Economía Internacional
Moody’s: Invasión de Ucrania exacerbará la inflación en LatAm – América Econ
Boric: Putin es un autócrata con una guerra de agresión inadmisible – Infobae
Rublo vuelve a nivel pre-invasión pese a sanciones y riesgo de default – Bloomberg
El giro de los préstamos chinos hacia Latinoamérica – América Economía
Perú: Lo mejor para el país es que Castillo dimita – Editorial El Comercio
Perú: Castillo levanta toque de queda tras violenta ola de protestas – AE
Chile: Gobierno fija el 4 de septiembre el referendo para nueva Constitución – AE
Bolivia: Gobierno impulsa extracción en áreas protegidas y no ecoturismo – LT
Shanghai Residents Rebel As Cases Surge, Lockdown Extended ‘Indefinitely’ – ZH
China Slowdown Risks May Be Bigger Than Fed Hikes – Tomoko Yamazaki
La UE, Italia, España y Eslovenia expulsan a 80 diplomáticos rusos – Infobae
Billionaire Outlines Massive LNG Plan to Feed World Hungry for Gas – Bloomberg
Oil Prices Fall After EIA Confirms Crude Build – Irina Slav
European stocks fall amid hawkish Fed comments, new Russia sanctions – CNBC
EU set to add high-profile Russian executives to sanctions list – Financial Times
U.S. to Sanction Putin Children, Banks Over Bucha Atrocities – Bloomberg
Weaponisation of finance: how the west unleashed ‘shock and awe’ on Russia – FT
French markets skittish as Le Pen closes gap in election polls – CNBC
Key people from the Fed just spooked the markets – CNBC
Yellen Says U.S. Would Use Sanctions If China Invaded Taiwan – Bloomberg
Fed’s Harker expects series of ‘deliberate, methodical’ rate hikes – Bloomberg
And Now for a Really Bad Response to Political Calamity: Autarky – Daniel Lacalle
Global trade falls 2.8% as Russia’s war in Ukraine hits container traffic – Financial Times
U.S. economy will see a ‘significant slowdown’ in second half of 2022 – B. Sternlicht
An inverted yield curve: why investors are watching closely – Financial Times
Markets Bet on Sharpest Pace of Fed Tightening Since 1994 – Bloomberg
Why The Sharp Selloff In Stocks And Bonds? JPMorgan Trading Desk Explains – ZH
Global Bond Selloff Deepens as Fed Steps Up Tightening Rhetoric – Bloomberg
Acciones y bonos en EEUU caen; suben apuestas de alzas de tasas – Bloomberg
Gold slips as hawkish Fed policy outlook takes centre stage – Reuters
California Regulators Are Not Worthy of Elon Musk – John Tamny
Biden Regulatory Blunders Compromise U.S. Ingenuity – Steve Forbes
The Greatest Jobs Comeback In History – Charlie Bilello
Dollar Struggles Even As Rate Expectations Rise – Marc Chandler
Wealth Management
Biden’s Billionaire Tax Proposal – Randall G. Holcombe
¿Por qué (casi) nadie invierte en Japón? – Value School
Metaverso: ¿una opción real de inversión? – Morningstar
Buffett’s ROE Game: Coke In 1988, Oxy 2022 – Cole Smead
Marzo 2022: Mejores y Peores Categorías – Fernando Luque
¿Quiénes son los empresarios más ricos de Argentina? – Infobae
Yacht Rock: Inside the Top-Secret World of Private Gigs – David Browne
I Was Portfolio Manager In Moscow. My, How Mr. Putin Has Fallen – Kim Iskyan
The Post-Invasion Outlook for Energy and Commodities – Goehring & Rozencwajg
Teníamos rotación, ahora tendremos rotación al cuadrado – Víctor Alvargonzález