Miércoles, 21 de septiembre de 2022

Economía Internacional

Chile: Litio: El que no corre; vuela – Tomás Flores
Argentina prende motores de brecha cambiaria – Bloomberg
Argentina: Brecha tipo de cambio crece tras dólar soja – Bloomberg
Bolivia: Arce plantea plan global frente a crisis alimentaria – El Diario
Bolivia: Fitch mantiene calificación pese a deterioro económico – El Deber
Stocks push higher ahead of Fed rate decision – Yahoo Finance
Stocks Bounce as Yields Drop in Countdown to Fed
– Bloomberg
The Fed will hurt some Americans no matter what it does – Yahoo Finance
The economy ‘is a classic tale of two cities,’ Dimon says – Yahoo Finance
S&P 500 History Points to a Sharp Bounce After Fed Meeting – Bloomberg
Dow Jones Rises Ahead Of Fed Decision, Powell Comments
Why the Fed Could Slow Down on Rate Hikes – Bloomberg
“Inflation Has Peaked” – Veronique de Rugy
The Fed is expected to raise rates by three-quarters of a point – CNBC
El mercado cree que la Fed subirá tasas al 4% a fines de 2022 – Bolsamanía
Fed likely to deliver more economic ‘pain’ with historic rate hike – FB
Inflation Is Best Explained by This Economic Theory – Tyler Cowen
Fed Day Is Here. A Rate Hike Is Just Part of the Equation – Barron’s
Dollar hits 20-year high ahead of Fed rate decision – Financial Times
Four Things Traders Will Be Watching For From The Fed Today – Ven Ram
US 30-Year Mortgage Rate Hits 6.25%, Highest Since 2008
– Bloomberg
What’s Next from the Federal Reserve? – Brad McMillan
Does Capitalism Itself Create Economic Instability? – Frank Shostak
Will Higher Interest Rates Tame Inflation? – Brian Wesbury & Robert Stein
Housing Data Will Dominate Economic News This Week – Richard Moody
Effective Inflation Control Requires Supply-Side Policy – Marc Jarsulic
Oro sube por preocupaciones sobre Rusia; atención puesta en la Fed – Reuters
Europe’s Subzero Rate Era Poised to End as SNB Plays Catchup – Bloomberg
Los precios del crudo suben mientras Putin moviliza más tropas – Reuters
Oil Climbs After Putin Orders Partial Mobilization of Forces
– Bloomberg
Putin mobilises army reserves to support Ukraine invasion – Financial Times
Germany To Nationalize Struggling Uniper In Deepening Energy Crisis – Zero Hedge
España explora gravar a grandes fortunas y armonizar impuestos – El Economista
España: Montero afirma que Gobierno explora gravar grandes fortunas – Cinco Días
España lidera aumento de presión fiscal en la OCDE: 36,6% del PIB – El Economista
China Evergrande estudia el traspaso de activos a su unidad inmobiliaria – Reuters
Coronavirus ‘Ends’ As It Began: As a Political Ploy – Jeffrey Tucker
Gundlach: Bonds are ‘wickedly cheap’ compared to stocks – MarketWatch
Jeff Gundlach y Ray Dalio pronostican desplomes en Wall Street del 25% – EI
The Big Short guy wishes he was short Tesla – Seeking Alpha

Wealth Management

Dollar Bulls Win Again – Ian Culley
Investor Profile: Seth Klarman – Stock Spotlight
The Dollar Is Telling Powell To Chill – Scott Grannis
Value y growth: ¿Conoces las diferencias? – Carlos Santiso
How I’m Timing The Bottom In Gold & Silver – Quoth the Raven
The Tragic Irony of Overconfidence in Investing – Sarah Newcomb
After a Great Run, Index Funds Are On the Verge of Fading – Hunter Lewis
Los inversores de verdad tienen una visión global, no parcial – Stuart Dunbar
Why the ‘Woke’ Side of Wall Street In for Reckoning – Rick Scott & Evan Hafer
Revisiting the Market Valuation in the Wake of This Year’s Decline – Jack Forehand
La Era de la Confusión: qué esperar de los retornos en los próximos cinco años – Funds People