Miércoles, 13 de diciembre de 2023

Economía Internacional

Bolivia: Importación de combustibles supera los $us 3.000 MM – ANF
Bolivia: La estabilidad económica es sostenida por actividades ilícitas – Cedla
Bolivia: ASFI restringe al 5% las inversiones de fondos en exterior – El Deber
Argentina Begins Economic Shock Remedy – Bloomberg
Milei arranca la motosierra: despediría a 1 millón de ‘ñoquis’ – Manuel Llamas
Milei’s Shock Therapy Already Leaves Investors Craving More
– Bloomberg
Suben bonos en dólares y ADRs dispares tras medidas de Caputo – Ámbito
Argentina: Milei halves value of peso: ‘shock therapy’ begins – The Telegraph
Markets greet Argentina’s ‘tough pill’ to fix economy – Reuters
Milei’s Policy Moves Seen Boosting Argentina Wheat Crop by 60%
– Bloomberg
Argentina’s Milei Devalues Peso by 54%: Shock Measures
– Bloomberg
Brasil: Banco Central volvería a recortar tasas al 11,75% – AFP
Brazil Central Bank to Keep Pace of Interest Rate Cuts
– Bloomberg
El Salvador: Sigue la obsesión por bitcoin: emitirá bonos ‘cripto’ – El Economista
The bulls are back on Wall Street – Yahoo Finance
The Fed’s Doomsday Book – Jonathan Newman
Everyone’s Predicting a Rate Cut – Robert Aro
Fed set to hold interest rates at 22-year high – Financial Times
What to expect from the Fed on decision day – Yahoo Finance
How to navigate a Fed pause: ‘Get out of cash now’ – Yahoo Finance
Despite CPI Uptick, Monetary Policy Remains Tight – Alexander W. Salter
Housing is ‘largest factor’ in monthly inflation uptick – Yahoo Finance
November Jobs Report Just Gave ‘Green Light’ for Growth – Shrey Dua
America Is Taking A High Speed Train To Bankruptcy – David Ditch
Look Ahead to the 2026 Federal Tax Increases, All In One Chart – Adam Michel
Oil Holds Steep Decline With Supply Warning Signs Mounting
– Bloomberg
EEUU agua la fiesta de la OPEP con avalancha récord de petróleo – El Economista
Alemania: Gobierno mantendrá freno a deuda en presupuesto de 2024 – Reuters
España: Moncloa eleva el techo de gasto a récord – El Economista
German Investors’ Outlook Unexpectedly Rises for Fifth Month
– Bloomberg
ECB to focus on shrinking balance sheet as markets bet on rate cuts – CNBC
Xi Disappoints Investors by Skipping Signal for Big Stimulus
– Bloomberg
Country Garden remitió fondos para reembolsar de forma íntegra bono en yuanes – Reuters

Wealth Management

Perspectivas 2024 – Schroders
Chasing Performance: Is It Luck Or Skill? – Craig Lazzara
Private Equity Has A Mountain Of Cash – Robin Wigglesworth
Private Credit Comes Out of The Shadows – Rebecca Ungarino
BTC Bounce Fuels Faulty Calls for ‘Diversification’ – Market Minder
Ahora hay que estar muy atentos al análisis técnico – Víctor Alvargonzález
Perspectivas 2024: ¿Está viviendo de prestado la economía mundial? – Jupiter AM
Energía en el 2024: Revelando la piedra angular de los mercados financieros – Álex Fusté