Jueves, 8 de febrero de 2024

Economía Internacional

Cuidado con Bukele – Ian Vásquez
Argentina: Milei anticipó cuándo podría levantar el cepo – Bloomberg
Ley Fintech en Chile dará ‘certezas a usuarios y proveedores’ – América Economía
Chile: El IPC de enero sube más de lo esperado – La Tercera
Mexico to Hold Out on Easing While Peru Cuts – Bloomberg
Stocks due for pause as S&P 500 nears 5,000 mark – Yahoo Finance
US futures muted as S&P 500 closes in on 5,000 – Yahoo Finance
Dark Truths Within the January Unemployment Report – Steve Forbes
Biden to Export Ideology Instead of Natural Gas – Joel Griffith
Time to Tame the “Apolitical” Fed? – Alexander W. Salter 
Can the Fed Achieve a Soft Landing? – Campbell Harvey
McDonald’s Problems: Fresh Proof Abt. Bidenomics Flaws – New York Post
The Dollar Falls On The CFR Mini Mac Index – Benn Steil and Elisabeth Harding
España: Venta de vivienda cae un 11,2% en 2023 y precios suben un 1,5%
– Reuters
La democracia española baja a segunda – Manuel Llamas
PIB de España “seguirá siendo sólido y superior” al de Europa – Bolsamanía
European Stocks Fall as Banking Sector Jitters Hit Sentiment – Bloomberg
India Central Bank Signals No Rush to Cut Interest Rates
– Bloomberg
Xi’s Markets Shakeup Surprised Insiders, Showing Alarm Over Rout
– Bloomberg
Xi Can’t Use 2015 Playbook to Calm China Markets, Investors Say
– Bloomberg
China’s Central Bank Sees ‘Modest’ Rebound for Consumer Prices
– Bloomberg
China Is Oversupplied With Commodities as Deflation Persists
– Bloomberg
China’s prices fall at fastest rate in 15 years as economy battles deflation – FT
China’s Economy Under Pressure as Inflation Drops at Fastest Pace in 14 Years
– Bloomberg
Maersk Slumps After Warning of Slowdown Once Freight Boost Fades
– Bloomberg

Wealth Management

The Urge to Splurge – Jared Dillian
Los bonos siguen siendo demasiado caros – John Rekenthaler
Are Chinese stocks a value trade or a value trap? – Robin Harding
Invertir en renta fija: ¿directamente o vía fondos? – Fernando Luque
Why You Should Have Preferred Shares in Your Portfolio – Kelly Green
Global Macro UpdateAre Chinese Stocks Un-Investable? – Ed D’Agostino
Madrid compite con Miami en ser la capital de América Latina – The Economist
Mercado luxemburgués de fondos de deuda privada crece un 51% – Funds Society