Jueves, 28 de mayo de 2026

Economía Internacional

Bolivia, IMF discuss $3B package – Ainvest
Bolivia, IMF discuss $5B package, President Paz says – Ainvest
Bolivia: Protestas desploman sus bonos y amenazan con caos – Bloomberg
Bolivia: Paz revela negociación de un programa de $5.000 MM con el FMI – Eju
Venezuelans Back Dollarization to Rein in 600% Inflation Rate – Bloomberg
Argentina: Repunta popularidad de Milei; la inflación se modera – Bloomberg
Milei ‘revive’ el peso argentino al duplicar las reservas de dólares – El Economista
Milei Approval Rises From Lowest Point as Inflation Worries Ease – Bloomberg
Acciones de bancos argentinos vuelan ¿Por qué? Lo peor ya pasó – Bloomberg
Colombia’s erratic leader refuses to be a lame duck – Financial Times
Brazil’s central bank will not let higher inflation expectations take hold – Reuters
Brazil economic growth expected to have picked up in Q1 – Reuters
Frenazo del PIB de EEUU: se queda en el 1,6% frente al 2% estimado – EE
Inflation Hit Highest Level Since Mid-2023. The Fed Is in the Hot Seat – Barron’s
Fed’s inflation gauge heats up, cementing steady rate path – Yahoo Finance
US and Iran exchange fire amid increasingly strained truce – Financial Times
Core inflation hit an annual rate of 3.3% in April, as expected – CNBC
US New Home Sales Tumbled In April As Prices Soared – Zero Hedge
Donald Trump is more unpopular than ever – The Economist
Kevin Warsh’s troublesome inflation in-tray – The Economist
There Was No ‘China Shock,’ There Was a Huge China Boom – John Tamny
Ferrari CEO defends $640,000 price tag for its first fully electric car – CNBC
España: JP Morgan recorta dos veces el PIB en menos de un mes – El Economista
Zapatero: el gran precursor, también en economía – Lorenzo Bernaldo de Quirós

Wealth Management

All You Need Is Growth – Joachim Klement
La manera más sencilla de robar a lo grande – Juan Gómez Bada
Inflation challenges US Treasuries’ traditional role in portfolios – Reuters
The Shiller P/E Isn’t A Timing Tool But It Can’t Be Ignored – Norbert Keimling
With Anthropic, Do Investors Own What They Think They Own? – Ike Brannon