Miércoles, 13 de abril de 2022

Economía Internacional

Rusia ve a Bolivia como su «única posibilidad» de recibir litio – Págna Siete
Bolivia: Gobierno y COB definen cronograma para fijar alza salarial – Los Tiempos
Argentina: Inflación en marzo se dispara a máximos de 20 años – Bloomberg
Argentina central bank to analyze rate hike on Wednesday -source – Reuters
Argentina: No suben los precios, se deprecia la moneda – Roberto Cachanosky
Argentina: El Gobierno no sabe más que hacer – Manuel Adorni
Chile: Banco Central deja puerta abierta a mayores alzas de tasas – Bloomberg
¿Perú, Chile y Colombia? – Santiago Castro Gómez
Brasil: Ventaja de Lula sobre Bolsonaro disminuye en última encuesta – Bloomberg
Brazil Hedge Funds Cash In Big on Mistake by U.S. Bond Traders – Bloomberg
¿El fin de cuál globalización? – Manuel Hinds
Shanghai: Lockdown Ideology at Most Extreme – Jordan Schachtel
Actually, Nature Will Ever Outrun Authoritarians – Jeffrey Tucker
The Nature of Man and His Government – Robert LeFevre
Here’s Why Finland And Sweden Might Join NATO – Forbes
US sends Ukraine more weapons and intelligence to repel Russian offensive – FT
Jamie Dimon sees ‘storm clouds’ ahead for U.S. economy later this year – CNBC
EEUU: Bonos caen por segunda vez ante dato de precios al productor – Reuters
Biden and Ukraine: from climate champion to oil price panic – Financial Times
AIE reduce estimación de demanda de crudo ante cierres en China – Bloomberg
Grantham Warns Oil Spikes This Severe Always Trigger Recessions – Bloomberg
World’s top oil trader will stop buying Russian crude – CNN
Could A Full Oil Embargo Stop The War In Ukraine? – Irina Slav
Inflation may have peaked… Or maybe not – Yahoo Finance
Money Flowing Into Gold Breaks All-Time Record High – King World News
Gold is the Ultimate Currency, It Can’t Be Duplicated – Chris Mancini
The CPI Report for March Was Worse Than Expected – Joel Baglole
Inflation and the Meaning of Anything – Laura Williams
President Biden’s Insulting Response to Our Inflation Crisis – New York Post
Cryptocurrencies may all ‘come crashing down’: Michael Lewis – Yahoo Finance
People Fear Curve Inversion, Policies That Would Steepen It – Market Minder
Bullard de la Fed dice banco central debe frenar actividad económica – Reuters
Fed official: It’s ‘fantasy’ to think modest rate rises will tame inflation – FT
Fed’s Waller sees likelihood of multiple half-point interest rate hikes ahead – CNBC
Bank of Canada Delivers Jumbo Rate Hike With More to Come – Bloomberg
El balance del BCE es 240 veces mayor que al comienzo de la Eurozona – Libre Mercado
La historieta de la inflación – Carlos Rodríguez Braun
Want to understand Turkey’s brutal inflation? Look at the price of plums – CNBC
Ford Has Bad News For Tesla, Rivian and GM – The Street

Wealth Management

The Value Of Staying Put – Morgan Housel
¿Tienen sentido los fondos temáticos? – Valerio Baselli
Inflation Nightmare Keeps Getting Worse – Wolf Richter
CPI: At the Peak, But It’s a Long Way Down – Richard Moody
Stagflation Risk Has Investors Sinking Billions Into Hedges – Bloomberg
La confianza: el factor alfa de las empresas familiares – Credit Suisse AM
EDM confía en la inversión en compañías de alta calidad – Funds Society
Where the Market Is Headed in 2022 – Doug Casey and David Stockman
Ahora toca invertir más como abuelos que como ‘millennials’ – Víctor Alvargonzález
“Full-blown Energy Crisis” Started Long Before Russia/Ukraine War – Goehring & Rozencwajg
La inversión de la curva de tipos: qué significa y qué riesgos implica a corto y largo plazo – Niko Garnier