Jueves, 16 de mayo de 2024

Economía Internacional

Argentina: Entrevista completa a Luis Caputo con Pablo Rossi – LN+
Argentina ya habla de levantar el cepo cambiario – El Economista
Argentina: Caputo adelantó que hubo superávit financiero en abril – iProfesional
Milei desmonta el ‘establishment’ económico erróneo de izquierda – Matthew Lynn
Argentina levanta cabeza: salarios suben y se reactivan el crédito y la inversión – DSC
Bolivia: Las exportaciones de cocaína en 2020 fueron por $2.880 MM – Cedla
¿Por qué hay escasez de dólares en Bolivia? – Bloomberg
Chile: Ley corta de Isapres: solución postergada – DF
Exploración económica de Chile 2050 – Ángel Morales
Panamá: El Canal aumenta tránsito de buques, aunque persiste agua escasa
Brazil supreme court chief hits back at Elon Musk – Financial Times
Biden’s big inflation problem – Yahoo Finance
CPI inflation data was released 30 minutes early by accident – Bloomberg
Dow Jones Falls After Jobless Claims; GameStop Plunges 18% – IBD
Markets Hold Near Record Highs Amid Fed Rate-Cut Hopes – Barron’s
Jamie Dimon Sees ‘Lot of Inflationary Forces in Front of Us’ – Bloomberg
Oil Swings Higher as Traders Assess US Inventories, Inflation – Bloomberg
Gold, silver and platinum’s red-hot rally still has further to go – CNBC
Private Governance Will Make You Free – Michael Munger 
AIER Everyday Price Index Rises for Fifth Consecutive Month – Peter C. Earle
ECB’s Villeroy Says Probability of June Rate Cut ‘Significant’ – Bloomberg
Eurozona: ¿Cuatro recortes de tipos en 2024? – Bolsamanía
Baidu Revenue Slows After China’s Downturn Mars AI Push – Bloomberg
China’s Baidu beats quarterly revenue estimates on ad recovery, cloud – CNBC
High debt levels put Europe at risk of ‘adverse shocks’, ECB warns – FT
Why growing China-Russia military ties worry the west – Financial Times
Buffett’s Berkshire reveals mystery position: $6.7B stake in Chubb – Bloomberg

Wealth Management

Newsletter Mayo 2024 – Cobas AM
CPI? PCE? What IS Inflation Anyway? – Tej Parikh
Why Doesn’t The Economy Break?! – Alfonso Peccatiello
The Meme Stocks Are Back, No ZIRP Required – Luke Kawa
Three Fund Families Are 74% of the Market – Wayne Duggan
¿Qué dicen los últimos datos de Estados Unidos? – Andbank
Bajistas, alcistas y elecciones – Fabiana Fedeli, M&G Investments
Break the 4% Retirement Rule. Here’s What Works Better – Barron’s
Whether Up or Down, CPI Wiggles Mean Very Little – Market Minder
Why Stocks Surging Despite ‘Worrisome’ Inflation Report– Luke Lango
Nothing is as good (or bad) as they say it is – Richard Madigan, JPMorgan
La IA, una herramienta mucho más potente que los PCs – Víctor Alvargonzález
Chubb: Is Warren Buffett’s Latest Buy Worth the Punt? – David Wagner