Economía Internacional
Argentina: Caputo brindó detalles de cómo seguirá el plan económico – Forbes
Argentina: La inflación baja más rápido de lo que esperábamos – Georgieva
Bolivia: Presentan informe de inflación en medio de bajo crecimiento – El Diario
Bolivia invertirá $400MM en exploración de gas, 26% de 2014 – Brújula Digital
EEUU reanuda las sanciones al sector petrolero de Venezuela – El Economista
Petróleo baja tras reimposición de sanciones de EE UU a Venezuela – Valora
Paraguay se encamina a cosecha récord de soja en 2023-24 – Reuters
Lula y Petro discuten “plebiscito” como salida democrática en Venezuela – AFP
Colombia: FMI espera una inflación más alta a cierre de año – Valora
México: Actividad económica crece 2.1% interanual en marzo – Reuters
US weekly jobless claims unchanged at low levels – Reuters
Stock Futures Pare Gains After Economic Reports – Bloomberg
S&P 500 Suffers Its Longest Slide Since January – Bloomberg
Stagflation trade is roaring back in S&P 500’s month of pain – Bloomberg
US 30-Year Mortgage Rate Rises to a Four-Month High of 7.13% – Bloomberg
Why high rates haven’t always been a problem for stocks – Yahoo Finance
What went wrong with US inflation – Bloomberg
Williams de la Fed no ve urgente bajar las tasas – Reuters
Traders Pile Into Contrarian Bet That Fed Will Front-Run Cuts – Bloomberg
These Emerging Markets Have Healthy Buffers Against US Dollar Shock – Bloomberg
May God Please Save Us from the Populist Socialists!– Cliff Asness
Murphy’s Exposé on Money and Banking – George Ford Smith
Yearning For A World Sans Fossil Fuels Is Magical Thinking – Mark Mills
ESG Puppeteers – Paul Mueller
Energy Policy Should Be Fact, Not Faith Based – Jeff Garzik & Ralph Benko
Pop-Up Russian Oil Traders Emerge As US Tightens Sanctions Grip – Bloomberg
Villeroy, del BCE, reitera que es probable un recorte de tipos en junio – Reuters
El BCE abre la puerta a copiar el gráfico fetiche de la Fed de EEUU – El Economista
La economía alemana va un poco mejor, según el Bundesbank – Reuters
Google fires workers protesting $1.2B Israeli contract – Bloomberg
Berkshire Sells ¥263.3 Billion of Bonds With Tighter Spreads – Bloomberg
Wealth Management
Windfalls – Jared Dillian
Carta del Consejero Delegado | 1T2024 – EDM
Shiller’s CAPE Is High: Should You Care? – Marc Fandetti
Inflation’s Next Move: Economic Collapse? – Steve Hanke
The Best Companies to Own: 2024 Edition – Margaret Giles
Tech Earnings Are Back. AI Needs to Start Delivering – Barron’s
The IMF Acknowledges What Stocks Have Priced – Market Minder
Invertir en infraestructuras, ¿qué rol dentro de una cartera? – Fabrizio Guidoni
Bitcoin Keeps Falling. More Losses May Come Before ‘Halving’ Ushers in $100,000 – Jack Denton
Gold Price to Make a Parabolic Move? Highest Probability of a ‘Melt-Up’ Since 1980s – Jared Dillian