Economía Internacional
Bolivia: En 2022, importación de combustibles subió en más de 126% – El Diario
Bolivia: Meta para 2023 es que deuda suba en más de $3.621 millones – El Deber
Brazil’s Second-Largest Private Bank Launches First Tokenized Credit Note – CoinDesk
Argentina advierte sobre visita de Evo y su idea de crear coordinadora – Página Siete
Argentina: Controles de precios: el manual del buen populista – Roberto Cachanosky
Perú: ¿Podrá Dina Boluarte sobreponerse a la ola de protestas? – Deutsche Welle
México grava exportación de maíz para frenar precio de tortillas – Bloomberg
Stock futures slip as investors enter thick of earnings season – Yahoo Finance
Davos 2023: Are tech titans really hearing their investors? – Yahoo Finance
U.S. consumers in ‘good shape’ as wages grow: BofA CEO – Reuters
Goldman Sachs reports 69% drop in Q4 profit – Reuters
Goldman Sachs profits plunge two-thirds in fourth quarter – FT
Goldman Sachs reporta caída del 69% en ganancias del cuarto trimestre – Reuters
Stocks Slide as Big Banks Herald Earnings Jitters – Bloomberg
Goldman Sachs Stock Slips After Earnings. Here’s Why – Barron’s
Morgan Stanley Profit Falls – The Wall Street Journal
Morgan Stanley profit beats on strength in trading business – Reuters
Contra the Monetarists, Central Banks Can’t Plan Money Supply – John Tamny
Barrick Misses Gold Guidance as Output Sinks to 22-Year Low – Bloomberg
The Crypto Collapse, and the End of Magical Thinking – Mihir Desai
Sam Bankman-Fried’s Latest Defense Pose Is One Huge Dodge – Timothy Lee
The Tax Implications for Small Businesses Inside the Omnibus – Bruce Willey
Kevin McCarthy Had To Promise To Cut Spending. Good – Veronique De Rugy
UK house prices to fall by up to 10% this year, Lloyds Bank CEO says – CNBC
Alemania: La economía se contraerá ligeramente en 2023 -BDI – Reuters
Alemania: IPC se modera al 8,6% en diciembre (10,0% en noviembre) – Bolsamanía
Boris Pistorius to become Germany’s next defense minister – CNBC
España: El sector bancario está atacado regulatoria y fiscalmente – Daniel Lacalle
Suecia pone en marcha 22 nuevas rebajas fiscales – Diego Sánchez de la Cruz
El BCE debe seguir subiendo tipos para combatir inflación -Lane – Reuters
FMI: PIB mundial “tocará fondo” en 2023 y rebotará el próximo año – Bolsamanía
Inflation Is Going To Win The War – Peter Schiff
Inflation Comes Down Despite the Fed – Barry Ritholtz
Will Q4 Earnings Defy Expectations? – Brad McMillan
Norway’s Gas Bonanza Set to Boost Already Gigantic Oil Fund – Bloomberg
OPEP en Davos 2023: China aumentará demanda de crudo hasta 500.000 bpd – Reuters
‘Dark Side Of Davos’ Revealed As Global Elite Bookings For Sex Workers Soar – Zero Hedge
Lockdowns Had Little Impact on COVID-19 – John Stossel
Oil ticks higher as investors weigh China demand outlook – MarketWatch
Alibaba Bulls See $140 Billion Rally Extending on Cohen’s Buy – Bloomberg
Meme Stock Billionaire’s Alibaba Wager Risks Clash With Beijing – Bloomberg
Investors Most Underweight on US Stocks Since 2005, BofA Poll Shows – Bloomberg
How Apple tied its fortunes to China – Financial Times
Meta’s 54% Stock Comeback Is Still on Shaky Ground – Bloomberg
China’s population falls in historic shift – Financial Times
World must abandon Cold War mentality, China’s vice premier tells Davos – CNBC
China’s economy could recover faster and earlier than expected, analysts say – CNBC
China’s economic rebound could play a big factor in the oil market this year – Daniel Yergin
Wealth Management
Carta trimestral 4T22 – Horos Asset Management
Actualización del mercado de high yield – David Page
Maybe It Was Transitory After All – Joseph Y. Calhoun III
How The Fed Created The Everything Bubble – Brian Doherty
Is That ‘Goldilocks’ or Three Recessionary Bears? – Bruce Yandle
Will Stocks Rally In 2023? The Indicators To Watch – Jeremy Bowman
No hay razones para ver en EEUU una bajada de tipos en 2023 – Daniel Lacalle
De consenso, empleo y otros factores que condicionarán los mercados en 2023 – Eduardo Cobian