Jueves, 17 de noviembre de 2022

Economía Internacional

Bolivia: Diputados rechazan tratar proyecto de ley del censo – El Diario
Bolivia: Déficit comercial en combustibles supera los $1.000 MM – El Deber
Brasil: Mercados se hunden por presupuesto y declaraciones de Lula – Reuters
Brazil: Real Is Only Safe Bet as Lula Signals Fiscal Splurge – Bloomberg
Singapore-Based Crypto Exchange Bitget Opens Operations in Brazil
– CoinDesk
Argentina cenbank debt poses ‘systemic risk’ to financial sector: Moody’s – Reuters
Colombia’s Largest Pension Fund Seeks Safety in the Dollar
– Bloomberg
El Salvador president says country will buy one bitcoin a day – MarketWatch
Perú da luz verde al ingreso de la pitahaya ecuatoriana – Bloomberg
Perú: Congreso avanza en denuncia contra Castillo – América Economía
Pieces of the next bull market are starting to come together – Yahoo Finance
Stock futures fall amid medley of earnings, data and Fedspeak – Yahoo Finance
Bullard: Fed hikes have had ‘limited effects’ on inflation so far – Reuters
A Near Term Fed Pivot Is Almost Guaranteed – Scott Grannis
La Fed podría llevar los tipos hasta el 6% por este dato clave – El Economista
One Year From a Record High, Nasdaq Has a Long Road to Recovery
– Bloomberg
The Housing Boom Is Over. Get Ready for Even Higher Prices – Ryan McMaken
FTX, la operación de lavado de dinero de los demócratas – Jeffrey A. Tucker
Euro Skeptics Want Proof Its Rally Goes Beyond the Dollar
– Bloomberg
La economía británica se contraerá un 1,4% en 2023 – Reuters
Reino Unido entra en recesión, recortará gastos y subirá impuestos – Cinco Días
Reino Unido: El nuevo plan aumenta impuestos y reduce el gasto – Reuters
Alemania: Exportaciones caerán un 2% el próximo año: encuesta DIHK – Reuters
China’s “Dangerous Storm” Coming – Ray Dalio
China Asks Banks to Report on Liquidity After Bond Slump
– Bloomberg
Alibaba Posts Surprise Loss as China Covid Curbs Take a Toll
– Bloomberg
Jack Ma’s Ant Incurs a 63% Profit Plunge Amid Overhaul
– Bloomberg
Charlie Munger continues to celebrate crypto’s demise
– Fortune
Crypto Will Soon Threaten Global Financial Stability, FSB Official Says
– CoinDesk
FTX Collapse Slaps the Winklevoss Brothers – TheStreet
FTX: The Dominoes Of Financial Fraud Have Yet To Fall – Charles Hugh Smith
Binance CEO slams Sam Bankman-Fried’s behavior, takes aim at Nouriel Roubini – CNBC
Tom Brady, Gisele Bundchen, and Steph Curry sued over FTX ‘Ponzi scheme’
– Fortune

Wealth Management

Carta trimestral 3T2022 – Azvalor AM
Boring is Beautiful in Investing – Ben Carlson
The Bond Market Is Talking: Are You Listening? – Alfonso Peccatiello
Early Lessons for Investors from FTX’s Collapse – Elisabeth Dellinger
Unemployment to 6% soon, $12k Bitcoin is next – Alfonso Peccatiello
What I Learned from my Grandfather about Money – Stephen Apolito
The Midterms Were Bad for the GOP, But Good for Stocks – Ken Fisher
Active Money Management Is Like a Love Song – Robin Powell, TEBI
Knowing When to Change Your Investment Process – Jack Forehand
Don’t Abandon the 60/40 Portfolio. You’ll Miss Out on Gains – Barron’s
Did You Lose Money Investing in Bitcoin? You’re Not Alone – Barron’s
3 Best Ways to Position Yourself for the Next Big Thing – Jared Dillian