Miércoles, 14 de febrero de 2024

Economía Internacional

Argentina, ante el abismo – Juan Ramón Rallo
If Milei Trusts Markets, He Doesn’t Need to ‘Dollarize’ – John Tamny
Dollarization in Argentina: A Missed Opportunity – Nicolas Cachanosky
Bolivia: A un año de escasez de dólares, exportaciones caen $2.800 MM – ANF
Venezuela troop build-up breaches international law, warns Guyana – FT
México: AMLO condona cuatro meses de impuestos a Pemex – Reuters
Mexico: Pemex Gets Billions in Tax Relief After Double Downgrade – Bloomberg
México: La razón por la que Pemex se ‘salvó’ de pagar impuestos – El Financiero
México: Tres fragilidades en la crisis de 1994 – Manuel Sánchez González
México: ¿Por qué Pemex no le pega al tipo de cambio? – Enrique Quintana
Bolsas mundiales reaccionan negativamente a dato de inflación en EEUU
– Valora
Stocks, Bonds Reclaim Solid Ground After CPI Miss: Markets Wrap
– Bloomberg
U.S. prices rose more than expected in January as inflation won’t go away – CNBC
US futures point to bounce back from inflation hit – Yahoo Finance
US Inflation Tops Forecasts in Blow to Fed Rate-Cut Hopes
– Bloomberg
What the latest inflation data means for you – Yahoo Finance
AIER’s Everyday Price Index Rises 0.52 Percent in January 2024 – Peter C. Earle
An Inflation Resurgence, or Just Relative Price Changes? – Alexander W. Salter 
Global Bonds Erase All Gains Since Powell’s Pivot in December – Bloomberg
Gundlach Looks to PCE as Inflation Metric After CPI ‘Bites’ Fed
– Bloomberg
Musk wants to dethrone Delaware. It won’t be easy – Yahoo Finance
Bank Crises And The Interventionist Spiral – Jonathan Newman
Uber debuts $7bn share buyback as tech groups step up capital returns – FT
La eurozona se estanca pero la industria muestra “brotes verdes” – El Economista
UK inflation holds steady at 4%, lower than expected – CNBC
UK’s Weaker-Than-Expected Inflation Data Provides Relief for BOE
– Bloomberg
Traders Keep Hope of BOE Rate Cuts Alive After Softer Inflation
– Bloomberg
Will Germany deliver on its grand military ambitions? – Financial Times
Shell prevé aumento del 50% de demanda mundial de GNL para 2040 – Reuters
LNG demand to surge 50% by 2040 in clean-fuel transition, forecasts Shell – FT
Maersk says Red Sea vessel diversions could extend into second half of 2024 – CNBC
Visualizing The Future Demand For Battery Minerals – Zero Hedge
Yen Watchers in Tokyo See 152 to Dollar as Next Level of Concern
– Bloomberg
Developer China South City’s Woes Test State Support Once Again
– Bloomberg
China Stocks in Hong Kong Slide as Market Reopens From Holiday
– Bloomberg
Wiping out bad data will not solve China’s economic woes – Eswar Prasad
Is Taiwan a De Facto Sovereign Nation or a Province of the PRC? – Jeremy E. Powell

Wealth Management

A CPI Silver Lining – Bespoke
Drivers and Stock Pickers – Bill Smead
Be Long Energy Infrastructure – Tyler Cowen
What Makes The Magnificent 7, Magnificent – Torsten Sløk
Groundhog Day As Studies Call for 100% Equity – Cliff Asness
¿Dónde invertir? Oportunidades y retos del 2024 – Daniel Lacalle
A Message from the Market We’re Not Seeing? – Joseph Calhoun
Bonos: ¿Invertir en fondos de largo o de corto plazo? – Morningstar
A Case for the Using the CPI Number As a Time to Buy – Luke Lango
January CPI: Not Such a Great Start to the New Year – Richard Moody
¿Qué nos está queriendo decir ahora el mercado? – Víctor Alvargonzález
Why Investors Should Prepare For a Market Correction – Stephen McBride
S&P y Nikkei en máximos históricos, ¿hasta aquí? – Guillermo Santos, iCapital
The Most Costly Investment Mistake You Can Make Is Easy to Avoid – Bloomberg