Economía Internacional
El Salvador: El sonido del silencio – Manuel Hinds
Is Panama Next for a Hard Left Turn? – Mary Anastasia O’Grady
Colombia: Gracias, presidente Duque – Alberto J. Bernal-León
Colombia gravará bebidas azucaradas y alimentos ultraprocesados – Bloomberg
Curvas de swap en Sudamérica siguen aumentando – Bloomberg
Bolivia postergó su censo, Santa Cruz entra en paro – Bloomberg
Brasil: Analistas elevan proyecciones de inflación para 2023 – Bloomberg
Chile Renta Fija: Intervención BCCh no impresiona a tasas swap – Bloomberg
Chile: Boric repetirá medida de Piñera que detonó el estallido de 2019 – PanAm Post
Argentina: Podría haber un Plan Bonex para evitar más emisión – Roberto Cachanosky
Argentina: La inflación será del 90% si todo sale bien – Miguel Ángel Broda
Argentina: Milei responde a quienes criticaron su plan para dolarizar – Bloomberg
Me quedé con las ganas: una nota al pie sobre Galeano – Alberto Benegas Lych (h)
El dólar preferencial para los turistas y la cubanización de Argentina – Marcelo Duclos
Argentina: Gobierno lanza nuevos operativos de control de precios – América Economía
Futures Rise as Investors Look to Earnings, Fed – Bloomberg
Why the stock market has defied the odds in July (so far) – Yahoo Finance
Premature rally? It’s too early to talk of central bank ‘peak hawkishness’ – CNBC
El dólar cae y las divisas de riesgo suben ante un mayor apetito por el riesgo – Reuters
Do Price Increases or Money Supply Increases Misallocate Resources? – Frank Shostak
EEUU: Janet Yellen considera que aún no se ven signos de recesión – Bloomberg
Me equivoqué sobre la inflación – Paul Krugman
The Fed has no choice but to punish the stock market – Yahoo Finance
The Fed is ‘trying to walk the tightrope’ to bring down inflation – Thomas Hayes
Morgan Stanley Sees More Fed Hikes While JPMorgan Expects Pivot – Bloomberg
Expect Two Shallow Recessions, and a Quick End to the Fed’s Hikes – Barron’s
A Food Shortage Could Be Coming, Even in the U.S. – Barron’s
Estas son cuatro cosas en las que la Fed está fallando – Mohamed El-Erian
Washington Embraces the Strong Dollar — This Time to Ease Inflation – Bloomberg
Strong dollar wipes billions off US corporate earnings – Financial Times
Alemania: Confianza de empresarios en julio: mínimos de dos años – Europapress
German recession looms as business confidence slumps to two-year low – FT
Volkswagen investors question plan for CEO to lead Porsche listing – Investing
Japan Is a Reminder of How Situational Inflation ‘Hawk-ery’ Is – John Tamny
Oil Edges Higher Amid Tight Physical Supply and Weaker Dollar – Bloomberg
Gold Steady as Investors Prepare for Fed’s Next Jumbo Rate Hike – Bloomberg
Not So Modern Monetary Theory – Clifford Thies & Gary Pecquet
Julius Baer Says Worst Is Over After Wild Markets Erode Profit – Bloomberg
Julius Baer profit plunges in ‘worst’ market in decades – Financial Times
Even Tech Giants Like Amazon and Meta Can’t Escape the Slowdown – Bloomberg
Clock Ticks for Evergrande Restructuring Plan After Shakeup – Bloomberg
China Property Stocks, Bonds Rally on Reported Fund Help – Bloomberg
China’s securities regulator denies report of a delisting survival plan – CNBC
Goldman Sachs cuts earnings outlook for MSCI China to zero growth – CNBC
Why China Isn’t Headed for a Lehman-Style Crisis – Reshma Kapadia
Inverted yield curve in China savings rates signals sustained economic slowdown – FT
China’s Yo-Yo Economy – Jeffrey Kleintop
Wealth Management
The Road Ahead for Fixed Income – Peter Essele
Oil’s Recession Pressure Evident – Pinchas Cohen
How to invest in emerging markets – Mohamed El-Erian
Investors prepare for the busiest week of the year – Yahoo Finance
These 2 ‘Perfect’ Indicators Say the Bear Market Is Over – Luke Lango
Weekly Market Commentary: Counterintuitive – Joseph Y. Calhoun III
Is It Too Late to Add Inflation Protection to Your Portfolio? – Christine Benz
Investors Bet Fed Will Need to Cut Rates Next Year – The Wall Street Journal
Berkshire and Applied Materials Combine Growth and Value – John Dorfman
$3.2bn wealth shop plans LatAm expansion with senior advisor hire – Citywire
La mayor salida semanal de los fondos de renta variable en cinco semanas – EI
Hubo una falta de inversión enorme en el sector de la energía – Francisco García Paramés