Viernes, 3 de mayo de 2024

Economía Internacional

Bolivia: Divisas solo llegan a $us 139 millones – El Diario
Bolivia: Deuda de empresas públicas alcanza Bs. 37.100 MM, dice BCB – ANF
Markets Work When We Allow Them To – Javier Milei
Argentina: Manda la baja de los precios; rubro clave en offside – iProfesional
Argentina: Milei está ansioso por recuperar la economía – Alfonso Prat-Gay
Argentina: Espert calculó las reservas para levantar el cepo – iProfesional
Argentina: Ley Bases y Paquete Fiscal ya ingresaron a Senado – iProfesional
Argentina Cuts Rates to 50% as Milei Wrestles Inflation Down – Bloomberg
Argentina: El dólar oficial subió un 9% en el año; la inflación avanzó 60% – Forbes
MercadoLibre Weathers Argentina Tumult With Mexico, Brazil Gains – Bloomberg
Brasil registra un récord de incendios forestales entre enero y abril – AFP
Brasil: El crédito bancario se acelera en marzo – Reuters
EEUU: Tasa de empleo desacelera en abril; sube al 3,9% – Reuters
Stock futures surge after soft jobs report, Apple blowout – Yahoo Finance
The US labor market cooled notably in April – Yahoo Finance
Can Data By Itself Inform Us About The Real World? – Frank Shostak
Market Hunts for Signs of Yen Intervention in Fed Accounts – Bloomberg
Suben las apuestas a que la Fed subirá tasas en septiembre – Reuters
Gold Falls as Investors Face Long Wait Until Fed Rate Cuts – Bloomberg
Gold Steadies as Traders Turn Attention to Key US Jobs Report – Bloomberg
Glencore-Backed Group Said Near Deal for Shell Singapore Assets – Bloomberg
Oil Set for Biggest Weekly Drop Since February as War Risk Fades – Bloomberg
Alemania: Ministra de Exteriores denuncia ciberataque ruso – EFE
España: Sánchez, contra nuestra libertad económica – José Carlos Rodríguez
Turkish Inflation Is Moving Closer to Peak With Upswing Near 70% – Bloomberg
Turkey’s inflation accelerates to nearly 70% in April – CNBC
Chinese share of French EV market slumps after incentives curbed – Reuters
India Bonds See Outflows as Fed Bets Curb Index Inclusion Frenzy – Bloomberg
Novo slides as Amgen obesity drug fuels rivalry fears – Bloomberg
Tim Cook talks up Apple’s AI plans after earnings beat – Yahoo Finance
Apple’s revenue falls less than feared despite rocky start to the year – FT

Wealth Management

How National Debt Could Affect Yr. Portfolio – Coryanne Hicks
Are the Markets Ready If China Invades Taiwan? – Ari Rubenstein
The Impact of New Copper Technologies – Goehring & Rozencwajg 
Remember, Market Pullbacks Start and End Without Warning – Market Minder
Warren Buffett Will Be Investing’s ‘Taylor Swift’ This Weekend – Lydia Moynihan
Berkshire after Buffett: prized energy business faces upheaval – Financial Times
Will Higher Taxes Crash Markets? Is The Fed Losing Independence? – Steve Hanke