Lunes, 19 de junio de 2023

Economía Internacional

Los centros comerciales están más vivos que nunca en América Latina – EFE
Bolivia vende a Argentina la mitad del gas que le exportaba hace un año – El Deber
Brasil: Analistas rebajan apuestas para tasa Selic e inflación – Bloomberg
Argentina: la inflación supera el 100% (y los restaurantes, llenos) – NYT
Chile: Banco Central advierte que vendrían fuertes recortes dede julio – Bloomberg
Colombia: La economía luego de un año de Petro como Presidente – La República
Unexpected Recovery Sweeps World’s Riskiest Sovereign Bonds – Bloomberg
Why Inflation Around the World Just Won’t Go Away
– The Wall Street Journal
Global Stocks Slip on Worry Rally Looks Exhausted: Markets Wrap – Bloomberg
Is the Banking Crisis Being Orchestrated? – Steven Cinelli
SVB Financial Reaches Deal to Sell Investment Bank in Restructuring Milestone – Barron’s
Fed ‘dot plot’ shows more interest rate hikes left in 2023 – Yahoo Finance
Goldman Sachs: Total Rejection of ‘Easy Money’ Fed Narrative – John Tamny
Emerging-Market Currency Volatility Erases War-Time Spike – Bloomberg
Can Artificial Intelligence Solve the Socialist Calculation Problem? – James E. Hanley
Global Economic Surprise Plummets As Eurozone Enters Recession – Daniel Lacalle
Bank of Spain Sees Stronger 2023 Growth After Good Start to Year – Bloomberg
España: BdE eleva previsión de crecimiento para 2023 al 2,3% – Reuters
España: Feijóo avanza sus 10 primeras medidas si es elegido presidente – Bolsamanía
ECB Officials Spar as Lane Rebuffs Talk of September Rate Hike – Bloomberg
ECB Must Err on Side of Doing Too Much on Rates, Schnabel Says
– Bloomberg
BCE no debe preocuparse por subir demasiado las tasas: Schnabel
– Bloomberg
IMF working on global central bank digital currency platform – Reuters
IMF Official Presents Blueprint for Cross-Border CBDCs
– CoinDesk
Voters Hate CBDCs. Why Do Governments Keep Pushing Them? – Peter St. Onge
Xi sees ‘progress’ in China-US ties at meeting with Blinken – Financial Times
‘We can de-risk but not decouple’ from China, says Raytheon chief – FT

Wealth Management

Postura actual de la Fed, ¿y luego? – Álex Fusté, Andbank
Are Stocks Cheap Or Expensive? It Depends – Ben Carlson
The Fed Has Rigged the Stock Markets to Crash – Mike Holly
Bullish! But Not Because of Arbitrary Bounces – MarketMinder
Salud financiera, física y mental con Marcos Vázquez – Juan Such
The Most Expensive Abstract Paintings Ever Sold – Masha Golovina
3 consejos para cazar el momentum de los emergentes – Fernando Luque
Bull Market or Fool’s Market? Investors Say It’s Likely the Latter – Krystal Hur
España: ¿Cómo afectará el 23-J a los mercados? – Jose Belascoain, Cobas AM
Warren Buffett Goes Japanese, Increases Trading Houses Stakes (Again) – Zero Hedge