Economía Internacional
Argentina: Inflación volvería a subir en marzo – Reuters
Argentina: Desembolso FMI llega ante caída de reservas de BCRA – Infobae
Trump rompió el comercio mundial – Gustavo Lazzari
Sobre los aranceles recíprocos de Trump – Emilio Ocampo
Stock Futures Dive as China Retaliates – Barron’s
Treasury Bonds Sell Off as 30-Year Yield Rises Most Since 1982 – Barron’s
US Treasuries sell-off deepens as ‘safe haven’ status challenged – FT
Bond chaos grips markets in wild trading action – Yahoo Finance
China retaliates with new 50% tariff on US imports – Financial Times
China strikes back with 84% tariff on US goods – Yahoo Finance
China slaps 84% retaliatory tariffs on U.S. goods in response to Trump – CNBC
Jamie Dimon says a recession is ‘likely outcome’ from Trump’s tariff turmoil – CNBC
There’s Only One Possible Cause of the Next Recession, and It Isn’t Tariffs – O’Keeffe
Larry Summers Warns the U.S. Is Heading for “Serious Financial Crisis” – Barron’s
Kashkari: No se descarta subida ni bajada de tasas; obstáculos para ambas – Reuters
Investors lose $25bn in leveraged ETFs in sector’s biggest meltdown – FT
Don’t Insult ‘Recession’ By Tying It To Trump’s Central Planning – John Tamny
Thoughts On ‘If Other Governments Do It’ – Lawrence Reed
European Union approves first set of retaliatory tariffs on U.S. imports – CNBC
European stocks plunge 4% as Trump’s reciprocal tariffs take effect – CNBC
Top ECB policymaker warns ‘worst-case scenarios’ are materialising – FT
Germany’s Merz strikes coalition deal with Social Democrats – Financial Times
Investors flee to German bonds as Trump tariffs spark Treasury sell-off – CNBC
Wealth Management
Sacrificing Stocks On the Altar of Trade – Brij Khurana
Why The Dollar Will Keep Falling – Vitaliy Katsenelson
Tariff turmoil leaves investors with few hiding places – Reuters
Navarro & Lutnick’s Amateur Advice Rates Firing – Joe Calhoun
“Own Everything” Investing Is Counterproductive – Market Minder
Why the Next Few Days Could Define the Rest of 2025 – Jeff Remsburg
Seeking Safety? The Case to Choose Gold Over Treasury Bonds – Barron’s