Martes, 3 de enero de 2023

Economía Internacional

La Bolivia de Arce en 2023 – Mauricio Ríos García
Bolivia: BCB garantiza estabilidad del tipo de cambio y repunte de RIN – P7
Bolivia farm region blocks borders, grain transport as protests lead to clashes – Reuters
Chile: Economía anota primera contracción mensual desde julio – Bloomberg
Brasil: Haddad quiere debatir reforma tributaria y nuevo marco fiscal – Bloomberg
Brazil: Petrobras shares fall: Lula removes oil giant from privatization list – MarketWatch
Brasil: ¿Acciones de Petrobras por debajo de US$4? – Bloomberg
Colombia: Lo difícil está por venir – Carlos Ronderos
Colombia: Petro espera que Ecopetrol le entregue $29 billones en 2023 – Bloomberg
Uruguay’s passport scandal forces reckoning on corruption – Financial Times
FMI: Los tres motores del PIB global se están ‘gripando’ a la vez – El Economista
US Is In Recession, Fed Will Cut And Will Cause Another Inflation Spike – Michael Burry
Money-Supply Growth Turns Negative for First Time in 28 Years – Ryan McMaken
Stocks usually go up — just give them 20 years – Yahoo Finance
Tesla stock is tanking on delivery whiff, JP Morgan note – Yahoo Finance
Elon Musk teases release of the ‘Fauci Files’ – Fox Business
Stock futures rise to start 2023 trading – Yahoo Finance
SBF set to enter not guilty plea in fraud case – Reuters
Euro zone bond yields fall as German inflation slows
– Reuters
Alemania: La inflación baja al 8,6% en diciembre y mejora previsiones – Bolsamanía
España ya es el país con mayor desplome del PIB acumulado – Carlos Cuesta
ECB rate rises expose fears for Italy as eurozone’s weakest link – Financial Times
Oil prices fall to begin 2023 as China worries persist
– MarketWatch
Oil Declines With Focus on Stronger Dollar and China Outlook
– Bloomberg
China’s Covid generation: the surging inequality behind Xi’s U-turn – Financial Times
China: Economía cierra año en recesión y aumento de casos covid
– Bloomberg
Tencent: ¿Será 2023 el año definitivo para su recuperación?
– EI
The Hidden Message in “Money For Nothing” (& Chicks For Free) – Scott Drylie
Gold surges to 6-month high, and analysts expect new records in 2023 – CNBC
Bonds to Stage Comeback as Hedge for Stock Losses, Investors Say
– Bloomberg
Bank of Japan needs the courage to change course
– Financial Times

Wealth Management

Top 6 Portfolio Moves for 2023 – Amy Arnott
Our 2023 outlook for precious metals – Luc Luyet, Pictet WM
The 2023 Outlook Research Report Dump – Robin Wigglesworth
Oil’s Year Kicks Off With Recession vs. China Story – Barani Krishnan
Another Volatile Year Awaits Investors in 2023 – Charley Blaine
Winners, Losers, and Investing Lessons From a Brutal 2022 – TheStreet
Berkshire Hathaway Had a Strong 2022. What to Watch in 2023
– Barron’s
What to Make of November’s Ugly Economic Data – Market Minder
Disney, Uber, and 4 Other Value Stocks Poised to Shine in 2023
– Barron’s
Here Are Barron’s 12 Best Income Investments for the New Year
– Barron’s
Asset managers brace for tough year of cost-cutting in 2023 – Financial Times
‘Good investing should be boring:’ It’s time to go back to the financial basics in 2023
– Fortune
Lazard prevé más caídas en los mercados en la primera mitad de 2023 – Bolsamanía
List of market outlook for 2023:
Goldman Sachs
J.P. Morgan
Morgan Stanley
Bank of America
Credit Suisse
BNP Paribas
Deutsche Bank
Apollo Global Management, Inc.
Wells Fargo
BNY Mellon
Fidelity International