Martes, 18 de junio de 2024

Economía Internacional

A Critique of Latin American Neocons – Marina Rocha
Lula critica a banco central antes de reunión para fijar tasas de interés – Reuters
Milei devolverá el poder al BCRA para ‘pesificar’ Argentina – El Economista
Argentina: Desregular y privatizar, claves para el crecimiento – Robert Cachanosky
Coal India explora litio en Argentina junto a empresa estadounidense – Reuters
Claudio Zuchovicki con Alberto Bernal y Leopoldo Chialva – Neura
Colombia: ¿Qué va a pasar con los fondos privados de pensión? – Valora
Ventas minoristas en EEUU aumentan menos de lo esperado en mayo – Reuters
US retail sales miss expectations in May – Reuters
U.S. May retail sales rise 0.1%, weaker than expected – CNBC
Retail sales miss in sign of consumer slowdown – Yahoo Finance
S&P 500, Nasdaq hover near record highs ahead of retail sales data – Yahoo Finance
Fed needs to cut interest rates sooner rather than later – Mohamed El-Erian
Brace Yourself For Another Mortgage Meltdown via Biden – Stephen Moore
Don’t Let a Crisis Go to Waste in 2025 – Vance Ginn 
Rich countries plan to buy more gold despite record price – Financial Times
UK Inflation Looks Set to Hit the 2% Target – Bloomberg
European markets higher after choppy start to the week; euro zone inflation ticks up – CNCB
ECB chief economist plays down need to intervene in French bond market – FT
French businesses court Marine Le Pen after taking fright at left’s policies – FT
Alemania: Confianza de inversores aumenta ligeramente en junio: ZEW – Reuters
Bolsas europeas abren al alza mientras bancos prosiguen su recuperación – Reuters
China puede mandar la deuda de EEUU al infierno si pulsa el botón – El Economista

Wealth Management

You’re Not As Diversified As You Might Believe – Joseph Calhoun
Market Concentration Is A Sign Of A Bull Market – Barry Ritholtz
Elon Musk’s Next Venture Could Be the Best of Them All – Luke Lango
The Market Will Crash & Other Things Charlatans Say – Darius Foroux
Could The S&P Really Hit 9000 In the Next Few Years? – Sven Henrich