Economía Internacional
Argentina: Nunca ví un compromiso de déficit fiscal como el de Milei – M. Redrado
Argentina: Milei llega tarde: Oxford Economics pone fecha al ‘default’ – El Economista
Argentina Cuts Interest Rate to 70%; Markets See Inflation Easing Further – Bloomberg
Bolivia: Viceministro afirma que se analiza prohibir exportación de oro – ANF
Colombia: ¿Precio de la gasolina subirá por disparada del petróleo? – Valora
Economic Development is not a Zero-Sum Game – John Pinheiro
Techs lead slide in US futures as banks kick off earnings – Yahoo Finance
Magnificent Seven Influence Over S&P 500 Has Never Been Greater – Bloomberg
Apple Signal of AI Intent Unleashes $112 Billion Stock Surge – Bloomberg
US Futures Drop as Traders Parse Big Bank Earnings – Bloomberg
Big bank earnings, Fedspeak: What to watch – Yahoo Finance
JPMorgan beats on Q1 profit, but Dimon warns of inflation risk – Yahoo Finance
BlackRock books record $10.5T in assets, jump in profit – Reuters
Citi profit drops as costs rise for severance, insurance – Reuters
BofA Warns Current Price Moves Are Typical of Bubbly Markets – Bloomberg
Dollar notches up strongest week since 2022 – Financial Times
El precio del oro marca un nuevo récord por encima de los 2.400 dólares – EFE
Gold Jumps to Top $2,400 as Middle East Risks Stoke Demand – Bloomberg
Risk of 1987-Style Meltdown Sparks Ruffer’s Record Cash Bet – Bloomberg
Ritmo de crecimiento de demanda de crudo sigue bajando, según AIE – AFP
Lots Are Getting Really, Really Rich Off Of “Green Energy” – Stephen Moore
ECB’s Kazaks Says on Track to Cut Interest Rates in June – Bloomberg
El BCE mantiene tipos en el 4,5%; primer recorte sería en junio – El Economista
BoE to scrap outdated inflation forecasting model in major overhaul – CNBC
España: El FMI eleva a 1,9% su previsión de crecimiento en 2024 – Bolsamanía
España: Adiós a la Golden Visa – Fernando Díaz Villanueva
Bernanke review says BoE must revamp its main economic model – FT
Japan’s Five-Year Yield Rises to Highest Since 2011 on BOJ Bets – Bloomberg
Las exportaciones chinas caen más de lo previsto en marzo – AFP
China Decoupling Would Be Wildly Costly For the U.S. – Ike Brannon
Wealth Management
99% of crypto is absolute garbage – McBride
El Vix. Algunas consideraciones – Enrique Roca
What Exactly Is a Stock-Market Correction? – Marc Guberti
Las “5 C” de nuestra alfabetización financiera – Ernesto Scardigno
March Inflation Uptick: Investors Fighting Last War – Market Minder
Kahneman Didn’t Discover Irrationality, He Discovered Markets – John Tamny
Pongamos que la inflación en EEUU se queda en el 3% – Víctor Alvargonzález
¿Logrará rebotar la economía china? Estas son las señales alentadoras – UBS AM