Viernes, 26 de abril de 2024

Economía Internacional

Bolivia: La agonía del litio – Humberto Vacaflor
Javier Milei vs. the Status Quo – Octavio Bermudez
Is Argentine Disinflation Sustainable? – Nicolas Cachanosky 
Primeras señales de deflación en los supermercados de Argentina – Libre Mercado
Argentine households face financial crunch as markets cheer Javier Milei – FT
Brazil Inflation Slows More Than Expected Before Rate Decision – Bloomberg
México: Senado aprueba polémica reforma del sistema de pensiones – AFP
EEUU: Inflación PCE repunta 2,7%; subyacente se mantiene en 2,8% – Bolsamanía
Fed’s preferred inflation metric rose to 2.7% in March – Financial Times
Key Fed inflation measure rose 2.8% in March from a year ago – CNBC
Stock futures jump after Big Tech blowout with PCE on deck – Yahoo Finance
Investors brace for 5% Treasury yields as inflation worries grow – Reuters
Suben apuestas a que la Fed comenzará a bajar tasas en septiembre – Reuters
Gold Heads For Weekly Loss as US Inflation Concerns Sap Demand – Bloomberg
Oil Heads for Weekly Gain on Signs of Firmer Market Before Data – Bloomberg
Microsoft stock rises after earnings beat on cloud strength – Yahoo Finance
Alphabet desata la euforia tras anunciar su primer dividendo – El Economista
Alphabet surges after earnings, first-ever dividend – Yahoo Finance
Bill Gross tells investors to avoid tech and stick to value stocks – Business Insider
BofA’s Hartnett Says US Megacaps to Lead Stocks Until Rates Bite – Bloomberg
Citi, JPMorgan See Carry Trade Revive as Fed Hawkishness Spreads – Bloomberg
Take the Government Out of GDP – Thomas Savidge 
ECB Can Be Out of Sync With Fed for Some Quarters, Noyer Says – Bloomberg
España: La tasa de desempleo crece al 12,29% en el primer trimestre – AFP
Yen sinks to 34-year low after Bank of Japan holds interest rates near zero – FT

Wealth Management

The Bears Come Out Of Hibernation – Bespoke
Why is Gold Acting Like a Tech Stock? – Jim Paulsen
What Is the Purpose of Economic Theory? – Frank Shostak
Poco crecen España y EEUU para lo mucho que gastan – Víctor Alvargonzález
Un sesgo/error crónico del consenso, pero que no resta atractivo al mercado – Álex Fusté
Why Central Banks Have Been Stockpiling Gold And What’s Next For The Price – George Milling-Stanley