Economía Internacional
Chile: Fin a la disciplina fiscal – Luis Larraín
Argentina: ¿Otro blanqueo, en serio? – Martín Litwak
Argentina: Fitch mejoró perspectiva tras acuerdo con FMI y fin del cepo – Infobae
Brazil Central Bank Vows Tight Monetary Policy for Prolonged Period – Bloomberg
US inflation falls to 2.3% in April as tariff effect looms – FT
U.S. annual inflation rate hit 2.3% in April, less than expected – CNBC
Consumer prices rise at slowest pace since early 2021 – Yahoo Finance
US cuts ‘de minimis’ tariff as China lifts Boeing ban – Yahoo Finance
Egg prices fall but still hover near record highs – AP
US stock futures waver as CPI comes in cool – Yahoo Finance
Stocks Are Mostly Rising as Inflation Unexpectedly Cools – Barron’s
Earnings momentum turns positive for US stocks as tariffs ease – Bloomberg
Nvidia set to rejoin $3T club for first time since February – Yahoo Finance
Citadel’s Griffin Says Going to Cash May Have Been Best in Tariff Turmoil – Bloomberg
Goldman Sachs mejora previsión del S&P 500; advierte sobre optimismo – Bloomberg
Larry Fink Sees Volatility Lingering Even as Trade Tensions Ease – Bloomberg
Bearish stock investors left to chase rally: BofA – Bloomberg
Adam Smith On Mercantilism – Alex Tabarrok
El oro recupera terreno ante baja del dólar, cae el optimismo comercial – Reuters
It’s Not “If;” It’s “When” – Jeff Thomas
Why DOGE Failed. Or Did It? – Eric Boehm
Even If Trump Gets Them to ‘Zero,’ Americans Will Be Worse Off – John Tamny
Tariffs: Humanitarian, Geopolitical Disaster – Iain Murray
Three Faces of Capitalism: Buffett, Musk, and Trump – John Cassidy
Singapore seeks to rival London and New York with new gold contract – FT
Bundesbank ve “fuerte” y “en forma” al mercado financiero europeo – Bolsamanía
España: Las sospechosas revisiones del PIB por parte del INE: siempre al alza – LM
India’s inflation rate slows to 3.16% in April, marking six straight months of decline – CNBC
Wealth Management
The ‘Trump Put’ Is Back! – Scott Sumner
Los gestores dan indicios de un menor pesimismo – BofA
Market Signals Indicate Lots of Trade Bluster – Joseph Calhoun
Individual Investors: Buying For 21 Straight Weeks – Sam Bourgi
España: esperpento en tres actos – Guillermo Santos Aramburo
La gran lección que nos deja la tormenta arancelaria de abril – Ken Fisher
‘Mutually Assured Destruction’ Turns Into a Big Win – Charles Gasparino
The Best Trade Made By Greatest Investor of All-Time – Stephen McBride
Renta fija de calidad, selectividad en renta variable y visión táctica en divisa y materias primas – Andbank
Cambios en nuestras carteras multiactivo: infraponderamos la bolsa estadounidense y miramos al euro – Schroders