Martes, 16 de agosto de 2022

Economía Internacional

El Salvador: ¿Miente o no miente? – Manuel Hinds
Brasil: Lula va por delante en las encuestas – Deutsche Welle
Más allá de la izquierda y la derecha – Alberto Benegas Lynch (h)
Bolivia: reunión de Santa Cruz abre modificar fecha de Censo – Los Tiempos
Argentina: Quienes ganan mucho, compiten y son eficientes – R. Cachanosky
Argentina: Los bonos vuelven a caer en línea con Wall Street – El Cronista
Chile: Swaps ven abrupto fin de espiral inflacionaria – Bloomberg
Chile: La dramática realidad de la delincuencia – Daniel Rebolledo
Ecuador: Petroecuador busca socios estratégicos para producción – Reuters
Stocks mixed, Dow trades higher following Walmart results – Yahoo Finance
Stocks Fall With Tech Leading Losses, Yields Rise – Bloomberg
Tencent could post its first revenue decline on record – CNBC
Oil Fluctuates as Market Mulls Iran Supply, Weak Economies – Bloomberg
Apple Lays Off Recruiters as Part of Its Slowdown in Hiring – Bloomberg
Economic Slowdown Now, Recession Coming In 2023Lance Roberts
Roubini Sees Either US Hard Landing or Uncontrolled Inflation – Bloomberg
Canadian Inflation Cools But Hot Core Keeps Up Rate Pressure – Bloomberg
EEUU: Construcción de viviendas, cerca a mínimos de año y medio – Reuters
The “Shrink The Economy” Act – David R. Henderson
How Common Has Private Currency Been? – Larry White
With $739B Bill, Dems Leave Middle Class Behind – Richard Rahn
Compass Prepares for 25% Downturn in Housing Market – Wolf Richter
The Basic Math That Undoes Warming Hysteria – Maker S. Mark
As Real People Suffer Diabetes, Congress Hires IRS Auditors – John Tamny
Can We See the End of the World from Here? – Doug French
Alemania: El consumo de gas bajó un 15% en el primer semestre – Reuters
German recession fears deepen as economy is hit by ‘perfect storm’ – Financial Times
Is Economic Growth Synonymous with Ecological Destruction? – Frank Shostak
Monetary Policy and Environmental Progress: Bad Money Drives Up Pollution – Ascough
Chinese Builders Rally on Plans for State-Guaranteed Bond Deals – Bloomberg
‘Too Little, Too Late’ China Rate Cut Spurs Call for More Moves – Bloomberg
Gold Drops With China’s Slowdown and Fed Rate Path in Focus – Bloomberg
Gold Holds Decline as Dollar Reigns Amid Concerns Over Slowdown – Bloomberg
Inversores ya no son ‘apocalípticamente’ bajistas: Encuesta BofA – Bloomberg
Investors No Longer ‘Apocalyptically’ Bearish: BofA Survey – Bloomberg
Jim Chanos Says Market Believes Fed Will Ease in Early 2023 – Bloomberg
Druckenmiller Sold Big Tech in Bear Market as Soros Dove Back In – Bloomberg
Mr. Big Short Michael Burry Makes a Shocking Decision – TheStreet
Michael Burry’s Hedge Fund Added One Stock And Dumped All the Rest – Bloomberg
Hedge fund Elliott sold Twitter stake before Musk backed away from deal – Financial Times
Hedge fund Elliott dumps SoftBank stake after souring on Masayoshi Son – Financial Times
Berkshire Hathaway makes big bet on US lender Ally Financial – Financial Times

Wealth Management

Ojalá bajen las bolsas – Enrique Roca
The Bulls Are Back In Town? – George Smith
Betting The Under On Inflation – Charlie Bilello
Mi visión de la gestión – Álvaro Guzmán de Lázaro
Dónde estamos en el mercado de capitales – Luis Buceta
The CIO’s view of the week ahead – César Pérez Ruiz, Pictet WM
¿Por qué el euro se ha desplomado respecto al dólar? – Cobas AM
How To Invest Amidst Bad Inflation & Looming Recession – Validea
El curso de finanzas de Value School que te cambiará la vida – TDND
Informe mensual – Agosto 2022 – Crèdit Andorrà Asset Management
The Ways to Prepare Your Portfolio for a Black Swan – Faizan Farooque
Know Risk Tolerance In Advance, Avoid Selling Amid Panic – Joe Calhoun
The Most Inflation-Resistant Money the World Has Ever Known – Nick Giambruno
June was a market bottom, the second half of 2022 will be strong – Jeremy Siegel
¿Dónde está la recesión? El Nasdaq recupera un 22% desde mínimos – Santiago Barón