Martes, 3 de marzo de 2026

Economía Internacional

Bolivia: Masistas en cúpula de YPFB buscan debilitar al Gobierno – Álvaro Ríos
Argentina: Hay una mayor cantidad de oferta de dólares – Salvador DiStefano
Brazil’s economy cooled in 2025 under weight of high interest rates – Reuters
Brazil’s Economy Sputters Before Start of Rate-Cut Campaign – Bloomberg
Brazil Inflation’s Surprising Resilience Clouds Rate Outlook – Bloomberg
Chile: ¿Qué esperar del dólar con ascenso de Kast y conflicto en Irán? – Bloomberg
El peso colombiano, la moneda emergente que más retrocedió frente a sus pares – LR
Perú: Guerra en Irán y fuga en Camisea crean una tormenta perfecta – El Comercio
Stocks and bonds tumble as widening Middle East war rattles markets – FT
US stocks sell off as new Iran attacks rattle markets – Yahoo Finance
Berkshire Hathaway Operating Earnings Fell 30% in Fourth Quarter – Barron’s
Gold falls as strong dollar offsets Mideast risk premium – Bloomberg
Gold falls 4% as strong dollar and higher rate bets undercut safe-haven demand – Reuters
Bond markets gripped by inflation fear, prompting rate-cut bets to fall – Reuters
Middle East conflict is another negative shock to global economy – Mohamed El-Erian
If Iran conflict is not prolonged, there’s not going to be a major inflationary hit – Jamie Dimon
JPMorgan’s Dimon on Iran War, Inflation, Credit Cycles – Bloomberg
Israel strikes Tehran and Beirut; drones hit US embassy in Riyadh – Reuters
The Strait of Hormuz is facing a blockade. These countries will be most impacted – CNBC
Global oil and gas shipping costs surge as Iran vows to close Strait of Hormuz – Reuters
US embassy in Saudi Arabia warns of imminent attack on oil city of Dhahran – FT
EU urges Ukraine to allow access to pipeline carrying Russian oil – Financial Times
European stocks fall 3% as Middle East conflict intensifies – CNBC
Euro zone inflation jumps, faces quick hit from surging oil price – Reuters
Euro-Zone Inflation Unexpectedly Rises as Iran Risks Swirl – Bloomberg
La inflación subyacente da un pequeño susto en la eurozona – El Economista

Wealth Management

A dónde va a llevarnos esta guerra – Guillermo Santos Aramburo
The Bond Market Is Trying to Tell You Something – Ed D’Agostino 
Stocks, Oil & Gas Can, Do Handle Regional Conflict – Market Minder
Perspectivas para la renta variable global – Paul Quinsee, JP Morgan AM
What Does the War In Iran Mean For Your Investments? – Stephen McBride
The Next Financial Crisis? Private Equity, Private Credit & Life Insurance – Steve Eisman
$6.00 Copper, $1.5B Buyout & The “Gun-Shy” Majors Paying The Price – Frank Giustra & Ian Harris