Jueves, 15 de mayo de 2025

Economía Internacional

Bolivia: Luis Arce declina su candidatura a la reelección – Mauricio Ríos García
Bolivia: Dólar digital hoy con volatilidad; subió a casi Bs. 20 – ANF
Anapo reporta avance del 50% en la siembra de invierno – La Razón
Perú creció un 4,7% en marzo, su ritmo más rápido del año – Bloomberg
Stock Gains Muted After Mixed Economic Data – Barron’s
Stocks mixed as Walmart, retail sales sketch out tariff reality – Yahoo Finance
US producer prices tumble in April as tariffs squeeze profit margins – FT
Dimon on recession: ‘Wouldn’t take it off the table’ – Yahoo Finance
US Factory Production Tumbled In April, But… – Zero Hedge
The Fed Wants to Hit Its Inflation Target. Why It Might Not Get To – Barron’s
Trump lashes out at Apple over plan to ship US iPhones from India – FT
USAID’s Legacy of Failure – Lipton Matthews
Trump’s trade war risks US capital flight, warns hedge fund Elliott – FT
In Their Tax Bill, Will Republicans Attack the Top Earners? – Joel Mathis
Hoping Trump’s Grand Middle East Vision Becomes Reality – New York Post
Republicans One Big Tax Bill Isn’t Beautiful – Adam N. Michel
Germany backs Trump goal for Nato to spend 5% of GDP on defence – FT

Wealth Management

A Hedge on Your Life – Jared Dillian
April CPI: Still Watching, and Waiting – Richard Moody
A 10% Trade War Premium for the Dollar – Torsten Sløk
Chinese Tariff Walls Start to Come Down – Matthew Luzzetti
Flow of Data Picks Up, So Do Tariff Questions – Richard Moody
Has the American Dream Become Unattainable? – Nick Maggiulli
Data Show That Tariffs Have Yet to Vaporize Trade – Market Minder
Financial Conditions Have Unwound Tariff Shock – Justin Weidner
How Higher Inflation Affects Stock/Bond Correlations – Amy C. Arnott
Panic Selling Is Bad, So Is Charging for Worse Product – Daniel Villalon
OPA de BBVA a Sabadell: cómo atentar contra el interés general en tres pasos – Juan Gómez Bada