Viernes, 18 de septiembre de 2020

Economía Internacional

Argentina: Cepo actual es más nocivo que el de 2012-2015 – El Economista
Argentina: No veo salida, el problema es gigantesco – Roberto Cachanosky
Argentina: Por qué la inflación es menor a la esperada – Iván Cachanosky
Bolivia: Áñez declina su candidatura y pide unidad – El Diario
Bolivia: El escenario electoral en Bolivia tras la retirada de Áñez – Infobae
Bolivia: 10 retos en hidrocarburos para el próximo gobierno – González Sfeir
Bolivia: Neuronas robadas – Humberto Vacaflor
Chile: Qué hacer – Axel Kaiser
México: Aprobación de AMLO se ubica en 45% – Economía Hoy
España: La economía sigue empeorando – Juan Ramón Rallo
Apreciación del yuan rebaja tensión comercial que acecha – El Economista
U.K. Inflation Breakevens Flag a Tough Outcome From Brexit Talks – Bloomberg
Bond Market Shows U.S. Is Leading in Race to Reflate the Economy – Bloomberg
U.S. Futures Rise as Quadruple Witching Looms – Bloomberg
UBS is ‘very bullish on gold,’ says prices could stay high longer – CNBC
Institutional Demand Will Drive Gold Higher, Von Greyerz Warns – Zero Hedge
China’s yuan is rallying sharply against the dollar – CNBC
New Zealand’s finance minister expects strong economic rebound – CNBC
Ray Dalio: The world is going to change ‘in shocking ways’ – Market Watch
Ray Dalio on Impact of Deficits, Election, U.S.-China Tensions – Bloomberg
The World Is Going to Reject the Dollar Standard – Peter Schiff
You Won’t Solve Lockdowns w/More Central Planning – John Tamny
The Fed Is Planning Another Ultra-Long Period of Ultra-Low Rates – Ryan McMaken
Inflation as a Tool of the Radical Left – Thorsten Polleit
A Comment on the New History of Capitalism – Phillip W. Magness
Obvious Things That Are Easy To Ignore – Morgan Housel

Wealth Management

COVID-19: El fin del mundo como lo conocemos – Howard Marks
Ray Dalio y Bridgewater pierden más que en 10 años – Funds News
Managing Money in a Zero Interest Rate Environment – Bridgewater Associates
Wall Street Bankers Push For Bonuses Ahead of Possible Biden Win – Zero Hedge
Tech bubble? Credit Suisse say ‘no’ but say it’s time to get pickier – Market Watch
The list of countries where you can get a visa to go work remotely is growing – Buchanan Pitrelli