Jueves, 5 de mayo de 2022

Economía Internacional

Bolivia y Venezuela acuerdan impulsar el Banco del ALBA – Los Tiempos
Bolivia: Falta de maiz provoca alza de precios y cierre de empresas – El Deber
Paraguay: Pico inflacionario presiona a elevar sus tasas – Bloomberg
Colombia: Gutiérrez aprovecha malestar por delincuencia – Yahoo Finanzas
Colombia: FMI confía en estabilidad macro tras elecciones – Bloomberg
Cómo se ha librado Bolivia de la inflación que recorre LatAm – BBC Mundo
Chile: Inflación interanual en Chile llegaría a 10% en abril – Bloomberg
Chile: Violencia consustancial – Luis Larraín
Chile: Mitos y verdades sobre impuestos – Libertad y Desarrollo
Argentina: Respuestas a tres grupos de críticos de la dolarización – Adrián Ravier
Brasil: Banco Central sube tasa básica de interés de 11,75 a 12,75% – AE
Brasil: Lula propone el Sur como moneda común para América Latina – El Mundo
España: Calviño manipula las cifras para ocultar la crisis – Libre Mercado
Productividad en EEUU sufre su mayor disminución desde 1947 – Bloomberg
Bonos EEUU suben, curva se empina por Fed menos agresiva – Reuters
El oro sube un 1% por una Fed menos agresiva – Reuters
Dow Plunges As Yields Soar; Tesla Dives On Musk Move – IBD
The Dow Jones Has A Catch-2022 Problem – Investor’s Business Daily
Nasdaq se hunde 4%: aumentan apuestas a fuerte alza de tasas – Reuters
Nasdaq tumbles 5% in sharpest fall since 2020 – Financial Times
Stocks losses accelerate as traders weigh Fed decision – Yahoo Finance
Stocks hit session lows in final hour of trading – Fox Business
Why the stock market is getting thrashed after rallying on Fed hike – Yahoo Finance
Scary Is Bill Gates’s Influence Over the Powerful – Jeffrey Tucker
Inflation: how high will it go? – Focus Economics
The Fed has no plan – Robert Armstrong
Bitcoin Tumbles After Its Best Day in Months – Barron’s
Peak Inflation Still Doesn’t Look Imminent – James Picerno
The global stagflation shock of 2022: How bad could it get? – Financial Post
Ex-Fed Vice Chair Clarida Says Rates Must Rise to at Least 3.5% – Bloomberg
Washington Canceled Inflation’s Cure – Forbes & Lewis & Ames
Why Lisa Cook is Unqualified for the Federal Reserve Board – Alexander Salter
The Fed owes the American people some plain-speaking – Gillian Tett
Is the Fed Too Late With Its Economic Intervention? – Jeanna Smialek
People Still Too Obsessed With Federal Reserve – Market Minder
McConnell decries ‘student loan socialism’ as Biden mulls move – Yahoo Finance
Tax-Hike-Happy Democrats Are Economic Illiterates – Peter Roff
BoE: riesgo de recesión e inflación del 10% en nueva alza de tasas – Reuters
Rehn del BCE está a favor de aumentar tasas en julio – Reuters
OPEP+ mantiene un modesto aumento de la producción – Reuters

Wealth Management

The Bears Are Back In Town – Charlie Bilello
Carta trimestral 1T22 – Horos Asset Management
Massachusetts Institute of Technology – Jared Dillian
Cómo protegemos las carteras de la inflación – Azvalor
Which energy assets will be stranded? – Terence Corcoran
Monetary Metals Completes Capital Raise – Monetary Metals
Scared About Stocks? That’s Your Signal to Start Buying – Barron’s
Jim Bianco & Keith McCullough – Hedgeye Investing Summit Spring 2022
We Have Reached A Bottom, Time To Get More Aggressive – David H. Lerner
The Fed is still hawkish, but Powell dialed down the fear factor – Seeking Alpha
Gold price is manipulated but price suppression won’t last forever – Frank Giustra
Los ganadores de los FundsPeople Wealth Management Awards 2022 – Funds People
La Fed sube tasas: primeras reacciones de las gestoras internacionales – Funds People
Emergentes: el auge de las materias primas puede no ser suficiente – Valerio Baselli