Lunes, 2 de mayo de 2022

Economía Internacional

Brasil: Desempleo cae inesperadamente – Bloomberg
Brasil: Analistaselevan nuevamente apuestas inflacionarias – Bloomberg
Bolivia: Conozca los beneficios por el Día del Trabajador – Los Tiempos
Brasil: Actividad económicacrece menos de lo esperado en febrero – AE
Argentina: ¿Qué hay detrás del boom de inversiones en energía? – AE
Perú: Inflación llega a su nivel más alto en 24 años – AMérica Economía
Chile: Aprobación de Boric cae a 24,2%; rechazo a nueva CPE sube al 40% – AE
Chile: Actividad económica muestra un repunte en marzo – Bloomberg
Chile’s Economic Activity Posts Surprise Increase on Mining – Bloomberg
El Salvador: Fallida venta de bono bitcoin daña mercado de deuda – Bloomberg
Mexico: Lithium Grab and War on Green Energy Will Hurt the US – hannon K O’Neil
Ukraine Latest: EU Ministers Debate Rubles-for-Gas Demand – Bloomberg
Alemania: Sanciones permanecerán hasta que Rusia se retire – Bloomberg
Spanish PM Pedro Sánchez’s phone hacked using Pegasus spyware – FT
Two Weeks to Flatten the GDP – Jeffrey A. Tucker
-1.4% GDP Underscores For Us All the Abject Stupidity of GDP – John Tamny
Contraction Said More About GDP Than the Economy – Richard Moody
Americans brace for Fed’s decision, another potentially volatile week – Fox Business
Roots of Our Current Inflation: A Deeply Flawed Monetary System – Antony P. Mueller
As Income Declines, What Comes Around Goes Around – David Stockman
The global stagflation shock of 2022: How bad could it get? – Financial Times
The Federal Reserve’s fight with inflation could cool the hot labor market – CNBC
The Federal Reserve Is About to Cross the Rubicon – Pat O’Hare
Stocks Decline as Traders Brace for Fed Decision – Bloomberg
Stocks edge up after April losses as traders look ahead to Fed – Yahoo Finance
U.S. Stocks Wobble as Investors Try to Shake Off April Weakness – Investing
Powell subirá tipos dos ‘escalones’ por primera vez desde Greenspan – El Economista
Acciones caen, el dólar opera estable ante inminente subida de tasas – Reuters
End of Easy Money Brings a $410 Billion Global Financial Shock – Bloomberg
The Fed’s favorite inflation gauge rose 5.2% in March – CNBC
Goldman goes different direction than Buffett on oil – Yahoo Finance
Oil falls on China growth worries, EU weighs Russian crude ban – Reuters
Buffett Is Back With One of His Biggest Buying Sprees in Years – Bloomberg
Bonanza operadores de Goldman de US$100M/día en máximo 11 años – Bloomberg
Biggest Treasury Buyer Outside U.S. Quietly Selling Billions – Bloomberg
Bonds Are Suddenly Getting Love From Investors Hedging Recession – Bloomberg
Amazon acentúa pesimismo por acciones de comercio electrónico – Bloomberg
Porsche está cerca de acuerdo para unirse a Fórmula 1: CEO de VW – Bloomberg
Buffett bought more Apple last quarter and says he would have added more – CNBC
Inditex reduce el peso de Asia en sus cuentas y pone foco en EEUU – El Economista
The FANG Stock Crash Flushes $1.37 Trillion Down The Drain – IBD
Apple hit with EU antitrust charge over its payment technology – CNBC
Apple charged by Brussels with abusing its market power in mobile payments – FT
Google pide a tribunal de la UE desechar multa antimonopolio de $1.600 MM – Reuters
Chip supply issues are still giving some of world’s biggest companies a major headache – CNBC
China’s Economy Appears to Be Stalling, Threatening to Drag Down Global Growth – WSJ
China EV Sales Tumble As Covid Lockdowns Hit Production – IBD

Wealth Management

La inversión “contrarian” – David Dreman
Have Equities Bottomed? – Charley Blaine
April Performance Estimates – Crescat Capital
Comentario semanal de mercados – Fernando Luque
The Ideal Portfolio to Survive a Bear Market – Gary Shilling
2022 Berkshire Hathaway Annual Shareholders Meeting – CNBC
Semana 2-9 Mayo: Reconfusión de reconfusiones – Enrique Roca
Finding Flowers In the Springtime Economic Data – Market Minder
De renta variable y domiciliado en Luxemburgo – PwC Luxemburgo
Why BTC May Not Be Best Hedge Against Inflation – Divya Premkumar
Munger: Bitcoin is ‘stupid, evil and makes me look bad’ – Fox Business
Q&A On Bond Market and Rate Hikes – Collin Martin & Cooper Howard
Warren Buffett reminds the world about 3 legendary investing tips – Yahoo Finance
Lecciones ocultas en los diferentes sectores de renta variable – Fisher Investments España