Economía Internacional
FMI baja previsiones del PIB de América Latina por crisis argentina – Bloomberg
FMI rebaja a 1,9% su previsión del PIB de América Latina para 2024 – Infobae
Javier Milei debería dolarizar ahora – Steve H. Hanke y Francisco Zalles
Argentina: El equilibrio fiscal no asegura el fin de la inflación – Roberto Cachanosky
Bolivia pasará de ser país exportador a transportador de gas argentino – El Deber
Bolivia: Dólar se dispara en mercado paralelo hasta Bs 8,08 para la compra – BD
Venezuela’s Maduro Tricks Biden—Again – The Wall Street Journal
Mexico’s Economy Slowed More Than Expected in Fourth Quarter – Bloomberg
Mexico’s US natural gas dependency tested in election year – Financial Times
IMF Lifts World GDP Outlook on US Strength, China Fiscal Support – Bloomberg
IMF expects a soft landing for world economy – Yahoo Finance
US futures take a breather as earnings flood in – Yahoo Finance
Nassim Taleb Says US Faces a ‘Death Spiral’ of Swelling Debt – Bloomberg
Fed isn’t going to cut rates as aggressively as the market thinks – Mohamed El-Erian
JPMorgan Quants Warn of Dot-Com Style Concentration in US Stocks – Bloomberg
Banks Are Hawking US Recession Hedges Tied to Both Stocks, Bonds – Bloomberg
31 charts that explain markets and the economy right now – Yahoo Finance
¿Cuándo deberían iniciar los recortes de la tasa de referencia? – Manuel Sánchez
Fed’s Balance Sheet Unwinding Seen Taking Longer Than Expected – Bloomberg
The Fed’s battle against inflation is almost complete – Chris Giles
GM shares jump after earnings blaze past estimates – Yahoo Finance
Contra Krugman, Policies of Countering Unemployment Are Costly – Frank Shostak
La eurozona evita la recesión técnica en 2023, pero sigue estancada – AFP
La eurozona evita la recesión al cierre de 2023, pero se estanca – Bolsamanía
El FMI recorta al 1,5% su previsión de crecimiento para España en 2024 – Bolsamanía
IMF raises Russia growth outlook as war boosts economy – Financial Times
The looming trade tensions over China’s subsidies – Financial Times
China Markets Show Pressure Is Growing for Beijing to Do More – Bloomberg
Why China’s great property bust threatens to backfire on the West – The Telegraph
Why the West Shouldn’t Celebrate Weaker Chinese Economy – Ronald Linden
Wealth Management
Carta trimestral 4T23 – Horos AM
Un año fuerte para los bonos – Björn Jesch
¿Por qué nadie acierta con la Fed? – Morningstar
Weekly house view | Enchanted economy – Pictet WM
¿Qué podemos esperar de la reunión de la Fed? – Schroders
Hopes rise of a break in Brazil’s IPO drought – Michael Pooler
While GDP Is a Backward Look, It’s a Positive – Joseph Calhoun
China lanza estímulos para rescatar al mercado de acciones – Álex Fusté