Economía Internacional
Bolivia: Plantean cambio de política energética – El Diario
Perú: Banco Central eleva a 3,2% proyección de crecimiento para 2025 – AE
El superávit fiscal no estabilizaría el dólar: enseñanza chilena de 1982 – Infobae
Nvidia, AMD, Meta lead tech rally as tariff news, AI gains lift sector – YF
Tariffs latest: Trump set to tone down April 2 barrage – Yahoo Finance
US business activity rises in March, but tariff fears linger – Reuters
Stocks Get Tech Lift as Bonds Fall on Tariff Signs – Bloomberg
Why the tide may turn in favor of US stocks: Morgan Stanley – Bloomberg
Stocks show tariffs are still the ‘primary catalyst’ for a recovery – Yahoo Finance
Trump Should Listen To Milei on Protectionism and Growth – Benjamin Powell
EEUU hundiría el comercio mundial con aranceles a barcos chinos – El Economista
The Fed: Monetary Misunderstanding Signals Inflation Ahead – Steve Forbes
‘Crypto Reserve’ Misunderstands Money, Shows Why It’s Not – John Tamny
Services PMI Soars In March, Manufacturing Tumbles As Inflation Fears Rise – ZH
Gold rally attracts investors back to mining stocks after months of outflows – Reuters
¿Seguirá subiendo el oro tras superar los 3.000 dólares? – Bolsamanía
The Fed’s Own Data Shows It Is Lying About Inflation – Phoenix Capital Research
Goldman Sachs believes stocks could be due for a contrarian bounce – CNBC
Europe markets edge higher; Saab rises 6% after UBS upgrades to buy – CNBC
Eurozona crece por tercer mes seguido apoyada en las manufacturas – Bolsamanía
SAP leapfrogs Novo Nordisk to become Europe’s most valuable company – FT
Japan has not yet conquered deflation, finance minister warns – Financial Times
Wealth Management
A Market Timing System That Actually Works? – Mark Hulbert
Who Is Buying Treasuries, Mortgages and Munis? – Steven Zeng
Federal Reserve Just Gave Investors Big Reason to Buy – Luke Lango
The Stock Market Is Forced Into Second-Guessing Outlook – Pat O’Hare
Wealthy Americans seek refuge from Trump in Swiss banks – Financial Times
El entorno para la renta fija, a medio y largo plazo, va a ser favorable – TDND
Small Cap’s Larger Decline Is An Observation, Not ‘Indicator’ – Market Minder
The rise of Eurozone bond yields outside Germany is unwarranted – Michala Marcussen
Previsiones de crecimiento mundial se recortan drásticamente por guerra comercial – Fitch
El inversor debe ser consciente de que las reglas del juego han cambiado – Carlos González Ramos