Miércoles, 5 de febrero de 2025

Economía Internacional

Bolivia: Contratos del litio muestran inexperiencia de estatal YLB – El Diario
Argentina: Milei logra abaratar el coste de los coches un 33% – Libre Mercado
Chile: Critican entrada estatal a industria e incorporación de reparto – Funds Society
EEUU: Confianza del consumidor recae por preocupaciones macro – Funds Society
Tech investors are aggressively buying the dip – Yahoo Finance
Alphabet cae en bolsa tras resultados de ingresos y Google Cloud – Bolsamanía
Apple falls as China explores antitrust probe amid tariff spat – Yahoo Finance
Futures Fall As Google, AMD Tumble; Dollar Slide Continues – Zero Hedge
Novo Nordisk shares rise on fourth-quarter profit beat – CNBC
Alphabet shares sink after cloud growth stalls and spending surges – FT
La Fed se inclina por más recortes de tasas: Barkin – Reuters
Why Some Conservatives Oppose A Sovereign Wealth Fund – Neil Irwin
The US Can Learn From Canada’s 1990s Fiscal Experience – Chris Edwards
Why The US Grows While The EU Slows: Adam Smith’s Recipe – David Herbert
BoE to resume rate cuts with outlook complicated by tax hikes and Trump tariffs – CNBC
Europa vuelve al estancamiento, enfriamiento y esclerosis – Víctor Alvargonzález
Trump quiere convertir Gaza en la “Riviera de Oriente Próximo” – Bolsamanía
Trump says US will ‘take over’ Gaza Strip – Financial Times
Arab world reacts with anger to Trump’s Gaza plans – Financial Times
Honda and Nissan’s $58bn merger close to collapse – Financial Times
US Postal Service suspends China packages as tariff war heats up – Financial Times
China retaliates with additional tariffs of up to 15% on select U.S. imports – CNBC

Wealth Management

Flash de Opinión | Febrero 2025 – EDM
What Is Safest Investment with Highest Return? – Kate Stalter
 What NOT to Do the Next Time Protective Tariffs Hit – Eric Fry
Oil Peaks and Crime: The Hidden Connection Explained – Peak Prosperity
¿Es el mercado de EEUU demasiado bueno para ser verdad? – Ted Truscott
Del “Trump on / off” al Trump del palo y la zanahoria – Víctor Alvargonzález
Idea That Mkarket Is Always Right Is Crazy: Howard Marks – Christoph Gisiger
A vueltas con la tecnología china, ¿nos lo creemos? – Guillermo Santos Aramburo
Perspectiva internacional de la economía y mercados financieros para febrero – Andbank