Economía Internacional
Bolivia: Policías desprotegidos ante el avance narco – Humberto Vacaflor
Bolivia: Exportaciones de gas a Brasil y Argentina, lejos de 2014 – El Diario
Brasil: Desempleo en mínimo de 7 años, beneficio de Bolsonaro – Bloomberg
Brazil: Petrobras Unveils $17 Billion Dividend Windfall on Oil Rally – Bloomberg
Argentina: Tasa clave no va a la par con su inflación – Bloomberg
Argentina: Gobierno sin rumbo, economía sin futuro – Manuel Adorni
Argentina: Un triunvirato populista y sin credibilidad – Roberto Cachanosky
Argentina’s ‘Super’ Economy Minister Faces Mounting Crisis Ahead – Bloomberg
México: Economía crece más de lo previsto pese a alta inflación – Bloomberg
Stocks on pace for best month since 2020 – Yahoo Finance
The market’s recent rally is an ‘unwelcome development’ for Fed – Yahoo Finance
Yellen defends GDP data, says economy not in recession – Yahoo Finance
GDP Shrinks Again as Biden Quibbles over the Definition of “Recession” – Ryan McMaken
Fed’s Favorite Inflation Indicator Jumps To New 40-Year High, Savings Rate Plunges – ZH
A Misguided Fed Chooses Unemployment to Fight Inflation – Steve Forbes
U.S. Posts 2nd Consecutive GDP Drop: A Look Into Numbers – Robert Hughes
U.S. inflation surges again and stays at 40-year high – MarketWatch
EEUU: Costos laborales EEUU aumentan con fuerza en segundo trimestre – Reuters
Gold Heads for Biggest Weekly Gain Since March on Rate Outlook – Bloomberg
Oil Set for Weekly Gain as Tight Markets Offset Slowdown Fears – Bloomberg
ExxonMobil and Chevron shatter profit records after global oil price surge – FT
Exxon, Chevron obtienen ganancias históricas por mayores precios – Bloomberg
Exxon y Chevron obtienen resultados récord; aumentan recompras de acciones – Reuters
America’s Horrific Long-Run Fiscal Forecast – Dan Mitchell
EU Banks Get $3.8 Billion Boost From End of Negative Rates Era – Bloomberg
Why Does the Fed Spend So Little Time on the Past? – Jeffrey Snider
Nuclear Is Key To Our Economic Future – Jeff Duncan & Byron Donalds
Eurozona: El IPC marca en julio nuevo máximo histórico: 8,9% – El Economista
España: La inflación se dispara en julio al 10,8%, máximos de 1984 – El Economista
España: La inflación tumba el castillo de naipes de Sánchez – Beatriz García
España: El PIB del segundo trimestre crece un 1,1%, más de lo previsto – Reuters
España: Gato encerrado tras buen dato aparente de crecimiento – Yahoo Finanzas
Japan’s Deeper Inflation Trend Shows Price Growth Spreading – Bloomberg
‘Expert’ Narratives About Worth of Masks Collapsing – Ian Miller
China: Gloom Returns to Stocks With Worst Monthly Loss in a Year – Bloomberg
Alibaba Slumps as Traders Assess Earnings Risk, Ant Report – Bloomberg
Apple reports record revenue of $83B – Yahoo Finance
Amazon stock soars after revenue beats expectations – Yahoo Finance
Musk: inflation may have peaked. Ackman: Fed is still in mistake – MarketWatch
Druckenmiller: “Bear Market Has a Ways to Run” – BNN Bloomberg
Wealth Management
Carta Trimestral 2T 2022 – Azvalor Asset Management
Carta trimestral junio de 2022 – Japan Deep Value Fund
Has Biden created an energy nightmare? – Michelle Makori
Will The Commodities Supercycle Continue? – Mike Maloney
Vuelve la inflación: Carta trimestral junio 2022 – Koala Capital Sicav
Carta trimestral a los partícipes – julio 2022 – Horos Asset Management
Eurozona: Mapa de desempeño y escala del esfuerzo pendiente – Andbank