Economía Internacional
Perú: Deuda repunta a pesar del caos político – Bloomberg
Perú: Boluarte anunció elecciones anticipadas; protestas persisten – Infobae
Auto-golpe en Perú: por qué el intento de Castillo falló tan rápido – Daniel Raisbeck
Chile continuará con consolidación fiscal: ministro de Hacienda – Bloomberg
Chile: Inflación no afecta apuesta por bonos en pesos – Bloomberg
Brasil: Fernando Haddad, el próximo Ministro de Hacienda – Bloomberg
Brasil: Inflación sube menos de lo esperado ante más tasas y exenciones – La Tercera
Colombia: La inflación es el enemigo a vencer el año que viene – La República
LatAm Dollar Bond Sales to Bounce From 14-Year Low: HSBC – Bloomberg
Latin America Debt Set for a Comeback as Politics Give a Break – Bloomberg
Mexico annual inflation slows to 7.8% in November, core index is a concern – Reuters
The biggest risks to stock market in 2023: Deutsche Bank survey – Yahoo Finance
US Futures Rise With Central-Bank Moves in Focus: Markets Wrap – Bloomberg
‘Recession’: As Foolish As the GDP Calculation That Informs It – John Tamny
Digital Currency: The Fed Moves toward Monetary Totalitarianism – André Marques
Inflation data, Fed: What to know this week – Yahoo Finance
Stocks Rise as Inflation Data, Fed Call Loom – Barron’s
Buckle Up: It’s Going to Be a Hard Landing – Barron’s
Why Powell Must Cause More Pain to the Job Market – Barron’s
Fed’s Message About Rates Clashes With 2023 Rate-Cut Bets – Bloomberg
Inflation Was So Bad That It Even Crushed Inflation-Linked Bonds – Bloomberg
New Front in ECB’s Inflation Battle to Bring Bargaining on Rates – Bloomberg
Bond investors expect smaller Fed rate hike but brace for inflation shocks – Reuters
Credit Suisse accepted suspicious invoices for $140mn Greensill loan – Financial Times
Alemania se independiza en tiempo récord de la energía rusa – Cinco Días
The G7 Cap on Russian Oil Is a Subsidy to China – Daniel Lacalle
China’s Economic Data Does Not Add Up – Brad W. Setser
China’s Markets Are Primed for Extreme Volatility in 2023 – Bloomberg
Investors Are Losing Faith in Cathie Wood’s ARK Innovation – Wall Street Jorunal
Wealth Management
Oversold Oil Faces CPI, Fed Hurdles First – Barani Krishnan
CPI May Surprise Higher, but the Fed Won’t – Michael Ashton
The Collapse of Our Global Economy – Jim Rickards, Keith McCullough
Bridgewater’s Dalio invests in submarines for ultra-rich – Financial Times
¿Cuánto queda para ver un techo en las subidas de tipos? – Ana Palomares
Aquí quien manda es la inflación, no la Reserva Federal – Víctor Alvargonzález
Los fondos de renta variable recomendados por las gestoras internacionales para 2023 – Funds People