Lunes, 17 de marzo de 2025

Economía Internacional

Argentina: Sí, es viable – Emilio Ocampo
Argentina: Los desafíos económicos del Gobierno – Damián Di Pace
Nuevo ‘milagro’ de Milei: reduce la deuda del 99,5% al 45% del PIB – LM
Argentina: El FMI quiere flotación del dólar y eso creará problemas – Arriazu
Bolivia: Crisis del combustible en Bolivia inició desde 1997 – Red Uno
Bolivia: Crisis de combustible augura una semana conflictiva – Infobae
Fed set to lay down a marker on Trump tariffs – Yahoo Finance
Stocks struggle for gains as economic concerns grow – Yahoo Finance
The Fed won’t cut this year, or next year: BofA economist – Yahoo Finance
S&P 500 is little changed; benchmark tries a comeback from correction – CNBC
U.S. consumers are feeling bad and expect inflation to spike – CNBC
Trump’s escalating trade war will damage global growth: OECD – FT
U.S. and global economic outlooks cut by OECD because of tariffs – CNBC
Wall Street Braces for Oil in $60s Range on Tariff, OPEC+ Risks – Bloomberg
The Precarious State of the American Economy – Mark Thornton
What to expect from Nvidia’s biggest event of the year – Yahoo Finance
The US Economic Outlook Is Becoming More Uncertain – Mohamed El-Erian
Pimco Turns More Negative on German Bonds Ahead of Debt Vote – Bloomberg
Investors seek to profit from Russia as Trump pursues rapprochement – FT
How Jack Ma’s pivot to AI rehabilitated Alibaba – Financial Times
China unveils plan to ‘vigorously boost’ weak consumption – Financial Times
China lanza un megaplan para disparar el consumo interno – El Economista
China announces plan to ‘vigorously boost consumption’ to shore up economy – CNBC

Wealth Management

A Discounting Mechanism – Joe Calhoun
The Fed Faces A Triple Threat – Sarah Hansen
Why The Stock Market Hates Tariffs – Cullen Roche
Argentina: ¿Invertir en Ladrillos en 2025? – José Rozados
The Most Misunderstood Moment In Market Cycle – Sam Ro
Volatility Is Natural and Necessary Part of Investing – Marc Zabicki
¿Preocupa lo que está pasando en Wall Street? – Domingo Soriano
Instead of Treasuries, Investors Are Buying Foreign Stocks – Peter Schiff
Apple Is Being Disrupted, and Is a Terrible Investment – Stephen McBride
Buffett’s Berkshire lifts stakes in Japanese trading houses – Financial Times
Próximos a la cita de marzo con la FED, ¿qué podemos esperar? – Andbank
¿Dónde encontramos hoy valor en el mercado? – Álvaro Guzmán de Lázaro
Divergencias globales en 2025: Excepcionalismo americano y defensa europea – Andbank