Miércoles, 28 de junio de 2023

Economía Internacional

Bolivia: mineros cobrarán un 38% más de jubilación que otros sectores – El Deber
Chile Has Stronger Strategy on Tax Reform, Finance Minister Says – Bloomberg
Peru Plans to Extend Military Presence in Bid to Keep Copper Shipments Flowing – Bloomberg
Stocks slip with chip curbs, Powell in focus – Yahoo Finance
U.S. futures edge lower with central bankers, chip wars in focus – Investing
U.S. stocks are falling, led by chips and tech as Powell takes stage – Investing
Chipmakers Hit By Worries Over U.S. Export Curbs To China – IBD
Dow Jones Falls As Powell Warns Of More Rate Hikes
– Investor’s Business Daily
Biden argues his US economy is beating the rest of the world. Is it? – Yahoo Finance
Housing Prices Are Falling As Reality Sinks In – Doug French
The MMT-and-Bailey Fallacy – Rudolph Kohn
Big Cities Are Showing Signs of Recovery – William Frey
The next recession might be 3 years away – Yahoo Finance
The Yield Curve Is Still Flagging a Recession. Why It’s Being Ignored – Barron’s
Rendimientos de bonos EEUU bajan a la espera del dato del IPC
– Reuters
Powell, Lagarde y Bailey anticipan más subidas de tipos contra la inflación – Bolsamanía
Los bancos de la zona euro registran un aumento de impagos – BCE – Reuters
La preocupante señal que envían los bonos alemanes a la Eurozona – El Economista
Strong economic data is turning recession fears into doubts – Yahoo Finance
By the Treasury Secretary’s Own Definition, We’re Back in Recession – EJ Antoni
White House Economists Find More Inflation In Other G7 Nations – Matt Egan
The Fed Is Irrelevant When It Comes To Inflation – Norbert Michel & Jai Kedia
Why Neither Rising Pay Nor Rising Prices Can Cause Inflation – John Tamny
FTX estudia reabrir su plataforma de criptomonedas, según The Wall Street Journal
Free Market Competition Will Lower Drug Prices, Not PBMs – Chris Stansbury
A Timeless Method for Resisting Tyranny – Barry Brownstein 
Oil falls as rate hike fears offset US inventory drop – Reuters
Andurand’s Oil Hedge Fund Plunge Exceeds 50% in Worst Ever Loss
– Bloomberg
China Likely to Ramp Up Monetary, Fiscal Stimulus, Survey Shows
– Bloomberg
Brookfield Trumps Buyout Titans With $50 Billion Deal Spree
– Bloomberg

Wealth Management

Good riddance, ‘ESG’ – Yahoo Finance
El fin de la «japonización» – Björn Jesch
Cómo valorar un robo-advisor – Amy C. Arnott
What Is Ideal Age For Seniors to Retire? – Maryalene LaPonsie
3 fondos de RV sostenibles que nos gustan – Ronald Van Genderen
Activist Investors Are Coming for Your Favorite Companies – Kelly Green
Contrary to Worries, Bond Supply Hasn’t Swamped Demand – Market Minder
¿Se equivoca la Reserva Federal o se equivocan los mercados? – Víctor Alvargonzález
Are We in for a Repeat of the Dot-Com Bubble on Nasdaq 100? – Damian Nowiszewski
Jefferies da un potencial del 30% al sector bancario europeo: sus principales apuestas – Bolsamanía