Martes, 8 de abril de 2025

Economía Internacional

As Bolivia floods, cows swim where they once grazed – Reuters
Bolivia atraviesa un ‘problema inflacionario bastante complejo’: INE – La Razón
Bolivia: Riesgo de provisión de medicamentos por falta de dólares – La Razón
Milei Tries Erasing Argentina’s History to Lure Foreign Investment – Bloomberg
Brazil’s government-run payments system has become dominant – Economist
Chile has 28% more lithium than previous estimates, studies find – Reuters
Ecuador’s deadly crime wave threatens to bring down president – FT
US stocks set to open higher as global markets regain ground – FT
Stock futures surge as hopes for tariff deals grow – Yahoo Finance
Dow Futures Surge 1,000 Points as Market Rebounds – Barron’s
How Keynes Got Say Wrong—and Why It Matters Today – José Torra
Trump Tariffs Could Add 2% to Fed’s Key Inflation Metric – Barron’s
Tariff negotiations push takes shape, China vows to ‘fight to the end’ – Yahoo
Trump tariffs push major U.S. trade partners closer to China – CNBC
China vows ‘fight to the end’ after Trump threatens extra 50% tariff – FT
Trump’s Tariffs and China Collide to Shock the $115 Trillion Global Economy – Bloomberg
The U.S. Economy Is Almost Certainly In a Recession – Robert Barro
Devaluing the US Dollar: How to Make America Poorer Again – Daniel Lacalle
The Fed Must Resist Repeating Past Mistakes – Mohamed A. El-Erian
Países que apuestan por el libre comercio con EEUU – Libre Mercado
Small business optimism plunged even before Trump’s big tariffs – Yahoo Finance
Donald Trump’s Tariff Plan Is More Ambitious Than You Realize – Tanvi Ratna
The Best Approach Now Is To Picture Yourself In the Future – Chris Reilly
Goldman Sachs ve el petróleo por debajo de 40 dólares – Bolsamanía
Markets Provide Trump With Tariff Hindsight Ahead of Time – John Tamny
Start Talking Deals, Mr. President, End the Tariff Meltdown – New York Post
“Outlook Negative From Here”: Goldman Finds Frontloading Party Is Over – ZH
The Peter Principle Presidency – Kimberlee Josephson
European stocks move 2.6% higher, reversing course after tariff-led losses – CNBC
Deutsche Bank ve posible recorte de 50 puntos básicos del BoE en mayo – Investing
Japan stocks rise 6% as Asia-Pacific markets trade higher after previous losses – CNBC
China offers first hint of devaluation with weak renminbi fix – Financial Times
China comienza la devaluación del yuan en pleno ataque comercial de EEUU – El Economista

Wealth Management

Down But Not Out – Allison Schrager
The Stock Market Rollercoaster – Bespoke
¿Hay que salirse de la bolsa? – Walter Scherk
This Time, It Really Is the Tariffs – John Rekenthaler
¿En qué momento de mercado estamos? – El Economista
Tariffs, Debt, and a Recession by Design – Vitaliy Katsenelson
Parte de daños y cómo repararlos – Guillermo Santos Aramburo
How Donald Trump Managed to Crush the Stock Market – John Cassidy
En busca de oportunidades mientras los demás pierden la cabeza – Bolsamanía
Buffett resiste el colapso de Wall Street con su montaña de liquidez – El Economista