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| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 320 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | Language | ||||

Warsh hereda la trampa mortal de Powell: Tanto si Kevin Warsh sube como si baja las tasas, los rendimientos de los bonos a 10 años de Estados Unidos, Reino Unido, Japón y Europa van a dispararse.
Warsh entonces no elige entre inflación o d...
Si no estás confundido no estás prestando atención…
No estamos ante un conflicto aislado ni de un shock económico puntual, sino de un un test de estrés sistémico comprimido en el que múltiples vectores: guerras proxy, disrupciones energéti...
Si vives la disrupción masiva de los flujos de suministro de energía más importante de los últimos 60 años + un cambio estructural en el orden monetario mundial, ¿qué puedes esperar?
En los próximos 45 a 60 días esto se va a poner muy seri...
Estamos ante la dura realidad del petróleo que está venciendo a los mercados manipulados, mientras Trump y Bessent aceptan un dólar más débil para inyectar liquidez y proteger el mercado de bonos.
Así va el Portafolio
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The writers behind this newsletter.
Mercurio
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