aren’t US Oil Companies Drilling More With Prices Up? – Tim Fernholz
France: Macron has won the election. But the far right is upping its game – CNBC
Emmanuel Macron’s victory masks France’s ‘fragility’ – Financial Times
¿Por qué las Bolsas caen pese a la victoria de Macron en Francia?
Melvin Capital’s Gabe Plotkin apologizes for losses to investors – New York Post
Melvin Capital backtracks on plan to reinstate performance fees Financial Times
Twitter está dispuesto a aceptar la oferta de Musk de $43.000 millones – Reuters
Twitter Would Elevate Elon Musk to New Media Mogul Status – Bloomberg
Coca-Cola’s Price Hikes, Share Gains Help Blow Away Estimates – Bloomberg

Wealth Management

A One Of A Kind Correction? – Ben Carlson
How to Earn More on Your Cash – Jason Zweig
El lujo no a cualquier precio – Nicolas Walewski
Consultorio Bursátil – Abril 2022 – Value Investing FM
Comentario semanal de mercados – Fernando Luque
Flujos de Fondos en Europa (Marzo 2022) – Valerio Baselli
Your Net Worth Will Soon Have Life Sucked Out – Dan Ferris
Inflación, bancos centrales y los riesgos actuales – Michael Gabelli
My Favorite Low-Risk Bonds Are Set to Pay 9%+ – Thompson Clark
Deuda de emergentes, la alternativa a la renta fija europea – Vera Castelló
Tercera semana consecutiva de pérdidas para el mercado – Charles Castillo
Retos y oportunidades para el inversor en valor durante 2022 – Iván Martín
The Skinny On the Allegedly Favorite New Inflation Hedge – Market Minder
Gold Emerging as Key Player in a Post-Ukraine New Era – Egon von Greyerz
Forget the FAANGs, It’s Supposed Stock-Pickers Market Now – Paul La Monica
EEUU: Posible escenario de -15%/-20% que debemos gestionar – Niko Garnier
Un inicio de año complejo – Carta trimestral de marzo de 2022 – Koala Capital Sicav
El interés compuesto: las posibilidades que ofrece y cómo aprovecharlas al máximo – TDND
Francia: Implicaciones para mercados europeos por los resultados de las elecciones – Funds People