Jueves, 21 de diciembre de 2023

Economía Internacional

El decretazo para hacer de Argentina una potencia mundial – El Economista
Milei deroga 300 leyes y regulaciones; libera Argentina del peronismo – M. Llamas
Argentina: Sturzenegger reveló el punto más crítico del DNU de Milei – Mitre
Argentina’s Milei unveils sweeping decree to deregulate economy – FT
Milei Issues Sweeping Decree to Privatize Argentina’s State-Run Companies – Bloomberg
Argentina: Milei prepara el terreno para privatizar Aerolíneas e YPF – Bolsamanía
Corea del Sur muestra interés en carbonato de litio boliviano – El Diario
Brazil Central Bank Trims 2024 Economic Growth Forecast
– Bloomberg
Global trade shudders over blockages in the Suez and Panama canals – FT
Mild recession is likely in 2024 – Yahoo Finance
US futures bounce back from stocks’ worst day in months – Yahoo Finance
EEUU revisa a la baja crecimiento del PIB del tercer trimestre: 4,9% – Bolsamanía
Federal Reserve’s ‘2%’ Inflation Target Is a Made Up Number – Zachary Karabell
Brad DeLong is Totally Wrong about Inflation & a Soft Landing – D.W. MacKenzie
Fed and Markets Resume Their Unhealthy Co-Dependency – Mohamed A. El-Erian
Why Fear of a Recession Has Begun To Subside for Americans – Alicia Wallace
UK and Switzerland to sign post-Brexit financial services deal – CNBC
El campo de petróleo más grande de Reino Unido pende de un hilo – El Economista
Builder China Aoyuan Seeks Debt Restructuring Recognition in US
– Bloomberg
China’s Foreign Direct Investment Drops to Near Four-Year Low
– Bloomberg
China bans export of rare earth processing tech over national security
– Reuters
Russia’s Economy Has a Surprising Problem: A Property Bubble – WSJ

Wealth Management

Year End Financial Planning Checklist – Cullen Roche
¿Qué pasó en 2023 y qué esperar en 2024? – James Gard
Hipgnosis warns investors on asset value – Financial Times
This Has Been Inevitable – Alfonso Peccatiello, Jeff Snider
Ignore the Fed and the Interest Rate Commotion – Kelly Green
Buying a House in Today’s Interest Rate Environment – Jared Dillian
Another Sign That Enormous Profits Are Coming in 2024 – Luke Lango
¿Vivir en Italia o Grecia con un IRPF del 7%? – Diego Spanchez de la Cruz
Why Europe’s Biggest Asset Manager Is Shorting the Pound
– Bloomberg
Una visión diferente sobre el crecimiento en 2024 – Christophe Morel
Mensajes dovish para 2024 tras el cambio de sesgo de los bancos centrales – Andbank