Lunes, 7 de abril de 2025

Economía Internacional

Bolivians tighten belts as new inflation reality bites – Monica Machicao
Argentina: El dólar está controlado – Martín Redrado
Argentina: Dolarizar es más barato – Nicolás Cachanosky
Argentina: Zuchovicki habló del derrumbe de los mercados – LN+
Global stocks tumble as Trump offers no respite from tariffs – FT
Wall Street girds for another Trump tariff-fueled rout – Yahoo Finance
Wall Street’s ‘fear gauge’ soars to 8-month high – Financial Times
‘Negative outcomes to infinity’: Stock bulls rip up forecasts – Yahoo Finance
Bond yields tank around the world as investors take cover amid equity rout – CNBC
La estanflación amenaza al mundo – José María Rotellar
Trump calls on ‘slow moving’ Fed to cut rates – Yahoo Finance
Oaktree’s Howard Marks on Credit Yields, Trump’s Tariffs – Bloomberg
Exceptions to Free Trade Orthodoxy? – Dan Mitchell
¿Estamos al borde del colapso? – Daniel Lacalle
Experimento proteccionista – Fernando Díaz Villanueva
Dimon: ‘We’re not in Kansas anymore’ – Yahoo Finance
Dimon warns trade war risks recession and higher prices – Financial Times
Wall Street Pushes Back on Tariffs. Dimon, Ackman Speak Out – Barron’s
Goldman now sees 45% chance of recession – Yahoo Finance
The Urgent Economic Response Needed After Trump’s Tariffs – Steve Forbes
Terminate President Trump’s Tariffs Before Its Too Late – Rand Paul
Donald Trump, Jay Powell on a Collision Course – Nouriel Roubini
Roubini ve más caídas hasta que Trump se vuelva “racional” – El Economista
Taleb, Roubini, Summers, Dimon y Dalio ven muy negro el ‘cisne Trump’ – El Economista
Tariffs Are Awful, Gov Spending Is Worse. Neither Is Inflation – John Tamny
Oil Slumps to $60 as Saudis Cut Prices During Markets Selloff – Bloomberg
China reserves firepower for Trump trade battle – Financial Times

Wealth Management

You Cannot Be Serious! – Joe Calhoun
An Investor’s To-Do List for Chaotic Markets – Christine Benz
Investors Are Worried, With No Relief In Sight – Mohamed El-Erian
Liberation Day’s Cost To The US Economy & Markets – Torsten Sløk
Keep Your Head When All About You Losing Theirs – Market Minder
As They Disrupt Banks, How to Profit From Stablecoins – Stephen McBride
Trump Is Shaking Up the Market, Can Prove Critics Wrong – Charles Gasparino
Jeremy Siegel on Trump tariffs: This is the biggest policy mistake in 95 years – CNBC
Cada día que no inviertes es un día perdido que ya no vas a recuperar – Gregorio Hernández
El impacto de inversores latinos con gran patrimonio sobre el mercado de Real Estate en Florida – Boreal Miami