Lunes, 15 de abril de 2024

Economía Internacional

Argentina ha decidido reforzar su frontera con Bolivia – Eduardo Feinmann
Bolivia puede incrementar pago por importación de combustible – El Diario
Los efectos de la guerra de Israel en la economía argentina – Fausto Spotorno
Chile analiza devolver el IVA por compras a turistas extranjeros – iProfesional
Gobierno de Colombia y ELN descongelan conversaciones de paz en Venezuela – AFP
Emerging Currencies Settle as Shekel Bounces Back After Attack – Bloomberg
Emerging Markets Battle Weak Currencies Amid Dollar Might – Bloomberg
No habrá una escalada brusca, pero la reacción de Israel es incierta – Bolsamanía
Iran’s Attack on Israel Sparks Race to Avert a Full-Blown War – Bloomberg
The night Iran’s missile spectacle rattled Israel – Financial Times
‘Prelude to World War III’: World leaders react to Iran’s air attack against Israel – CNBC
Israel’s war cabinet meets as western leaders urge restraint over Iranian attack – FT
US Treasuries Fall as Inflation Fear Returns Post Haven Rush – Bloomberg
Gold Holds Below Record Despite Iran’s Strike Against Israel – Bloomberg
Sorpresa en el petróleo: por qué cae tras el ataque de Irán a Israel – El Economista
Oil Steadies, Treasuries Dip as Iran Stresses Ease – Bloomberg
Tesla to cut 10% of global workforce – Financial Times
Big Mac Inflation is Real – J.C. Parets
Hoping the Fed delivers two rate cuts starting July – Mohamed El-Erian
The Short Story About Donald Trump’s Truth Social – Charles Gasparino
No, Inflation Is Not ‘Too Much Money Chasing Too Few Goods’ – John Tamny
Where US Inflation Hit The Hardest In March 2024 – Zero Hedge
Another Dismal Tax Day: Can It Drive Fiscal Reform? – Vance Ginn 
Resilencia en bolsas europeas pese a creciente tensión en Oriente Medio – El Economista
España: BdE apunta a un PIB del 0,4% en el primer trimestre – Bolsamanía
India Exporter Stocks Fall as Iran Attack Sparks Cost Concerns – Bloomberg
China Drains Cash Via MLF for Second Month Amid Yuan Concern – Bloomberg
China acapara cobre como si preparase “algo muy grande” – El Economista
Vanke Readies $18 Billion of Assets as Collateral for New Loans – Bloomberg

Wealth Management

Colocando stops – Enrique Roca
A Short History of Stocks – Barry Ritholtz
There Is Nothing Special About Dividends – Larry Swedroe
Why The 60/40 Portfolio Looks Attractive Again – Felix Salmon
Federal funds rate: What it is and how it affects you – Yahoo Finance
Trump or Biden? The Stock Market Doesn’t Much Care – Jeff Sommer
¿Qué pasa con los fabricantes de automóviles en Bolsa? – Magallanes
Gold’s Nominal Highs Misleading, Real Value Much Higher – Lobo Tiggre
Are Higher Interest Rates Good For The Economy? – Joseph Y. Calhoun III
Stocks Have Broken Below Their Trendline. Will They Regain It? – Lance Roberts
Why Is Gold Rising Now, Where Is It Headed Tomorrow? – Matthew Piepenburg
Europa podría adelantarse a una FED con escasa urgencia para iniciar las bajadas de tipos – Andbank
España: Los ricos aumentan la inversión en capital riesgo para esquivar el impuesto de Patrimonio – El Economista