Miércoles, 16 de noviembre de 2022

Economía Internacional

Bolivia: Santa Cruz lleva 26 días de paro y espera más determinaciones – El Deber
Bolivia: Mayoría del MAS en Senado rechaza tratar de urgencia ley del censo – ED
Argentina: Inversores despiden al ‘carry trade’
– Bloomberg
Argentina, Bolivia, Chile y el sueño de una OPEP del triángulo del litio – DW
Petroperú: Refinería de Talara volverá a producir desde diciembre – Bloomberg
Bolívar venezolano cae pese a esfuerzos banco central
– Bloomberg
The False Face of SB-F, FTX, and ESG – Peter Earle
FTX collapse may be bigger than Enron, Madoff’s Ponzi scheme – Fox Business
FTX Crash: Roubini slams crypto ‘carnival barkers’ and ‘walking time bomb’ – CNBC
FTX’s collapse is just a harbinger of things to come in crypto – Kyle Bass
Stock futures fall as retail sales beat, Target misses – Yahoo Finance
Target earnings miss by a mile, stock tanks in premarket – Yahoo Finance
A very elegant night’: Trump sidesteps midterms blame to launch 2024 bid – FT
The downfall of the ‘king of crypto’ could be felt for years – Yahoo Finance
An End to Deficit Spending Will Stop the Inflation – Richard Rahn
The Corporate Investment Wave – David Glaymon
Canada Inflation Steady at 6.9%, Keeping Rate Hikes on Track
– Bloomberg
Missile strike on Poland unlikely to be ‘deliberate attack’: Nato – FT
NATO chief says Poland blast likely caused by Ukrainian missile – CNBC
ECB raises alarm over growing risks to financial system – FT
ECB’s Guindos Sees Inflation Still ‘Elevated’ in Early 2023
– Bloomberg
Subir tipos es necesario – Daniel Lacalle
El BCE alerta: los riesgos para la estabilidad financiera han aumentado – Bolsamanía
Euro zone predicted to have a deep recession and a difficult recovery – CNBC
UK Inflation Hits 41-Year High on Soaring Energy Prices
– Bloomberg
PBOC Sees Risk of Rising Inflation, Vows to Keep Economy Stable
– Bloomberg
China’s Safest Assets Get Ditched as Stocks Go on a Bull Run
– Bloomberg
Tencent to Distribute $20 Billion Meituan Stake as Dividend
– Bloomberg
Tencent Slashes Meituan Stake Worth $20 Billion, Posts Revenue Drop
China’s Top Oil Refiners Seek Beijing’s Aid to Keep Russia Flows
– Bloomberg
Best Rally in Decades for Asia to Cool Once Reality Sets In
– Bloomberg

Wealth Management

Newsletter Noviembre 2022 – Cobas AM
Su fondo global no es tan global – Johanna Englundh
What to Invest in During High Inflation – Margaret Giles
The Best Places to Buy Gold (and What to Get) – Jared Dillian
Where the Rich Put Their Money In Down Market – Tony Dong
Stocks Have Been on a Tear. It’s Almost Time to Sell the Rally – Barron’s
Green: Counterproductive Virtue Signaling – Andrew Fillat, Henry Miller
Why Berkshire Hathaway’s Latest Big Bet Is on a Taiwanese Chip Maker – WSJ
‘An investable window’ between peaking inflation and rate hikes – Yahoo Finance
‘The worst is yet to come’: Carl Icahn warns that you can’t cure red-hot inflation – MoneyWise
En qué se podría estar equivocando el consenso de gestores y analistas – Víctor Alvargonzález