Artículos recomendados: Análisis macroeconómico y de mercados financieros

Fuente: Is U.S. or China the World’s Economic Superpower?

I. Economías Emergentes:

1. Manos a la obra: Cómo afrontar el problema de los flujos de capital (Diálogo a Fondo - Blog del FMI).
2. Trilemma redux: New evidence from emerging market economies por Maurice Obstfeld, Jonathan D. Ostry y Mahvash S. Qureshi: The synchronous rise and fall of cross-border capital flows, domestic credit, and asset prices across countries has raised questions about the relevance of the exchange rate regime in a world of high capital mobility. This column presents evidence from emerging market economies, which shows that exchange rate regimes do matter. The transmission of global financial shocks to domestic financial and macro-economic conditions, as well as to capital flows, is magnified under fixed exchange rate regimes relative to more flexible regimes (VOX).
3. 5 riesgos y 3 esperanzas para la economía mexicana, según Banxico (El Financiero).

II. Estados Unidos:

1. What Happens to the Market if America Goes to War? (CFA Institute).
2. This Map Shows Which U.S. States Have Recovered from Recession (and Which Haven’t) (How Much).
3. 13 Ways to Strengthen America's Economy (Bloomberg).

III. Europa: La rentabilidad de la banca europea: Es necesario redoblar las medidas (Diálogo a Fondo - Blog del FMI).

IV. Crisis Financiera:

1. The financial crisis, ten years on. There is still a notable lack of consensus over when exactly the 2007-09 financial crisis started. This column argues that the crisis began on 9 August 2007, when BNP Paribas announced they were suspending redemptions. In 2007, the US and European financial systems lacked two key shock absorbers: adequate capital to meet falls in asset values, and adequate holdings of high-quality liquid assets to meet temporary liquidity shortfalls. Lacking these, the financial system was vulnerable to even relatively small disturbances, like the BNP Paribas announcement (VOX).
2. Junk Bonds of the Financial Crisis Were the Decade’s Biggest Winners (Bloomberg).