Lunes, 6 de marzo de 2023

Economía Internacional

Bolivia: En Venezuela, Arce no llamó “comandante” a Evo – Página Siete
Bolivia: BCB venderá dólares desde Banco Unión a tipo de cambio oficial – Los Tiempos
Bolivia: BCB decide vender dólares de manera directa al tipo de cambio oficial – P7
Bolivia: YPFB pagó a Trafigura el doble por la entrega de diésel en Paraguay – El Deber
Bolivia: Usaron más de $5.000 MM de las RIN para pagar deuda externa – El Deber
Argentina revisará contrato de exportación de gas con Bolivia – El Diario
Argentina anuncia tipo de cambio diferencial para sector vitivinícola – AE
Chile: Datos macro afectan atractivo de bonos locales – Bloomberg
Colombia: ¿Cesa un poco el desastre? – Alberto J. Bernal-León
México: Los ganadores y perdedores del dólar barato – Enrique Quintana
Stocks futures muted to start busy week – Yahoo Finance
The stock market faces a new dilemma – Yahoo Finance
More Interest Rate Hikes Ahead – Nicolás Cachanosky
What If The Whole Point Is To End “The Fed Put”? – Charles Hugh Smith
Do Young Conservatives Care About Free Markets? – Emma Camp
My Son Did His Taxes For The First Time. Rage Ensued – J.D. Tuccille
Despite Doubt, Latest Economic Data Are Sound – Market Minder
Aspects of ESG Backlash Just as Harmful as ESG? – Charles Gasparino
ESG as an Artifact of ZIRP – Peter C. Earle
Saudi Arabia Raises Oil Prices for Asia and Europe for April
– Bloomberg
The EIA Vows To Improve The Accuracy Of Its Oil Data – Tsvetana Paraskova 
Why Michael Burry Is Sounding Alarm On Student Loans – Dana Blankenhorn
Volcker Narrative Imagines Econonomy That Doesn’t Exist, Never Did – John Tamny
Jobs Are Always Available – Donald Boudreaux
El oro se toma una pausa a la espera de testimonio de Powell – Reuters
BCE: Economista jefe aboga por subir tipos de interés más allá de marzo – Bolsamanía
España: El gobierno más caro de Europa – Daniel Lacalle
To split or not to split: EY confronts the question – Financial Times
Estonia’s prime minister wins landslide election victory – Financial Times
UBS chief Hamers’ pay jumps 11% but overall bonus pool falls – Financial Times
Goldman says buy Apple after years on sidelines – Bloomberg
Goldman Sachs recomienda ‘comprar’ Apple por primera vez en seis años – Bolsamanía
Credit Suisse Loses One of Its Biggest Backers
– Bloomberg
Former top Credit Suisse shareholder Harris Associates sells out of bank – FT
Mark Mobius warns that investors should ‘be very, very careful’ in China – Fortune

Wealth Management

What Moves Markets – Joseph Y. Calhoun III
How It All Works (A Few Short Stories) – Morgan Housel
What You Need to Know For the Week Ahead – Brett Ryan
Is The Bear Market In European Stocks Over? – Austin Mann
Signals to Watch In the Economy and the Markets – Brad McMillan
Strong January for Housing Can’t Reverse a Trend – Richard Moody
Stocks Are Still Undervalued But A Rough Road Ahead – Dave Sekera
All Roads Lead To Higher Inflation and Hard Landing – Peter Schiff
Materias primas en general: una fuente de diversificación a menudo olvidada
– EI
Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks – Barron’s
How crazy is this? No one wants to own the world’s best performing industry – Simon Black
TDND: Gestión de riesgos y carteras que funcionan bien en cualquier entorno – River Patrimonio
Divisas emergentes: razones de sus movimientos más allá del dólar –  ​​J. Safra Sarasin Sustainable AM