Miércoles, 1 de septiembre de 2021

Economía Internacional

CEPAL: América Latina crecerá 5,9% este año – América Economía
Brasil: Economía se contrae 0,1% en el segundo trimestre – América Economía
Argentina: Gobierno de Alberto multiplicó por 4 la bola de Leliq – Guido Sandleris
Argentina’s markets are flying (yes, you read that right) – Hernan Nessi
Argentina: El mundo ironiza sobre el rally en los mercados – El Cronista
Banco Central de Chile sube su tasa referencial de interés al 1,5% – América Economía
Chile Central Bank Hints at Overheating, Slams on Policy Brakes – Bloomberg 
España: Ayuso eliminará todos los impuestos propios de Madrid – Libre Mercado
Taliban ‘Consensus,’ EU Floats Refugee Plan – Bloomberg
The Taliban’s takeover has Afghanistan heading toward financial ruin – Fox Business
North American Gas Markets Now in Deficit – Goehring & Rozencwajg
La OPEP cree que el exceso de petróleo volverá en 2022 – El Economista
The “Global Warming” Narrative Takes Yet Another Hit– Editorial, Issues & Insights
NIO Stock Drops on August Deliveries. Blame the Chip Shortage – Barron’s
The Stagflation Threat Is Real – Nouriel Roubini
Roubini advierte contra la amenaza de la estanflación – Invertia
Central Banks Can’t Taper in this Slowdown – Daniel Lacalle
Why Robinhood Cares So Much About Cash for Order Flow – Barron’s
Ark’s Cathie Wood Buys Zoom After Earnings Spurred Selloff – Bloomberg
ARK Launches Yet Another ETF – Zero Hedge
Fidelity’s Hiring Spree Is a Cautionary Signal – Jared Dillian
New Taiwan Military Report Warns China Can “Paralyze” Island’s Defenses – Zero Hedge
China’s Military Strength Has Been Greatly Exaggerated – Ryan McMaken
China manufacturing activity slows for first time since April 2020 – Financial Times
Investors eye emerging market upswing after China shock – Financial Times
Soros advierte del “duro despertar” que tendrán los inversores en China – El Economista

Wealth Management

After Lockdown – Colin Lloyd 
Fight the FOMO – Michael Batnick
Remember, Not All Risk is Rewarded – Charlie Bilello
Strong Outlook For Exxon Mobil Despite Some Potential Headwinds – Geoff Considine
The More It Falls The More I Buy: 4 Reasons Alibaba Is Set To Fly – Dividend Sensei
Tencent boosts global investments as Beijing cracks down on gaming – Financial Times
Palantir Technologies Inc. (PLTR) Q2 2021 Earnings Call Transcript – Nasdaq
Silver unlikely to track gold again, may ‘never go back as money’ – Lobo Tiggre