Lunes, 12 de septiembre de 2022

Economía Internacional

Chile retrocede en libertad económica hasta 1985 – LyD
Chile Takes a Second Run at National Suicide – Mary O’Grady 
Bolivia: PIB creció 3,96% en Q1, pero el gas cayó 9% – Página Siete
Colombia: Petro anuncia alzas de precio de la gasolina – El Espectador
Colombia: Persistencia e inercia inflacionaria – Sergio Clavijo
Perú: Canciller dimite por discrepancias con presidente Castillo – Reuters
México: Bonos atractivos con rendimientos cercanos a Brasil – Bloomberg
U.S. Stocks Rise as Investors Await August Inflation Reading – Investing
Stock futures rise as investors await key inflation report – Yahoo Finance
Stocks Extend Gains as Dollar Drops, Yields Fall – Bloomberg
Stocks Climb to Start Week; Dollar Slips – The Wall Street Journal
Why This Recession Is Different – Charles Hugh Smith
Amazon Shares Get Back to Their Winning Ways – Bloomberg
Weekly Inflation Outlook: Hold Your Horses – Michael Ashton
Gold Rises on Weakening Dollar Ahead of US Inflation Data – Bloomberg
Oil Rises With Dollar’s Descent Countering Demand Worries – Bloomberg
Goldman aconseja acciones de EEUU en lugar de europeas – Bloomberg
US Economy Is a Safer Bet Than ‘Dire’ Europe: David Kostin – Bloomberg
BCE teme potente fuga de depósitos por llegada de euro digital – El Economista
ECB’s Guindos Says Jumbo Hike Aimed at Inflation Expectations – Bloomberg
ECB has more rate hikes in store, but don’t expect another whopper – CNBC
German economy faces double threat amid Putin’s energy cuts – The Telegraph
España: Ayuso presenta su ‘revolución fiscal’ para autónomos – El Economista
Russia to press on ‘until all the goals’ are achieved in Ukraine: Kremlin – FT
Putting People Out of Work Doesn’t Remotely Shrink ‘Inflation’ – John Tamny
Fed governor backs ‘significant hike’ in benchmark rate – Fox Business
Fed Operating Losses and the Federal Budget Deficit – Alex Pollock, Paul Kupiec
Biden’s Economic Victory Lap: 58 Pages of Nonsense – James Bovard
The Guilty Men Behind the Lockdown In England – Paula Jardine
Global Economic Freedom Plunged During the C-19 Panic – Benjamin Powell
Goldman’s Apple Card business has a surprising subprime problem – CNBC
iPhones and Apple Watches are off to impressive start: JPMorgan – Yahoo Finance
Bailout Euphoria Signals Peak of Pessimism in Emerging Markets – Bloomberg
China pondrá en marcha más medidas para estabilizar la economía – Reuters
These Chinese stocks can benefit if the metaverse takes off: JPMorgan – CNBC
Buffett’s Berkshire continues to boost stake in Occidental – Fox Business
Future market surprises will be on the upside – Jeremy Siegel

Wealth Management

No News Is… – Joseph Y. Calhoun III
It’s Supposed To Be Hard – Morgan Housel
Why Bitcoin Will Keep Falling – Pinchas Cohen
El mercado responde a la sobreventa – Charles Castillo
Three Asian Markets I’m Bullish On – Andrew Henderson
Repaso Q2 y perspectivas 2022 – True Value Investments
Stocks Deeply Undervalued After Latest Pullback – Dave Sekera
Guía básica para el inversor en valor – Álvaro Guzmán de Lázaro
A Look Back To the Markets In August, and Ahead – Brad McMillan
Bitcoin is worthless, gold is ‘terrible’ inflation hedge – Eugene Fama
Una recesión muy distinta: ¿Cómo enfrentarse a ella? – Finect, OMMA
Top 5 Stocks the Smart Money is Buying in the 2022 Crash – New Money
¿Cómo vemos el sector del automóvil? – Juan Huerta de Soto, Cobas AM
Short-Term Market Volatility Is Not Entirely Random – Manuel García Gojon
Azvalor mantiene su apuesta en materias primas – Tu Dinero Nunca Duerme
83% de gestores no ve un nuevo Lehman pero advierten correcciones – El Economista
Bridgewater mantiene su ataque bajista contra BBVA, Santander e Iberdrola – Bolsamanía