Economía Internacional
Chile: La inflación cierra el 2023 en 3,9% – AFP
Chile: Pensiones, el asalto final – Luis Larraín
Bolivia: BCB perfila comprar 10 toneladas de oro este año – El Diario
Bolivia: Deuda externa por $4.484 MM reforzará reservas: BCB – El Deber
Argentina: Son las instituciones, estúpido – Roberto Cachanosky
Argentina: Comienza a tratarse la Ley Ómnibus; se espera clima tenso – Forbes
Latam stocks weaker; Chilean peso hits nearly two-month low – Reuters
Colombia: Inflación habría sido del 9,5 % en 2023, según gobierno – Valora
Mexico Inflation Accelerates; Banxico Starts to Weigh Interest Rate Cuts – Bloomberg
Mexico’s headline inflation likely ticked higher in Decembe – Reuters
US futures retreat as tech stocks lose steam – Yahoo Finance
Market volatility ticks up: Where do Fed rate cuts fit in? – Yahoo Finance
Wall Street’s stock market upgrades are now downgrades – Yahoo Finance
Bill Gross Casts Shade on Treasuries, Sees 10-Year ‘Overvalued’ at 4% – Bloomberg
America Is Hurting, But Not for a Lack of Money – E.J. Antoni
The Bitcoin ETF Fee Wars Are Heating Up. It May Hit Coinbase – Barron’s
White House Says 216,000 Jobs Created. Don’t Bet On It – Issues & Insights
If You’re Born American, You’re the Envy of the World – John Tamny
Para salvar al mundo, luchen por el liberalismo – David Boaz
Hats Off To Oregon – Walter E. Block
Oil Recovers From Steep Drop as Prices Struggle to Break Range – Bloomberg
España, camino de Argentina – Daniel Lacalle
El sector servicios de la eurozona podría seguir ralentizándose: BCE – Reuters
Euro area bond yields rise after repricing of market bets on rate cuts – Reuters
Europe at last has an answer to Silicon Valley – The Economist
Acciones de Grifols caen 42,3% tras informe de Gotham City – Reuters
Gotham City Research ataca a Grifols y provoca su desplome bursátil – Bolsamanía
Descalabro de Grifols tras un informe de Gotham City Research – Europa Press
Europa enfría comercio con China: importaciones caen 10% en 2023 – Cinco Días
America braces for Taiwan’s election—and vice versa – The Economist
Chinese Billionaire Is Second-Biggest Foreign Owner of US Land – Bloomberg
China Hints at More Easing With Possible Reserve Ratio Cut – Bloomberg
A $32 Billion Rout May Not Be End of Tencent’s Woes – Bloomberg
Wealth Management
Its Starting: The Repo Market Is Failing? – Jeff Snider
¿Puede ser 2024 el año de la renta fija? – Álvaro Antón Luna
Are You Bullish or Bearish in ’24? Making Cases For Both – Barry Ritholtz
Song Royalty Fund’s Downfall Shows How Markets Work – Elisabeth Dellinger
La carta mensual de Lydn Alden. Entre la política monetaria y la política fiscal – Enrique Roca