Viernes, 5 de agosto de 2022

Economía Internacional

Bolivia: Santa Cruz va a un nuevo paro cívico – Mauricio Ríos García
Bolivia: Litio seguirá bajo tierra sin acuerdos con poblaciones – Bloomberg
Bolivia: Gobierno usa recursos del Fondo de Gas para importar combustibles – P7
Argentina: Mercado ve luna de miel de corta duración con Massa – Bloomberg
Latin American Government Bonds Are Rarest Find for EM Buyers – Bloomberg
Colombia: la inflación está devorando los salarios – Bloomberg
Colombia acumula inflación de 10,21% en últimos 12 meses – América Economía
Colombia: ¿qué les preocupa a las calificadoras de riesgo? – Bloomberg
España se enfrenta a un duro invierno – Daniel Lacalle
Stocks sink after shock July jobs report – Yahoo Finance
EEUU: El empleo vuelve ya a niveles prepandemia – El Economista
Jobs report stuns — U.S. economy adds 528,000 jobs – Yahoo Finance
The astounding labor market recovery from the pandemic – Yahoo Finance
The Jobs Market Just Won’t Quit. Hiring Is Super-Strong – Barron’s
Here Is What Stagflation Looks Like – David Stockman
The Fed got itself into a cognitive trap – Mohamed El-Erian
2 reasons the ‘risk of recession is getting higher and higher’ – Mohamed El-Erian
El Banco de Inglaterra ha dado una lección de franqueza – Mohamed El-Erian
Fed’s QT: Total Assets Drop by $91 Billion from Peak – Wolf Richter
The Absurdly Named Inflation Reduction Act – Dan Mitchell
What’s Lacking Right Now Is the Fed’s Will To Act – Jeffrey Snider
A Stable Currency Is the Answer – John Tamny
To Fight Inflation, Fed Should Centrally Plan Our Spending – Alexander Salter
More Congressional Meddling Won’t Put More Planes In Sky  – Vero de Rugy
China suspende contactos con EEUU y sanciona a Pelosi por Taiwán – El Economista
Oil Suffers Deep Weekly Loss as Concerns Over Demand Intensify – Bloomberg
Oil at the Crossroads: Belief or Reality? – Chris MacIntosh

Wealth Management

10 Stocks for a Recession – Susan Dziubinski, Morningstar
Biden’s #1 Threat to Your Wealth and Liberty – Mark Skousen
The World’s Most Important Market – Alfonso Peccatiello (Alf)
El otoño y 2023 serán muy complicados – John Tidd, Hamco Financial
The Fed Has Chosen Its Horn – Hari Krishnan, SCT Capital Management
The Changing VIX Trend Is a Bullish Market Signal – Lawrence McMillan
These Stocks Are Sending An Amazon in 2008-like Signal – Justin Spittler
The Inverted Yield Curve Is Back. What Investors Need to Know – Barron’s
Un aterrizaje suave de la economía de EEUU está empezando a parecer posible – Jared Dillian