Viernes, 20 de mayo de 2022

Economía Internacional

Chile: Excluidos – Lucía Santa Cruz
Chile: Banco Central advierte aumento presiones inflacionarias – Bloomberg
Bolivia: Presión tributaria es cuantitativa y cualitativa – El Diario
Bolivia: BCB exige a empresas públicas repatriar inversiones en el exterior – Los Tiempos
Bolivia: BCB ordena repatriar divisas e inversiones a firmas estatales – Página Siete
Argentina: El peso argentino al borde de su triste final – Manuel Adorni
México: Apuestas a mayores alzas tasas de Banxico podrían ser erradas – Bloomberg
España: Impuestos expolian casi 40% de renta de hogares más pobres – Libre Mercado
Stocks rise but still head for longest weekly losing streak since 2001 – Yahoo Finance
Video: Who Is to Blame for Inflation? – Thomas L. Hogan, Kate Wand
Billionaires lost $40 billion this week – Yahoo Finance
Surging Dollar Raises Possibility of Parity With Euro – WSJ
Bitcoin Market Snoozes in a Volatile Week for Stocks – Bloomberg
Dutch budget deficit to rise to 3.4% this year – Reuters
European Central Bank member says to expect first rate hikes this summer – CNBC
The US economy is ‘nowhere near a recession this year,’ says economist – CNBC
Cracks in US Economy Start to Show as Recession Warnings Mount – Bloomberg
Will the Fed’s rate hikes lead to a recession? – FocusEconomics
G7 insta a China a contribuir en las renegociaciones de deuda – Bloomberg
Global stocks rally after China unveils new stimulus measures – Financial Times
China cuts mortgage lending rate by record as lockdowns hit economy – Financial Times
Finland Loses Main Gas Supply After Refusing Payment in Rubles – Bloomberg
Rusia cortará el envío de gas a Finlandia este sábado – El Economista
Russia will shut off gas to Finland from Saturday – CNBC
Tesla Loses Top Spot In Cathie Wood’s ARKK ETF To Roku – Zero Hedge

Wealth Management

Bienvenidos al criptoinvierno – Julieta Martínez
Bonds Reach a Critical Inflection Point – Ian Culley
When Everything Declines at Once – John Rekenthaler
Lujo: oportunidades en la corrección – Jelena Sokolova
Just Another Classic Market Freakout? – Robin Wigglesworth
The Fed caused ‘housing inflation – Danielle DiMartino Booth
11 Undervalued Stocks That Crushed Earnings – Jakir Hossain
5 Signs That May Mark A Stock Market Bottom – Michael Kramer 
Contra the Experts, This Has Never Been Inflation – Jeffrey Snider
Informe mensual – Mayo 2022 – Crèdit Andorrà Asset Management 
Está clarísimo que estamos en estanflación – Miguel Ángel Temprano
Berkshire Hathaway Is Taking a $30 Billion Hit on Apple – Andrew Bary
Top-Rated Fund Manager on Where He’s Investing Today – Morningstar
Now ‘Not Fighting Federal Reserve’ Has All New Meaning – Justin Spittler
What’s Driving the Latest Big Drop in Stocks? – David Sekera, Tom Lauricella
Altria Vs. Philip Morris: The Better Buy Might Surprise You – Dividend Sensei
Recession is now very likely but ‘incredible opportunities’ still exist – Tavi Costa
Warning to Bargain Hunters: These Stocks Aren’t as Cheap as They Look – Barron’s
Why on earth did Warren Buffett swap Wells Fargo for Citigroup? – Tom Braithwaite
¿Cómo invertir en Small & Mid Caps en el entorno actual? – Pablo Martínez Bernal
Estrategias alternativas líquidas: ¿cuáles están funcionando mejor en 2022? – Funds People
La industria uruguaya de asesoría aumentó en un 6,8% sus activos en 2021 – Funds Society
El mayor pesimismo de los gestores en décadas, no es una oportunidad alcista – Hugo Ferrer
Ray Dalio and Jeremy Grantham: How They See the World Right Now – Bridgewater Associates