Lunes, 4 de abril de 2022

Economía Internacional

Argentina negocia más gas con Brasil y Bolivia – Página Siete
Argentina anuncia que Bolivia enviará mayores cuotas de gas – Los Tiempos
Bolivia: Alertan resultados negativos en 2 pozos – Los Tiempos
Colombia debe verse en un espejo llamado Venezuela – Pedro Urruchurtu
Colombia busca ampliar relación comercial con Medio Oriente – La República
Colombia: La política de la destrucción – Alberto J. Bernal-León
Colombia: Polls Show No Clear Winner in Presidential Runoff – Bloomberg
Costa Rica: Rodrigo Chaves gana la presidencia – América Economía
Costa Rica: Pro-Market Economist Wins Presidential Election – Bloomberg
Peru Raises Minimum Wage as Surging Prices Spur Protests – Bloomberg
Ecuador: Lasso reestructura su Gobierno frente a la crisis política – Mamela Fiallo
España tiene la inflación más alta de sus países comparables – Daniel Lacalle
Fauci’s United Front Is Collapsing – Jeffrey A. Tucker
Seven Worst-Case Scenarios From The War In Ukraine – Niall Ferguson
The Russian Ruble ‘Strength’ and the Sanction Challenge – Daniel Lacalle
Strategic Petroleum Reserve Was Never Used Strategically – Alan Reynolds
How Russian banks got cut out of global finance – CNBC
Russia may need to sell its gold reserves – Jeff Christian
Upcoming events that are likely to move financial markets – Fox Business
Biden Floats Putin War-Crimes Trial, More Sanctions on Russia – Bloomberg
U.S. Credit Reporting Firms Strive to Magically Make Us Taller – John Tamny
¿Ha regresado Rusia al patrón oro? – Juan Ramón Rallo
El mejor indicador de la economía europea apunta a recesión – Hugo Ferrer
Dollar Struggles Even As Rate Expectations Rise – Marc Chandler
Putin’s Inflation? Homegrown Modern Monetary Theory Is to Blame – LvMI
Let the Front-Loading Ahead of Fed Rate Hikes Begin – Pat O’Hare
Why the Money Supply Should (Sometimes) Change – Alexander William Salter 
What Causes Exceptionally Low Inflation in Japan and Switzerland? – LvMI
A Tax Proposal Driven by Greed and Envy – Stephen Moore
Dimon: Ukraine war may ‘dramatically increase risks ahead’ for U.S. – CNBC
Ray Dalio: ‘We’re going to have a period of stagflation’ – Yahoo Finance
Morgan Stanley Says ‘Bear Market Rally’ Is Now Over – Bloomberg
Turkish Inflation Climbs to New 20-Year High on Energy, Lira – Bloomberg
Tech Leads Share Gains as Musk Buys Twitter Stock – Bloomberg
Disney shareholder tells CEO: stop wasting money on ‘political crusades’ – Fox Business
Twitter Shares Jump 26% After Elon Musk Takes 9.2% Passive Stake – Zero Hedge
Britain announces plans to mint its own NFT – CNBC

Wealth Management

Resumen del Mes – Marzo 2022 – Value Investing FM
Weekly Market Pulse: What Now? – Joseph Y. Calhoun III
Oro, inflación y tensiones geopolíticas – Franklin Templeton
How Bill Gross Built a Bond Empire—Then Lost It All – Bloomberg
How One Man Helped To Create a Nation of Investors – Joe Nocera
Ahorrar tiene que ser un hábito: si no, no funciona – José Belascoain
Gráficos para la confección de la cartera del II trimestre 2022 – Enrique Roca
How Billionaire Ken Griffin Navigates a Flock Of Black Swans – Maneet Ahuja 
U.S. Economy Is Doomed Without Stronger Consumer Spending – Gary Shilling
Barómetro Morningstar del Mercado Europeo (Marzo 2022) – Morningstar