Martes, 13 de enero de 2025

Economía Internacional

Chile: ¿Banca de Desarrollo para quién? – Luis Larraín
Chile: Fontaine presenta a Kast medidas para primeros 90 días – DF
Milei Still Props Up Argentina’s Peso Despite Looser Trading Rules – Bloomberg
Las petroleras se unen a Trump para expulsar a China del mercado venezolano – TO
Is Trump Unleashing a War for Oil? – Clifford F. Thies
Inflation Closes Out 2025 at Steady Rate of 2.7 – Barron’s
US Core CPI Comes in Just Lower Than Expected – Bloomberg
Stock futures recover as CPI cools – Yahoo Finance
El IPC de EEUU sorprende a la baja – El Economista
Inflation eases as core CPI rises less than forecast – Yahoo Finance
Core CPI Prints Cooler Than Expected In December, Near 5 Year Lows – Zero Hedge
Gold Steady Near Record as Markets Weigh Powell Probe – Bloomberg
Global central bankers unite in defense of Fed Chair Jerome Powell – CNBC
Central bank chiefs ‘stand in full solidarity’ with Jay Powell – Financial Times
California: How To Lose $1 Trillion Without Really Trying – Issues & Insights
The Housing Market, and Its Lock-In Effects – Paul Kupiec & Alex Pollock
California’s billionaire tax plan will backfire – Michael Moritz
JPMorgan Chase’s profits fall 7% as investment bank fees disappoint – FT
UBS boss Ermotti plans to step down in April 2027 – Financial Times
BNY Mellon Earnings Top Expectations. Why the Stock Is Falling – Barron’s
Billions from a million: the London VC that hit the jackpot with Revolut – FT
Job losses in European car parts sector top 100,000 in two years – Financial Times
Europe’s war economy: Greenland, Venezuela fears fuel defense ‘mega-trend’ – CNBC
Yen tumbles and Japan stocks soar as election talk reignites ‘Takaichi trade’ – FT
Oil hits $65 as geopolitical risks swirl from Iran to Black Sea – Bloomberg
Trump announces 25% tariff on countries ‘doing business’ with Iran – FT
Iran’s regime in its ‘final days and weeks’ after mass protests: Germany’s Merz – CNBC

Wealth Management

Earnings to the fore – Pictet WM
Why Gold Isn’t Special – Adam M. Grossman
The Top Risks of 2026 – Ian Bremmer & Cliff Kupchan
The Economic Debate Becomes More Political – Joseph Calhoun
Sin reglas claras, el dinero venezolano seguirá offshore – Napolón Lazardi
Berkshire Owes Clarity About Investment Costs, Benefits – Stefan Padfield
2025 Disappointments May Prove a Winner for Crypto – Stephen McBride
¿En qué invertir en Argentina? Las estrategias en Cedear para 2026 – Bloomberg
Economic Theory Explains Economic Data, Not the Other Way Around – Frank Shostak
Enero despeja dudas clave: FED, aranceles, crecimiento, IA y el reto europeo – Andbank
Explicando 2025 y preparándonos para aprovechar los mercados en 2026 (y II) – Guillermo Santos Aramburo

Portada Auge y Decadencia de Bolivia

Auge y Decadencia de Bolivia (2003 - 2023):
Ciclo Austríaco, Value Investing y Dolarización


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