Economía Internacional
Bolivia: Por qué hay escasez de dólares y qué efectos económicos tiene – BBC
Bolivia: Escasez de divisas impactará en la producción de alimentos – El Deber
Bolivia: el BCB se tambalea mientras los dólares se esfuman del país – Infobae
Argentina: Si Grabois y Belliboni cortan la calle, van presos – Javier Milei
Argentina: BCRA mantendrá tasa y recibe dólares del agro – Bloomberg
Brasil: Lula celebra el banco BRICS por potenciar al “Sur Global” – Reuters
Brazil’s Lula calls for end to dollar trade dominance – Financial Times
Deuda mundial tocará récord de 2020 en 5 años, dice FMI – Bloomberg
Wall Street opens higher as economic data ease rate jitters – Reuters
Solicitudes de subsidios por desempleo EE.UU. suben a 239.000 – Bloomberg
Fed expects banking crisis to cause a recession this year, minutes show – CNBC
Stocks climb as economic data eases rate jitters – Reuters
Why Do Banks Still Fail? – Jeffrey Harding
Bank Earnings Are a Test. An ‘F’ Would Upset Wall Street – Barron’s
Continuing Claims Data Suggests Recession May Almost Be Upon Us – Zero Hedge
BCE debe seguir con alzas tasas por elevado IPC subyacente: Nagel – Bloomberg
Germany pushes Intel to spend more on €17bn chip plant – Financial Times
Germany’s energy crisis is ‘more or less solved’ and its economy is safe: Nagel – CNBC
UK economy flat in February as strikes and inflation bite – CNBC
US-Saudi Oil Pact Breaking Down as Russia Grabs Upper Hand – Bloomberg
China Is No Threat to the US Dollar, but US Government Policy May Hurt – Daniel Lacalle
How China changed the game for countries in default – Financial Times
Peak EV: Electric Vehicles Will Fade as Their True Costs Become Clear – Doug French
China no participa en un estudio de la ONU para controlar pandemias – Reuters
Alibaba shares tumble after SoftBank reportedly sells most of its stake – CNBC
Wealth Management
Inflation Will Bounce – Jared Dillian
The Long Term Debt Cycle – Alfonso Peccatiello
Vienen curvas: ¿dónde invertir? – Víctor Álvarez Sanz
Japan should learn to love Warren Buffett – Leo Lewis
Warren Buffett on the Fed: Jerome Powell has been terrific – CNBC
Don’t sell unless you’re very tactical and short term – Jeremy Siegel
Inflation To End As Arriving Recession Now ‘Baked In’ – Steve Hanke
Inflation Just Got Lower, What’s Next? 2023 Forecast – Steve Hanke
U.S. Inflation Trend Continues to Ease Through March – James Picerno
Las proyecciones del FMI traducidas a sus inversiones – Víctor Alvargonzález
Don’t Get Bullish on the S&P 500 Because of the CPI Report – Thomas Hughes
Habrá una última subida de tipos por valor de 25 puntos básicos – Carlos Caburrasi Ortega
La discreta explicación de por qué sube la bolsa con la economía en recesión – Víctor Alvargonzález
Cobas Pensiones ya ha superado los 100 millones de euros de patrimonio gestionado – Bolsamanía