Economía Internacional
Bolivia está lejos de una desaceleración económica: Montenegro – El Deber
Bolivia: PIB crecerá por encima del 2,5% previsto por el BM: Gobierno – Los Tiempos
Bolivia: Analizan nueva emisión de bonos para acceder a recursos – El Diario
Marcelo Claure of SoftBank Fame Has a New Venture Firm – Bloomberg
Argentina: Banco central no subiría tasa con IPC estable – Bloomberg
Colombia prohibiría carros a gasolina para 2040 – Bloomberg
Colombia: Es deber general no dejar que la economía caiga – La República
Colombia: La andanada de Petro contra las instituciones apenas comienza – Daniel Raisbeck
Chile: Oportuna alerta del Banco Central – Enrique Marshall
Chile Central Bank Risks Short-Term Turbulence to Replenish Foreign Reserves – Bloomberg
US Consumers Are Facing A Crushing Debt Servicing Problem – Zero Hedge
Traders Now Expect Fed Policy Rate to Peak in September Not July – Bloomberg
To Consumers, All Costs are Transaction Costs – Michael Munger
The Fed’s ‘Dot Plot’ is going under the microscope – Yahoo Finance
Fed expected to pause aggressive rate rising campaign – Financial Times
What Is the Fed’s Dot Plot and Why Does It Matter? – Bloomberg
Pandemic made great excuse for governments to seize more power – Richard W. Rahn
EU Regulators Seek Breakup Of Google’s Ad Business Over “Illegal” Practices – Zero Hedge
Brussels hits Google with fresh charges over ad technology – Financial Times
España: La revolución liberal ya la está haciendo Díaz Ayuso – Poder & Mercado
BOE Started Interest Rate Hikes First, But Is Set to Finish Last – Bloomberg
ECB set to inch closer to the end of its hiking cycle as inflation slows – CNBC
Alemania: Economía prevé una recuperación económica moderada en 2023 – Reuters
Oil Prices Rise Ahead Of Fed Interest Rate Decision – Tsvetana Paraskova
Wealth Management
Deep Value Moments – Bill Smead
The Essence Of Price Determination – Frank Shostak
Japón: ideas de inversión atractivas a largo plazo – Carl Vine
Why Progress Is So Easy To Underestimate – Morgan Housel
This Number Dictates How Much You Can Save – Jared Dillian
A New Country is Taxing Citizens Globally – Andrew Henderson
Japan’s Value Mandate for Reform May Just Work – Nick Schmitz
Asesores financieros, reinventarse o morir – Tue Mortensen, Saxo Bank
Entrevista a Marc Garrigasait, gestor del Japan Deep Value – Fernando Luque
Big Political News Doesn’t Foretell Major Market Relevance – Market Minder