Lunes, 27 de marzo de 2023

Economía Internacional

Bolivia: Ministro culpa a analistas por falta de dólares – Los Tiempos
Bolivia: Arce exige al mundo que condone la deuda externa – Mauricio Ríos García
Bolivia: Arce busca inversores para el litio boliviano tras críticas de EEUU – Humberto Vacaflor
Bolivia: YPFB revierte ductos para ahorrar $500 MM en compra de diésel – Los Tiempos
Chile: Una nueva crisis financiera – Hernán Büchi
Bolivia: Gabriel Boric vuelve a bajar en las encuestas – Infobae
Chile: Boric reafirma que trabajará con sector privado para avanzar en litio – BioBio
Crece riesgo de default en Latinoamérica por alzas de tasas
– Bloomberg
¿El Salvador será un paraíso fiscal para las tecnológicas? – Bloomberg
Colombia: Tensión financiera y control inflacionario – Sergio Clavijo
First Citizens acquires troubled Silicon Valley Bank – AP Finance
Stocks, banks rise after SVB sale – Yahio Finance
Regulation Can’t Prevent the Next Financial Crisis – Tyler Cowen
Inflation or Banks: The Fed Should Focus on Prices – Barron’s
Deutsche Bank Bounces as Analysts Reassure on Financial Health
– Bloomberg
The Federal Reserve Passes First Test of Its Inflation Resolve – Nicholas Sargen
Dear Volcker Happy Talkers, How’s the ‘Inflation’ Fight Going? – John Tamny
Monetary Policy and that Old-Time Fiscal Religion – Bryan Cutsinger, Louis Rouanet
The Fed should pause rate hikes and make sure financial contagion is behind us – El-Erian
Los lastres que llevaron a Deutsche Bank al ojo del huracán de la bolsa – El Economista
Fed’s Preferred Inflation Gauge Seen Staying Elevated
– Bloomberg
SVB Has a New Owner. The Regional Panic Calms, But Is It Over? – Barron’s
ESG Signaling Informs Too Much of Biden Budget Proposal – Gabriella Hoffman
España: El error de indexar los salarios a la inflación y no a la productividad – José María Rotellar
Israel plunges into political turmoil over judicial reforms – Financial Times
Jack Ma returns to China as Beijing seeks to lift confidence in tech sector – FT
China’s economic rebound weaker than expected, warns Maersk – Financial Times
Saudi National Bank chair resigns just days after Credit Suisse comments sparked sell-off – CNBC
MicroStrategy buys 6,555 Bitcoin worth US$150 mln
– Forkast News

Wealth Management

Perspective – Joseph Y. Calhoun III
Inflation Can Get Much Worse – Mark Thornton
How Banking Could Work – Jeff Deist, Robert P. Murphy
REPASO Q4 de 2022 y perspectivas 2023 – True Value Investments
The Real Surprise Last Week Wasn’t the Fed Hiking – Richard Moody
Oil Eyes Worst Quarter in 3 Years on Banking, Fed Whammy – Barani Krishnan
Deutsche Bank in Trouble: Will the German Giant, Too, Turn Belly Up? – Damian Nowiszewski
Schroders Capital lanza el fondo de activos privados Global Real Estate Total Return – Bolsamanía
Fallen ‘Crypto King’ Who Owes Millions to Investors Was Kidnapped and Tortured
– CoinMarketCap
Finizens, ante el miedo a la crisis financiera: “El objetivo es el largo plazo y la rentabilidad” – TDND
Recession in 3 months, brace for mass layoffs warns economist; Banking crisis explained – Alfonso Peccatiello