Economía Internacional
Bolivia: Gobierno dice que deuda pública es 46% del PIB; experto critica cálculo – LT
El Salvador: ¿Cómo el país se dolarizó hace más de 20 años? – Bloomberg
México: Bonos de Pemex caen tras nuevo plan de emisión – El Financiero
México: ¿Por qué vendrán más alzas en las tasas? – Enrique Quintana
Apollo, Marcelo Claure Discuss Takeover of Millicom – Bloomberg
Q4 GDP beats forecasts to cap resilient 2022 – Yahoo Finance
U.S. GDP rose 2.9% in the fourth quarter, more than expected – CNBC
Stocks Are Rising After GDP Data – Barron’s
EEUU: El PIB crece un 2,9% en el cuarto trimestre, más de lo esperado – Bolsamanía
Stocks rise after GDP beats; Tesla leads Nasdaq jump – Yahoo Finance
The Economy Grew More Than Expected. The Fed’s Work Might Not Be Finished – Barron’s
Why the Fed Should Raise Rates by Half a Percent – Mohamed A. El-Erian
US Economy Shows Signs of Slowing After Growing 2.9% – Bloomberg
Rising Use of the Fed’s Discount Window Raises Some Questions – Peter Earle
US economy beats expectations with 2.9% growth – Financial Times
Brainard among contenders to be top White House economist – Financial Times
How to pay all of the Treasury’s bills without raising the debt limit – Pollock & Kupiec
How Worried If Debt-Ceiling Is Not Lifted? – Wendy Edelberg & Louise Sheiner
A Multi-State Wealth Tax Brings With It Unsung Budgetary Risks – Marc Joffe
If the Case Is SBF “Manipulated” Markets, Then There’s No Case – John Tamny
Bank of Canada’s Surprise on Interest Rates Is Test of Soft-Landing Bets – Bloomberg
The Trillion-Dollar Coin: A Dumb Idea That Won’t Go Away – Michael Maharrey
El FMI y el BCE allanan el terreno para lanzar el euro digital – El Economista
Central banks are buying gold at the fastest rate in half a century – MarketWatch
Big Oil Faces Headwinds After Record $199 Billion Profit Haul – Bloomberg
The ECB says it’ll ‘stay the course’ on rate hikes. Not clear for how long – CNBC
Alemania esquivará la recesión en 2023 con un crecimiento del 0,2% – El Economista
Alemania: Ministerio de Finanzas rechaza firmemente nueva deuda común de UE – Reuters
Previsión económica mundial baja para 2023, contradiciendo optimismo del mercado – Reuters
IMF warns of market impact of abrupt BoJ policy change – Financial Times
China’s Covid wave drives up consumer interest in insurance after health system shortfalls – CNBC
Tech Giants Show Market Dominance Is Transitory – David McGarry
Wealth Management
Recession Fear Investing – Bill Smead
¿Vuelve la rentabilidad sin riesgo? – Finect
10 Stocks for a Recession – Susan Dziubinski
The Worst Time to Hunt for Trades – Jared Dillian
¿Habrá nueva crisisi inmobiliaria en España? – Pablo Gil
Why Are Central Banks Buying Gold? – Michael Maharrey
LVMH Billionaire Arnault Crafts Succession Plan – Bloomberg
ESG Investors Have Turned Gaze To At-Risk Nations – Richard Goldberg
La inflación y el crecimiento marcarán el camino a seguir del BCE – Andbank
Siete tendencias para tener en cuenta en 2023 – Stephen Freedman, Pictet AM
Inside the Madoff Scandal with Madoff Trader and Investor Andrew Cohen – Validea
Bestinver mantiene la confianza en las carteras tras un 2022 horrible – El Economista
Franklin Templeton: an old-school stockpicker tries to reinvent itself – Financial Times
‘Bullish’ outlook for commodities in 2023 as Fed tightening cools, dollar weakens – Will Rhind
Three Experts Weigh In On ChatGPT, Investing and Advancements in Artificial Intelligence – Validea
Pautas para la inversión en 2023: cambios en renta variable y oportunidades en renta fija – Andbank