Martes, 14 de febrero de 2023

Economía Internacional

Bolivia: En Santa Cruz sube demanda de dólares en casas de cambio – El Deber
Bolivia: Contrabando de combustibles genera incremento de importación – El Diario
Chile: Gasto público: ¿el Gobierno de apretó el cinturón? – Macarena García
Inflation rises 0.5% over last month in January, most since October – Yahoo Finance
Stocks fall after January CPI shows inflation picked up – Yahoo Finance
Inflation Sticks at 6.4% In January, With Core Prices Quickening – TheStreet
US inflation cools slightly in January – Financial Times
EEUU: El IPC cae solo una décima hasta el 6,4% – El Economista
There Is More Inflation Complexity Ahead – Mohamed A. El-Erian
El-Erian Says Data Shows US Recession Can Still Be Averted – Bloomberg
EEUU: La inflación baja al 6,4% en enero y la subyacente cae al 5,6% – Bolsamanía
Inflación en EEUU no da señales de aflojar: ¿qué consecuencias habrá? – Bloomberg
U.S. inflation rose 0.5% in January, more than expected and up 6.4% from a year ago – CNBC
CPI Inflation Comes In Hot, Keeping Fed On Guard; S&P 500 Slips
– IBD
Wall Street Reacts To Today’s “Hotter Than Expected” CPI Report – Zero Hedge
Core CPI Rises 32nd Straight Month, Headline Inflation Hotter Than Expected YoY – ZH
Crypto markets on edge as U.S. regulatory crackdown on industry intensifies – CNBC
La eurozona burla la recesión: crece un 3,5% en 2022 y un 0,1% en el Q4 – Bolsamanía
Oil Declines on US Reserve Releases as Inflation Stays Hot – Bloomberg
The peak of this market rally is almost here, says JPMorgan – MarketWatch
Western intel shows Russians amassing aircraft on Ukraine border – Financial Times
Covid-19: Will the Political and Health Scandals Erupt into the Public Light? – Finn Andreen
Larry Summers warns now is not the time for investor ‘euphoria’— ‘turbulence ahead’ – Fortune
Los presidentes de los bancos de EEUU dicen que el pesimismo económico está remitiendo – Reuters

Wealth Management

The Barbarous Relic – John Lynch
Will CPI Bring Some Love for Doves? – Amy Yang
Ha llegado la hora de la consolidación – Charles Castillo
An Update to a Chilly Earnings Season – Liz Ann Sonders
Typical Seasonal Patterns Have Been Distorted – Richard Moody
‘Exceeded’ Expectations Is An Understatement – Richard Moody
A Look Back and a Look Forward In the Markets – Brad McMillan
Correction Has Started: Will Bulls Remain in Control? – Lance Roberts 
La UE agrega a Costa Rica a lista de paraísos fiscales – Deutsche Welle
Short and Shallow Downturn: How It Could Play Out – Jeffrey Roach
Seis lecciones de inversión que nos dejó 2022 – Luca Paolini, Pictet AM
No “North Star” for a Global Economy Drifting in Unsustainable Debt – Egon von Greyerz
Seth Klarman pounced on Amazon and parent companies of Google and Facebook in Q4 – MarketWatch