Economía Internacional
Bolivia Steps Up Lithium Dealmaking Despite Growing Opposition – Bloomberg
Bolivia y los efectos del retorno de Trump a la Casa Blanca – Mauricio Ríos García
Milei pone la economía de Argentina patas arriba y asombra a Wall St – El Economista
Milei ya roza un gran acuerdo con el FMI para lograr un préstamo clave – El Economista
Paraguay: Producción de soja superó 11 MMtn en 2024 por primera vez – EFE
Trump’s policy spotlight could eclipse strong earnings season – Yahoo Finance
Trump 2.0 is ‘great news’ for small & midsize businesses: BofA CEO – Yahoo Finance
Los bonos sorprenden con Trump y alejan el miedo a la inflación – El Economista
Nasdaq leads stocks higher as Netflix soars, AI buzz returns – Yahoo Finance
Jamie Dimon says the U.S. stock market is ‘kind of inflated’ – CNBC
Crypto executives fear investor backlash over Trump memecoins – FT
How to Stop the BRICS Nations from Abandoning the Dollar – Patrick Barron
Spend, and then spend more: Biden’s economic legacy – David L. Bahnsen
A Keynesian Illusion: Spending Does Not Drive the Economy – J. Newman
The Capacity for People to Prosper Is Truly Limitless – John Tamny
Why Joe Biden Had to Pardon Anthony Fauci – Connor O’Keeffe
Trump halts more than $300bn in US green infrastructure funding – FT
‘A fantastic woman’: can Meloni be Europe’s Trump whisperer? – FT
Adidas shares push Germany’s DAX index to another record high – CNBC
Lagarde: Not overly concerned by the export of inflation to Europe – CNBC
ECB Is Confident on Inflation Stabilizing at Target, Rehn Says – Bloomberg
ECB Rate-Cutting Plans Survive First Contact With Trump’s Return – Bloomberg
Wealth Management
Podcast Astralis | Analizando fondos – Horos AM
Are Offshore Numbered Accounts Still Possible? – Nestmann
Get Ready For New All Time Highs – Phoenix Capital Research
The Fed’s Disinflation Story Holds…For Now – Justin Weidner
Bitcoin Is Headed for a Bubble This Year – Stansberry Research
Bipartisan Error Has Brought Us to This Juncture – Joe Calhoun
Will Commodities Outperform Stocks This Year? – Michael Harris
Repaso de cartera y asignación para 1T del 2025 – Enrique Roca
Mark-to-Market Is a Flawed Way of Judging Banks – Market Minder
3 Top Blue-Chip Stocks to Buy and Hold for 2025 – Susan Dziubinski
Core CPI Brings Relief, Doesn’t Really Change Much – Richard Moody
¿Cómo afectan los tipos de interés a las inversiones? – Cobas AM
La importancia de entender qué es una devaluación competitiva – Víctor Alvargonzález
¿De los nervios a los excesos? Trump ya está aquí: en qué invertir en EEUU – Guillermo Santos Aramburo