Jueves, 7 de marzo de 2024

Economía Internacional

Bolivia: 60% de la población desconfía del INE y resultados del Censo – El Diario
Colombia: Reforma de salud: Privados seguirían prestando servicios – Valora
Mexico’s Annual Inflation Slows Down; Rate Cut This Month – Bloomberg
La verdad sobre la Agenda 2030 – Fernando del Pino
Powell faces tough balancing act in Congress – Yahoo Finance
What to expect in Biden’s State of the Union – Yahoo Finance
Stocks Climb, Traders Seek More Clues From Powell
– Bloomberg
Stock market bubble? Analysts explain why they’re not worried – CNBC
Powell Reiterates Fed Needs More Confidence on Inflation to Cut
– Bloomberg
Faster Growth and Interest Rates: Even Harder than You Think – Alexander W. Salter 
Nvidia Directors Reap Windfall With $180 Million Share Sale
– Bloomberg
US futures rise, gold hits record with Powell on deck again – Yahoo Finance
Gold Just Notched Another Record: Here’s What to Watch Next
– Bloomberg
Biden to propose big tax rises for billionaires and corporate America – FT
Apple Looks Most Oversold in Years After $200 Billion Selloff
– Bloomberg
Bank of Canada holds key rate at 5%, says too early to talk cuts – Bloomberg
Rio Tinto CEO shares outlook amid changing mining landscape – Bloomberg
Spain’s prime minister strikes fresh amnesty deal with Catalan separatists – FT
Alemania da un giro a su sistema de pensiones para evitar el colapso – Libre Mercado
BCE mantiene tipos, pero reconoce cierto enfriamiento de la inflación – Reuters
ECB holds rates at record high but cuts inflation forecast – Financial Times
ECB on Hold But Forecasts to Boost Case for Rate Cuts
– Bloomberg
ECB Tries to Soothe Shocked Staff in Freedom-of-Thought Spat
– Bloomberg
BOJ Bets Swing Toward March Rate Hike
– Bloomberg
Yen Gains With Bank Stocks as Wages, BOJ Remarks Boost Hike Bets
– Bloomberg
China’s Bond Fever Cools as Traders Weigh Data, Easing Prospects
– Bloomberg
China’s Commodities Imports Surge But Demand May Yet Disappoint
– Bloomberg
China Vanke Pressure Mounts as Insurers Seek Private Debt Solution
– Bloomberg
The Lehman liquidators taking on China’s Evergrande – Financial Times

Wealth Management

Central Banks and Housing Finance – Alex J. Pollock
Dave Ramsey and the One-Size-Fits-All Solution – Jared Dillian
Economic Stagnation and the End of Prosperity – Neil Howe
Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ – Bloomberg
Perspectiva internacional de la economía y mercados financieros – Andbank
¿Por qué es mejor comprar acciones de EEUU en vez de europeas? – Bolsamanía
¿Qué compran y venden los gestores de acciones americanas? – Fernando Luque
En fondos de inversión, busque la fruta de temporada – Víctor Alvargonzález