Lunes, 9 de mayo de 2022

Economía Internacional

El Salvador: Moody’s ubica al país al borde del default – El Economista
El Salvador: Deuda alcanza los $17,129 MM, la más alta de su historia – El Salvador
Bolivia: YPFB guarda silencio sobre sexta adenda con Argentina – Los Tiempos
Bolivia: Sube consumo interno de gas; riesgo en contrato con Argentina – Bloomberg
Bolivia: El nuevo acto de Marcelo Claure es volver a ser un emprendedor – Bloomberg
Chile: Salario mínimo: ¿mayor salario? – Bettina Horst
Chile: Inflación de Chile pone fin a tono ‘dovish’ de Banco Central – Bloomberg
Ecuador: Banca pública de segundo piso – Gabriela Calderón de Burgos
México: IPC sube menos que esperado previa reunión de Banxico – Bloomberg
México: Inflación alcanza en abril su nivel más alto desde 2001 – América Economía
Venezuela: inflation, dollarization: schism between private and state employees – Reuters
Nikkei cae un 2,53% por temor a endurecimiento monetario de la Fed – EFE
Stock futures sink as volatility grips markets – Yahoo Finance
El dólar, en máximos de dos décadas; bonos del Tesoro suben – Reuters
Contra Simpletons, ‘Fed’ Didn’t Cause Stock Market Correction – John Tamny
The Most Effective Inflation Deterrent Sits Fully Unused – Steve Forbes
Economy on ‘shaky footing’ as inflation rocks American families – Fox Business
Recession Watch heats up: Morning Brief – Yahoo Finance
The Great Resignation Has No End Date – Erica Pandey
An Inflation Puzzle – Greg Mankiw
Fed’s Kashkari Reveals an Uncomfortable Truth – Lisa Abramowicz
Fed’s Kashkari: inflation can come down, but not without some pain – CNBC
‘Peak’ U.S. Inflation Signal Eyed for Bond Market Turning Point – Bloomberg
The Fed Can’t Give the Economy a “Neutral” Rate of Interest – Frank Shostak
Forget the “Experts”: Deflation Strengthens the Economy – Frank Shostak
The Fed Has Already Lost The Inflation Fight – Peter Schiff
Stagflation Makes for Summer of Discontent With Nowhere to Hide – Bloomberg
Commerzbank CEO Warns Of Bankruptcy Tsunami Amid Stagflation Threats – ZH
Russian Crude Keeps Flowing While Europe Wrangles Over Sanctions – Bloomberg
Rusia: Economía enfrenta su peor contracción desde 1994 – Bloomberg
Putin claims Russian troops ‘fighting on their own land’ – Financial Times
Elon Musk Fears for His Life After Russian Threats – TheStreet
EU should seize Russian reserves to rebuild Ukraine, top diplomat says – FT
How Politicians and Journalists Get Energy So Wrong – Joakim Book
UK economy ‘one of the most vulnerable’ due to mortgage trends – CNBC
The Chinese Slowdown: Much More Than Covid – Daniel Lacalle
China remains an outlier in a world of surging inflation – Fox Business
China’s Export Growth Weakens to 2020 Low as Lockdowns Bite – Bloomberg
India Central Bank Intervenes to Defend Rupee, Ready to Do More – Bloomberg
Dollar Dominance Rips Through Every Market on Fed, China Risks – Bloomberg
Day Trader Army Loses All the Money It Made in Meme-Stock Era – Bloomberg
Gold Extends Slide as Yields Jump Before Wave of Inflation Data – Bloomberg
Bitcoin Tumbles Below $33,000 to Lowest Level Since July 2021 – Bloomberg
Bitcoin cae a mínimos de 22 meses; las bolsas se desploman – Reuters
Oil Retreats as Traders Weigh EU Haggling and Slump in Equities – Bloomberg
El raro movimiento de EEUU con el petróleo que noqueó a la AIE – El Economista
U.S. Futures Signal Equity Plunge; Dollar Jumps – Bloomberg
Goldman Strategist Sees Stocks Downside Even if Recession Avoided – Bloomberg
Rivian Tumbles After Report of Ford Share Sale at a Discount – Bloomberg
A Closer Look At The Plumbing Of The Financial System – David Beckworth
Meltdown May On Its Way – Quoth The Raven

Wealth Management

The Gold ETF Rush Is On – Barron’s
The Everything Bubble – Wall Street Breakfast
4 Good Reasons to Sell Stocks Now – Christine Benz
Relación de amor y odio con la Fed – Charles Castillo
Weekly Market Pulse: Fat Pitch? – Joseph Y. Calhoun III
Comentario semanal de mercados – Fernando Luque
7 Charts for Making Sense of These Markets – Tom Lauricella
La guerra replantea las inversiones sostenibles – Josep Soler Albertí
Billions Went Poof. What Tech’s Top Investors Got Wrong – Barron’s
Is the Next Bond Bear Market Cycle About to Begin? – Jessica Bebel
Comportamiento de los fondos de gestión alternativa – Enrique Roca
Markets Brief: Will the Volatility Continue? – Jakir Hossain, Tom Lauricella
A New Bio of Bill Gross Comes at the Perfect Time for Market – Tim Fernholz
Emergentes: la volatilidad no afecta al proceso de inversión – Funds Society
How Governments Expropriate Wealth With Inflation and Taxes – Daniel Lacalle
Si hay un sector que se lleva bien con el incremento de los tipos, es el financiero – Iván Martín