Jueves, 1 de mayo de 2025

Economía Internacional

Argentina: Milei dijo que terminó la etapa de estabilización – Infobae
Argentina: La inflación desaceleró en abril y menor al 3,7% de marzo – Infobae
Perú: Bonos soberanos, oportunidad ante volatilidad global – América Economía
Trump’s Latin American fan club hopes for loans and access – Financial Times
US Futures Surge On Blowout Tech Earnings, Erasing April’s Losses – Zero Hedge
McDonald’s Stock Falls as U.S. Same-Store Sales Slide – Barron’s
McDonald’s US sales drop by most since height of pandemic – Financial Times
Stock futures jump after Microsoft, Meta earnings beats – Yahoo Finance
Nvidia jumps after Meta, Microsoft back AI investment plans – Yahoo Finance
Why Trump’s Reciprocal Trade Negotiations Will Fail – Richard Epstein
Crudo cae por desaceleración en EEUU y posible aumento de la OPEP+ – Reuters
UK stocks choppy amid best run in 8 years; Novo Nordisk jumps 5% – CNBC
Spain and Portugal blackout blamed on solar power dependency – FT
El apagón nuclear de Sánchez amenaza con encarecer un 36% la energía – LM
El verdadero motivo del apagón que Sánchez quiere ocultar – Jano García
Australia: caught between a slowing China and a chaotic US – Financial Times
China signals US reached out to kick off tariff talks – Yahoo Finance

Wealth Management

Voodoo in Markets and in Life – Jared Dillian
How to invest in gold in 4 steps – Yahoo Finance
Why Day Trading Doesn’t Work – Joachim Klement
Consumers Have Turned Sour On Stocks – Bespoke
How the Next 24 Months Could Transform Your Portfolio – Luke Lango
Big investors borrow against private equity holdings amid cash crunch – FT
Preguntas y respuestas acerca del éxtasis arancelario de Trump – IcariaCap
Por qué el verdadero valor de una empresa aún no existe – Juan Gómez Bada
Berkshire’s Annual Meeting Is Saturday. 10 Hard Questions for Buffett – Barron’s
Un abril 2025 memorable para la economía y los mercados – Magdalena Martínez Vial