Lunes, 19 de febrero de 2024

Economía Internacional

Quiroga: Con Evo y Arce, Bolivia perdió $18.652 MM de reservas – El Diario
Argentina: Diluir el remedio puede terminar profundizando la crisis – Aldo Abram
Brasil: La cosecha de soja alcanza el 32%, dice AgRural – Reuters
Chile: Sebastián Piñera, un legado que crece – Luis Larraín
Chile: Ola de vencimientos de bonos corporativos impulsará mercado – Bloomberg
Latin America’s Quasi-Sovereign Companies Attract Bond Investors
– Bloomberg
Stocks tread water as US market takes a break – Bloomberg
Belief in a US ‘soft landing’ gets its first gut check – Yahoo Finance
Stocks Pause Near Record as Traders Await Catalyst
– Bloomberg
US says it will act if China dumps goods on global markets – FT
Biden Misses Critical Reality As He Talks of “Shrinkflation” – David Marcus
Higher Than Expected Growth? It Was Immigration – Scott Sumner
Can the Fed Increase Rate of Interest Charged to Taylor Swift? – John Tamny
BOE Risks Deepening UK’s Recession, Former Chief Economist Warns
– Bloomberg
España: El PP logra mayoría absoluta en Galicia ante avance del BNG – El Economista
España: Todas las alertas que amenazan a la economía – José María Rotellar
France tightens budget as economic growth slows – Financial Times
Bundesbank cree que Alemania entrará en recesión técnica en el 3Q – Bolsamanía
German economy to keep shrinking, Bundesbank warns – Financial Times
Bearish Yen Positions Increase as Japan Stocks Near Record High
– Bloomberg
Korean Banks Face $749 Million of Losses in Overseas Properties
– Bloomberg
BlackRock Sees Japan Stocks as Big Winner From BOJ Policy Shift
– Bloomberg
China Stocks’ Insipid Reopen Adds Pressure on Beijing to Do More
– Bloomberg
Foreign Direct Investment to China Slumps to 30 Year Low
– Bloomberg
Foreign direct investment in China falls to lowest level in decades – Financial Times

Wealth Management

El crudo podría encarecerse más – Álex Fusté
Cómo elegir el mejor broker – Antón Díez Tubet
12 Charts To Consider At All Time Highs – Sam Ro
China is Scaring Away Investors – Doug Bandow
Stock Markets Are Driving a New American Century – Tyler Cowen
¿Escenario “goldilocks” o un paso atrás? – Benjamin Melman
Argumentos a favor de la renta variable europea – Natalie Briggs
How Texas came to rival New York as finance hub – Yahoo Finance
Taking Stock of the ‘Recessions’ In Japan and U.K. – Market Minder
¿Es el ETF fiscalmente más ventajoso que el fondo? – Fernando Luque
Market’s Bullishness On Euro Against Dollar Looks Misplaced – Simon White