Economía Internacional
Alianza Bolivia-Irán es un foco de inestabilidad regional – Mauricio Ríos García
Bolivia: Productos de primera necesidad suben de precio – El Diario
Bolivia: FMI proyecta crecimiento de 1,6% en 2024 – El Deber
Bolivia: Bancos suben tasas para consumo y vivienda – El Deber
Argentina: Gobierno de Milei cuenta con un apoyo del 57% – iProfesional
EEUU decide si reactiva sanciones a Venezuela por bloqueo a oposición – AFP
¿Desde cuándo empezaría a aplicar la reforma pensional en Colombia? – Valora
FMI: Ecuador tendrá fuerte desaceleración en 2024 – Bloomberg
Mexico’s Missed Opportunity in Latin America – Juan Pablo Spinetto
México: FMI baja pronóstico de crecimiento a 2.4% para 2024 – El Financiero
Resurgent Dollar, Higher Yields Send EM Currencies to 2024 Lows – Bloomberg
Stocks face a ‘bumpier path’ ahead – Yahoo Finance
S&P 500 futures rise with focus on earnings – Yahoo Finance
Vix ‘fear gauge’ soars on Middle East tension and interest rate shift – FT
America’s big banks say a Wall Street revival is finally here – Yahoo Finance
Powell says US inflation ‘taking longer than expected’ to hit target – FT
Biden Admin. Has Few Choices to Reduce Inflation – Richard Rahn
El IPC de EEUU va camino de subir hasta el 5% en 2024 – El Economista
The Data Looks Grim For The Dollar – Peter Schiff
Gold prices will reach $3K in coming months: Analyst – Yahoo Finance
Gold Holds Near Record as Traders Look Past Later Rate-Cut Odds – Bloomberg
Gold Edges Higher After Powell Signals No Rush to Cut Rates – Bloomberg
Oil Edges Lower Before US Inventory Data as Iran Risks Swirl – Bloomberg
US deficit poses ‘significant risks’ to global economy, warns IMF – FT
May God Please Save Us from the Populist Socialists! – Cliff Asness
The Justice of an All-Volunteer Military – Donald J. Boudreaux
JP Morgan espera convergencia de economías de Europa y EEUU en 2024 – Reuters
EU leaders to discuss Iran sanctions following attack on Israel – Reuters
La UE prevé demandar a Alemania por los aranceles del gas – Reuters
Stronger-Than-Expected UK Inflation Tempers UK Rate Cut Bets – Bloomberg
Wealth Management
Invest for the Decades, Not the Years – Nick Maggiulli
The Tomato Soup Indicator Is Flashing Red – Ironman
Still Waiting For The Tight Monetary Policy – Scott Sumner
Money Supply Trends Remain Disinflationary – Market Minder
Don’t Worry, Volatility Is Part and Parcel of Bulls – Market Minder
It’s a Wilder Stock Market Now. There’s No Need to Panic – Barron’s
Assessing the Prospect for a Stock Market Pullback – Adam Turnquist
If Index Funds Were Politicized, They Wouldn’t Be Index Funds – John Tamny
Talgo: protección, intervencionismo o maltrato al accionista – Guillermo Santos Aramburo
Global Macro UpdateThe Most Important Global Commodity of the Decade – Ed D’Agostino