Economía Internacional
Argentina: Una de las 5 economías de mayor crecimiento en 2025 – Mitre
Argentina: Moody’s mejora rating deslumbrada por su economía – El Economista
Argentina Wins Upgrade from Moody’s in Boost for Milei – Bloomberg
Trump pauses Colombia tariffs after deal on migrants – Bloomberg
US pauses tariffs on Colombia after deal on deportations – Financial Times
Brasil: AgRural rebaja previsión para cosecha de soja en 2024/25 – Reuters
DeepSeek sacude bolsas: firma china asalta el trono de la IA – El Economista
Nasdaq futures lead sell-off as AI fears rock techs – Yahoo Finance
US tech stocks head for $1tn sell-off as DeepSeek rattles investors – FT
What is DeepSeek and why is it freaking out the AI world? – Bloomberg
Nvidia falls 11% in premarket trading: DeepSeek triggers global tech sell-off – CNBC
How small Chinese AI start-up DeepSeek shocked Silicon Valley – FT
DeepSeek buzz sends Nvidia, chip stocks spiraling – Yahoo Finance
DeepSeek despierta dudas sobre valoraciones de tecnológicas de EEUU – Bloomberg
Advances by China’s DeepSeek sow doubts about AI spending – FT
Bitcoin drops in risk-off move as Nasdaq stocks are hit – CNBC
MicroStrategy buys more Bitcoin, adds capital raising tools – Bloomberg
Dear President Trump, Cut Growth-sapping Capital Gains Tax! – Steve Forbes
Oil Fluctuates as Trump’s Rapid-Fire Trade Moves Rattle Market – Bloomberg
Alemania: El Ifo apaga el rayo de luz que traían los PMI – El Economista
Wealth Management
Crucial Questions – John Mauldin
Rates, Risk and Relative Value – Anu Ganti
A Margin of Too Much Safety – Ben Carlson
2025 Credit Outlook: Defying Gravity – Torsten Sløk
Are Stocks Due For a Correction? – Adam Turnquist
Is The Honeymoon Over Already? – Joseph Y. Calhoun III
The Simple Reason Why Stocks Are Soaring Right Now – Luke Lango
Gold Is Glittering At the End of the World As We Know It – David Goldman
The Three Forces Shifting the Investment Landscape – Mohamed A. El-Erian
La FED y BCE siguen al BoJ en la “temporada de bancos centrales” – Andbank
The Home Depot, Inc. (HD) DCF Valuation: Is The Stock Undervalued? – Johnny Hopkins
El sector del automóvil en Europa es un muy buen lugar para pescar ideas de inversión – Juan Huerta de Soto