Lunes, 30 de mayo de 2022

Econmía Internacional

Colombia: Petro vs. Hernández en segunda vuelta – Bloomberg
Colombia: Rodolfo Hernández y sus propuestas – Juan Ramón Rallo
Colombia: 3 claves para entender la segunda vuelta presidencial – Vanessa Vallejo
Colombia se salva de caer en comunismo en primera vuelta – Orlando Avendaño
Colombia: Las propuestas de izquierda de Petro para ser presidente – Bloomberg
Colombia: Terremoto para los políticos tradicionales – Editorial La República
Colombia: Los asesores económicos de los candidatos elegidos – La República
Colombian Outsider Makes Runoff With Real Shot at Presidency – Bloomberg
Chile podría ser primer país de América en bajar tasas – Bloomberg
Chile: Baja el desempleo al 7,7% en trimestre móvil a abril – América Economía
Bolivia: YPFB importará diésel desde Argentina y Paraguay – Página Siete
Acciones emergentes tendrían caída más larga desde 2018 – Bloomberg
México paga más en subsidio de lo que gana por exportar crudo – Bloomberg
Brasil: Embraer apunta a crecer en 2023-2026 luego de pandemia – Reuters
Brazil’s Embraer sees revenue at top of range after pandemic recovery – Reuters
España: inflación a 12 meses retoma tendencia al alza luego de abril – Reuters
Short week, a new streak, and jobs report – Yahoo Finance
Supply chains: ‘This pandemic is not over’ – Yahoo Finance
Stocks Trim Gains as Inflation Concerns Increase – Bloomberg
Acciones globales pasan a territorio positivo en mayo – Reuters
More signs of a major shift in the economic narrative – Yahoo Finance
Biden to Meet Powell to Discuss Economy as Inflation Bites – Bloomberg
Biden se reunirá con Powell para hablar sobe estado de la economía – Bloomberg
Former Trump economic adviser weighs in on state of US economy – Fox Business
La Fed y la economía de EEUU: “dos trenes que van a colisionar” – El Economista
Senior Fed official calls for higher rates that start to stunt US economy – FT
Russia Readies New Bond-Payment Plan in Bid to Avoid Default – Bloomberg
Putin corta el gas a Países Bajos y Dinamarca – El Economista
EU Leaders Aim to Break Impasse Over Oil Ban With Unity at Stake – Bloomberg
Inflación alemana alcanza nuevo récord, crece presión sobre BCE – Bloomberg
German inflation at highest level in nearly half a century – CNBC
German Inflation Hits 60-Year-High, ‘Worse To Come’, Says Allianz – Zero Hedge
Quarter-point rate rises will be ECB’s ‘benchmark’, says chief economist – FT
Dollar suffers losses, heads toward first monthly decline in five months – FB
Precios del oro suben por la bajada del dólar – Reuters
Oil breaches $120 a barrel as gasoline and diesel prices soar – Financial Times
Oil And Equities On The Rise As China Eases COVID Restrictions – Zero Hedge
Covid and Its Statist Legacy: How Did We Get to This Point? – Vibhu Vikramaditya
Now Is Not the Time To Overreact. More Freedom Is More Safety – Rob Smith
In the Beginning: The Mont Pelerin Society, 1947 – Richard M. Ebeling 
Biden Mistakenly Revealed Desire For Higher Gas Prices – Steve Forbes
How Skeptical Generation Z Steps Into Financial independence – Sam Bocetta
U.S.’s Labor Force Problem Goes Beyond Economics – Erik Randolph
Why BofA won’t be rushing into crypto anytime soon – Yahoo Finance
Bitcoin Rallies as China’s Covid Easing Adds to Risk-On Mood – Bloomberg
Mastercard CEO: SWIFT Payment System May Be Replaced By CBDCs In Five Years – Zero Hedge
Alibaba, Tencent and all just posted their slowest revenue growth on record – CNBC

Wealth Management

Three Stocks to Buy in This Bear – Thompson Clark
Consultorio Bursátil Mayo 2022 – Value Investing FM
Forget FAANG, it’s all about LVMH – Nicole Goodkind
How To Avoid Stupid Mistakes – Alfonso Peccatiello (Alf)
Now That Value’s Performing, How To Pick It – Eric Nelson
Mejorando el aspecto del rebote temporal – Enrique Roca
It’s Time To Back Up The Truck On Amazon – Dividend Sensei
Nos tenemos que acostumbrar a más volatilidad – Kevin Koh Meier
Investors See the Benefit of the Stock Market’s Shift Work – Pat O’Hare
Top 25 stocks that are down big but have improving earnings – Kim Khan
Our overlords say inflation and energy shortages are “worth it” – Simon Black
Optimism Abounds: Bear Market Bounce Or Buyable Bottom? – David Alton Clark
Gold: Patiently Waiting for the Hangover in Global Markets – Matthew Piepenburg
Petro vs Hernández: la visión del mercado para la segunda vuelta en Colombia – Funds Society