Martes, 20 de febrero de 2024

Economía Internacional

Argentina: Una deuda que Caputo saldará con Bolivia – Bloomberg
Argentina: Caputo sobre BCRA: “No estaban ni los dólares de la gente” – Bloomberg
Bolivia redujo a la mitad envíos de gas a Argentina – La Razón
Colombia: Exploración y explotación de carbón térmico prohibidas – Valora
Chevron Dollars Cool Venezuela’s January Inflation to Decade Low – Bloomberg
Top Performing EM Bond Fund Leans Into Winning Latin America Bet – Bloomberg
Paraguay Central Bank Cuts Rate for Seventh Time Since August
– Bloomberg
Chile: Antofagasta aumenta 5% su beneficio en 2023 y recorta dividendo – Reuters
Brazil Central Bank Delays Key Economic Report as Workers Protest – Bloomberg
Morgan Stanley retira su postura de “aversión” a los bonos de Ecuador – Reuters
US futures slide as earnings take center stage – Yahoo Finance
US Stock Futures Retreat With All Eyes on Nvidia – Bloomberg
Nvidia earnings could be pivotal moment for stocks – Yahoo Finance
Markets start to speculate if the next Fed move is up, not down
– Bloomberg
The People Could Lose Big If Powell Lowers Rates – Charles Gasparino
If Anything, Shrinkflation Is Helping President Biden – Dominic Pino
Critics of ‘Isolationism’ Rebut Worst Arguments For It – John Tamny
The Fed vs. the Real Economy – Mark Thornton
Massive Money Printing Will Accelerate as Debt Soars – Daniel Lacalle
Bad property debt exceeds reserves at largest US banks – Financial Times
Bolsas europeas abren a la baja antes de datos salariales en Eurozona – Reuters
BCE informa que aumento salarial de eurozona se desaceleró en 4Q – Bloomberg
ECB Says Euro-Zone Wage Growth Slowed in Fourth Quarter
– Bloomberg
Eslovenia, Lituania o Estonia rebasan ya el PIB per cápita español – El Economista
Paramés se deshace de su joya, el proveedor de pan de McDonald’s – Libre Mercado
Bailey Says BOE Can Cut Rates Before Inflation Returns to Target
– Bloomberg
Bank of England rate cuts likely later but larger, Goldman Sachs says – CNBC
Record Japan Profits Show Nikkei Is Primed for All-Time High
– Bloomberg
Thai PM Seeks Emergency Rate Cut, Pressuring Central Bank
– Bloomberg
Chinese Banks Cut Key Rate by Most on Record to Support Property
– Bloomberg
PBoCh reduce un tipo de interés clave para impulsar la economía – AFP

Wealth Management

Questions – Joseph Y. Calhoun III
¿Dónde va Vicente? – Enrique Roca
The Best Kept Secret In Investing – Pim van Vliet
Los pros y los contras de los ETFs – Ben Johnson
10 Growth Stocks To Buy For The Long Term – Margaret Giles
¿En qué acciones es buena idea invertir en Colombia? – Valora
Investors plough record amounts into US farmland – FInancial Times
La excusa para que Paul Tudor Jones haga una gran apuesta sobre Nvidia – EI
Paramés se deshace de su joya, el proveedor de pan de McDonald’s – El Economista