Economía Internacional
Chile: Boric destruirá las compañías de seguros – Tomás Flores
Argentina: No suben los precios, el Banco Central deprecia el peso – Roberto Cachanosky
Argentina: Melconian contra Máximo por la deuda con el FMI – El Cronista
El dinero no es un pasivo del banco central, es patrimonio neto – Rubén Manso
España: El huracán de la inflación y el peligro de ser la nueva Grecia – Domingo Soriano
España: Pinchazo recaudatorio – Juan Ramón Rallo
España: A gastar, camaradas – Carlos Rodríguez Braun
Without Lockdowns, Sweden Had Fewer Excess Deaths Than Most of Europe – Ryan McMaken
No solo Evergrande: otro gigante inmobiliario chino está ahora en peligro – El Economista
China’s Risky Business Crackdown – Raghuram G. Rajan
China Junk Bonds Sink on Wider Payment Stress: Evergrande Update – Bloomberg
Gas price surges to a record high in Europe on supply concerns – CNBC
Oil analysts predict a prolonged rally as OPEC resists calls to ramp up supply – CNBC
The Real Reason OPEC+ Refused To Boost Production Further – Irina Slav
El impacto del ‘tapering’ en los emergentes será distinto al de 2013 – El Economista
Contra President Biden, Gov’t Spending Is Never ‘Paid For’ – John Tamny
Biden’s China Trade Policy Is Littered With Contradictions – Reason
The energy crisis means stagflation is a bigger risk to markets than investors realize – BI
Facebook says sorry for mass outage and reveals why it happened – CNBC
As Facebook Crumbles, the Case for Breaking It Up Is Weaker Than Ever – Reason
Bonds & Bullion Sold As Breakevens Surge; US Sovereign Risk Spikes – Zero Hedge
The Fed (and Central Planning) Are Fueling Substance Abuse – Doug French
Central Banks & The Looming Financial Reckoning – Willem Buiter
Afghanistan’s Economy Is Collapsing as Cash Disappears – Bloomberg
Global tax deal drops ‘at least” from proposed minimum of 15% – Investing
Wealth Management
Carta del 3er Trimestre a Inversores – Iva´n Martín, Magallanes VI
Diego Parrilla: China’s Situation Is Dire → It’s Lehman² – Hedgeye
Asignación de fondos para el IV trimestre 2021: La cartera – Enrique Roca
“Págales más”, respondió Biden – Víctor Alvargonzález
¿Por qué en ocasiones ganan más los bonistas que los accionistas? – Cobas AM
Pandora Papers: un nuevo robo de información privada y confidencial – Mauricio Ríos García
Los Pandora Papers no representan a toda la industria offshore – Funds Society
Gundlach’s DoubleLine Plans ETF Entrance With Stock, Bond Funds – Bloomberg
Argentina: Guía impositiva sobre cómo manejarse con criptomonedas – Martín Litwak
Markets will get ‘smacked back’ into bull rally, these stocks will prevail – David Barse