Miércoles, 3 de agosto de 2022

Economía Internacional

Bolivia: Santa Cruz realizará su propio censo – El Deber
Bolivia importó casi el doble en combustibles en dos meses – Página Siete
Argentina: Sergio Massa jura hoy como ministro junto a su equipo – Infobae
Colombia: Regreso al futuro petrista – Daniel Raisbeck
Colombia: Petro quiere que Netflix, Spotify y otras paguen renta – Bloomberg
Perú: La masificación del gas, un objetivo equivocado – Iván Alonso
Brazil Preps Rate Hike That May Be Last in Cycle: Decision Guide – Bloomberg
Oil Prices Have Been Tanking. Why Oil Stocks Are Gaining – Barron’s
OPEC, Allies Agree to Modest Increase in Oil Production – Wall Street Journal
Pelosi vows US support for Taiwan as officials warn of China military blockade – FT
Stock futures rise after Pelosi departs Taiwan – Yahoo Finance
Gold Advances as Traders Weigh US-China Tensions, Hawkish Fed – Bloomberg
Fed’s James Bullard is confident: economy can achieve a ‘soft landing’ – CNBC
Private-Sector Job Openings and Quits Fall for a Third Consecutive Month – R. Hughes 
Un análisis más robusto sobre la recesión de EEUU – Mauricio Ríos García
La parsimonia de la Fed – Manuel Sánchez González
AMD and Intel warn: The PC market is falling apart – Yahoo Finance
BMW warns of slowing sales as inflation and rate rises bite – Financial Times
BoE tipped for biggest interest rate hike in 27 years as inflation soars – FT
Libor llega a mayor nivel desde 2008 por expectativas alzas Fed – Bloomberg
Libor Jumps to Highest Since 2008 on Fed Hike Expectations – Bloomberg
Meta Explores a Potential Bond Sale, Its First Ever – Bloomberg
Alibaba and Tencent Face End of an Era as Sales Start to Shrink – Bloomberg
Turkish Inflation Approached 80% in July and Has Yet to Peak – Bloomberg
Saylor steps down as MicroStrategy CEO; $917 million charge on bitcoin – Bloomberg

Wealth Management

10 Stocks for a Recession – Susan Dziubinski
Put 20% of Your Portfolio Here… – Jared Dillian
Where to Invest Your Money in Q3 2022 – Dave Sekera
The Great Recession: Facts vs. Denials – Matthew Piepenburg
Curso gratuito: Winter Summit 2021, ya disponible – Value Academy
Investors grow frustrated with hedge funds after historic losses – Financial Times
La vieja regla entre los tipos estadounidenses y los mercados emergentes se ha roto – Mark Mobius