Lunes, 4 de mayo de 2026

Economía Internacional

Bolivia: Dólar referencial del BCB alcanza nuevo récord y supera los Bs 10 – El Deber
Bolivia Seeks a $3 Billion Tourism Boost to Revive Its Crumbling Economy – Bloomberg
A Key Difference Between Trump and Milei – Dan Mitchell
Argentina: Superávit gemelos, dos economías distintas – Adrián Ravier
Argentines Keep Cash Under Mattresses Even as Milei Pushes Bank Accounts – Bloomberg
Chile Investors Split Over Iran War Impact as Pressures Mount – Bloomberg
Paraguay reglamenta Ley de Etanol y asegura su mercado para cañicultores – La Razón
Colombian Presidential Candidate Seeks Trump’s Help for War on Cocaine Gangs – Bloomberg
Mexico’s Banks Handed Out Millions of Cards That Nobody Wants – Bloomberg
Oil Prices Rise on Fear of Flare Up in Hormuz – Barron’s
Iran warns US Navy against entering Strait of Hormuz – Financial Times
The U.S. Economy Is Better Than You Think It Is – Charles Gasparino
Bill Dudley Sees No Good Reason for Warsh to Cut Rates – Bloomberg
Warsh’s take on Fed independence is met with confusion and some concern – CNBC
The US decoupling from the global gloom has limits – Mohamed El-Erian
The Week Ahead for the Global Economy and Markets – Mohamed El-Erian
Global GDP Just Came Out…and it Changes Everything – Jeff Snider
Economy Is ‘Treading Water’; Economist Reveals Next Asset Explosion – Steve Hanke
‘Write-Downs To Zero’: The $1.8 Trillion Private Credit Warning – DiMartino Booth
Does Warren Seriously Believe “Stagflation Is In the Air”? – Issues & Insights
Why the AI Job Apocalypse (Probably) Won’t Happen – Ezra Klein
The New Fed May Cut Rates, Though Without Much Rate Impact – Cory Frank
Fed As Inflation Fighter Is Rooted In Phillips Curve Mysticism – John Tamn
European markets fall as Trump threatens new auto tariffs – CNBC
Euro-Zone Inflation Jump Seen as Temporary, ECB Survey Shows – Bloomberg
¿Por qué Irlanda avanza y España retrocede? – José María Rotellar
Asia’s economic pain deepens as Iran war drags on – Financial Times
Japón podría intervenir hasta 30 veces más para sostener el yen: Goldman – Bloomberg
You won’t Believe What the Japanese Central Bank Just Did – Jeff Snider

Wealth Management

Beware the Bubble — in the Bond Market – Allison Schrager
Warren Buffett Can’t Bequeath Abel Patient Investors – Jonathan Levin
How To Become a ‘Lazy Millionaire’ In Your Retirement – Mark Hulbert
La primera junta anual de Berkshire Hathaway sin Buffett – El Economista
Watch the 2026 Berkshire Hathaway annual shareholders meeting – CNBC
Watch CNBC’s full interview with Berkshire Hathaway Chair Warren Buffett – CNBC
The 91-Year Debasement Trade: Why $4,600 Gold is Just the Beginning – James Grant
¿Acabará teniendo razón Mark Mobius, pionero de los mercados emergentes? – Dan Lefkovitz
El método Warren Buffett: Así consigue resultados extraordinarios un fondo mixto – Abaco Capital
Watch Greg Abel preside over the full 2026 Berkshire Hathaway annual shareholder meeting – CNBC