Jueves, 12 de enero de 2023

Economía Internacional

Bolivia llega al fin de su ciclo hidrocarburífero – Francesco Zaratti
Bolivia: Gobierno busca cubrir déficit con recursos de las AFP – El Deber
Bolivia: Gobierno dice que AFP son ‘libres’ para invertir, regulador intervino – El Deber
Brasil resiste pero paga el precio del asalto al Congreso en bolsa – El Economista
Chile: Un salvavidas, pero no para las isapres – Pablo Eguiguren
Colombia: ¿Cuánto tiempo va a durar la cruda inflación? – La República
Venezuela’s Dilapidated Oil Industry Is An Environmental Catastrophe – Matthew Smith 
Inflation rose 6.5% over last year in December – Yahoo Finance
US inflation falls to lowest level in more than a year – Financial Times
Consumer CPI fell 0.1% in December, reflecting a slowdown for inflation – CNBC
Mercados ahora apuestan a que la Fed reducirá el ritmo de alzas de tasas
– Reuters
Concerns Remain as Inflation Falls for 6th Straight Month – Barron’s
Services CPI Soars To Highest In 40 Years: Wages Shrink For 21st Month In A Row – Zero Hedge
Stocks, Bonds, & Gold Surge As Rate-Hike Odds Tumble After CPI Decline – Zero Hedge
Powell Should Cease ‘Inflation’ Rhetoric, Let Markets Work – Avraham Shama
Harker, de la Fed, apoya alzas de 25 puntos básicos en adelante
– Bloomberg
El IPC de EEUU se enfría y da aire a la Fed para moderar el alza de tipos – El Economista
How Does Monthly CPI Measure Inflation? – Beth Braverman
Shareholders Were the Victims of FB’s De-Politicization – Jeffrey Tucker
‘I didn’t steal funds,’ SBF says in unusual post-arrest blog post – Reuters
FTX: SBF denies stealing user funds and repeats claims of solvency in new post – CNBC
Bitcoin jumps above $18,000 to highest level in a month on cooling U.S. inflation – CNBC
Mike Wilson warns: brace themselves for stocks to plummet more than 20% – Fortune
Biggest risk for UK stocks right now? There’s no recession, strategist says – CNBC
Will The Dollar Bounce? The Euro Has the Answer – Ian Culley
España: El plan fiscal de Ayuso para atraer a grandes fortunas a Madrid – El Economista
España: Ayuso: “Si Sánchez no se va este año, la economía se hunde” – Libre Mercado
Goldman Sachs: Europe Risks Clean Energy Investment Exodus – City AM

Wealth Management

Inflation will surprise investors again in 2023 – Yahoo Finance
Look Up! A Piano Is About to Fall on Your Head – Jared Dillian
The Letters That Can Tank Your Portfolio – John Jagerson & Wade Hansen