Lunes, 23 de febrero de 2026

Economía Internacional

Bolivia: Riesgo país cae en 77% en un año – La Razón
Bolivia: Importar soya sin aranceles ayudará a industria oleaginosa – El Diario
Perú: Hernando de Soto es nombrado nuevo premier – Infobae
Perú: Inversión privada creció a doble dígito a inicios de 2026 – El Comercio
Perú: Los vientos favorables deben seguir impulsando la economía – Julio Velarde
Peru’s New President Taps Prominent Economist as Prime Minister – Bloomberg
Petroperú sufre rebaja de calificación crediticia por parte de Moody’s – El Comercio
Argentina: Diez mitos sobre una reforma laboral moderna y liberal – Adrián Ravier
Colombia Hawkish Pivot Masks Underlying Woes for Peso – Bloomberg
Mexico hit by wave of violence after security forces kill cartel leader – FT
PIB de México se revisa al alza y economía crece 0,8% en 2025 – Bloomberg
Gold enters the storybook stage – Financial Times
Gold-like Swiss franc may surge 17%: Morgan Stanley – Bloomberg
Gold rises and stocks fall as global trade faces new Trump tariff threat – FT
Gold Price Mirrors Economic Unease Ignored by Politicians – John Tamny
La fiebre del oro se paga con deuda y ya hay quien teme lo peor – El Economista
Europe hits back at ‘pure tariff chaos’ from the U.S. – CNBC
Trump’s tariff salvo sets up a Trade War 2.0 breakout – Bloomberg
Hedge funds that piled into US bitcoin are first to exit – Bloomberg
Supremes Must Not Stop Trump’s Push For Trade Justice – New York Post
Trump’s Challenge to Free Market Capitalism – Ben Casselman
Dimon seeks to sell JPMorgan investors on $2bn-a-week costs bill – FT
Important Reasons Why the Trump Economy Is Soon to Soar – E.J. Antoni
US Private Sector Balance Sheets in Excellent Shape – Torsten Slok
Affordability: Structural Problem Monetary Policy Can’t Fix – Alexander Salter 
Lagarde receives €140,000 from BIS despite payment ban for ECB staff – FT

Wealth Management

Is China Really Dumping US Treasuries? – Lance Roberts
Claves para “doblar capital cada 9 años – Beltrán Palazuelo
Disruption Creates Opportunities for Investors – Torsten Slok
Tariffs Overturned, but Fundamentals Still Rule – David Sekera
Investors May Face 1 Last Rate Hike Surprise Pre-May – Mark Hulbert
Bonos y renta variable, Latinoamérica en terreno positivo – Funds Society
Reign of the Dollar’s Over. What Investors Can Do About It – Reshma Kapadia
“Sell America”? Little Indication of a Rush Out of U.S. Assets – Market Minder
¿Podrían Subir aún más los Aranceles a pesar de la Sentencia del Tribunal Supremo? – Preston Caldwell