Jueves, 19 de diciembre de 2024

Economía Internacional

Bolivia crecerá solo 1,7% en 2024: Cepal – El Diario
Bolivia cierra 2024 con caída de $3.000 MM en comercio exterior – Bloomberg
Bolivia: CAO reporta caída del 17% de producción agrícola en 2024 – Los Tiermpos
Argentina: La mano invisible de Milei y el petróleo disparan la inversión – El Economista
Chile: Banco Central advierte una “rebeldía” de la inflación – Biobío
Brazil Central Bank Raises Growth Outlook as Economy Simmers – Bloomberg
Brasil tendrá el IVA más alto del mundo tras la última subida de Lula – Miguel Puga
La libertad en América Latina y el mundo – Ian Vásquez
Why Powell says inflation is still on track – Yahoo Finance
Trump’s White House plans loom large over Fed – Financial Times
Fed dot plot explained: Central bank’s economic forecasts for 2025 – Yahoo
World’s Central Banks Are Starting Inflation Again – Peter Schiff
Stock futures point to rebound from Fed-fueled rout – Yahoo Finance
The Fed is already thinking about life under Trump – Yahoo Finance
Dow futures bounce after index drops 1,100 points in 10th straight loss – CNBC
La Fed baja tasas de interés por tercera vez desde marzo de 2020 – Europa Press
Siegel: Stock sell-off is ‘healthy’; cautious Fed gives investors ‘reality check’ – CNBC
Losses from crypto hacks jump to $2.2 billion in 2024 – Reuters
You Can’t Beat China By Copying Them – Jack Nicastro
Bank of England holds rates but vote split surprises markets – CNBC
Bank of England holds interest rates at 4.75% – Financial Times
Bank of Japan holds rates at 0.25%, yen weakens to over four-month low – CNBC

Wealth Management

I Have A Few Questions – Morgan Housel
Did Powell Just Kill the Stock Rally? – Barron’s
The One Thing Billionaires Do Differently – Ron Diamond
Inflation Must Fall Further Before Fed Restarts Cuts – Barron’s
Lower Your Taxes By Saving As Much As You Can – Market Minder
2025, el año de la incertidumbre: 5 temáticas clave – Wellington Management
Los “ricos”, los nuevos “mariachis” de las entidades financieras – Víctor Alvargonzález
Investors only have themselves to blame as Jay Powell steals Christmas – Katie Martin
¿Lo hace mejor tu fondo que un niño de primaria (o que un mono)? – Clarisa Sekulits
Norges Bank’s Nicolai Tangen on running the world’s largest sovereign wealth fund – Goldman Sachs