Miércoles, 14 de mayo de 2025

Economía Internacional

¿Se descontrola la inflación en Bolivia? – Carlos Aranda
Bolivia: Precios de las verduras suben hasta 33% – El Deber
Bolivia President Arce says he will not run for re-election – Reuters
Bolivia President Arce Declines Candidacy, Calls for Left-Wing Unity – Bloomberg
Argentina: Luis Caputo en el 42º Congreso Anual del IAEF 2025 – IAEF
Stock Futures Edge Higher – Barron’s
Stock rally no one is comfortable with makes it hard to chase – Bloomberg
Nvidia soars as Trump’s Middle East moves open the floodgates – Yahoo Finance
Trump en Medio Oriente impulsa acuerdos de IA liderados por Nvidia – Bloomberg
S&P 500 futures rise after benchmark turns positive for 2025 – CNBC
S&P 500 set for cautious open after erasing all 2025 losses – Market Watch
What has Elon Musk’s Doge actually achieved? – Financial Times
Just like that, Wall Street’s recession calls are vanishing – Yahoo Finance
Gestores descartan recesión luego de abril, pero aún huyen de EEUU – El Economista
U.S./China Deal Is Welcome Pause, But Questions Remain – New York Post
Fed Chairman Powell: Battling for Three Strikes? – John Roberts
Churchill Made a Working-Class Case for Free Trade – Michael Lucchese
Dólar cae tras reunión entre Corea del Sur y EEUU sobre política cambiaria – Bloomberg
‘I like you too much’: Trump and Saudi crown prince bask in their friendship – CNBC
Exporters ‘shocked and elated’ as China trade cranks back into gear – Financial Times
Chinese Tencent posts 13% revenue jump as growth at key gaming unit surges – CNBC
China’s CATL set to price shares at HK$263 each in $4.6 billion Hong Kong listing – CNBC

Wealth Management

IX Conferencia Anual de Inversores – Cobas AM
Las verdaderas intenciones de Donald Trump – Víctor ALvargonzález
The Tariffs Were a Disaster For Investors – Gary Hufbauer & Ye Zhang
Fortaleza de la banca europea pese a la tensión arancelaria – Vontobel
How Higher Inflation Affects Stock/Bond Correlations – Amy C. Arnott
¿Seguirá el rally del crudo y Wall Street tras el pacto EEUU-China? – Julius Baer
La nueva generación de grandes patrimonios quiere cambios sistémicos – Pictet WM
5 gráficos para entender el fuerte avance de la renta variable europea frente a la estadounidense – Schroders