Jueves, 26 de marzo de 2026
Economía Internacional
Bolivia may need to begin gas imports in 5-6 years: Tecpetrol – Reuters
Bolivia necesita más que una mejora de calificación para generar confianza – Bloomberg
Bolivia: Pronostican otoño con lluvias menos intensas en Santa Cruz – El Deber
Brazil Inflation Blows Past Forecasts as Iran Clouds Outlook – Bloomberg
Brasil sube más de lo esperado y complica el ciclo de recortes de tasas – Bloomberg
Argentina: La desaceleración pone a prueba recortes de gasto de Milei – Bloomberg
Argentina’s Sluggish Economy Is Testing Milei’s Spending Cuts – Bloomberg
Argentina: Entrevista al Secretario de Finanzas, Federico Furiase – A24
Argentina tiene una oportunidad histórica – Claudio Zuchovicki
Venezuela’s Maduro due back in US court in dispute over legal fees – Reuters
Colombia: Aprobación de Petro sube antes de elecciones presidenciales – Bloomberg
Petro’s Approval Rating Jumps Ahead of Colombia’s Election – Bloomberg
Mexico announces support for its motor transport industry – Reuters
Stocks and bonds skid as Iran crisis reignites oil price surge – Reuters
Gold slips as markets assess prospects of Iran ceasefire – Reuters
Gold is getting pummeled. 3 reasons it may rebound – Yahoo Finance
Trump’s approval hits new 36% low, Reuters/Ipsos poll finds – Reuters
La guerra que Irán no necesita ganar – Mauricio Ríos García
US inflation will surge to 4.2% on energy shock, warns OECD – FT
Bessent praised BoE as model for tighter oversight of Fed – Financial Times
Retail firms warn of price hikes if Iran war extends for months – CNBC
Israel says it has killed Iran naval chief overseeing Hormuz blockade – CNBC
Doble profecía de Larry Fink: petróleo a $150 y “recesión severa” – El Economista
El petróleo entra en backwardation y telegrafía preocupante aviso – El Economista
Oil Climbs. Trump Warns Iran ‘Better Get Serious’ – Barron’s
The number oil traders would love to know – Financial Times
Oil rises on doubts over Iran peace talks – Financial Times
Iraq’s economy teeters as oil sales collapse – Financial Times
Russia sending drones to Iran, western intelligence says – Financial Times
At least 40% of Russia’s oil export capacity halted – Reuters
Alemania dilapida en su primer año su fondo de infraestructuras – El Economista
The rise of China’s hottest new commodity: AI tokens – Financial Times
Wealth Management
One Factor Is Driving All Returns – Torsten Slok
Can Prediction Markets Actually Predict? – Joachim Klement
Will the Dollar’s War-Driven Rebound Continue? – Leslie P. Norton
Why Value, Quality and Momentum Belong Together – Noah Beck
Dividendos vs. crecimiento: guerra de egos en Twitter – Clarisa Sekulits
Markets Are Decoupling Again as Return Correlations Shift – James Picerno
Las diferencias entre generaciones marcan la planificación sucesoria – Funds Society
