Martes, 2 de junio de 2026

Economía Internacional

Riesgo país: Compresión en Argentina y salto en Bolivia – Bloomberg
Orvana’s Quebec City Appearance Matters Only if Bolivia Restart – Ainvest
Argentina: Reservas del BCRA, carry trade y bonos según Comafi – Bloomberg
Colombia: las dos visiones económicas opuestas que se enfrentan – El Economista
Chile endurece su seguridad: Kast anuncia lista negra de vándalos – Bloomberg
Chile’s Kast launches legislative agenda as he seeks to restore popularity – Reuters
El grado de inversión que podría ahorrarle millones a Guatemala – Bloomberg
US Targets Brazil With 25% Tariff Over Trade Practices – Bloomberg
Trump Friend-or-Foe Gauge Is Key New Metric in Emerging Markets – Bloomberg
Mexico’s Sheinbaum escalates rhetoric against US, blames far-right ‘offensive’ – Reuters
Carney: Data Will Be ‘Uneven’ as Canada Dips Into Technical Recession – Bloomberg
U.S. dollar trades in tight range amid mixed signals on U.S.-Iran talks – Investing
Gold replaces US Treasuries as world’s top reserve asset: ECB – FT
Gold prices gain as oil price drop soothes inflation, rate hike worries – Investing
Oil prices steady as Iran reviews US deal to end war – Reuters
Euro-Zone Inflation Surpasses 3% for First Time Since 2023 – Bloomberg
Eurozone inflation rises to 3.2% in May as ECB prepares to raise rates – FT
Anthropic to expand Mythos access to more than 15 countries – FT
Tencent moves closer to launching AI agent for China’s most-used app – FT

Wealth Management

Find Your Inner J.P. Morgan, Plus Be Patient – Joseph Calhoun
AI Credit Card Agents: The Next Wave of Consumerism – Lance Roberts
Jeremy Grantham: A stock market veteran’s view on the AI bubble – Reuters
El papel de la consistencia en los mercados emergentes – Rob Brewis
Inflación y tensiones geopolíticas: los mercados se mueven entre dudas y negociación – Andbank
Viene un buen momento para el value investing, pero también para los demás mercados – Finizens