Lunes, 2 de marzo de 2026
Economía Internacional
Bolivia: Rodrigo Paz imita a Luis Arce – Ramiro Cavero
Argentina: Caen tasas y deuda provincial: sube el dólar, pausa carry trade – Bloomberg
Argentina: Milei says to pursue lower taxes and electoral system reform – Reuters
Argentina consigue la mayor cosecha de trigo de su historia – Libre Mercado
Argentina: La reforma laboral es un paso en la dirección correcta – Marcos Falcone
Mercados de Argentina golpeados por conflicto bélico en Oriente Medio – Reuters
Milei Hurls Insults in Divisive Speech to Argentina’s Congress – Bloomberg
Chile: La economía decepciona: Imacec cae y marca mínimos de junio de 2024 – Pulso
Chile Economy Sees Muted Monthly Gain Before Key Rate Decision – Bloomberg
Chile Preps for Political Seachange as Markets Focus on Trump – Bloomberg
Stocks tumble after Iran attacks jolt markets – Yahoo Finance
JPMorgan: Gold set for ‘risk premium’ jump of up to 10% – Yahoo Finance
Defense surges, airlines slide: How stocks are reacting – Bloomberg
Iran conflict widens, Kuwait mistakenly shoots down US jets – Reuters
Oil soars as Mideast strikes stall Hormuz tanker traffic – Yahoo Finance
Oil Spikes Toward $80. How High It Could Go – Barron’s
Iran moves to choke off Strait of Hormuz traffic, threatening global oil supply – Fox
Gold Climbs as Middle East War Drives Demand for Safer Assets – Bloomberg
Cryptocurrencies Under Pressure as Iran Strikes Stir Uncertainty – Bloomberg
Dollar Jumps. Greenback Becomes a Haven Again – Barron’s
Ataque a Irán impulsa el oro y la plata, mientras caen bonos del Tesoro – El Economista
The Weekly Look at the Global Economy and Markets – Mohamed A. El-Erian
Gas prices soar as Iranian attacks force shutdown of Qatari production – FT
Iran strikes halt Qatar LNG output, shaking global energy markets – CNBC
Look at CA If You Think Tax the Rich Truly Works – Issues & Insights
The Myth Of The K-Shaped Economy – Courtenay Brown
Wealth Management
Keep Calm and Carry On – Joe Calhoun
Confusing AI with Fed Hikes – Torsten Slok
Éxito de la gestión pasiva – Finixens, TDND
Iran Risk Threatens the Everything Rally – James Picerno
Carta trimestral de diciembre 2025 – Japan Deep Value Fund
No es momento de correr, es momento de pensar – IcariaCap
The Outlook for S&P 500 Dividends in February 2026 – Ironman
Why Iran’s Nuclear Facilities Matter More Than Its Oil – Nomi Prins
Stocks the Best Fund Managers Have Been Buying – Susan Dziubinski
El crudo repunta por la tensión geopolítica; EEUU entra en una semana clave de datos – Andbank
El crédito high yield podría ayudar a diversificar carteras frente a la volatilidad de la IA – JPMorgan AM
