Lunes, 11 de mayo de 2026
Economía Internacional
Bolivia: ¿Bonos soberanos por $1.000 MM sobre expectativas? – Macro Alertness
Bolivia Bond Sale: Is the Market’s Optimism Already Priced In? – Victor Hale
Bolivia Confirms $3.3B IMF Talks as National Strike Paralyzes Cities – The Rio Times
Bolivia’s Evo Morales held in contempt after missing court in trafficking trial – Reuters
¿Wall Street teme más a Argentina que a Ecuador y Bolivia? – Maxi Montenegro
Why Argentina’s Comeback Has Stalled – Mary Anastasia O’Grady
Argentina: El Ministro Luis Caputo, conversó con Luis Majul – LN+
Argentina Upgrade Seen Opening Narrow Window for Debt Sale – Bloomberg
Brazil Economists Raise 2027 Selic Forecast as Inflation Simmers – Bloomberg
Brazil’s Massive Bank Scandal Threatens a Top Bolsonaro Ally – Bloomberg
Stark Class Divides Are Deepening Peru’s Electoral Chaos – Bloomberg]
Perú autoriza nuevo préstamo de urgencia de $2.000 MM para Petroperú – Bloomberg
Peru Authorizes $2 Billion New Emergency Loan for Petroperu – Bloomberg
S&P 500 Heads for Record High, Led by Energy – Barron’s
Three crude oil tankers exit Strait of Hormuz with trackers switched off – Reuters
Oil prices tick up after Trump rejects Iran proposal – Yahoo Finance
Fuel, munitions and food: Trump’s Iran war rips across US economy – Financial Times
A surprising thing is happening under the S&P 500’s record run – Yahoo Finance
An Earnings Surge Signals a ‘Resilient’ Trump Economy – Charles Gasparino
The Left’s Latest Bad Idea Would Punish Bargain Hunters – Steve Forbes
Stocks muted as Trump rejects Iran response to deal – Yahoo Finance
España: Se frena el consumo, la inversión y la construcción – José Ma. Rotellar
Will the ECB shift tack on the digital euro? – Financial Times
ECB to Hike Rates Twice in 2026 as Inflation Jumps, Survey Shows – Bloomberg
Japan Panel Urges BOJ to Take Cautious Approach to Rate Hikes – Bloomberg
China: La inflación escala al 1,2% en abril, sobre las previsiones – Bolsamanía
China Warns of Imported Inflation Risk as Oil Prices Increase – Bloomberg
Wealth Management
Why Average Returns Are A Mirage – Sam Ro
The S&P 500 Is No Longer A Diversified Index – Torsten Slok
“Return of Investment” Different From “Return On” – Market Minder
“Memory Top” Call Keeps Failing. That’s Why Buy the Dip – Luke Lango
Parabolic Semiconductor Rally Is Pricing In 2028 Already – Lance Roberts
Why Gold Isn’t Acting Like a Safe Haven Right Now – Ewa Manthei
Risk‑on dominante: cómo posicionarse en un mercado sobrecomprado – Andbank
¿Y si estamos en la era de la energía y materiales y no tanto de la tecnología? – Andbank
El value le da al vuelta al calcetín: el mercado castiga la euforia tecnológica – Cobas AM
El auge del modelo multi-family office en Chile se proyecta hacia el futuro – Funds Society
El value en small caps europeas será la estrategia más rentable de la década – Carlos Val-Carreres
