Miércoles, 3 de enero de 2024

Economía Internacional

Bolivia: PIB crecerá 3,71% e inflación 3,60% en 2024: Gobierno – ANF
¿Qué viene para Perú tras el resultado de la inflación de 2023?
– Valora
Brasil registra déficit por cuenta corriente de $1.600 MM en noviembre – Reuters
Argentina: “El FMI nos ve como héroes” – Milei – Cinco Días
Gobierno de Milei privatizará el Banco Nación de Argentina – Europa Press
Economic Revolution in Argentina: A Wake-Up Call for America – Vance Ginn
Fed’s Barkin says economic soft landing is ‘increasingly conceivable’ – Reuters
“El mercado se pasa de frenada”: bono de EEUU mira otra vez al 4% – El Economista 
Treasury 10-Year Yield Eyes 4% as Bonds Dip Ahead of US Data – Bloomberg
El 60% de los bonos soberanos del mundo ya renta más del 3% – Cino Días
The risk of an overpromising and underdelivering Fed – Yahoo Finance
US futures slip, bond yields rise as rate-cut bets cool – Yahoo Finance
The Incredibly Ballooning US Government Debt Spikes to $34 Trillion – Wolf Richter
Buckle up — the inflation battle is entering a new phase – Chris Giles
The Wrong Way and the Right Way to Fix the Fed – Joseph T. Salerno
Fed’s Balance Sheet Leaps Into Spotlight After Repo Volatility
– Bloomberg
The 5 Strangest Features of the Modern Left – Jeffrey A. Tucker
2024 Will Mark End of Post-Pandemic Economy – Allison Schrager
Retirement Savings Will Be ‘4th Rail,’ And Taxes Will Plummet – John Tamny
Some of the Many Reasons That I’m Future Optimistic – Stephen McBride
Apple Loses $100 Billion in Market Cap After Barclays Downgrade – TET
US companies dive into convertible debt to hold down interest costs – FT
MicroStrategy’s Saylor Is Selling $216 Million of Company’s Shares
– Bloomberg
Bitcoin Flash-Crashes On 15th Anniversary Of ‘Genesis Block’ – Zero Hedge
Gold Prices Predicted To Hit Record Highs Of $2,300 In 2024 – Naveen Athrappully 
EU regulators to probe links between banks and non-banks – Financial Times
España arranca 2024 con más impuestos, tarifas y obligaciones – Manuel Llamas
China arrebata a España el timón de las exportaciones a América Latina – Cinco Días
Turkish inflation climbs to nearly 65%, with more rises expected – CNBC

Wealth Management

33 Undervalued Stocks for 2024 – Susan Dziubinski
Want to Be Wealthy? You Might Try Therapy – Tyler Cowen
10 valores infravalorados con ventajas competitivas – Morningstar
Bond Bounce: Bonds Claw Back Last Year’s Losses – Market Minder
My Final Big 3 Stock-Market Predictions for Year 2024 – Luke Lango
How To Not Lose All Your Money And Build Real Wealth – Ric Edelman
Some Things for Investors To Look Out For In 2024 – Charles Gasparino
The End of Money as We Know It, and What to Expect in 2024 – Daniel Lacalle