Miércoles, 7 de mayo de 2025

Economía Internacional

Bolivia: Insumos caros e incremento salarial asfixian gastronomía – La Razón
Bolivia: Gobierno busca importar carne y ganaderos ven chantaje – El Deber
Bolivia: Gobierno levanta veto a exportación de soya hasta 250.000 tn – ANF
¿Control de divisas en Argentina? ¡Afuera! – Marcos Falcone
Venezuelan dissidents escape to US in ‘epic operation’ – Financial Times
México: La caída del empleo… y lo que falta – Enrique Quintana
La autoinfligida debilidad económica de México – Manuel Sánchez González
Amazon invertirá $4.000 MM en Chile para nueva región de nube – Reuters
Stock Futures Rise on Trade Talk Optimism – Barron’s
US stock futures rise with US-China talks, Fed in focus – Yahoo Finance
Strong data may be masking signs of weakness in the US economy – Yahoo Finance
Trump has made it (almost) impossible for Powell to cut interest rates – Brett Arends
The Fed Isn’t Going to Cut Rates Today. Powell’s Remarks Are Important – Barron’s
Trump, tariffs and China — why major chip stocks are feeling the chill – CNBC
Novo Nordisk cuts forecasts after replica obesity drugs hit US take-up – FT
Why Trump’s 2nd 100 Days Will Define His Presidency – Steve Forbes
David Hume’s Insights Explain America’s Economic Decline – Patrick Barron
The Economy Is Slowing. That Doesn’t Mean Doomsday Is Coming – Barron’s
Recovery Can Be Found In the Pessimism and Policy Errors – John Tamny
Here’s How President Trump Can Terminate Tariff Turmoil – E.J. Antoni
Ignore Media’s Soc. Security Hysteria: Trump Delivers Results – Leland Dudek
Germany finally has a leader. Now comes the hard part for Friedrich Merz – CNBC
How dealmaking fever hit Italy’s banking sector – Financial Times
Why Indian markets are undeterred by strikes against Pakistan – CNBC
Why India and Pakistan are locked in a new military conflict – Financial Times
Pakistan vows to retaliate after India launches military strikes – Financial Times
Military briefing: How Indian might stacks up against Pakistan – Financial Times
Pakistan Closes Airspace For 48 Hours, Authorizes Response To Indian Attack – ZH
China announces sweeping measures to ease policy in bid to shore up trade-war hit economy – CNBC

Wealth Management

Buffett’s Bet Of The Century – Robin Wigglesworth
Do We Need To Redefine Value? – Vitaliy Katsenelson
Por qué nunca habrá otro Warren Buffett – Jason Zweig
FOMC Preview: Stay In May, and Go Away – Matthew Luzzetti
We Will Never See Someone Like Buffett Again – Roger Lowenstein
DeepSeek & Tariffs Haven’t Slowed The AI Boom – James Pethokoukis
Some Potential Instigators of Big Stock Market Jump In May – Eric Fry
Donald Trump es coyuntural, la IA es estructural – Víctor Alvargonzález
Big Tech Stocks In Big Trouble, Opportunities Arising – Stephen McBride
Explaining Modern Financial Crises – Speech at the Austrian central bank – Max Rangeley