Juevez, 19 de marzo de 2026

Economía Internacional

Bolivia: Reservas al límite: el BCB apuesta al oro para generar dólares – El Deber
Moody’s mejora calificación de Bolivia; gobierno lo atribuye a medidas económicas – BD
Bolivia Wins Credit Rating Upgrade After Coupon Payment Pledge – Bloomberg
Moody’s eleva calificación de Bolivia tras compromiso de pagar cupones – Bloomberg
Argentina: ¿Hay más margen en bonos soberanos o en corporativos? – Bloomberg
Rates Tumble in Argentina, Pushing Them Below Inflation – Bloomberg
Brazil’s Modest Rate Cut Seen Supporting Real, Easing Yields – Bloomberg
Iran sets its price to end the war – Financial Times
Stocks Are Falling Further as Oil Prices Surge – Barron’s
Fed Chair Powell Is Watching Iran Like a Hawk – Barron’s
Fed chief Jay Powell says Iran oil crisis will worsen US inflation – FT
Stocks and bonds hammered as investors price in ‘protracted energy shock’ – FT
US floats second release of strategic oil reserves to stem rising prices – FT
Hegseth says potential $200 billion Iran war spending request could shift – CNBC
Oil spikes amid strikes on major Mideast hubs – Yahoo Finance
ECB holds interest rates at 2% as energy prices soar – Financial Times
ECB holds rates steady, warns outlook is ‘significantly more uncertain’ – CNBC
BCE mantiene tipos en 2% pero dispara previsiones de inflación por Irán – El Economista
Gold and silver sell-off accelerates as inflation fears grip global markets – CNBC
El oro, sin brújula y con una ‘brecha’ de hasta 2.300 dólares – El Economista
Bank of England warns of inflation risks as it holds rates at 3.75% – FT
Bank of Japan postpones rate rise after Middle East war erupts – Financial Times
Germany Weighs Windfall Tax as Iran War Drives Fuel Price Surge – Bloomberg
BofA apologises for bet against European private credit – Financial Times

Wealth Management

A Fed Balancing Act: Oil, Iran, Slower Growth – Michael Lebowitz
Powell’s ‘We Don’t Know’ Signals Rising Fed Uncertainty – Jeffrey Gundlach
Powell Is Clueless and the Economy Is Much Worse Than He Admits – Peter Schiff
Oaktree’s Howard Marks on Unpredictablility, Importance and Investing in AI – Bloomberg
¿Está Europa haciéndose finalmente cargo de su propio destino? – Robert Schramm-Fuchs
La FED congela tipos y eleva previsiones: crece la incertidumbre y se aplazan los recortes – Andbank
¿Estamos ante la próxima crisis financiera? La IA y el crédito privado en el punto de mira – Juan Gómez Bada