Miércoles, 24 de enero de 2024

Economía Internacional

Will Milei Make Argentina Great Again? – Bryan Caplan
Javier Milei y el futuro de América Latina – Daniel Raisbeck
Javier Milei enfrenta primera huelga general en Argentina – América Economía
Argentina: Comisiones de Congreso aprueban Ley Ómnibus de Milei – Bloomberg
Argentina: Nationwide strike poses major test to Milei’s ‘shock therapy’ – CNBC
Colombia: Empresarios desconfían de reforma tributaria de Petro – Valora
México se ‘desinfla’ en cierre de 2023: Se contrae 0.5% en noviembre – El Financiero
México: Inflación se acelera a 4.90% en primera quincena de enero – El Financiero
A rally in stocks doesn’t need to be broad to last – Yahoo Finance
US futures pop as Netflix results shine – Yahoo Finance
Netflix shares pop after big jump in subscribers – Yahoo Finance
Don’t Tax The Rich. End The Fed! – Ron Paul
Rising Interest Rates And The “Great Reset” Bubble – Thorsten Polleit
Profits Do Not Cause Inflation: Causal Fallacies as Economic Disinformation – Peter C. Earle
Oil & Gas Majors Owe It To Shareholders To End C02 Politicking – Luke Perlot
Europe’s Top Economies Face Tough Time at the Start of 2024
– Bloomberg
La UE acuerda un escudo para limitar la inversión china y rusa – El Economista
Eurozone downturn eases but rising price pressures add to ECB worries – FT
US urges China to help curb Red Sea attacks by Iran-backed Houthis – FT
China reduce los requisitos de liquidez de sus bancos – Bolsamanía
China recortará el coeficiente de reservas bancarias para estimular economía
– Reuters
China Funds Attempt to Cool Retail Frenzy Over US Stock ETFs
– Bloomberg
China cuts bank reserve ratio to boost growth as sentiment sours – FT

Wealth Management

Stock-Market Interest Rate Rhymes – Bill Smead
EDM Strategy, líder en renta variable europea – EDM
Resultados trimestrales europeos inciertos – Morningstar
A Rethink of What the Fed Will Do In 2024? – Richard Moody
The ‘Missing Link’ In Failed Recession Models? – James Picerno
What To Conclude from the S&P 500’s Record High – Market Minder
¿Estoy a tiempo o llego tarde a la subida de la bolsa? – Víctor Alvargonzález
Gold’s Unbelievable Surge: Why It’s Not Stopping at $2000 – James Connor
Equity Markets Are a Sign That World Isn’t Falling Apart – Stephen McBride
Renta fija, renta variable: Ideas para invertir en 2024 – Abante Asesores