Martes, 28 de abril de 2026
Economía Internacional
Bolivia tendrá el menor crecimiento de la región en 2026: Cepal – La Razón
Argentina es un ganador inesperado por la revolución energética de Milei – EE
Argentina: El boom minero que proyecta Milei y los dólares que vendrán – Bloomberg
Brazil Inflation Undershoots Forecast on Eve of Interest Rate Decision – Bloomberg
Goldman Hikes Oil Forecasts Again as Hormuz Shock Builds – Bloomberg
Norway’s Wealth Fund CEO, on Markets, Real Estate, AI and China – Bloomberg
Emiratos Árabes abandonará la OPEP tras 59 años en el cartel – El Economista
United Arab Emirates leaving OPEC, effective May 1 – CNBC
UAE to leave Opec in blow to oil cartel – Financial Times
Oil price climbs above $110 for first time in three weeks – Financial Times
U.S. crude oil tops $100: Trump dissatisfied with Iran’s proposal for Hormuz – CNBC
Oil prices hit $110 and stocks fall on Iran impasse and AI – Reuters
Wall Street banks boost Treasury holdings to highest level since 2007 – FT
OpenAI-linked stocks slump on report of missed targets – Yahoo Finance
Gold Will Fall First, Then ‘Fly Sky High,’ Bert Dohmen Says – Kitco News
Gold slips to three-week low as oil climbs, central bank decisions loom – Reuters
Why Powell could stick around after his Fed chair term ends – Yahoo Finance
European stocks mixed as Trump considers Iran peace proposal – CNBC
European airlines seize on jet fuel crisis to lobby against passenger perks – FT
Bank of Japan keeps rates steady but hawkish split points to June hike – Reuters
Dollar picks up, yen steady as central banks in focus after BOJ holds – Reuters
Japón tensa los bonos a máximos de 1997 tras prorrogar la subida de tipos – EE
Wealth Management
The Dollar’s Funeral Keeps Getting Rescheduled – Lance Roberts
El dólar pasa de la tesis del ‘petrodólar’ a una visión alcista – Funds Society
As It Has ‘AWS Moment,’ Nvidia Shares Far From Done – Stephen McBride
Michael Mauboussin on What History Says About AI Growth – Excess Returns
Cómo posicionar una cartera ante la estanflación: resumen en 4 gráficos clave – Schroders
La guerra sigue pero otros factores condicionan los mercados – Guillermo Santos Aramburo
Perspectivas para el segundo trimestre de 2026: el reinicio es el punto de partida – Jan van Eck
