Lunes, 5 de octubre de 2020

Economía Internacional

Argentina está transitando la peor crisis de su historia – Javier Milei
Argentina: Dólar, camino a nuevos récords – Miguel Boggiano
Argentina: Entrevista a José Luis Espert – Living in America
La caída de Chile – Axel Kaiser
Chile: Crudo diagnóstico sobre el estallido – El Mercurio
Ecuador: La deuda del gobierno de Moreno – Gabriela Calderón
Bolivia: Exportación de minerales cae 43.9% – Página Siete
Bolivia: Ningún plan de gobierno plantea reducir el gasto público – El Deber
México: Peso hila cuarta alza ante debilidad dólar por salud de Trump – Forbes
¿Qué te pasó Chile? El fin de una era – Tomás Mosciatti
España: ¿Qué busca el gobierno subiendo el IVA? – Juan Ramón Rallo
Australia, la economía que lleva 30 años sin parar de crecer – Jesús Esteban
Will Trump’s Illness Slow the Economy’s Rebound? – Bloomberg
Oil prices rebound as investors watch Trump’s health condition – CNBC
Market has embraced liquidity, says Allianz’s Mohamed El-Erian – CNBC
Economists growing less optimistic about U.S.’s recovery prospects – Market Watch
C19 Depression Is Over. C19 Recession Has Just Begun – Neil Irwin
The end of the dollar’s exorbitant privilege – Stephen Roach
A Gold Dollar Would Be Great, But It Wouldn’t Shrink Deficits – John Tamny
Former ECB Vice President on Inflation Risk, Recovery Fund – Bloomberg
Furloughed Jobs Disguise the Eurozone Employment Crisis – Daniel Lacalle
South Sea Stock Price Bubble Is Good Reminder, Even 300 Years Later – Tim Shaler
How America’s Unsound Money Is Destroying Freedom Worldwide – Brendan & Simonnot
A Biden Win Is Bearish For The Dollar & Bullish For Gold – Peter Schiff
Keukentafel Economics and the History of British Imperialism – Deirdre N. McCloskey 

Wealth Management

Consejos para una buena planificación fiscal – TDND
Magallanes se refuerza en Inditex y Repsol – Invertia
Tesis de inversión Inmobiliaria del Sur – Horos AM
ESG Investing Looks Like Just Another Stock Bubble – Jared Dillian
A Guide to the Cheapest Way to Buy Stock – Bloomberg
3 Portfolio Moves to Consider Before the Election – Susan Dziubinski
The Turning Point for the Commodities Cycle – Leigh Goehring and Jim Grant
Yale Economist Warns of Looming Dollar Collapse – SchiffGold