Miércoles, 11 de enero de 2023

Economía Internacional

La contrarreforma de las pensiones en América Latina – Mauricio Ríos García
Un problema crónico en el vecindario – La República
Monedas emergentes rumbo a racha ganadora más larga en 25 años
– Bloomberg
Brasil: Ventas minoristas caen por primera vez desde julio – Bloomberg
Brasil: Bolsonaro comparte video con conspiraciones de fraude electoral
– Bloomberg
Bolivia: BM estima crecimiento del PIB a 3,1% para 2023 – El Diario
Bolivia: El estado de salud y situación política de Camacho – Bloomberg
Bolivia cierra 2022 con $933 millones menos en sus reservas de divisas – El Deber
Uruguay: La libertad económica funciona – Hernán Bonilla
Argentina: El modelo del gobierno sólo cierra si hay inflación alta – Agustín Etchebarne
Chile, la única economía sudamericana que caerá en 2023: BM – Bloomberg
Chile: Economía 2023, incertidumbre y riesgo – Luis Larraín
Colombia: El PIB no sería de los mejores en 2023 – Bloomberg
Colombia: Dólar se descuelga tras fuertes subidas y pierde máximos – Bloomberg
El Salvador: Empresa promotora de Ley Bitcoin despide empleados – ES
America, Brazil, and the Illegitimacy of Weaponized Democracy – Tho Bishop
Stock futures rise with all eyes on inflation data later this week – Yahoo Finance
Stocks Edge Higher Ahead of Inflation Data – Barron’s
Inflación mundial podría refeljar “cambio de paradigma”
– Bloomberg
FAA lifts ban on domestic US flights after computer system restored – FT
Flights grounded across the country due to FAA system outage – Yahoo Finance
Wage and Price Controls Are Not the Answer to Inflation – Raymond C. Niles 
Powell says Fed might have to make unpopular decisions to stabilize prices – CNBC
Central bankers dispute role in tackling climate change as they battle inflation – CNBC
Fed’s No-Rate-Cut Mantra Rejected by Markets Seeing Recession
– Bloomberg
World Bank makes big cut to its 2023 growth outlook – CNBC
Jamie Dimon Is Changing His Tune About an Economic Hurricane
– Barron’s
Red States Are Pulling Money from BlackRock. Now What? – Scott Shepard
The Argument In Favor of Non-competes Arguably Misses Point – John Tamny
The ‘Experts’ Who Misled Us During Lockdowns – Richard Rahn
Two Global Recessions In One Decade? Not In Eighty Years – Julia Horowitz
The Constitution Failed. It Secured Neither Peace nor Freedom – Ryan McMaken
Fed Chair Jerome Powell Goes Quiet As Bond Markets See Recession, Rate Cuts
– TheStreet
Rendimientos Tesoro podrían caer al 2% por riesgos de recesión
– Bloomberg
Why Are We Copying China’s Failed Industrial Policies? – Eric Boehm
España: el 20% de los ricos sostiene el estado de bienestar – Diego Sánchez de la Cruz
How Germany became Europe’s leading Big Tech trust buster – Financial Times
BCE revela cuándo tocarán su punto máximo los tipos en la Eurozona – El Economista
El euro rebota un 10% desde mínimos de 2022 – El Economista
Sweden is facing its ‘day of reckoning’ as house prices plummet – CNBC
Binance plans 15-30% hiring spree in 2023 even as rivals slash jobs – CNBC
FTX Collapse: Dispute Between Billionaires Winklevoss, Silbert Escalates
– TheStreet
Bankruptcy Filing Reveals Tom Brady, Kevin O’Leary, and Coinbase Among Major FTX Creditors
– Decrypt Media

Wealth Management

Cheers for Powell – John Cochrane
The CPI Report Matters – Alfonso Pecatiello
El renacer de la cartera 60-40 – Ruth Saldanha
What Are You Going to Do in 2023? – Jared Dillain
Cómo invertir en periodos de recesión – Mike Coop
¿El enfoque activo tendrá su recompensa?
– Schroders
The Dollar’s Impact On The Stock Market – James Picerno
What if 2023 is not the reset that investors are pining for? – Katie Martin
Rents Take a Breather. Why Housing Stocks Are for Serious Buyers – Barron’s
Gundlach Says Listen to Bond Market Rather Than Fed on Rates – Bloomberg
Escuchen al mercado de bonos sobre tasas, no a la Fed: Gundlach
– Bloomberg
When even the optimisms throw in the towel on the global economy – Jeffrey Snider
3 Things Most People Don’t Know About Gold, Bitcoin, and Money – Nick Giambruno
The Great Bitcoin Debate: Sound money or Tulip mania? – Lyn Alden vs George Selgin