Martes, 9 de abril de 2024

Economía Internacional

Bolivia: Sequía histórica en agro causa pérdidas por $300 millones – El Deber
Bolivia: Asoban anuncia que los bancos emitirán el Bono BCB en dólares – El Deber
Argentina: Crecen los depósitos a plazo fijo, pero el crédito no despega – iProfesional
Argentina: Producción industrial retrocede 9,9% interanual en febrero: INDEC – Reuters
Venezuela arrests former Maduro allies in oil corruption probe – Financial Times
EEUU condena asalto a embajada de México en Ecuador tras reclamo de AMLO – AFP
Mexico Inflation Undershoots Forecasts, Putting Rate Cut in Play – Bloomberg
Stocks steady as Wall Street braces for inflation report – Yahoo Finance
Stocks Rise in Final Stretch of Trading Before CPI: Markets Wrap
– Bloomberg
El recorte de tipos de la Fed traerá alta volatilidad a Wall Street – El Economista
Inflation expected to remain elevated as rate cut debate takes center stage – Yahoo Finance
Bostic de la Fed: No se puede descartar que no haya baja de tasas este año – Reuters
Bond Trader Places Record Futures Bet on Eve of Inflation Data
– Bloomberg
Gold Hits All Time Highs as Governments Neglect Economic Basics – Frank Holmes
El mundo mira al oro mientras la plata se dispara un 25% bajo el radar – El Economista
El oro sigue imparable y renueva sus máximos históricos cerca de $2.400 – Bolsamanía
Google shows AI model is enterprise-ready after mishaps – Bloomberg
OpenAI and Meta ready new AI models capable of ‘reasoning’ – Financial Times
Intel unveils latest AI chip as Nvidia competition heats up – CNBC
Intel Investors’ Pessimism Over Turnaround Wipes Out $27 Billion of Value
– Bloomberg
Should We Panic Over Excessively Low Global Temperatures? – Donald J. Boudreaux 
*The Road to Serfdom* after 75 Years – Bruce Caldwell
El-Erian Sees ‘Huge Impact’ From Widening Divergence Between Fed, ECB
– Bloomberg
Euro-Zone Firms’ Loan Demand Fell ‘Substantially,’ ECB Says
– Bloomberg
Meloni’s radical plan: rewriting Italy’s post-fascist constitution – Financial Times
Italy commits to cut deficit despite soaring cost of tax credits – Financial Times
Berkshire Plans to Sell First Yen Bonds Since BOJ Move
– Bloomberg
BOJ Is Said to Mull Raising Inflation View on Strong Pay Deals
– Bloomberg

Wealth Management

33 acciones americanas infravaloradas – David Sekera
El punto de inflexión de la inteligencia artificial – Vishal Hindocha
Inflation report will disappoint markets (and the Fed) – TheStreet
Cómo elegir los mejores ETFS de mercados emergentes –  Daniel Sotiroff
España: El impacto del fin de la Golden Visa en el mercado inmobiliario – Expansión
The Fed’s Own Research Tells Us Another Round Inflation is Coming – Phoenix Capital Research
España: las Golden Visa suponen el 0,1% de las transacciones de vivienda – Diego Sánchez de la Cruz