Martes, 19 de julio de 2022

Economía Internacional

El dólar avanza imparable en Latinoamérica – DW Español
Chile necesita ahorro, no lo castiguemos – Cecilia Cifuentes
Chile: Boric tenía plan B ante la posible derrota en el plebiscito – Tomás Mosciatti
Bolivia: Es bueno que hayan podido nacionalizar las pensiones – Mauricio Ríos García
Bolivia va tras el uranio, las tierras raras y otros minerales escasos – El Deber
Argentina: Una fiesta de populismo con el gasto público – Roberto Cachanosky
Brasil: Sistema electoral “es completamente vulnerable”: Bolsonaro – América Economía
Colombia: Economía creció 16,5% por comercio e industria – La República
‘Things probably will get worse’: Big banks brace for more pain – Yahoo Finance
Global Inflation Hasn’t Peaked Yet, Singapore Central Bank Says – Bloomberg
Wall Street’s Tea Leaf Readers Have a Dismal Track Record – Joe Calhoun
The Real Policy Error Is Expanding Debt And Calling It “Growth” – Charles Hugh Smith
The Bullish Meaning of Hyundai, Kia Cars Everywhere You Look – John Tamny
Will Green Policies Instigate Worldwide Famine? – Richard Rahn
US petrol prices edge lower as recession fears squash commodities rally – FT
Oil Holds Above $100 as Traders Weigh Tight Market, Dollar – Bloomberg
La inflación interanual de la eurozona alcanzó el 8,6% en junio – Infobae
ECB to discuss ending negative rates with 50 basis point move – Financial Times
European economy: Lagarde wrestles with an ‘impossible situation’ – FInancial Times
Euro rallies as traders prepare for central bank rate rises – Financial Times
IMF warns of sharp European economic hit from Russian gas embargo – Financial Times
FMI advierte grave recesión europea en caso de un embargo de gas ruso – Reuters
China’s Debt Bomb Looks Ready to Explode – Minxin Pei
China holdings of U.S. debt fall below $1 trillion for the first time since 2010 – CNBC
Goldman reduce estimación de ventas de deuda soberana emergente – Bloomberg
Why There’s a Chance the Stock Market Has Hit Bottom – Barron’s
Charlie Munger Not Worried About Inflation, Economy – TheStreet
Why ARK Invest’s Cathie Wood Thinks Inflation Is Short-Lived – Bernard Zambonin

Wealth Management

Recesión – David Macià, Crèdit Andorrà AM
What Advisors Are Telling Clients Now – Barron’s
The Last Time Inflation Was This High – Ben Carlson
Inflation Crisis 2022 – Marc Faber Interview (Full) – GoldCore
Will Gold Bulls Find The Fed’s Silence ‘Golden’? – Barani Krishnan
Why Your 60/40 Portfolio Isn’t Working in 2022 – Lauren Solberg
The Dollar Bulls Are Looking Increasingly Like a Cult – Jared Dillian
Shouldn’t Gold Be Shining Amid Ongoing Inflation? – Market Minder
Inflación vs crecimiento: ¿qué importa más a los inversores? – Schroders
Precious metals – Outshined by the Fed – Luc Luyet & Alessandro Cortese
Retorno absoluto contrastado para un entorno incierto – Sergio López de Uralde Alcoba