Lunes, 16 de enero de 2023

Economía Internacional

Bolivia: El 50,3% desaprueba a Arce y el 51,9% cree que el país va mal – P7
Bolivia: caída del rédito de aportes de jubilación; tasas bajaron 82% – El Deber
Perú dice que hay pruebas de ingreso de armas desde Bolivia – Los Tiempos
Perú con “tránsito interrumpido” en 10 regiones por las protestas – DW
Ecuador: Lasso ordena colaborar en investigación sobre corrupción – DW
Chile: Aprobación de Boric cae a mínimo ante aumento conflictos – Bloomberg
Chile: Mayor inflación en 31 años impacta en el bolsillo de los veraneantes – Pulso
Chile: Foco en recesión provoca fuerte baja en tasas: Renta Fija
– Bloomberg
Ecuador: La dolarización en tiempos volátiles – Gabriela Calderón de Burgos
Colombia: Perspectiva Macro-Fiscal 2022-2023 – Sergio Clavijo
Netflix results, retail sales, Davos: What to know this week – Yahoo Finance
European Stocks Rise as US Futures Signal Caution
– Bloomberg
Daniel Lacalle entrevista a Juan Ramón Rallo sobre Anti-Marx – Economix
Evidence that Economic Freedom Improves Outcomes – Antony Davies
European stocks rise as US futures signal caution – Bloomberg
ECB Rates Seen Hitting Peak of 3.25% Before Cut in July
– Bloomberg
BCE “podría romper algo en el camino” ante alza imparable de tipos – El Economista
Morgan Stanley Says European Stocks Can Extend Lead Over the US
– Bloomberg
About Those Inflation Expectations – Joachim Klement
Good Inflation News This Week… Out Of Congress – Eric Boehm
Mark Cuban tells Bill Maher that buying gold is ‘dumb’
– MoneyWise
A 2023 Recession Is More Likely Than Not – Jeffrey Buchbinder
Lots of Stuff May or May Not Happen In 2023 – Richard Moody
How Crazy Will Economic Conditions Be in 2023? – Rebel Capitalist
Yellen to meet with Chinese finance minister – Reuters
Bitcoin Surge Causes Over $500M in Liquidations, Highest in 3 Months
– CoinDesk
Enron, Madoff and now FTX: New York’s Belfer family strike out again – Financial Times
Skeptical Minds Will Parse Rhetoric Abt Biden Classifieds ‘Found’ – Rob Smith
A New American Housing Regime Is Instigating a Revolution – Salim Furth
We Have a Too-Much-Federal-Revenue Prob, Not a Debt Crisis – John Tamny
The Democrats Used To Believe In Economic Growth – Elizabeth MacDonald
Sanders Spent Tax Dollars on Study to Conclude He Needs More Tax Dollars – Space Worm
Desaceleración económica empaña perspectivas laborales en 2023 – Bloomberg
España: ¿Es la deuda pública una alternativa a los depósitos bancarios? – Juan Ramón Rallo
España: ¿por qué el país ha logrado esquivar la recesión? – Cinco Días
What to Know As Pelosi Sells Off Her Equity Holdings – Josh Enomoto
How Europe is Decoupling From Russian Energy – Joseph Politano
Rusia dispara sus ingresos petróleo y gas en 2022 – El Economista
Just Say No to the New Forever War – Joseph Solis-Mullen
La ministra de Defensa alemana anuncia su dimisión
– Reuters
German defence minister resigns after series of gaffes – Financial Times
What the end of the US shale revolution would mean for the world – Financial Times
Bank of Japan could announce major policy shift: bond yields top limit again – CNBC
Norway Replaces Russia As Germany’s Top Gas Supplier – Charles Kennedy
Russian gas will eventually return to Europe as people ‘forgive and forget’ – CNBC
China’s Reboot and Stable Energy to Help Europe Grow in 2023
– Bloomberg
As China reopens and data surprises, economists are starting to get less gloomy – CNBC
China should set aside politics and look at Covid jab imports – CNBC
Elon Musk’s empire facing uncertainty amid Tesla stock decline – Yahoo Finance

Wealth Management

5 Most Overvalued Stocks Right Now – Jakir Hossain
2022 Was a Year to Forget – Daniel Kern & Renee Kwok
Commodity Prices Have Largely Erased ’22 Spike – Market Minder
A High-Torque Way to Play a Rebound in Air Travel – Thompson Clark
A Case For U.S. Oil Stocks As a Disaster Waiting to Happen – Chris Wood
TDND: ¿Qué es eso de invertir en empresas de nicho? – Daniel Tello, Andbank
Una recesión en 2023 representa el mayor riesgo para las acciones de EEUU – UBP