Economía Internacional
Perú apunta a superar $100.000 MM de exportaciones a medio plazo – AA
Brasil: El IPC anota su mayor subida mensual desde inicios de 2022 – Reuters
US bond yield slide hits dollar – Financial Times
Why market worries about tariffs may be a ‘red herring’ – Yahoo Finance
Trump says tariffs on Canada and Mexico ‘will go forward’ – FT
Trump’s Costly De Minimis Trade Gambit – Daniel J. Mitchell
Trump Wants the Dollar to Be Both Mighty, and Weak – Benn Steil
Futures Drop As Momentum Massacre Crushes Bitcoin – Zero Hedge
US futures waver, bitcoin sinks to 3-month low – Yahoo Finance
Gold hit a new record. Here is a stunning look at what is happening – KWN
Bidenflation Torpedoed Biden-Harris – James Bovard
France Plunges Ever Deeper Into Statism – Ulrich Fromy
Los tipos del BCE ya no son un lastre para el crecimiento: Schnabel – Reuters
UK to raise defence spending to 2.5% of GDP by 2027 – Financial Times
Alemania: El retorno del crecimiento podría no llegar hasta 2026 – Bolsamanía
Markets relieved by German election result; industries still in uncertainty – CNBC
Trump is pursuing a bigger China chip crackdown – Bloomberg
How the state is propping up China’s housing market – Financial Times
Wealth Management
7 Danger Areas For Investors To Watch – Barry Ritholtz
One Day, or a Week, Doesn’t Make a Market Trend – Joseph Calhoun
Contra the Experts, the ‘War On Inflation’ Is All Over With – Ken Fisher
Exponential Growth Sneaks Up On You, Then It Explodes – Chris Reilly
The Markets Are Primed To Go Everywhere, and Nowhere – Pat O’Hare
2025, un año de sorpresas positivas liderado por Europa – Ken Fisher
Iberoamérica: a río revuelto, ganancia de pescadores – Alirio Sendrea
¿Sigue siendo momento de invertir en bancos europeos? – Francesco Lavecchia
Valores mid cap y de defensa suben tras victoria conservadora en Alemania – Mornigstar
Berkshire aumenta beneficios en 2024, pero Buffett no encuentra en qué invertir – Funds News