Martes, 3 de noviembre de 2020

Economía Internacional

Argentina: Guzmán se acordó tarde de dar señales de disciplina monetaria – Roberto Cachanosky
Bolivia deberá racionar venta de gas para cumplir contratos – El Deber
As Venezuelans Starve, Luxury Dollar Economy Booms in Caracas – Bloomberg
Trump se aferra a la economía para dar la sorpresa – Diego Sánchez de la Cruz
El mercado trata de moldear una narrativa positiva para una victoria de Biden – Peter Tuchman
Donald Trump Wins the Election Based On Good Economy – Stephen Moore
Inflation Is Not a Social Policy – Daniel Lacalle
Lockdowners and “the Desire to Dominate” – Joakim Book
Saudi Aramco’s net profit drops 45% in the third quarter – CNBC
Deutsche Bank reportedly wants to cut its ties with Trump – CNBC
China Suspends Jack Ma’s Ant Group Shanghai IPO After Warning – Bloomberg
El momento del euro – Ángel Ubide

Wealth Management

Wall Street se cansó de Apple – Miguel Boggiano
Empresas y sectores cíclicos – Tu Dinero Nunca Duerme
Biden vs Trump: ¿quién ganará según los mercados? – Schroders
Stock Market Sell Off – Jim Bianco
Coca-Cola, a Man-Eater & a Hollywood Mogul – Jared Dillian
The U.S. could split up, Gundlach says – Market Watch
Top 3 trades to weather post-election storm and market bubble – Tavi Costa
How investors can hedge against U.S. election uncertainty – Goldman Sachs