Jueves, 22 de febrero de 2024

Economía Internacional

Brasil quiere abordar normas de impuesto de sucesiones en G20 – Reuters
Nasdaq futures soar 2% as Nvidia ignites global rally – Yahoo Finance
Nvidia surges after high-stakes earnings triumph – Yahoo Finance
Nvidia’s bumper earnings drive global stock rally – Financial Times
Nasdaq Futures Up 2% as Nvidia Powers Global Rally
– Bloomberg
What Bubble? Nvidia Profits Are Rising Even More Than Its Stock
– Bloomberg
Nestlé no alcanza las previsiones de ventas tras la subida de precios – Reuters
Fed worried about moving too quickly on rate cuts – Yahoo Finance
The Fed probably won’t raise rates – Financial Times
Wavering investors come around to Fed’s outlook on interest rates – FT
Business Conditions Monthly December 2023 – Peter C. Earle
Bullish Dollar Bets Against EM Currencies Drop to 16-Year Low
– Boomberg
The CBO Revised The Cost Of Biden’s Energy Policies Up By $466 Billion – MishTalk
Milton Friedman Was More Like F.A. Hayek Than He Likely Knew – Don Boudreaux
Reino Unido evita la recesión, pero mentiene presiones inflacionistas – Reuters
Eurozona: La inflación se moderó a 2,8% en enero y la de la UE a 3,1% – El Economista
España tiene la economía peor gestionada de Europa – Libre Mercado
German Factory Malaise Deepens as Activity Unexpectedly Down
– Bloomberg
Alemania: La recesión se agrava inesperadamente en febrero -PMI – Reuters
Eurozone downturn eases despite German factory decline, survey finds – FT
Euro-Zone: Downturn Eases, Overcomes German Factory Weakness – Bloomberg
BCE registra primera pérdida desde 2004 tras fuertes alzas de tasas – Bloomberg
ECB Posts Its First Loss Since 2004 After Barrage of Rate Hikes
– Bloomberg
Traders Reduce Bets on ECB Cuts This Year to Less Than One Point
– Bloomberg
Russia’s Disrupted Oil Trade Crimps Margins for Indian Refiners
– Bloomberg
Turkish central bank halts cycle of rate increases – Financial Times
New Turkish Central Banker Toughens Rate Message With Hikes Over
– Bloomberg
China Stocks Cap Best Winning Run Since 2020 as Rally Extends
– Bloomberg
China’s Property Foreclosures Surge as Growth Slows
– Bloomberg

Wealth Management

Are Rate Hikes Really Unthinkable? – Scott Sumner
My Top 10 Most Annoying Investment Theories – Cliff Asness
Millionaires Don’t Use Astrology, Billionaires Do – Nick Maggiulli
Why Your 401k Will Be Gone Within One Decade – Allison Schrager
Stocks Can Show Investors Why They’re Wrong Abt China – Ken Fisher
The Death of Easy Money Has Been Greatly Exaggerated – Brendan Brown
Los dos riesgos y la amenaza que pasan desapercibidos para el mercado – Ken Fisher
Renta variable: ¿es el momento de las bolsas internacionales y del income? – Ben Kirby