Viernes, 19 de agosto de 2022

Economía Internacional

Bolivia: Misterios del gas – Humberto Vacaflor
Bolivia: Conflicto de cocaleros continúa sin solución – El Diario
Bolivia: Gobierno ataca a comisión cruceña por insistir en censo – Los Tiempos
Electric Cars Need Lithium. Can Chile Provide It? – The Wall Street Journal
Brasil: Bolsonaro reduce ligeramente ventaja con Lula – América Economía
La ley confiscatoria de Petro deja a Colombia arrodillada – Daniel Raisbeck
Argentine Bond Rebound Stalls as New Minister Faces a Mountain to Climb – Bbrg
Ecuador: Petroecuador nombra nuevo gerente – América Economía
Peru: Economic activity growth gains momentum in June – Focus Economics
México: Ni adelante ni atrás, economía muestra estancamiento – El Financiero
Massive Short Squeeze Behind Stock Rally Showing Signs of Ending – Bloomberg
U.S. Stocks Open Lower as Investors Await More Direction From Fed – Investing
The Dow Is Sliding as Markets Try to Figure Out the Fed – Barron’s
US Mortgage Lenders Are Starting to Go Broke – Bloomberg
Bitcoin Drops to Three-Week Low – Bloomberg
Stocks open lower, bitcoin tumbles, BBBY crashes – Yahoo Finance
Ether is up 100% since its bottom in June, outperforming bitcoin – CNBC
97% of execs say we’re in a recession or will be: Stifel – Yahoo Finance
There’s Much That Ails Us Now, But It’s Not Inflation – Jeffrey Snider
Will the US Dollar Weaken against Other Currencies? – Frank Shostak
Another Week of Industrial Policy Hype – Veronique de Rugy
Existing Home Sales Continue to Collapse – Robert Hughes 
Price Stability and Nominal GDP Targeting – Alexander Salter
Jackson Hole: More Things To Worry About – Simon White
Retailers in Canada See First Sales Drop in Seven Months – Bloomberg
The CDC Failed, So Spin It Off & Make It More Powerful? – Jeffrey Tucker
Italy election frontrunner Meloni says she will not put Covid funds at risk – FT
El mercado da credibilidad a una recesión en Reino Unido – El Economista
Gran Bretaña se enfrenta a una “crisis humanitaria” por alza de energía – Reuters
Oil’s New Bible-Thumping, Joe Biden-Hating Billionaire – Christopher Helman
Oil Set for Weekly Loss as Slowdown Concerns Offset US Demand – Bloomberg
Litio consolida alzas ante positivas perspectivas – Bloomberg
Middle East states set for $1.3tn oil windfall, says IMF – Financial Times
If Global Warming’s Existential, Will Mr. Fink Ration? – Scott Shepard
Erdogan Got His Rate Cut and Now the Heat Is on Turkish Banks – Bloomberg
Bed Bath & Beyond stock is crashing after Ryan Cohen exit – Yahoo Finance
Wells Fargo Botched Occidental Stock Sale for Employee Trust – Bloomberg
Pimco Plows $2 Billion Into Assets Depressed by Recession Fears – Bloomberg
Ken Griffin’s Citadel Securities borrows $600mn as trading revenues surge – Financial Times
Singapore: Non-oil domestic exports (NODX) growth softens in July – Focus Economics
What does the U.S.-China tousle over Taiwan mean for the global economy? – Focus Economics
As China Stumbles, Investors Reassess – Barron’s

Wealth Management

Investor Profile: Cathie Wood – Cyclical Value Investing
6 Undervalued Stocks That Crushed Earnings – Jakir Hossain
Inflation Is Stripping Us Of Our Private Property Rights – QTR
CPI Reading / Peak Inflation? / Gold – Stefan Markus Kremeth
Difficult To Remain Optimistic On Nasdaq – Fawad Razaqzada 
América del Norte, la región donde más aumentan los HNWI – Funds Society
‘Very Few Fear Fed’: BofA Says Cash Flooding Into Stocks, Bonds – Bloomberg
Markets are wrong about Fed pivot; expect at least a year-long recession – Danielle DiMartino Booth