Martes, 22 de noviembre de 2022

Economía Internacional

Chile rumbo a liderar recortes tasas de interés en 2023 – Bloomberg
Chile: Inflación irá moderándose en 2023, pero continuará alta: OCDE – Bloomberg
Bolivia: PGE 2023 gastará Bs 7.642 MM en subsidios a combustibles – El Deber
Argentina: ¿Por qué cae la calidad de vida con gobiernos populistas? – R. Cachanosky
Alianza del Pacífico suspende cumbre en México por ausencia de Castillo – AE
Venezuela: Política de EEUU es incierta, difusa, imposible de entender – Moisés Naím
Colombia: Reforma pensiones: mercado de capitales sufrirá daño colateral – Bloomberg
Morgan Stanley Downgrades Brazil as Lula Imperils Value Play – Bloomberg
Stock futures rise ahead of more Fedspeak – Yahoo Finance
Iger makes first move in return as analysts warn of ‘uncertainty’ – Yahoo Finance
How FTX Failed, and Why No One Should Have Fallen For It – Zeeshan Aleem
Bitcoin hits 2-year low as $1.4 trillion wiped off crypto market – CNBC
SBF ‘charmed a lot of people’ — including SBF – Yahoo Finance
Genesis Bankruptcy Jitters Send Bitcoin to Fresh Low
– CoinDesk
Genesis niega declararse en bancarrota “de forma inminente” – Bolsamanía
Crypto Brokerage Genesis Is Said to Warn of Bankruptcy Without Funding
– Bloomberg
Sam Bankman-Fried’s Crumbling FTX Empire Holds $1.2B Cash Reserves
– CoinDesk
Crypto Is Collapsing but Activist Investor Bill Ackman Sees Promise – Barron’s
FTX Latest: Filing Shows $1.24 Billion Cash; Hearing to Begin – Bloomberg
Cryptocurrency Sector Needs Less Regulation, Not More – Thomas Hogan
Bitcoin Falls As Another Leader Wobbles; This Top Fund Is Buying
– IBD
Cathie Wood Goes On Coinbase Buying Spree as Wall Street Sours
– Bloomberg
De fe ciega en criptos al descrédito: la trágica historia de Coinbase – El Economista
More Hiking Ahead For the Fed: Jim Bianco Interview – Christoph Gisiger
Here’s when Wall Street thinks inflation could finally end – CNBC
More Bearish Market Action Before The Bull Can Run – Lance Roberts
Dollar tumbles from 20-year high as US inflation eases – Financial Times
The FOMC Still Has More Work To Do – Richard Moody
Economic Growth Is Still Our Best Hope – Allison Schrager
Too Many Economic “Truths” Are Built on Fallacies – George Ford Smith
Bancos centrales deben mantener alzas pese desaceleración: OCDE – Bloomberg
Will Global Rate Hikes Set Off a Global Debt Bomb? – Daniel Lacalle
Alemania alcanza compromiso sobre reforma del estado de bienestar – Reuters
Emmanuel Macron Comes Clean: “We Need A Single Global Order” – Zero Hedge
España: La OCDE rebaja el crecimiento del PIB y el IPC será del 5% hasta 2025 – EE
How Europe’s Energy Crisis Could Turn Into A Food Crisis – Irina Slav
Reino Unido se endeuda menos de lo previsto en octubre – Reuters
UK’s austerity budget had a ‘massive’ hole which will hurt growth – CNBC
UK’s growth prospects worst among top economies, warns OECD – Financial Times
Billionaire Investor Carl Icahn Is Betting Against GameStop Shares
– Bloomberg
Tesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust
– Bloomberg
World’s Most-Crucial Fuel Heads for Shortage Touching Everything
– Bloomberg
Oil Freight at $100,000 Piles Pressure on Crude Markets
– Bloomberg
China’s Great Debt For Equity Swap – Meyrick Chapman
China lockdowns reach record level as coronavirus cases soar – Financial Times
Evergrande devuelve gratis terrenos por los que pagó €763 millones – EFE
Deutsche Bank Targets Asia, Middle East for Wealth Ambitions
– Bloomberg
Credit Suisse prevé una “débil rentabilidad” para las bolsas en 2023 – Bolsamanía

Wealth Management

What Really Matters? – Howard Marks
¿Cómo invertir en energía nuclear? – Valerio Baselli
Un panorama repleto de Fedspeak – Charles Castillo
Why Commodity Currencies Best Fiat and Crypto – Seth Levine
Analyst Report: Berkshire Hathaway Inc. – Morningstar Research
Hedge Funds Are Playing Defense on All Fronts – Hannah Zhang
The Silver Lining to Investment Losses in 2022 – Thompson Clark
5 Lessons Traders Can Learn from the FTX Collapse – Mike Zaccardi
If You’re a Fan of Volatility, Wednesday Is Your Day – Richard Moody
Has the Stock Market Hit Bottom? 3 Signs to Watch – Tom Lauricella
What Investors Can Learn From FTX’s Monstrous Failure – Gleb Tsipursky
Jeremy Siegel says stocks will soar 20% next year— Bill Ackman says not so fast – Fortune