Martes, 27 de febrero de 2024

Economía Internacional

Brasil: Inflación se acelera menos de lo esperado a medio febrero – Reuters
Colombia tuvo importante caída en Índice de Libertad Económica – Valora
US futures muted as Wall Street watches and waits – Yahoo Finance
US Stock Futures Are Muted Before Data, Fedspeak
– Bloomberg
Strong economy is no risk to Fed’s rate cut plans – Yahoo Finance
Bitcoin surpasses $57,000 benchmark, uplifts crypto in latest rally – CNBC
Jamie Dimon is ‘cautious about everything’; sees risks to a soft landing – CNBC
Fed Rate Cuts Are Likely to Be Slow — But Not Necessarily Steady
– Bloomberg
Dollar Rides Wave of US Exceptionalism to Reign Supreme
– Bloomberg
Did Trump Tariffs Aid Economy? – Tarnell Brown
Hayek and the End of Truth – Juliana Pilon
Non-Traditional Entities Can Make the Banking System Safer – Dan Katz
Are We Really, In ’24, Eager to Re-Regulate Airlines? – David McGarry
How an AI feud is roiling the music industry – Yahoo Finance
Large Apple shareholders seek AI disclosures – Financial Times
EQT raises €22bn for private equity deals – Financial Times
First fall in eurozone loans for five months dents recovery hopes – FT
Germany’s Slow-Motion Property Crash Is a Looming Risk for Banks
– Bloomberg
BlackRock, Amundi Expect Japanese Stock Rally to Power Ahead
– Bloomberg
Japan’s Inflation Tops Forecasts, Supporting BOJ Rate Hike Bets
– Bloomberg
Japón: Inflación supera previsiones; se vislumbra fin de tipos negativos – Reuters
China’s Shenzhen rolls out plan to boost car exports – Financial Times
China’s State-Backed Funds Have Bought $57 Billion of Stocks: UBS – Bloomberg

Wealth Management

The Great Conflagration – Cole Smead
¿Qué está pasando con el cobre? – Marco Mencini
Expecting a ‘Hot’ January PCE Print – Richard Moody
The Magnificent Seven vs. The ‘Granolas’ – Jocelyn Jovène
Oil: From Uninvestible to Must Own – Goehring & Rozencwajg 
Financially Unrealistic Proposal That Would Bankrupt CA – Issues & Insights
Inflación en la Eurozona: ¿Qué esperar del dato del viernes? – Morningstar
Warren Buffett apuesta por Japón y compara el mercado actual con un casino – Funds Society