Economía Internacional
Bolivia: El transporte pesado está en la peor crisis económica – El Diario
US beats expectations with 177,000 jobs added in April – Financial Times
Global stocks rally as Beijing considers US trade talks – Financial Times
Separating Wheat From Chaff in America’s Q1 GDP – Market Minder
GDP: Small Dip Brings Out the Media’s Anti-Trump Jeers – Issues & Insights
GDP: A Worthless Number Meets Mindless Economic Policy – John Tamny
GDP Slipped in the First Quarter. Why America Isn’t in a Recession – Barron’s
The Dollar Is Still at Risk From Own-Goals – Steven Englander
There’s More to the Perils of ESG Than Meets the Eye – Peter Roff
Tariffs are Already Stalling the Economy – Joseph Politano
Shell says it would rather buy back its own shares than bid for BP – FT
EEUU, Alemania e Italia: los países con más reservas de oro del mundo – BestBrokers
Ireland fines TikTok 530 million euros for sending EU user data to China – CNBC
Eurozone inflation stays above expectations at 2.2% – Financial Times
How China is quietly diversifying from US Treasuries – Financial Times
China se abre a negociar con EEUU sobre los aranceles – El Economista
Wealth Management
Carta trimestral 1T25 – Horos AM
Your Portfolio And The US Dollar – Ben Carlson
Money Managers Are the Most Bearish in 28 Years – Barron’s
Why Stocks Are Up, With Perhaps More Exuberance to Come – Eric Fry
Everyone Could Use Rudyard Kipling In Their Financial Planning – Rob Smith
Fed Balance Sheet QT: -$14 Billion in April, -$2.26 Trillion from Peak – Wolf Richter