Economía Internacional
Bolivia: Las expectativas sobre el litio en año electoral – Macro Alertness
Bolivia: Cámara Baja aprueba dos créditos externos por $400 MM – BD
México: ¿Efecto Trump hundirá remesas? BBVA explica impacto – El Financiero
Ponencia de Juan Ramón Rallo – Andorra Economic Forum
La inflación mundial aún no ha sido derrotada del todo: FMI – Reuters
US futures inch down as Wall Street weighs week of Trump – Yahoo Finance
US stocks at most expensive relative to bonds since dotcom era – FT
Wall Street will stymie Trump’s US oil surge plan, say shale bosses – FT
President Trump Is Ready to Supercharge the U.S. Economy – Katie Britt
Sound Money Requires Voluntary Governance – George Ford Smith
A shale boom is not Trump’s gift to give – Financial Times
Italia: Monte dei Paschi lanza una oferta por Mediobanca – El Economista
Monte dei Paschi launches €13bn takeover offer for Mediobanca – FT
Alemania puede salir de su recesión de dos años: PMI – El Economista
Dollar falls after Trump hints at softer stance on China tariffs – Financial Times
Trump says he’d ‘rather not’ put tariffs on China – Bloomberg
Bank of Japan raises rates to highest level in 17 years – Financial Times
Japón sube los tipos a máximos no vistos desde 2008 – El Economista
Novo Nordisk shares pop 14% on early-stage weight loss drug trial results – CNBC
Wealth Management
Rates, Risk and Relative Value – Anu Ganti
Are Stocks Due For a Correction? – Adam Turnquist
Investors’ Allocations Are Out Of Whack – Jeffrey Ptak
Invertir en época de cambios: principales tendencias – Evan Russo
U.S.’s So-Called ‘Trade Deficit’ Not Bad for Stocks – Market Minder
Trump’s Stargate Could Send AI Stocks to New Heights – Luke Lango
Did Hedge Funds ‘Steal’ Half Their Investors’ Money? – Aaron Brown
Warren Buffett finalmente cede ante los criptoactivos – Macro Alertness
Tressis apuesta por renta variable americana y deuda privada europea – Funds Society