Miércoles, 27 de marzo de 2024

Economía Internacional

Venezuela: Maduro thwarts main opposition candidates ahead of election – FT
Empresas de Latam aceleraron en 67% el uso de IA en los últimos 24 meses – BI
Argentina: Milei mejora su imagen en medio del ajuste – Bloomberg
FMI elogia ajuste de Milei, pero duda sobre cepo y sostenibilidad fiscal – iProfesional
Argentina: Milei busca avanzar con reforma laboral en Ley Ómnibus – iProfesional
When Recession Indicators Fail – Sam Ro
US stocks rebound after recent losses; Fed Governor Waller speaks – Investing
The S&P 500 is up 5 months straight: history favors momentum – Yahoo Finance
US is confident in Apple antitrust case. Experts aren’t so sure – Yahoo Finance
US futures point higher after S&P 500’s 3-day losing streak – Yahoo Finance
BoE warns of risks to UK businesses from private equity bubble – FT
La inflación en España repuntó al 3,2% en marzo
– AFP
Sweden’s Riksbank Opens Door to May Cut With Rate Kept at 4%
– Bloomberg
Yen drops to weakest since 1990 – Bloomberg
Japan’s yen hits 34-year-low, heating talk of intervention – Financial Times
El yen japonés alcanza su nivel más bajo en 34 años frente al dólar – AFP
Ucrania exporta 4,5 millones de toneladas de grano en marzo – Reuters
Has Dust Settled From Lockdowns? Far From It – Jeffrey Tucker
Xi tells US CEOs China’s growth prospects remain ‘bright’ – Financial Times
Global CEOs flock to China as tensions mount over export glut – FT
Will Xi’s manufacturing plan be enough to rescue China’s economy? – FT

Wealth Management

This bull market is not over – Jeremy Siegel
EVs, Unions And Climate Hypocrisy – David Kemp
Blackrock CEO Larry Fink on the power of AI – CNBC
El ESG ha muerto de éxito (si alguna vez lo tuvo) – Jon Sindreu
I Hesitate To Write This, But ‘Rational Exuberance’– Joe Calhoun
BlackRock’s Fink on How to Solve the Retirement Problem – Bloomberg
What Do Strong Equity Inflows Say About Risk Appetite? – Parag Thatte
The Moves To Make a Month Before Your Retirement – Maurie Backman
Lots of Bickering, Little Action In Congress: Good for Stocks – Market Minder
El momento de aprovechar los tipos de interés altos es ahora – Lombard Odier
Why his Leverage Shares are a viable alternative to CFDs – José Carlos Gonzalez
El mapa del endeudamiento corporativo global y la danza de los tipos de interés – Andbank
Andbank gana un 33% más, con récord en España, Luxemburgo y Mónaco – El Economista