Economía Internacional
Bolivia: Perspectiva laboral es desalentadora – CEDLA
Bolivia: El objetivo no es llegar al umbral de deuda – ANF
Bolivia: Nivel de agua supera al de hidrocarburos en Boicobo X1 – El Diario
Brasil: Ex jefe Banco Central Meirelles podría sumarse a Gobierno Lula – Reuters
Ecuador: Jamil Mahuad y por qué se dolarizó la economía – Bloomberg
Colombia busca aumentar su bajo nivel de ingreso fiscal – Bloomberg
Colombia: Economía desacelera en julio a mínimos de 17 meses – Reuters
Argentina: Gastos del Congreso: los beneficios de pertenecer – R. Cachanosky
México tiene déficit manufacturero por primera vez desde 2018 – El Economista
The Fed is not the stock market’s friend right now – Yahoo Finance
Stock futures stumble as Fed meeting gets underway – Yahoo Finance
Ford drops after inflation warning – Bloomberg
Riesgo de recesión global aumenta: China pone presión sobre EEUU – BM
Fed under pressure to back up hawkishness with rate projections – FT
How big will the Fed go in its next rate rise? – Financial Times
Gold Won’t Go Much Lower: World Gold Council CEO – Bloomberg
Gold Miners Look Beyond Fed Hikes to Predict $1,800 Comeback – Bloomberg
El oro cede como activo refugio y retrocede a mínimos de dos años – Cinco Días
Oil Creeps Higher Ahead of Looming Central Bank Rate Hikes – Bloomberg
$80 Oil Could Be Here to Stay. These Stocks Stand to Gain – Barron’s
Aramco lanza un preocupante aviso sobre el futuro del petróleo – El Economista
Masoquismo energético: intervención europea e impuestazo – Daniel Lacalle
Volcker and the Great Inflation: Reflections for 2022 – Alex J. Pollock
Janet Yellen Troublingly Serious About Tax Hikes – Bruce Thompson
Larry Summers says the Fed should keep hiking rates – Fortune
Subida de tipos de interés: necesaria y conveniente – David Lagarejos
Rubesntien: Potential massive rate hike would send shockwaves – Fox Business
Roubini Expects a ‘Long, Ugly’ Recession and Stocks Sinking 40% – Bloomberg
Why Some Pictures Are Indeed Worth a Thousand Words – Don Boudreaux
I Was Part of the Home-Buying Rush, and I Deeply Regret It – Lillian Karabaic
US Housing Starts Rise Unexpectedly Though Building Permits Drop – Bloomberg
Housing: Priced-out buyers pressure skyrocketing rents – Yahoo Money
Core Inflation Cools in Canada, Easing Pressure for Big Hikes – Bloomberg
Pressure builds on Bank of England for hefty interest rate rise – Financial Times
Japan’s Inflation Hits 31-Year High, Creating Headaches for BOJ – Bloomberg
Sweden’s central bank launches 100 basis point rate hike – CNBC
Sweden’s rate rise is biggest in three decades – Financial Times
Europe Is Losing the Energy War – Mark P. Mills
Rand Paul: This is the biggest coverup in the history of science – Fox Business
Lockdowns, Masks Hurt Kids Even Worse Than We Thought – Ian Miller
Porsche cubre en menos de un día la oferta de su salida a Bolsa – Cinco Días
Wealth Management
Is It Still Worth It to Buy I Bonds? – John Rekenthaler
Inscripciíon IV Conferencia Anual – Horos Asset Management
Es momento de entrar en bolsa… poco a poco – El Economista
Never Mind Growth vs. Value Stocks, Look to Beta – Lauren Solberg
Por qué la inflación sí es un factor monetario – Daniel Lacale, Tressis
¿Cuándo se producirá un cambio de régimen en los mercados? – Chris Iggo
A 2008-Style Liquidity Crisis + Recession Is The Big Threat Now – Jim Rickards
Inflation’s Damage: Financial Consequences & Investment Strategies – Jim Grant
Investors Love and Hate Lula a Decade After He Made Them Very Rich – Bloomberg
La subida de tipos ha cambiado las reglas del juego del mercado para siempre – Pablo Gil
Las gestoras españolas cambian sus carteras para un entorno inflacionario – Funds People
Los millonarios chinos se duplicarán en 2026 pese a desaceleración económica – Credit Suisse
The Fed Will Continue to Destroy Your Wealth as It Fails to Fight Inflation – Alfonso Peccatiello
Un cártel de compradores de energía vs un cártel de productores: Good news ahead – Álex Fusté