Lunes, 11 de marzo de 2024

Economía Internacional

Bolivia Pitches Wall Street on Bonds Linked to EV Battery Metal – Bloomberg
Optimismo de JPMorgan sobre América Latina es justificado – JP Spinetto
Argentina: Qué pasa con el dólar: ¿cerca del piso o seguirá bajando? – iProfesional
Argentina: Caputo lanza canje de deuda en pesos por $64.000 MM – iProfesional
Argentina: Dólar cae a mínimos de 5 años; en la city analizan rebote – iProfesional
Argentina: Milei convoca empresas para desacelerar más la inflación – iProfesional
Brasil: La cosecha de soja alcanza el 55%, según AgRural – Reuters
Brazilian Growers Go Bust in Blow to $7 Billion Farm-Credit Boom – Bloomberg
Brazil Feb monthly inflation forecast at one-year high- Reuters poll
– Reuters
Chilenos huyeron en masa a depósitos a plazo – Bloomberg
Colombia: Petro cambiaría distribución de subsidios – Valora
Equipo de Petrobras viaja a Venezuela pese a amenaza de sanciones – Bloomberg
Stocks open lower amid countdown to inflation data – Yahoo Finance
Wall Street braces for another potential inflation surprise – Yahoo Finance
US Futures Slip as Countdown to Inflation Begins – Bloomberg
How Bidenomics money is being spread across the US – Yahoo Finance
The Fed’s Only Challenge Is Economists, Not Booming Growth – John Tamny
Bitcoin rises above $72K as rally builds steam – Bloomberg
End of Fed Tool That Buoyed US Banks Puts Reserves in Spotlight
– Bloomberg
Gold Steadies Near Record High as US Inflation Data Looms
– Bloomberg
Barclays Says Sell US Treasuries After ‘Excessive’ Bond Rally
– Bloomberg
Oil Little Changed as Investors Look Ahead to US Inflation Print
– Bloomberg
Five Key Charts to Watch in Global Commodities This Week
– Bloomberg
¿Por qué la inflación no cede ni en Europa ni en España? – Libre Mercado
ECB Can Cut Rates Even If Fed Doesn’t, Unicredit’s Nielsen Says
– Bloomberg
As Interest In EVs Declines, Akio Toyoda Smiles – Andrew Stuttaford
World’s Last Negative Rate Experiment Nears Its End in Japan
– Bloomberg
How high will the BoJ go after ditching negative interest rates? – FT
Japón apenas evita caer en recesión técnica
– AFP
China pide la quiebra de toda la élite del ladrillo que es insolvente – El Economista
Chinese Stocks Sustain Momentum During Annual Political Event
– Bloomberg
Magnificent 7 Stocks Aren’t Too Pricey, JPMorgan Strategist Says
– Bloomberg
A Year Later, Lessons From Silicon Valley Bank’s Epic Collapse
– Bloomberg

Wealth Maagement

Entre Biden y Powell – Enrique Roca
Dare To Be Different – Joseph Y. Calhoun III
Beware Animal Spirits – Alfonso Peccatiello
Bitcoin y oro: reservas de valor – Gustavo Martínez
Silver Alert: It’s Time To Buckle Up – Mike Maloney
¿Es tarde para sumarse a la fiebre del oro? – Bolsamanía
3 ideas de inversión oportunas en este entorno – iCapital
The Optimists Were Right About FANG Stocks – John Rekenthaler
What Is the Mystery Warren Buffett Stock? – Carole Hodorowicz
¿Es el efectivo la mejor opción cuando bajan los tipos? – Schroders
Sentiment Can Move Markets, and It Implies Bigger Gains – Ken Fisher
Why Feb’s Jobs Data Is Remarkably Promising For Stocks – Luke Lango
El peor error que puede cometer un inversor – Giorgio Semenzato y Kevin Koh Maier