Economía Internacional
Bolivia: Dólar paralelo se dispara y alertan estanflación – El Deber
Bolivia: Dólar paralelo superó barrera de los 15 bolivianos – Correo del Sur
Bolivia: Salario nominal crece, pero el real va en caída – El Diario
Si Argentina logra crecer 6% por 10 años, cambiamos el país – Darío Epstein
Los argentinos corren a dolarizarse tras el fin de los controles – Bloomberg
Brazil’s WEG warns of global uncertainty as Q1 earnings miss estimates – Reuters
México registra leve expansión en el primer trimestre – Bloomberg
‘Goldman of the Tropics’ wants to help Brazil feed the world – FT
Economy Shrank in First Quarter Amid Uncertainty Over Policy – Barron’s
US economy contracts for first time in 3 years – Yahoo Finance
U.S. Economy Contracts at 0.3% Rate in First Quarter – Wall Street Journal
US Economy Contracts for First Time Since 2022 on Imports Surge – Bloomberg
US economy contracted at 0.3% rate in first quarter ahead of Trump tariffs – FT
Top Trump adviser struggles to soothe investors in talks after market tumult – FT
Carney prepares for Trump talks after Canada poll win – Financial Times
Canada’s economy shrinks in February, stalls in March – Financial Post
Carney will buffer coming recession: Oxford Economics – Financial Post
Americans Are Betting Their Retirement On US Stocks – Brett Arends
Nine Top Trump Economy Wins After First 100 Days – Stephen Moore
As Wealth of the Top 0.00001 Expands, Watch Opportunity Soar – John Tamny
Apple, India, and the Migration of U.S. Manufacturing – Bepi Pezzulli
The Hidden Effect of Trump’s Tariffs on Social Security – Stefon Walters
U.S. Has Implicitly Defaulted, Not Technically – Bruno Meyerhof Salama
US and Ukraine expected to sign minerals deal – Financial Times
Can the Federal Reserve Really Be “Independent”? – Alex Pollock
Even ‘Invincible’ Superheroes Face Tradeoffs – David Youngberg
Euro-Zone Growth Unexpectedly Quickens But Trade Hit Still Ahead – Bloomberg
Eurozone economy grows 0.4% in first quarter ahead of Trump’s tariffs – FT
German inflation dips less than expected to 2.2% in April – CNBC
How did Spain’s electricity grid collapse? – Financial Times
España: La política energética de Sánchez originó el apagón – esRadio
España: El apagón refuerza la necesidad de modernizar la red – Morningstar
España: El déficit sube a €14.357 MM en febrero, 20,1 % más – El Economista
Europa ya alertó hace tres años de posibles riesgos de apagón – El Economista
China’s manufacturing activity shrinks as US tariffs take effect – Financial Times
China creates list of US goods spared from 125% tariffs – Yahoo Finance
Wealth Management
The Trillion Dollar Vanguard Effect – Nick Maggiulli
The Dollar Is Still at Risk From Own-Goals – Steven Englander
Falling Uncertainty Should Boost Canadian Stocks – Market Minder
If Quantity Could Make Up For Quality This Week – Richard Moody
Have We Already Hit Bottom, and Begun the Recovery? – Jeff Remsburg
Veteran Investor Mark Mobius Says ‘Cash Is King’ Right Now – Bloomberg
¿Dónde estamos tras la (teórica) desescalada? – Guillermo Santos Aramburo
Lo que el estancamiento de Alemania significa para las acciones y los bonos – Morningstar
El suelo de esta corrección coincide con el umbral de dolor de Trump – Víctor Alvargonzález
India will benefit from U.S.-China trade war, not as much opportunity for LatAm – Mark Mobius