Jueves, 16 de enero de 2025

Economía Internacional

Bolivia: Gobierno cede y simplifican requisitos para importar combustibles – El Diario
Brazil’s Economic Activity Downshifts as Key Rate Goes Higher – Bloomberg
Investors Pull Record $57 Billion From Brazil Hedge Funds – Bloomberg
Chile: ¿Podrá Codelco aumentar producción de cobre este 2025? – Reuters
Stock futures waver as earnings flood in – Yahoo Finance
S&P 500 Futures Up Amid Inflation Data Optimism – Barron’s
US Bond ‘Death Spiral’ Risk Brushed Aside by Foreign Funds – Bloomberg
Fed is in a waiting game, not a ‘stopping game’: Economist – Yahoo Finance
CPI Shocks The Market, Everything You Need To Know – Jeff Snider
US Retail Sales Disappoint In December, Despite Surge In Auto Sales & Gas Costs – ZH
Trump team readies plan for Russia deal, Iran squeeze – Bloomberg
Netanyahu under pressure from far-right allies on Gaza ceasefire deal – FT
ECB Officials Saw More Easing as Appropriate If Baseline Holds – Bloomberg
UK economy’s disappointing November growth fuels the case for BoE rate cut – CNBC
How Germany declined under Olaf Scholz — in charts – Financial Times
Has China already reached peak oil? – Financial Times

Wealth Management

Lines on a Chart – Jared Dillian
Newsletter Enero 2025 – Cobas AM
Minimum Levels of Stress – Morgan Housel
Benjamin Graham & How to Invest Wisely – Joakim Book
No es momento para invertir en índices – Beltrán de la Lastra
Market Volatility Can Arise For Any (or No) Reason – Market Minder
Manias Bring Danger for Investors, But Also Opportunity – Hunter Lewis
Las empresas growth americanas continuarán superando a otros activos – Chris Fay