Economía Internacional
Argentina: Carlos Pagni y Alfonso Prat Gay – Foro NOA
Huelga general contra ajuste de Milei paraliza Argentina – Reuters
Argentina: Sueldos promedio le ganaron a la inflación en marzo – iProfesional
Paraguay busca gasoducto de $1.500 MM con Argentina y Brasil – iProfesional
Grupo Gloria cierra sus operaciones en Uruguay – América Economía
Nuevo presidente de Panamá no hereda la potencia de antaño – Bloomberg
Panama’s New President Inherits a Success Story Gone Wrong – Bloomberg
Colombia: Gobierno Petro dice que es momento más baja de tasas – Valora
Mexico CPI Rise More Than Expected Ahead of Rate Decision – Bloomberg
US futures tip lower as investors look for inspiration – Yahoo Finance
US weekly jobless claims increase more than expected – Reuters
Chairman Powell and The Fed’s Limits – Alex Pollock
Cómo evitar una Crisis Financiera – Philipp Bagus
How Jerome Powell’s Words Keep Rates Higher for Longer – Richard Roberts
How the Fed & Treasury Are Hurting Small Businesses – Steve Forbes
Relentless Innovation Means Even Bad News Brings Hope – Anne Bradley
How The US Economy Is Adapting To 5% Interest Rates – Courtenay Brown
Top Bond Forecasters Diverge as Fed Keeps the Market in Limbo – Bloomberg
Bank of England signals summer cut as it holds rates at 5.25% – FT
Bank of England holds rates, stresses June cut depends on coming data – CNBC
Cameron declines to echo US threat over arms to Israel – Financial Times
Exrehenes de Hamás llaman en Auschwitz a liberación de secuestrados en Gaza – AFP
A rare hostile takeover bid in Europe’s banking sector has shocked markets – CNBC
Spain’s BBVA announces $13 billion hostile takeover bid for Sabadell – CNBC
BBVA y su propia encrucijada en Cataluña – Miguel Ángel Bernal Alonso
BBVA lanza una OPA hostil sobre Banco Sabadell – Bolsamanía
BBVA lanza una OPA hostil sobre el Banco Sabadell – Luis F. Quintero
BBVA lanza una opa hostil para comprar el Sabadell – Fernando Tadeo
Bilbao sobre Banesto: mal precedente de una opa hostil en la banca española – EE
España: Efecto expulsión: más gasto público y menos inversión – José María Rotellar
Interest rates start to fall in Europe as the Fed lags – Reuters
Malaysia Holds Key Rate Amid Low Inflation, Ringgit Measures – Bloomberg
Wealth Management
Carta trimestral 1T24 – Horos AM
Time To Bet Against Banks – Portfolio Armor
¿Seguirá subiendo el precio del oro? – Wisdom Tree
Buffett and Munger Mark the End of An Era – Bill Smead
This Cycle’s Surprising Leader – Latin America – J.C. Parets
Can Money Managers Anticipate Market? – Anna Scherbina
Cómo interpretar la última reunión de la Fed – Seth Meyer
Why investors should exercise restraint on debt – Howard Marks
Strong Earnings: Just Another Reason to Buy AI Stocks – Luke Lango
The Japanese Yen Is Failing (what this means for the world) – Jeff Snider
Bridgewater’s chief says he has ‘rewired’ world’s largest hedge fund – FT
Despite What You’re Being Told, Jobs Data Don’t Predict Fed – Market Minder