Martes, 26 de julio de 2022

Economía Internacional

América Latina: FMI sube previsiones de 2022 y baja las de 2023 – Reuters
Brasil: Citi mejora proyección para 2022, pero no para 2023 – Reuters
Brasil: Inflación cae más de lo previsto; espera de mayores tasas – Bloomberg
México se enfila a la desaceleración económica en el Q2 – Bloomberg
Chile: Opciones plebiscito constitucional acortan brecha – Bloomberg
Colombia: Una reforma agraria a golpe de invasiones – La República
Argentina: Acuerdo con FMI no sustituye reformas – Roberto Cachanosky
Argentina: Nunca vi un gobierno tan inútil como este – Jorge Lanata
Tech Leads Stock Losses as Earnings Roll In – Bloomberg
Walmart sneezes. Grills and body lotion get sick – Yahoo Finance
Stocks sink as Walmart weighs on Dow, tech lags – Yahoo Finance
Nasdaq falls with dollar, oil rises; earnings, Fed in focus – Reuters
Microsoft earnings come amid crucial week for Big Tech – Yahoo Finance
Coca-Cola supera estimaciones por precios más altos – Bloomberg
Ventas de McDonald’s superan estimaciones por mayores precios – Bloomberg
UPS Shares Sink as Delivery Volume Drops More Than Expected – Bloomberg
Gold in tight range as investors strap in for Fed rate verdict – Reuters
Oil Slips as Investors Weigh Demand Outlook Ahead of Fed Meet – Bloomberg
Powell’s Bond Market Recession Indicator Is Sending a Warning – Bloomberg
FMI: EEUU ya está en recesión y hay riesgo para Alemania – El Economista
IMF Cuts World GDP Outlook a Third Time as Inflation, Rates Jump – Bloomberg
IMF slashes global GDP forecast: economic outlook ‘gloomy and uncertain’ – CNBC
IMF slashes global growth forecast and raises inflation projections – Financial Times
Equipo Biden niega que EEUU haya caído en ‘recesión técnica’ – Bloomberg
Biden Doesn’t Expect US to Go Into a Recession – Bloomberg
No Recession? All Of A Sudden Yield Spreads Are Collapsing – Lance Roberts
Shallow Recession Calls Are ‘Totally Delusional,’ Roubini Warns – Bloomberg
Roubini: ‘Severe’ Recession, Financial Crisis Coming –
A Fed-Rate Surprise Could Be a Problem for Stock Prices – Barron’s
Por qué subir tipos es bueno para todos – Daniel Lacalle
The Economy Needs a Volcker Moment – Connor Mortell
The Case Against a Full-Point Hike – Barron’s
The Race to Tame Inflation Expectations – James L. Caton 
Is the dollar about to take a turn? – Barry Eichengreen
The Real Question: How Quickly Will the Hawk Turn Into a Dove? – Barron’s
UBS Drops on Profit Miss as Investors Flee Global Stock Slump – Bloomberg
Goldman Strategists See Inflation Keeping Fed Hawkish for Longer – Bloomberg
The 2022 ‘Inflation’ Is the Stuff of the Rather Entitled – John Tamny
Consumers Will Pay For Anti-Big Tech Crusade – Veronique de Rugy
Biden Admin’s Discriminatory Energy Policies – Richard Rahn
Strong dollar vs. euro: Time to book European travel? – Fox Business
Germany’s Hopes of Avoiding a Recession Are Shrinking by the Day – Bloomberg
UK Economy Will Have Slowest Growth in G-7 Next Year, IMF Says – Bloomberg
Alibaba scales back global expansion plan to rival Amazon – Financial Times
SoftBank’s succession turmoil raises risks – Kana Inagaki

Wealth Management

I Beg to Differ – Howard Marks
Back to zero – César Pérez Ruiz, Pictet WM
Gold’s Rise Is Just a Recession Away – Matthew Piepenburg
Google: Buy Before Earnings – Buy After Earnings – Add Value
Petróleo e inflación: lo que nos puede esperar – Luis Fernando Utrera
Italy government bond update – Lauréline Renaud-Chatelain, Pictet WM
Dividend Investors Should Buy Amazon And Alphabet Today – Dividend Sensei
10 años de la crisis de deuda periférica: ¿puede volver a ocurrir? – Ana Palomares
From inflation to growth concerns: A view of Asian markets – Alexandre Tavazzi, Pictet WM