Martes, 28 de marzo de 2023

Economía Internacional

Brasil: Política monetaria requiere serenidad y paciencia: Banco Central – Reuters
Bolivia, en su tercer intento de industrializar el litio enfrenta 5 obstáculos – El Deber
Argentina: Deuda del BCRA creció 150% en un año y supera $12 billones – Bloomberg
Ecuador tiene el tercer riesgo país más alto de América Latina – Infobae
Wall St set to open lower after recent bounce; focus on banks – Reuters
Stock futures muted, bond yields rise – Yahoo Finance
Bank crisis brings an old favorite back for traders – Yahoo Finance
Does Cost Cutting Undermine Economic Growth? – Frank Shostak
For battered US bank shares, earnings may make or break – Reuters
Tech Stocks Are Expensive Now. They Might Be Risky – Barron’s
Why Fractional Reserve Banking Is behind Bank Failures – Jonathan Newman
SVB Talk Has Mostly Been Misinformation – Bob Landry & John Tamny
Fed’s Bank Watchdog: Mismanagement Brought Down SVB – Barron’s
Elon Musk Brought Talents to Texas to End the “Oil Age” – Russell Gold
Gundlach Predicts a US Recession Will Start in a Few Months
– Bloomberg
Economic headwinds building and recession will arrive in a few months – Jeffrey Gundlach
Francia: Registran varios bancos por presunto fraude fiscal con dividendos – El Economista
Francia investiga a SocGen, BNP, HSBC y Natixis por presunto fraude fiscal – Bolsamanía
El BCE pide no reabrir el debate sobre regulación bancaria en Europa – Bolsamanía
Markets Are Wrong on US Rate-Cut Bets, BlackRock Says
– Bloomberg
SVB Talk Has Mostly Been Misinformation – Bob Landry & John Tamny
Don’t Hesitate, Eliminate Tariffs – Donald Boudreaux
Jack Ma returns to China as Beijing seeks to lift confidence in tech sector – FT
Alibaba Splits Into Six, Plans New IPOs in Historic Overhaul
– Bloomberg
Alibaba plans big restructure to boost sagging share price – Financial Times
China’s fake science industry: how ‘paper mills’ threaten progress – Financial Times
China completa el primer acuerdo de GNL pagado en yuanes
– Reuters
Alibaba to split into 6 units and explore IPOs; shares pop 9% – CNBC

Wealth Management

Efecto del embargo al petróleo ruso – EuropaPress
Los REIT, atrapados en la crisis bancaria – Jakir Hossain
La historia de un gestor de fondos activista – Carson Block
Los inversores en bonos huyen hacia la calidad – Lauren Solberg
Divergence in Fed and ECB Policy to Lift EUR/USD – Fawad Razaqzada 
Are Taxes In California Really Higher Than They Are In Texas? – Marc Joffe
Is Stagflation on the Horizon? Key Ratios Suggest So – Michele Schneider
Descubrir grandes oportunidades en empresas más pequeñas – Coulter Regal
Stocks to crash 40% to 2020 lows as economy faces crisis never seen before – Peter Grandich
Rise of the Petroyuan: The End of the Petrodollar’s Reign and the Impact on Global Markets – Nick Giambruno