Lunes, 9 de febrero de 2026

Economía Internacional

Bolivia: 90 días del gobierno de Rodrigo Paz – Mauricio Ríos García
Bolivia: El viento de cola con el que gobierna Rodrigo Paz – Macro Alertness
Rodrigo Paz dispara la deuda pública de Bolivia – Mauricio Ríos García
Bolivia: BCB aprueba crédito por Bs 32 mil MM para Economía – BD
Bolivia: Gobierno declara “prequiebra técnica” en empresa estatal YLB – El Diario
Argentina: IPC se aceleró durante enero en la Ciudad de Buenos Aires – Bloomberg
Los países más endeudados con el FMI a febrero en Latinoamérica – Bloomberg
Fitch alerta vulnerabilidad financiera en empresas colombianas – Bloomberg
Venezuela to move just-freed opposition politician to house arrest – Reuters
Mexico inflation speeds up in January after new taxes go into effect – Reuters
México: Inflación repunta a 3,79% en enero; Banxico pausa ciclo bajista – Bloomberg
México importa más gasolina de la que produce, con esfuerzo de Pemex – Bloomberg
Brazil inflation likely nudged up slightly to 4.44% in January – Reuters
Goldman issues a warning to beat-up software investors – Yahoo Finance
US stocks fall as jobs, CPI reports loom – Yahoo Finance
S&P 500’s $1T rebound offers Wall Street little solace – Bloomberg
S&P is predicting China’s property slump is worse than expected this year – CNBC
Big Tech stocks are treading water after $1 trillion sell-off week – CNBC
Trump’s Dollar Doctrine: A Weak Currency, Strong Nation – Richard Torrenzano
Bitcoin Falls. Why There’s Hope for a Crypto Rally – Barron’s
Bitcoin slides below $70,000 after wild ride – Bloomberg
Gold Advances Above $5,000 as Dip-Buyers Return to Choppy Market – Bloomberg
Warsh Will Soon Realize That Powell Was Never Very. Powerful – John Tamny
The Weekly Look at the Global Economy and Markets – Mohamed A. El-Erian
Setting Record Straight: New Fed Chairs Are Not Auto-Negative – Market Minder
What Happens When Investors Realize Tesla Is Robots – Stephen McBride
US embassy in London denies visas to executives over minor offences – FT
French central bank governor to step down early – Financial Times
Scottish Labour leader calls for Starmer to step down – Financial Times
Starmer’s communications chief quits as pressure grows on PM – Financial Times
‘It feels like a betrayal.’ Germany’s painful estrangement from the US – FT
China insta a sus bancos a limitar su exposición a la deuda de EEUU – El Economista
China Urges Banks to Curb Exposure to US Treasuries – Bloomberg
European alternatives to Visa and Mastercard ‘urgently’ needed – Financial Times
Japan stocks hit record highs after Takaichi’s landslide win – Bloomberg
Japanese stocks soar to record after Takaichi’s landslide election win – Financial Times
Oil stable as Iran concerns ease, Russian flow to India slows – Reuters

Wealth Management

Plus ça Change – Joe Calhoun
The Gradual Print is Here – Lyn Alden
Speculative Narrative Unwinds – Lance Roberts
It’s Hard To Be Bearish On The Economic Outlook – Torsten Slok
Kevin Warsh nominado como próximo presidente de la Fed – JPMorgan AM
Evolución de los fondos de Cobas AM Segundo Semestre 2025 – Cobas AM
¿Por qué el value investing no invierte en empresas tecnológicas? – Cobas AM
Bitcoin no cae solo: El riesgo que puede arrastrar al oro y la plata – Pablo Gil
Dow 50,000: Wall Street Keeps Misunderstanding Trumpnomics – Peter Navarro
Is The Market Topped Out? Or Is It Poised To Bounce From Here? – Lance Roberts
Acciones Europeas: el Value Supera al Growth en Enero del 2026 – Fernando Luque
Los bancos son cajas negras, negocios complicados y peligrosos – Juan Huerta de Soto
Deberías invertir entre un 5% y un 10% de tu cartera en metales preciosos – El Economista
The Next Great Commodities Boom Is Just Getting Started. Here’s How To Play It – Tavi Costa
Volatility, dispersion and fragmentation are the top investment themes this year – Mohamed El-Erian