Jueves, 27 de marzo de 2025

Economía Internacional

Milei bate récord de empleo en Argentina – Juan Ramón Rallo
Argentina: Golpe de Estado, CFK, elecciones, FMI, inflación – Javier Milei
Argentina: El préstamo del FMI será de $20.000 millones – Salvador Di Stefano
Argentina sube 21 puestos en el índice de libertad económica – El Economista
Brazil’s ‘Egg King’ shells out $1bn to acquire major US producer – FT
Brasil: Banco Central reduce previsión de PIB ante alza de tasas – Bloomberg
Brasil: Inflación anual en máximos de dos años; continúa alza de tasas – Reuters
Mexico working for preferential treatment in face of U.S. auto tariffs – Reuters
The Fed has a new favorite word – Yahoo Finance
IMF assessing Trump tariff plans but does not see US recession – Reuters
Bonos EEUU a largo plazo en máximos de un mes por aranceles a autos – Reuters
Trump’s Auto Tariffs Are Worse Than the Worst-Case Scenario – Barron’s
US trading partners warn of retaliation against Trump’s 25% car tariffs – Financial Times
As big tech bubble fears grow, the $30 build-your-own AI boom is just starting – CNBC
Trump threatens ‘far larger’ tariffs if EU and Canada unite to ‘harm’ the US – CNBC
European auto shares fall after fresh Trump tariffs; Stellantis down 5.8% – CNBC
Germany slams Trump’s 25% auto tariffs: bad news for US, EU and global trade – CNBC
Ferrari says it will raise prices by 10% on some models to offset auto tariffs – CNBC
Trump’s tariffs are making the ECB’s interest rate path ‘more complicated’ – CNBC
US companies feel China squeeze as new Trump tariffs loom – Financial Times
‘AI Bubble’ Canary Meets Coalmine – CoreWeave Reportedly Drastically Downsizes IPO Size – ZH

Wealth Management

10 Cheap Wide-Moat Stocks for 2025 – Susan Dziubinski
Investing Risks and Returns by Dividend Policies – Ironman
Asset managers race to set up European defence funds – FT
Options Trading Brings Mountainous Man to His Knees – Jared Dillian
AI Will Drive the Biggest Money Shift of Our Lifetimes – Jeff Remsburg
AI Will Unleash Greatest Human Flourishing In History – Stephen McBride
States With No Income Tax Are Winning Population Fight – Preston Brashers