Martes, 5 de marzo de 2024

Economía Internacional

Bolivia: Gobierno se acerca a petrolera iraní – El Diario
Chile: Aumenta desaprobación de Boric que busca reformas – Bloomberg
This is the only FOMO trade worth chasing – Yahoo Finance
Wall Street Hit by Tech Slide, Hawkish Fedspeak: Markets Wrap
– Bloomberg
Even President Biden Doesn’t Want To Talk ‘Bidenomics’ – Issues & Insights
Fed Admits It Was Wrong – Kind Of – Thomas L. Hogan
Gold Rises Close to Record as Fed Pivot, Risks Underpin Momentum – Bloomberg
Gold Flirts With New Record High on US Interest Rate Outlook
– Bloomberg
This Gold Mining CEO Says His Company’s Stock is a ‘Once-In-A-Generation Buy
– Benzinga
Tokyo Prices Heat Up Again, Supporting Case for BOJ Rate Hike
– Bloomberg
Global Funds Are Returning to China Stocks, Morgan Stanley Says
– Bloomberg
Emerging-Market Stocks, Currencies Drop on China Growth Concern
– Bloomberg
Las ventas de Apple en China caen un 24% en beneficio de Huawei
– Reuters
La actividad de servicios en China se ralentiza en febrero, según PMI Caixin – Reuters
China fija de nuevo en 5 %” su meta de crecimiento económico para 2024 – EFE
Ventas del gigante inmobiliario chino Country Garden caen 85 % en febrero
– EFE
Singapore’s Temasek in discussions to invest in OpenAI – Financial Times

Wealth Management

El oro, por encima de los 2.100 dólares – Europa Press
La crisis de deuda es inevitable – Pablo Gil, Daniel Lacalle
China Is Getting Aggressively Sold (why this matters) – Jeff Snider
Manhattan Housing Crisis Is Not Enough Rich People – Walter Block
Deuda soberana europea: ¿es la periferia un problema? – John Taylor
Los valores de dividendos de la Eurozona más rentables – Bella Albrecht
Nvidia’s Rise Reminds Us Yet Again That the Fed Isn’t Relevant – John Tamny
Don’t Fear Meta’s Fivefold Surge, Best Is Yet to Come – Louis Navellier
Lecciones de la inversión temática: cómo encontrar una estrategia ganadora – Víctor Asensi
Foreign investors are right to see China as a trade more than a long-term bet – Mohamed El-Erian