Miércoles, 18 de enero de 2023

Economía Internacional

Bolivia: Gestora Pública: migración de datos alcanzó el 75% – Página Siete
Bolivia: Gobierno resta presión para destituir a Camacho como gobernador – Bloomberg
Brazil: Isolated Bolsonaro faces mounting investigations over riots – Financial Times
Argentina: Massa anuncia recompra de deuda externa por $1.000 MM – Bloomberg
Argentina: Bonos soberanos saltaron 11% en Nueva York tras anuncio – Infobae
Chile: Proceso constitucional no está libre de riesgos – Bloomberg
Colombia: Una reforma pensional a lo “Hood Robin” – La República
One chart explains why 2022 was so grim for Wall Street bankers – Yahoo Finance
Stock futures stagnant as earnings season picks up – Yahoo Finance
China Driving Dollar More Than Fed Hikes, BofA Strategists Say
– Bloomberg
China’s Reopening Is a Win for Stocks in Other Markets – Barron’s
Oil Extends Gains on Bets That Chinese Demand Will Strengthen
– Bloomberg
Global oil demand set to reach record high as China reopens, IEA says – FT
Summers: A Recession This Year Is More Likely Than Not – Bloomberg
Gary Cohn Is Still Optimistic About US Economy – Bloomberg
IMF signals upgrade to forecasts as optimism spreads at Davos – FT
If Inflation Is Cooling, Why Are Egg Prices So Hard to Crack? – Emily Stewart
Inflation’s cooling, rates are peaking. Time to buy stocks and bonds? – USA Today
How the Fed’s QE Cost the Taxpayer Many Billions – Alex Pollock & Paul Kupiec
El oro vuelve a superar los $1.900 mientras el dólar pierde terreno
– Reuters
The Rise and Fall of Good Money: A Tale of the Market and the State – Rudolph Kohn
Why the Fed Is Bankrupt and Why That Means More Inflation – Ryan McMaken
Too Much Credit Is an Impossibility, As Is Unsustainable Growth – John Tamny
Los intereses hipotecarios en EEUU caen a mínimos de septiembre – Reuters
BlackRock Accidently Admits Role In Reversal of Good Times – Scott Shepard
Is President Biden’s new IRS agent plan a ‘losing message?” – Fox Business
FBI Decided Not To Monitor Biden Document Search – Zero Hedge
The Global Economy Will Feel China’s Shrinking Population – Barron’s
US Producer Prices Plunge Most Since COVID Lockdowns – Zero Hedge
The C-19 Lockdowns Were a Deadly, Costly Error – Richard Rahn
Bayer Could Go the Way of General Electric and Daimler
– WSJ
EU Can ‘Maybe’ Escape Technical Recession: Dombrovskis – Bloomberg
España: Sánchez y la inflación: cuanto más suba, más reduce deuda – Luis F. Quintero
Alemania prevé que escapará por poco de la recesión en 2023
– Reuters
Al BCE le tiembla el pulso: hay presión para frenar alzas de tasas – El Economista
Eurozona: La inflación cae al 9,2%, pero los alimentos no tocan techo – Bolsamanía
Japan Is Most Relevant ‘Risk’ Now: Jim Grant Interview – Christoph Gisiger
BOJ Is Set to Announce Policy Amid Speculation Over More Tweaks – Bloomberg
Yen cae después de que BoJ mantuvo su política ultralaxa
– Reuters
Einhorn’s Greenlight marks stellar 2022 on shorting tech stocks
– Bloomberg
World War 3, global collapse will pave way for CBDCs & gold can only go up – Gerald Celente

Wealth Management

2022: The Year in Charts – Charlie Bilello
Yes, This Time Is Different – Alfonso Peccatiello
2023: el año de la renta fija – Juan Rodriguez-Fraile
Money Is More Important Than You Think – Jared Dillian
Endava Stock Is Recession-Proof. It Looks Like a Buy – Barron’s
3 Top Growth Stocks to Buy and Hold in 2023 – Susan Dziubinski
5 valores a vigilar en la temporada de resultados – Morningstar
Informe mensual de estrategia – Crèdit Andorrà Asset Management
El fondo español más rentable de 2022 ya gana un 5% en 2023 – Funds News
Las gestoras de fondos de fuera de la UE cierran su peor año en Europa – Cinco Días
JP Morgan: El repunte de las bolsas se desvanecerá en el primer trimestre – Bolsamanía
Para ganar en bolsa hay que entender su mecanismo de anticipación – Víctor Alvargonzález