Economía Internacional
Argentina: Libertad para exportar petróleo y precios fijados por mercado – Clarín
Argentina: Ley Ómnibus, una por una, las principales medidas económicas – Infobae
Perpetual Bonds Unlikely the Answer for Indebted Argentina in YPF Case – Bloomberg
Brsil: Precios de consumo suben más de lo esperado en diciembre – Reuters
Argentina May Sell Bond to Pay $16 Billion YPF Lawsuit Award – Bloomberg
Proyecto de Gold Fields en Chile sufre un nuevo retraso – América Economía
Paraguay Central Bank Chief Sees Rates Reaching Neutral Level in 2024 – Bloomberg
Brazil’s Annual Inflation Tops All Economist Estimates in Early December – Bloomberg
Fed bets on smooth landing even as economists anticipate a bumpy ride – FT
US Treasuries Jump as Another Smooth Auction Boosts Confidence – Bloomberg
Sizzling Magnificent 7 look keep powering stocks in 2024 – Yahoo Finance
2024 will bring a ‘stock picker’s market’: Analyst – Yahoo Finance
La Fed cierra 2023 con los tipos en máximos en EEUU – EFE
Recession will hit the US in 2024: get ready for massive interest-rate cuts: UBS – BI
The Currency Narrative Has Changed On A Dime – Ven Ram
Is the US economy outperforming Europe? – Valentina Romei
Central banks rethink forecasting after failures on inflation – Financial Times
Bajan tensiones en Mar Rojo sobre comercio mundial; petróleo baja – Valora
La brecha de riqueza entre EEUU y Europa – Ken Fisher
European markets muted as global stocks search for new highs – CNBC
China intensificará aplicación de política monetaria de liquidez amplia – Reuters
Foreign investors unwind $33bn bet on China growth rebound – Financial Times
China: los inversores extranjeros retiraron 33.000 millones de dólares – Infobae
Wealth Management
New Year’s Resolutions, Etc. – Jared Dillian
Panorama de los fondos de alto dividendo – Morningstar
Crypto Animal Spirits Are Back. What’s Next in 2024 – Barron’s
Global Outlook 2024 de Mirabaud Asset Management – Elena Villalba
Política monetaria: tipos altos… ¿por cuánto tiempo? – Florence Pisani
Modern Portfolio Theory Is Mistaken: Diversification Is Not Investment – Fran Shostak