Jueves, 6 de marzo de 2025

Economía Internacional

Argentina crece al 7% mientras la inflación cae 75% – Libre Mercado
Argentina espera hoy un pronunciamiento del FMI sobre la negociación – Infobae
Stock futures sink amid tariff turmoil, economic worries – Yahoo Finance
How This Trade War Is Different From Trump 1.0 – Neil Irwin
Trump’s Tariffs Are the Toughest Since the Depression – Barron’s
The scariest word in economics is back: Stagflation – Yahoo Finance
Forget Fauci & China, Panicky Politicians Were the C-19 Villains – John Tamny
Disappointed crypto world pins hopes on Trump’s summit – Yahoo Finance
Worst German bond rout since 1990 sparks global sell-off – Bloomberg
El bono alemán ya renta más que dejar el dinero en el BCE – El Economista
ECB cuts interest rate to 2.5% – Financial Times
ECB Cuts Rates, Says Policy Becoming “Meaningfully Less Restrictive” – Zero Hedge
El BCE baja tipos al 2,5%: los recortes podrían estar llegando a su fin – El Economista
ECB Cuts Again and Signals Easing Phase Is Nearing Its End – Bloomberg
ECB cuts rates again, says policy is becoming ‘meaningfully less restrictive’ – CNBC
Global bonds sell off; investors react to tariffs and a German ‘paradigm shift’ – CNBC
Kremlin Reacts To Rubio Calling The Ukraine Conflict A Proxy War – Zero Hedge
China has more room to act on fiscal policy : finance minister – CNBC
El modelo de razonamiento de IA de Alibaba impulsa al alza sus acciones – Reuters
JD.com Sales Rise Most in Years After China Consumers Awaken – Bloomberg
JD.com stock pops after quarterly revenue beat – Reuters

Wealth Management

Markets Are Efficient – Joachim Klement
Short-Term Pain, Long-Term Gain? – Torsten Sløk
Cómo la IA redefine la inversión – Juan Gómez Bada
Don’t Fret GDPNow’s Projected Q1 Dip – Market Minder
How much does Brookfield really make? – Financial Times
Now We Know Why Buffett Has Been Selling Stocks – Barron’s
Why ‘Gold Cards’ for Rich Immigrants Don’t Have to Replace EB-5 – Barron’s