Martes, 16 de enero de 2024

Economía Internacional

Argentina: ¿Bajará la tasa de inflación en abril? – Roberto Cachanosky
Argentina: Milei no es “Orban y cia.” – Lorenzo Bernaldo de Quirós
Chile: El lobo llegó, y se está comiendo las ovejas – Cecilia Cifuentes
Panamá cerró 2023 con inflación acumulada de 1.5% – La Prensa
Panamá: Inflación fue de 1,5 % en 2023; interanual de 1,9 % a diciembre – EFE
Naviera Maersk se sube al tren para cruzar el Canal de Panamá – El Economista
U.S. economy has already seen 75% of the impact from Fed’s hikes: IMF – CNBC
Fed should be a ‘little concerned’ starting rate cuts too early: Nasdaq CEO – CNBC
US futures slide with bank earnings in focus – Yahoo Finance
US Futures Pare Losses After Solid Bank Earnings
– Bloomberg
Goldman Sachs reports lowest annual profits in 4 years – Financial Times
Goldman profit soars in final quarter of turbulent year – Yahoo Finance
Morgan Stanley profit falls on one-time charges – Reuters
BofA Poll Shows US Stock Optimism at Highest Level Since 2021
– Bloomberg
Dollar Rallies to One-Month High on Easing Fed Rate-Cut Bets
– Bloomberg
Ken Rogoff Sees Six Fed Rate Cuts in 2024 as a ‘Pipe Dream’ – Bloomberg
Rush for Yield Sends Bond Bids to €1 Trillion in Record Time
– Bloomberg
Private-Sector Job Growth Is Being Replaced by Gov’t-Sector Job Growth – McMaken
Oil Rises With Red Sea Tensions Raising Crude Market Risks
– Bloomberg
Habrá escasez de crudo desde 2025, dice CEO de Occidental en Davos – Reuters
Crisis del mar Rojo obliga a Michelin a paralizar producción en España – Reuters
The Gulf Between Rulers & People Is Dangerously Wide – Jeffrey Tucker
In An Age of Soaring Inequality, Life Will Get Better and Better – John Tamny
Bank of Canada Surveys Show Firms Worried About Weak Economy
– Bloomberg
ECB Says Consumer Inflation Expectations Drop ‘Noticeably’
– Bloomberg
Why Deutsche Bank won’t lead European bank consolidation – Financial Times
China evalúa más estímulos con US$139.000M en bonos especiales
– Bloomberg
China creció alrededor de un 5,2% en 2023, según el primer ministro
China’s economy faces ‘critical year’ to dispel deflation and revive confidence – FT

Wealth Management

Newsletter Enero 2024 – Cobas AM
Presidential Portfolios – Joseph Y. Calhoun III
Can BRICS Displace the Dollar? – Robert Mulligan
6 movimientos de cartera para este 2024 – Morningstar
Will Value Stocks Take the Lead In 2024? – Sarah Hansen
El punto óptimo para la renta variable global en 2024 – Matt Peron
Why the Bull Market Doesn’t Depend On Rate Cuts – Market Minder
New CPI Inflation Data Sign of Great Earnings On the Way – Luke Lango
What If The Market Doesn’t Get All The Rate Cuts It Wants? – Louis Ashworth