Dato fiscal Febrero. Siguen los superavits. 👇 El Sector Público Nacional registró un superávit primario de $1.410.640 millones y un superávit financiero de $144.421 millones, con un pago de intereses netos por $1.266.218 millones. En el primer bimestre el Sector Público

🚨 LA COMPAÑÍA QUE NO TENGA UN OPENCLAW (O SIMILAR) SERÁ GG Llevamos semanas diciéndolo… Y tuvo que salir Jensen Huang en GTC a soltarlo para ver si se terminan de incomodar de una vez. Salgan a vender este demonio amigos, no le crean a los reply-guys de mis posts.

Una Skill en Claude Code no es solo un markdown. Es una carpeta con scripts, datos, hooks y contexto que el agente usa para no empezar de cero. En Anthropic vieron un patrón: las mejores skills están enfocadas en una sola cosa. Y suelen caer en categorías como: reference,

Ayer jugamos con mí hija de 6 al logos. Quizás deberíamos haber hecho un agente especialista en 🐢. Es un mundo muy extraño el que se viene, muchas oportunidades pero vamos a perder algunos valores en el camino (me parece).

PPI comes red hot: PPI 0.7% MoM, Exp. 0.3% PPI Core 0.5% MoM, Exp. 0.3% PPI 3.4% YoY, Exp. 3.0% PPI Core 3.9% YoY, Exp. 3.7%

Versions of the charts below are used to argue that global FI is pricing in more inflation risks stemming from the Middle East war than growth concerns. Let’s see whether this reasoning applies to Brazil, where the DI curve continues to see room for a small 25bps rate cut today

Oil is a almost perfectly fungible commodity* with a single global price ... except during periods of stress Via JP's Natasha Kaneva, the spread between North Atlantic sweet light and the oil Asia normally buys has reached extreme levels * setting price differentials for

BREAKING: Markets are now fully pricing-in two 25 basis point rate HIKES by the European Central Bank in 2026.

Here's an updated look at the oil futures curve today vs. 1 month ago. You can see it's just a massive structural change. Even Brent for delivery in 2029 is way more expensive than it was

Oil is the new Fed Chair

Every time oil prices surged 50%+ above trend, a recession followed. Every. Single. Time. We just crossed that threshold again. This isn't a prediction. It's history rhyming.

Pablo Quirno, el mejor canciller de la historia contando lo del juicio de YPF.

BAM BAM BAM Molecular Contagion - This thing going intercontinental, - This is just Physics - This is physical supply chain - You can’t print molecules - Paper market disconnected from Physical

Global Central Bank Update: -Brazil cut rates for the first time in 2 years, 25 bps move down to 14.75%.

Éstas son las curvas de precios históricos de urea y trigo. Como dije el otro día, no hay suba del N sostenible en el tiempo si no es acompañada por una suba equivalente de los productos que lo utilizan como insumo. Recordar que 1 usd invertido en N retorna de 3 a 5 usd de trigo.

Claude, repair the LNG facilities before market open, make no mistakes

Which Industries could be affected by Supply Disruption risks? From a Morgan Stanley report

The gap between Brent crude and WTI is the widest since 2013, when taking out a couple days of wild price moves in April 2020. Brent is almost $20 more expensive than WTI as the Iran war disproportionately hits European oil supplies.

BREAKING: Gold drops below $4,700/oz and silver falls below $70/oz as rates cuts are priced out due to rising inflation and the Iran War.

Hoy viene al 1er programa del año de Las Tres Anclas, José Luis Daza, Viceministro de Economía. Acuerdense que hay nuevo horario ahora: 19hs 😎