Martes, 6 de septiembre de 2022

Economía Internacional

Chile: El bajón de los políticos – Luis Larraín
Chile: Incertidumbre seguirá por al menos dos años más – Goldman Sachs
Bolivia: Industriales preocupados por aumento de impuestos – El Diario
Brasil: Riesgo electoral al estilo Trump alerta a operadores – Bloomberg
Brazil Central Bank Warns of Final Rate Hike in Hawkish Message – Bloomberg
Argentina: El populismo energético y el faltante de dólares – Roberto Cachanosky
Argentina could hike interest rate to 75% this month, source says – Reuters
Colombia. Al Congreso solo le gusta el 23% de la reforma tributaria – Bloomberg
El Salvador: Procesan penalmente a tuitero por “desacato” a Bukele – TEP
El Salvador: Chivo Wallet es ignorada por los salvadoreños – ElSalvador.com
Stocks resume slide after three-week selloff – Yahoo Finance
Nasdaq extends losses, Treasuries and U.S. dollar rise – Yahoo Finance
The U.S. will outperform other markets, currencies and economies – El-Erian
Gold Treads Water With Focus on Interest Rates and Inflation – Bloomberg
El dominio de Bitcoin cae a míninos de hace 4 años – Estrategias de Inversión
Bitcoin Is Seen Poised to Escape From Tightest Range in 2 Years – Bloomberg
How Common Has Private Currency Been? – Larry White
The Inflation Tide Appears To Be Turning – William J. Luther 
Zambia is controlling inflation and strengthening its currency – Faustine Ngila
The US is in a housing recession. Here’s what that means – Fox Business
The U.S. is on track for a soft landing: Jan Hatzius – MarketWatch
Now, They Are Coming for Your Car – Stephen Moore
Wait for It… “It’s Capitalism’s Fault!” – Max Borders
Biden Forgets That Workers Are Consumers Too – Eric Boehm
Millions of Workers Aren’t Coming Back to the Office – Barron’s
The Biden Administration Fails Econ 101 – Richard McKenzie
Reducing Unemployment through Government Spending? – Frank Shostak
The Problems With Joe Biden’s Loan Giveaway – Lindsey Burke & Adam Kissel
La inflación de la OCDE baja hasta el 10,2% en julio – Bolsamanía
¿Por qué la disparidad de inflación entre los países de la Eurozona? – El Economista
FMI pide no disparar gasto público para frenar inflación en Europa – Cinco Días
Can Europe’s $375 Billion in Relief Keep People Warm Enough? – Bloomberg
OPEP al mundo: el petróleo no será parte de la solución – El Economista
Why The Laughably Porous Russian Oil Price Cap Will Not Work – Irina Slav
Russia Privately Warns of Deep and Prolonged Economic Damage – Bloomberg
Why China’s central bank is shoring up the yuan – CNBC
La revuelta hipotecaria de China – Anders Corr

Wealth Management

¿Es lo mismo invertir y especular? – Cobas AM
The More Things Change… – Joseph Y. Calhoun III
Why Is the Stock Market Going Down? – Brad McMillan
What is Liquidity and Why Does It Matter? – Michael Howell
Everything You Wanted to Know about Money – Thorsten Polleit
César Pérez Ruiz shares his “3 on the 3rd” for September – Pictet WM
Benchmarking a Federal Reserve Pivot – Francis Yared, Deutsche Bank
Fixed income: where we stand – Lauréline Renaud-Chatelain, Pictet WM
A ‘Superbubble’ Warning Clashes With Good News on Inflation – Barron’s
Comportamiento de fondos de inversión centrados en consumo – Andbank
Jeremy Grantham Bets 10 Stocks Will Protect Him From ‘Superbubble’ – IBD
Credix, la nueva inversión de Marcelo Claure, ex COO de SoftBank – Bloomberg
Puede haber una corrección del 15%: ¿Momento para comprar? – Morgan Stanley
Credit Suisse recorta su valoración de Inditex por el deterioro económico – Cinco Días
500 multimillonarios no pagan impuesto de patrimonio al vivir en Madrid – Cinco Días
¿Las commodities son siempre un buen hedge contra la inflación? – OMMA Business School
Bill Ackman: Stock market waiting for rate hikes to stop for buy signal – Seeking Alpha
Stocks will soon be a ‘buy’ now that the Fed is ‘doing what it has to do’ to fight inflation – Bill Ackman