Viernes, 13 de marzo de 2026

Economía Internacional

Uruguayan alleged cartel leader Marset arrested in Bolivia – Reuters
Bolivia cumpliría con pagos de deuda y avanzan conversaciones de canje – Bloomberg
La banca boliviana resistió fuerte represión financiera – Felaban
Cuba confirms talks with US to find ‘solutions’ to energy blockade – Financial Times
Cuba confirms talks with U.S. — but warns an agreement will take time – CNBC
Peru Holds Key Rate at 4.25% as Inflation Pressures Mount – Bloomberg
Nuevo ciclo en la política chilena – Luis Larraín
Peso chileno y colombiano, las divisas latinoamericanas más resilientes – Funds Society
BCRA: Argentina sería segundo país con más dólares fuera del sistema – Bloomberg
Fed’s Preferred Inflation Gauge Climbs to Highest Since 2024 – Barron’s
US GDP grows just 0.7% in Q4 in sharp downgrade of first estimate – APF
Fourth-Quarter GDP Growth Slashed to 0.7% – Barron’s
U.S. fourth-quarter GDP down to 0.7% growth; January core CPI was 3.1% – CNBC
US economy ended 2025 on weaker footing than previously thought – Financial Times
Why the Market Is Rising Despite Lower Growth, Higher Inflation – Barron’s
Gold Heads for Weekly Drop as Mideast War Keeps Oil Prices High – Bloomberg
Stocks bounce back as oil falls amid data flood – Yahoo Finance
La guerra se gana en Ormuz – Fernando Díaz Villanueva
US Says Today’s Strikes on Iran Will Be Heaviest So Far – Bloomberg
The Myth of Fed Independence—and How to Actually Stop the Inflation – David Stockman
War May End Soon, Fed’s Battle Is Only Beginning – James Picerno
Supreme Court Tariff Case Is Evidence That System Is Working – Rob Smith
Pete Hegseth on Strait of Hormuz: ‘Don’t need to worry about it’ – CNBC
5 Energy Truths That Blunt Iran Impact, and That Media Ignore – Stephen Moore
Oil Prices Back Below $100 – Barron’s
Oil prices dip as Indian tanker sails out of Strait of Hormuz – Reuters
Don’t expect a drilling boom even as oil rips higher – Yahoo Finance
US Treasury Allows More Russian Oil Sales to Help Tame Prices – Bloomberg
Trump says US will hit Iran ‘very hard’ after easing sanctions on Russian oil – Yahoo Finance
Life in Dubai is ‘functioning but tense’ as Iran strikes with missiles and drones – CNBC
Why haven’t the Houthis, Iran’s allies in Yemen, stepped into the war? – Reuters
France and Italy open talks with Iran in hope of securing safe Hormuz passage – FT
European allies riled as US loosens Russia oil sanctions – Reuters
Francia e Italia negocian con Irán poder atravesar Ormuz: FT – El Economista
La inflación en España superará el 4% en los próximos meses – El Economista
España en el lado erróneo de la Curva de Laffer: frena su recaudación – Yoel Meilán
China tiene la llave para controlar el crudo – El Economista

Wealth Management

Fiddling While Rome Burns – Jared Dillian
Should investors worry about a 2008-style shock? – Gillian Tett
Positioning for Inflation and a Weaker Dollar – Jeffrey Gundlach
Buy Vietnam Before the Index Funds Start Jumping In – Mark Hulbert
No, Stablecoins Didn’t Eat the Treasury Bill Market – Market Minder
What Investors Can Learn From Past Innovation Waves – Daniel Sotiroff
Even Silicon Valley Thinks AI Is a Bubble But Good Or Bad? – Lila Shroff
Por qué estamos en modo defensivo – Actualización Icaria Patrimonio FIL
US 10‑Year Treasury Yield Near ‘Fair Value’ at Outset of Iran War – James Picerno
Fondos de crédito y capital privado: luego no digan que nadie les avisó – Víctor Alvargonzález