Martes, 22 de abril de 2025

Economía Internacional

Bolivia: Desmontando el modelo económico del MAS – Mauricio Ríos García
Bolivia sufre 8 rebajas de calificación por Moody’s desde 2020 – Los Tiempos
Argentina: Escasez de pesos incentiva venta de dólares – Reuters
Argentina: Georgieva habló de “los dólares bajo el colchón” – Infobae
Argentina: Los salarios alcanzan máximos de siete años – Sánchez de la Cruz
From Meat to Grains, Trade War Is Boon to Brazil, Argentina – Bloomberg
FMI baja previsión de crecimiento de Latinoamérica en 2025: 2% – EFE
México: FMI prevé recesión en 2025 por tensiones comerciales – EFE
Stocks climb in bid to recover from latest bruising – Yahoo Finance
Gold hits $3,500 for first time as Trump’s attack on Powell rattles markets – FT
US Short-Term Yields Climb With Treasury Auctions Set to Begin – Bloomberg
Fed Officials Set to Speak as Trump Turns Up the Heat – Barron’s
FMI recorta pronóstico de PIB de EEUU por aranceles e incertidumbre – Investing
IMF Warns of Slower Growth Outlook as Tariffs Hit Global Economy – Barron’s
IMF warns of rising US recession risk and defends Fed rate policy – Financial Times
IMF slashes UK’s growth forecast, points to U.S. tariffs and borrowing costs – CNBC
IMF: ‘Major negative shock’ from Trump tariffs to dent growth – Yahoo Finance
Stock market volatility offers 2 important lessons for investors – Yahoo Finance
The Keynesian Multiplier Is a Dangerous Myth – Frank Shostak
Don’t Forget Europe’s Regulatory War on U.S. Tech – Juan Londono
Regulatory State Doesn’t Solve Problems, It Is the Problem – Vivek Ramaswamy
Will going back to basics restore BP’s fortunes? – Financial Times
As the dollar falters, the world’s central banks tread a tightrope – CNBC
EEUU impone arancel de 3,521% a equipos solares del sudeste asiático – Bloomberg
U.S. still Europe’s most trusted ally despite tariff threat: Polish finance minister – CNBC
Japanese investors sold $20bn of foreign debt as Trump tariffs shook markets – FT
IMF cuts Japan’s growth forecast as Trump tariffs bite – Reuters

Wealth Management

Tesis de inversión Renta 4 Banco – Juan Gómez Bada
DJT’s Tariffs Worse Than Expected, But Should You Sell? – Ken Fisher
Gold Is Beating Everything. How to Get a Piece of the Action – Barron’s
Plan to Take Social Security at 70? You Should Rethink – Maurie Backman
Uber: Phenomenal Service Becoming a Great Business – Stephen McBride
Consecuencias de los aranceles para la deuda emergente – Kirstie Spence
The Profound and Compounding Growth Implications of Waymo – John Tamny
Valor, control emocional y commodities para cada fin del mundo – Mauricio Ríos García