Economía Internacional
Bolivia: Arce logra acuerdo con mineros Huanuni y Ponchos Rojos – El Deber
Chile: El impacto de la reforma tributaria en el crecimiento – Mauricio Villena
Chile Signals End of Tightening Cycle After Half-Point Rate Hike – Bloomberg
Argentina: Inconsisencias fiscales y monetarias de Cambiemos – Adrián Ravier
El Salvador’s bitcoin experiment: $60 million lost, $375 million spent – CNBC
México: Producción de petróleo caerá durante 2023: OPEP – Bloomberg
Chile: Banco Central sube tasa de interés referencial al 11,25% – Reuters
Chile deja atrás las alzas de tasas y cuándo comenzarán a bajar – Bloomberg
EEUU: La inflación subyacente sube a máximos de 40 años – Bloomberg
Core US inflation rises to 40-year high, securing big Fed hike – Bloomberg
Fed’s September minutes fail to address challenges to financial stability – El-Erian
EEUU: el IPC subyacente repunta al 6,6% – Bolsamanía
EEUU: el IPC subyacente sube al 6,6% máximos de 1982 – El Economista
Stocks Tumble After Inflation Data – Barron’s
King Dollar’s Uncertain Throne – Peter C. Earle
US consumer prices rise sharply despite Fed rate increases – Financial Times
Inflation Sits at 8.2% as Core Prices Hit Four-Decade High – Wall Street Journal
‘Horrible CPI’ Has Some Bracing for Jumbo Hike: Wall Street Reacts – Bloomberg
Stocks erase premarket gains after inflation data comes in hot – Yahoo Finance
Inflation increased 0.4% in September, more than expected – CNCB
Inflation Came in Hotter Than Expected. The Fed’s Job Isn’t Done – Barron’s
IMF’s Georgieva on UK Policies, Fed and Inflation Risk – Bloomberg
Why the Latest Jobs Report Means Everything and Nothing – B. Dan Berger
Las cadenas de suministros de las empresas de EEUU se destraban – Reuters
Sorry Nobel Committee, Bernanke Interventions Were the Crisis – John Tamny
Bernanke Nobel Prize is rewarding bad performance – Steve Forbes
Does Bank Lending by Itself Set Off Boom and Bust Cycles? – Frank Shostak
Nobel Prize Winner Diamond on Financial Crises Research – Bloomberg
Looking Into Potential Implications Of a Rising American Dollar – Peter Earle
Crudo sube por escasez de suministros; AIE advierte recesión mundial – Reuters
Connecting Inflation With Climate Extremism – Kevin Mooney
How Not To Respond to OPEC Production Cuts – Mark Whittington
‘Do not prolong the pain,’ IMF head tells UK – Financial Times
Truss in crisis talks on further tax cut U-turn – Financial Times
ECB may need to hike rates above 3%, Belgium central bank chief says – CNBC
España incumple hitos para primer pago del Plan de Recuperación – El Economista
Mal trimestre para BlackRock: su beneficio se desploma un 16% – El Economista
El banco más antiguo del mundo se desploma en bolsa un 20% – El Economista
China’s Bursting Housing Bubble Will Rock the Economy for Years – Bloomberg
Wealth Management
Disinflation Might Be upon Us – Jared Dillian
Azvalor: Pistas para echar la caña en los ‘value’ – TDND
America’s Experiment in Zero-Gravity Finance – James Grant
Why Are Fears of a New Financial Crisis Growing? – Sandy Ward
Informe trimestral de estrategia (4T 2022) – Crèdit Andorrà Asset Management
Lo peor que se puede hacer frente la realidad es ignorarla – Víctor Alvargonzález
¿Cómo preparar la cartera para la próxima recesión? – Janus Henderson Investors
Perdiendo confianza en el mercado chino: a la espera del congreso del PCCh – Álex Fusté
Michael Burry’s Worrying Recession Warning (The White-Collar Crisis Begins) – New Money
Dollar funding crisis reaches…Switzerland. This isn’t (just) Credit Suisse, though – Jeffrey Snider
La carta trimestral de Lydn Alden. Encrucijada de BC, energía y bonos (III parte) – Enrique Roca
EEUU: Los datos de empleo sugieren que aún no terminó la batalla contra la inflación – Schroders