Jueves, 1 de febrero de 2024

Economía Internacional

Bolivia cada vez más cerca del descalabro económico – El Diario
Bolivia: Por qué Barclays recomienda los bonos 2028 – Mauricio Ríos García
Barclays Expects Bolivia to Muddle Through, Recommends 2028 Bond – Bloomberg
Bolivia Bonds Outperform EM Peers as Barclays Recommends Buying – Bloomberg
Three Latin American Central Banks Cut Interest Rates as Fed Stays Put
– Bloomberg
Colombia Delivers Hawkish Rate Cut as Inflation Risks Loom
– Bloomberg
Chile: Pensiones, sin entramparnos – Ingrid Jones
Chile Central Bank Slashes Rates by Full Percentage Point as Inflation Withers
– Bloomberg
Brazil’s Central Bank Cuts Rates to 11.25% as Inflation Slows
– Bloomberg
Powell would like investors to treat good news as good news – Yahoo Finance
Wall Street Gets Reality Check as Powell Saps Fast Rate-Cut Bets
– Bloomberg
Apple, Amazon and Meta Take Spotlight as Stock Rally Wavers
– Bloomberg
Los despidos en EEUU más que se duplican en enero
– Reuters
Heading For the ‘Texit’? – Ron Paul
La globalización: ¿Una carrera hacia abajo o hacia arriba? – Johan Norberg
La inflación en la eurozona se desaceleró en enero, al 2,8%
– AFP
Eurozone inflation slows to 2.8% in January – Financial Times
Euro zone inflation eases as expected, but core figures disappoint – CNBC
Optimismo en Eurozona: se frena contracción de sector manufacturero – Bolsamanía
Paro de la eurozona cerró 2023 en el 6,4 % y marca un mínimo histórico – EFE
De Irlanda a Rumanía: rebelión de agricultores llega a Eurocámara – Libre Mercado
Deutsche Bank suprimirá 3.500 puestos de trabajo
– AFP
Julius Baer’s profits tumble 52% as Signa hit triggers CEO exit – Financial Times
Julius Baer shares up 10% as top wealth manager weathers write-off storm – CNBC
BOE Raises Prospect of Rate Cuts in 2024 If Inflation Eases
– Bloomberg
Frozen Russian assets yielded €4.4bn in 2023, says Euroclear – Financial Times
China’s overcapacity a challenge that is ‘here to stay’, says US chamber – FT
Global Fund Exodus From China Stocks Hits Record Sixth Month
– Bloomberg
China’s Real Estate Crisis Explained In Two Charts – Zero Hedge

Wealth Management

I Spent $16 on Saturday – Jared Dillian
Unseen Innovation – Donald J. Boudreaux
Latinoamérica y la ley del péndulo – Alirio Sendrea
Powell Rains on March Rate Cut Parade – Peter Schiff
I’m Very Concerned, Expect More Volatility Ahead – Rick Rule
La Fed cumple el guión y mantiene los tipos sin cambio – Andbank
Exbanqueros de Citi van tras fortunas familiares de América – Bloomberg
Cómo influye un año electoral en Estados Unidos en la bolsa
– Yahoo Finanzas
Historical Anomaly Is Occurring: Why This Change Matters Now – Jeff Snider
Los principales cambios de García Paramés en los fondos de Cobas AM – Bolsamanía
Risk to economic growth could build as we move into this year – Jeffrey Gundlach