Miércoles, 17 de agosto de 2022

Economía Internacional

Argentina sale a pescar dólares del agro – Bloomberg
Argentina avanza con recortes a subsidios clave para acuerdo FMI – Bloomberg
¿Por qué Bolivia tiene el combustible más barato de la región? – Bloomberg
Bolivia: Capitales migran a Paraguay, que libera pago de impuestos – El Deber
Bolivia: Restricciones a explotación de litio sofocan producción – El Diario
Colombia: La economía sorprende entre los nubarrones – La República
Colombia: Tributaria de Petro haría inviable el negocio petrolero – Bloomberg
Nubank e Inter se disparan en Nueva York tras resultados en 2Q – Reuters
Brazil: Bolsonaro relies on evangelical Christians to keep the faith – Financial Times
México: La evaluación de las finanzas públicas – Manuel Sánchez González
Bancos advierten ante apuestas a recortes tasas en Latinoamérica – Bloomberg
Big Banks Are Wary of Hasty Bets on Latin American Rate Cuts – Bloomberg
Futures lower as Target results, retail sales miss estimates – Yahoo Finance
Fed Minutes Are Coming. The Risk Is on the Hawkish Side – Barron’s
U.S. Stocks Open Lower After Target’s Big Earnings Miss – Investing.com
How Long Will This Recession Last? – Peter St. Onge
‘Inflation Act’ Shows Left’s Extremism & Elitism – Daren Bakst
If Global Warming Is Real, Capitalism Will Vanquish It – John Tamny
IMF holds Saudi Arabia 2022 economic growth forecast at 7.6% – Reuters
“Running On Thin Ice”: OPEC Head Warns Of Oil Squeeze – Zero Hedge
U.S. Crude Inventories Fell To Lowest Level Since 2004 In June – OilPrice
Peter Schiff Pans Joe Biden’s Unwarranted Inflation Victory Lap – SchiffGold
Futures Tumble After UK Double-Digit Inflation Shock Sparks Surge In Yields – ZH
UK inflation rate rises to 40-year high of 10.1% – Financial Times
German Power Prices Hit Record As Energy Crisis Worsens – Zero Hedge
Taiwan tensions force multinationals to rethink China risk – Financial Times
‘Shock the market’: Wall Street’s original ‘Dr Doom’ tells Fed to toughen up – FT
Tencent hurt by slowing Chinese economy and stalled game approvals – Financial Times
Norway’s Wealth Fund Posts Biggest Half-Year Loss on Record – Bloomberg

Wealth Management

Buy the Cheaper House – Jared Dillian
Suffering Slings and Arrows – Bill Smead
Are Growth Stocks Cheap? – Jack Forehand
Paving the way for a 2008 déjà vu – Claudio Grass
Why This Energy Crisis Will Get Hotter – Real Vision
Euro To Resume Slide Below Parity – Pinchas Cohen
7 Undervalued Quality Growth Stocks – Lauren Solberg
‘The Mother of All Shorts’ Is Also an Extremely Risky Trade – Bloomberg
Stocks, Bonds, Real Estate & The Dollar About To Get “Vaporized” – QTR
6 Shocking Charts Show the Future for Inflation & US Dollar – Mike Maloney
Construction Starts of Single-Family Houses v. Multifamily Buildings – Wolf Richter
The reinvention of Goldman Sachs: what has David Solomon achieved? – Financial Times
The Fed and ECB Are ‘Choking’ the Economy; Horrific Winter Awaits Europe – Alf Peccatiello