Viernes, 20 de enero de 2023

Economía Internacional

Argentina: Un gobierno de contención – Manuel Adorni
Argentina: Polémica por la visita de Nicolás Maduro – La Nación
Argentina: Déficit fiscal primario cede en 2022; FMI da luz verde – Bloomberg
Corte IDH sentenció a Bolivia por revictimizar a Brisa de Angulo – Bloomberg
Bolivia cubrirá el mercado interno con 25 MMm3d de gas en 2030 – Los Tiempos
Bolivia: Carreteras en mal estado generan un 33% más de gasto en combustible – ED
Ecuador: Guillermo Lasso vendrá a la cumbre de la CELAC – Infobae
Ecuador: El fracaso de las empresas estatales – Gabriela Calderón de Burgos
Wall Street climbs on Alphabet, Netflix lift – Reuters
Stocks rise, tech leads as investors seek rebound after rough week – Yahoo Finance
Roubini avisa de que la crisis será peor que la de entreguerras – El Economista
FMI estima un crecimiento de la economía mundial del 2,7% en 2023 – El Economista
Fed Governor Waller backs quarter-point interest rate hike at next meeting – CNBC
Fed Should ‘Go for 50’ Basis-Point Hike at Next Meeting – Mohamed El-Erian
Fed Set to Slow Rate Hikes Again and Debate How Much Further to Go
– Bloomberg
Larry Summers warns Fed of ’70s-style crisis if it pauses inflation fight – Fox Business
Summers advierte de crisis si se elevan las metas de inflación
– Bloomberg
EEUU: Ventas de viviendas usadas caen a menor nivel desde 2010 – Bloomberg
Debt Ceiling Battle To Test GOP Resolve Under McCarthy – Zero Hedge
Davos: Agenda Is To Create A “New World Order” – Zero Hedge
Yes, You’re Right To Ignore Davos – Bryce Elder
Google CEO Tells Employees 12,000 Jobs Will Be Cut – Zero Hedge
Alphabet swings axe as Big Tech retreats from pandemic boom – Financial Times
Cathie Wood Makes an Eye-Opening Prediction for Tesla
– TheStreet
Crypto Lender Genesis Files for Bankruptcy – Barron’s
FTX Collapse Claims Big Victim: Genesis Goes Bankrupt
– TheStreet
The Power to Regulate Is the Power to Control – Robert E. Wright
Greenberg: The shocking truth about cyberwarfare – Ed D’Agostino
Lagarde: la reapertura de China hará que aumente la inflación en Europa – Bolsamanía
Fiat Money Inflation Not Only Raises Prices but Also Undermines Division of Labor – Doug French
Dombrovskis: “Estamos listos para responder a Biden con más medidas” – El Economista
Germany holds out on Ukraine tanks supply decision despite mounting calls – CNBC
Why are Ukraine’s allies arguing about tanks? – Financial Times
Kuroda, del BoJ, promete mantener la política monetaria ultralaxa – Reuters

Wealth Management

¡Ojito con Japón! – Fernando Luque
The China Tailwind in 2023 – Market Minder
Ferrari Is a Luxury Stock. Here’s Why It Looks Like a Buy – Barron’s
Disney’s Dividend Won’t Be Coming Back Any Time Soon
– Barron’s
Investors look for bottom of tech sector downturn – Financial Times
Bull? Bear? Some Bullish Items You May Have Missed – Barry Ritholtz
Monetary Policy: Is the Fed Trying to Wean Markets Off of it? – Lance Roberts
Short-Term Government Bonds Suggesting Fed Funds Peak – Chris Kimble 
The Reason Berkshire Hathaway Is Sitting On $88 Billion in Cash – Charlie Munger
España, tercera opción de las grandes fortunas para comprar propiedades – Cinco Días
China’s expected recovery this year gives a big boost to emerging markets – Mark Mobius