Lunes, 1 de abril de 2024

Economía Internacional

Personalidades tiránicas – Manuel Hinds
Argentina intensifica negociacia exportar gas a Brasil a través de Bolivia – Ámbito
Argentina: Reservas del BCRA aún son negativas en más de $2.000 MM – iProfesional
Argentina: En tres meses de gestión, aprobación de Milei supera 50% – iProfesional
Argentina: Milei no cree que dolarización llegue antes de elecciones 2025 – Bloomberg
Milei Doesn’t See Argentina Dollarizing Before Midterm Vote – Bloomberg
Chile Telecom Operator WOM Files for Bankruptcy in the US
– Bloomberg
Actividad económica en Chile creció 4,5% en febrero – BioBio
Chile: ¿Mayoría política o mayoría social? – Luis Larraín
Colombia dejaría de recibir $650 MM si prohíbe ealquiler vivienda turística – Valora
US futures rise as new quarter kicks off – Yahoo Finance
Stock Futures Rally With Gold on Rate Cut Hopes
– Bloomberg
US manufacturing sector grows for the first time in 1-1/2 years – Reuters
Why tech investors are betting on the ‘Hail Mary’ of energy – Yahoo Finance
El oro bate otro récord y supera los 2.260 dólares – AFP
Gold Jumps to Record as Favored Fed Inflation Gauge Stokes Rally
– Bloomberg
Gold prices hit record high after fresh U.S. data spurs Fed cut expectations – CNBC
Oil Steady After Quarterly Surge as Spotlight Stays on Demand
– Bloomberg
El tesoro energético bajo el mar de la China que disputan 7 países – El Economista
AI revolution will be boon for natural gas, say fossil fuel bosses – FT
Did Government Red Ink Make the US More Dynamic than Europe? – Jason Sorens
Turkey’s opposition wins big cities in blow to Erdoğan – Financial Times
Turkey raises rates to 50% in effort to cool runaway inflation – FT
BOJ’s Next Hike Likely in October at Earliest, Ex-Official Says
– Bloomberg
Singapore Home Prices Rise Again Despite Sales Slowdown
– Bloomberg
Top China Lithium Firms Look Past Profit Slump and Vow Expansion
– Bloomberg
Chinese Stocks Gain as Upbeat PMI Data Reinforce Recovery Hopes
– Bloomberg
Banco Mundial prevé que el PIB de China se frene al 4,5% en 2024 – Bolsamanía
East Asia’s growth is faster than the rest of the world; China headwinds weigh – World Bank

Wealth Management

Inflation, Inflation, Inflation – Cullen Roche
En abril pequeñas empresas mil – Enrique Roca
Todas las claves de los fondos monetarios – Finizens
Why Q1 Was a Triumph for the Optimists – Dan Kemp
¿Cómo identificar a un buen gestor? – Sergi Casoliva
The Most Important Concept in Finance – Ben Carlson
Inflation? Commodities Are In Rally Mode – J.C. Parets
Don’t Just Do Something, Sit There – Joseph Y. Calhoun III
How Bank Reserves Affect Liquidity – Alfonso Peccatiello
El sector energético sorprenderá a los más pesimistas – Ken Fisher
The 4% Retirement Rule Is Just a Starting Point – John Rekenthaler
Meet The “Magnificent Seven” of Healthcare Stocks – The Motley Fool
The Implications of Fatal Debt? Expect More Lies – Matthew Piepenburg
Start Stocking Up Savings Now to Avoid Retirement Crisis – Charles Gasparino
 Investors are still underestimating the long-term impact of AI – Edward Stanley