Viernes, 23 de septiembre de 2022

Economía Internacional

Bolivia: Ante escasez, limitan uso de gas en industrias – Los Tiempos
Brasil: Resurge posibilidad de que Lula gane en primera ronda – Bloomberg
Argentina: La inconsistencia de un plan que no cierra – Manuel Adorni
Colombia: Una reforma agraria no solo es regalar tierra – La República
Ecuador buscará nuevo acuerdo con FMI el próximo año: Lasso – Bloomberg
Stock futures crater as Fed, growth fears intensify – Yahoo Finance
Are commission-fee brokerages ripping you off? SEC says no – Yahoo Finance
Goldman Sachs cuts 2022 target for S&P 500 by 16% – Reuters
BofA says cash is king amid investor pessimism – Bloomberg
BofA Says Cash Is King as Investor Pessimism Hits 2008-Era High
– Bloomberg
Goldman Slashes S&P 500 Target Citing Higher Fed Rates Path
– Bloomberg
Dow Jones Sells Off Ahead Of Powell Comments As Recession Fears Mount
– IBD
Steve Hanke says the chance of a U.S. recession just shot up to 80% – CNBC
The Fed Is Finally Seeing the Magnitude of the Mess It Created – Ryan McMaken
This Inflation Will Be Tough to Get under Control – Wolf Richter
Dalio ve inevitable una recesión en 2023: “La Fed necesita dolor” – El Economista
Monetary Authorities Do Not Have Total Control – Patrick Barron
Gold Drops to Lowest in Over 2 Years After Parade of Rate Hikes
– Bloomberg
La Bolsa española se desploma y cae un 2,39 %, hasta mínimos anuales
– EFE
Reino Unido anuncia mayores recortes de impuestos desde 1972

Reino Unido anuncia la mayor rebaja de impuestos desde 1972 – El Economista
Reino Unido: Los recortes fiscales provocan que dólar se dispare – Reuters
UK’s Biggest Tax Cuts Since 1972 Trigger Crash in Pound, Bonds
– Bloomberg
UK dishes out extensive tax cuts as country braces for recession – CNBC
Pound hits 37-year low against dollar on huge UK tax cut ‘gamble’ – FT
BCE dice basta, Hungría y Meloni, mercado inmobiliario tambalea – Negocios TV
Global Demand May Have Hit a Wall When Market Curves Did – Jeffrey Snider
Putin escalates Ukraine War, Fed tumbles markets with another hike – Art Laffer
Russia’s Oil Exports Are Set To Plunge Next Year – Tsvetana Paraskova 
An Oil Company Shows Wall Street How to Do “ESG” – Rupert Darwall
The Vaccine Narrative Is Leaky As the Vaccines – Ramesh Thakur
4,000 Years of Failed Price Controls – Jon Miltimore 
Carl Icahn warns ‘the worst is yet to come’ for investors – Fortune
Cathie Wood steps down as portfolio manager on two ARK ETFs – Yahoo Finance
China maquilla colapso nacionalizando con silencio empresas en apuros – El Economista

Wealth Management

Invertir con inflación – Cobas Asset Management
When Will Bonds Become A “Buy”? – James Picerno
How To Lock In I Bonds’ Sky-High Interest Rate – Paul Katzeff
Beneficios empresariales y correlación en bolsa – Gorka Apodaca
Investors should avoid individual names for now – Mohamed El-Erian
¿Una oportunidad derivada de la dispersión en Europa? – Tim Winstone
Why the Forex Market Matters Right Now – Weston Nakamura, Tavi Costa
Ray Dalio Predicts Economic Pain Is Coming: SPY Implications – Samuel Smith
Impuesto “a los más ricos” en Chile y Colombia: malo para todos – Martín Litwak
El alto coste de intentar predecir el mejor momento para entrar y salir del mercado – Schroders