Martes, 23 de abril de 2024

Economía Internacional

Milei anuncia un primer trimestre de superávit financiero desde 2008 – AFP
Milei ya habla de un “milagro” económico sin igual en Argentina – El Economista
Bolivia’s Dollar Crisis Pits Evo Morales Against Luis Arce as Election Nears – Bloomberg
Bolivia: Detenido exfuncionario de Morales por presunta corrupción – AFP
Bolivia con retraso de seis años en certificación de reservas de gas – El Diario
Chile: Pensiones, mentiras y un video – Tomás Flores
Paraguay Surprises by Not Cutting Rate, Citing Fed and Oil Risks – Bloomberg
Ecuador evalúa nuevos canjes de ‘deuda por naturaleza’: Amazonía y mar – Reuters
¿Qué salida tiene la crisis hidroeléctrica de Colombia o Ecuador? – Bloomberg
Venezuela, en default, contrata a Rothschild como asesor de deuda – Bloomberg
An Overlooked FX Rally in Latin America Has Its Days Numbered – Bloomberg
US futures climb as earnings kick into high gear – Yahoo Finance
Wall Street needs Big Tech to deliver big time – Yahoo Finance
Inflation is challenging small and mid-cap stocks: Strategist – Yahoo Finance
We Should Look Beyond the Fed For Ways to Fight Inflation – Paul London
Gold Falls Again After Biggest Daily Slump in Almost Two Years – Bloomberg
Oil Steadies With Bullish Spreads Countering Easing Tensions – Bloomberg
How US shale keeps sheltering America from the next oil price surge – FT
BlackRock’s Rieder Sees Scope for Two Fed Rate Cuts This Year – Bloomberg
Where is the Fed’s interest rate heading? – Chris Giles
Capitalism: The System On (And For) Earth – Johan Norberg
Competition Can’t Be Perfect – Michael Munger 
ECB’s Guindos Says June Cut Looks Like Set Deal If No Surprises – Bloomberg
BCE necesita evidencia de que la inflación se dirige al objetivo, dice Nagel – Reuters
El sector servicios de la eurozona repunta en abril – Reuters
Eurozone business activity rises to 11-month high – Financial Times
German Rebound Drives Euro-Zone Private Sector to 11-Month High – Bloomberg
Ireland expects 2024 budget surplus of 2.8% of national income – Reuters
Tesla set to report earnings after 40% stock wipeout – Yahoo Finance
Tesla Q1 earnings: What investors will be watching for – Yahoo Finance
Spotify stock jumps after earnings, revenue beat – Yahoo Finance
iPhone sales drop 19% in China; demand for Huawei smartphones soars – CNBC
PepsiCo beats on revenue amid price hikes, steady demand – Reuters
China’s Surging Steel Exports Are Inflaming Global Trade Tension – Bloomberg

Wealth Management

April 2024 Newsletter: Balanced Portfolio Construction – Lyn Alden
Nomad Capitalist with Andrew Henderson – Saifedean Ammou
Strong Dollar False Fears Are Back, and Overdone – Market Minder
Passive Income Streams For a Glorious Retirement – Maurie Backman
Investors price in growing chance of another Fed interest rate rise – FT
Why BTC Purchases Are Not Best Way To Play Halving – Stephen McBride
Investors Are Fearful. A Case For Why They Should Not Be – Nicole Goodkind
El retorno del crecimiento mundial y el ajuste de cuentas de 2025 – Jan van Eck
Gold’s STEALTH Institutional Rally…What Happens When the Public Arrives? – Maloney & Rule
El uso de técnicas cuantitativas en los procesos de inversión y selección de fondos – Funds People