Economía Internacional
Bolivia: 42% de bolivianos creen que “hay grave crisis económica” – El Diario
Bolivia: Administración de banqueros “no es buena”, hay dólares: BCB – El Deber
Bolivia: Microempresarios alertan cierres por incremento salarial – El Deber
How Brazil’s Economic Future Hinges On Fossil Fuels – Vijay Jayaraj
Brasil: TotalEnergies y Petrobras ampliarán explotación de dos campos – AFP
El problema de la criminalidad en América Latina – Manuel Hinds
Five Key Charts to Watch in Global Commodities This Week – Bloomberg
China, EEUU y UE amenazan con cambiar reglas de comercio mundial – Bloomberg
Wall Street is getting even more bullish on stocks – Yahoo Finance
Mercados, a la espera de datos de inflación en EE. UU. y Europa – Valora
Fed’s Favorite Underlying Inflation Gauge Is Seen Cooling – Bloomberg
Fed Pause, Wartime Inflation Take Israel Rate Cuts Off Table – Bloomberg
The Bond Market Is Sending a Message. Investors Should Listen – Barron’s
Bill Gross says Trump would be worse for bond markets than Biden – FT
Nvidia’s Ascent Is An Enemy of Stalked-by-Fallacy Economics – John Tamny
Population Collapse Is ‘Biggest Issue’ Threatening Economy – Darrell Bricker
Lockdown to Vaccination: What Really Happened – Jeffrey Tucker
European stocks waver as traders assess rate path – Bloomberg
ECB is ready to start cutting rates, says chief economist – Financial Times
ECB Rate-Hiking Still Hasn’t Been Fully Felt, Lane Says – Bloomberg
ECB Shouldn’t Exclude Second Rate Cut in July, Villeroy Says – Bloomberg
España: El cohete de Sánchez va a reventar – José María Rotellar
España suspende en libertad económica por tamaño del Estado y déficit – Vozpópuli
German business outlook improves as economic momentum builds – Bloomberg
The Martyrdom of Jimmy Lai – Jon Miltimore
China’s property stimulus raises risks for banks in smaller cities: S&P Global – Reuters
Wealth Management
Letter to our co-investors 1Q24 – Horos AM
How We Got Here In 10 Steps – Barry Ritholtz
More Reasons To Never, Ever Lend Money To Friends, Family – Ted Jenkin
Que el S&P 500 esté en máximos no es la excepción, es la regla – Finizens
How The Middle Class Is Getting Wiped Out; ‘Worse Trouble Ahead’ – Ted Oakley
¿Qué lectura dejan los bancos centrales para las bajadas de tipos en 2024? – Andbank