Lunes, 10 de marzo de 2025

Economía Internacional

La soja es récord a nivel mundial – Claudio Gianni
El Alto reclama por la falta de combustibles: ‘es peor que la UDP’ – EJU
Argentina: Gobierno asegura que está en la recta final con el FMI – Infobae
Argentina: El FMI es el más benévolo de todos los acreedores – Zuchovicki
Stocks sink as March’s woes continue – Yahoo Finance
Stocks Drop as Economic Fears Spur Flight to Bonds – Bloomberg
Wall Street stocks drop as investors fret over US economic slowdown – FT
‘Magnificent 7’ lead markets lower as ‘growth scare’ risks rise – Yahoo Finance
The Debt Is About to Hit a Terrifying Number No Matter What – Ted Jenkin
Bitcoin falls 6.5% as volatility cntonues after Trump’s bitcoin reserve plan – CNBC
Is Trump Trying To Push The US Into A Recession? – Zero Hedge
Full interview with U.S. Treasury Secretary Scott Bessent – CNBC
The World Has Reached ‘Peak Oil Trade,’ Carlyle’s Currie Says – Bloomberg
EEUU elimina 83% de los programas de ayuda internacional de USAID – AFP
Trump’s Tariff Message Is Clear: Stop Fentanyl Inflow – Peter Navarro
Mark Carney: Canada’s tariffs to stay until US shows ‘respect’ – Bloomberg
Advice for DOGE: No More Subsidies for the Paris-Based OECD – Dan Mitchell
Bundesbank: Aumento del gasto está justificado, pero no es panacea – Reuters
Volkswagen, Stellantis evade Trump’s 25% tariffs; BMW braces for impact – CNBC
A European Starlink rival’s shares skyrocketed 390% in a week – CNBC
Eurogrupo debate hoy margen para flexibilizar las reglas fiscales – El Economista
No hay ‘amigo’ que valga: Rusia dispara a China con sus aranceles – El Economista

Wealth Management

The Most Oversold Stock Market In The World – Bespoke
The Reality Behind DOGE, Tariffs, And Layoffs – Cathie Wood
The Hidden Reality We See Beyond Trump’s Tariffs – Ken Fisher
The Complete Berkshire Portfolio – John Divine & Wayne Duggan
Universal Bullishness on Wall Street Is a Bearish Signal – Stephen McBride
Market Outlook: Focus On Fundamentals, Tune Out The Noise – David Sekera
What is quantum computing and how it could change the tech world – Yahoo Finance
La renta variable superó a los bonos, la inflación y letras del Tesoro en los últimos 125 años – UBS