Jueves, 20 de octubre de 2022

Economía Internacional

Cepal: PIB de LatAm de 3,2% en 2022, desaceleración en 2023 – Bloomberg
Brasil: Acciones brasileñas superan a pares emergentes – Bloomberg
Brasil: Bolsonaro reduce ventaja de Lula frente a segunda vuelta – Bloomberg
Bolivia crece 4,13% al segundo trimestre; se descarta doble aguinaldo – El Deber
Bolivia: 6 de cada 10 bolivianos afirman no haber podido ahorrar en 2022 – P7
Chile: La muerte del octubrismo – Luis Larraín
¿Hay peligro de recesión en Guatemala? – Ramón Parellada
Argentina: Inflación del 100% impulsa éxodo juvenil a Europa – Bloomberg
Colombia: El dólar caro da para populismos y politiquería – La República
Colombia: Nuevo máximo en producción de cocaína en 2021 – La República
Colombia: Aprobación de Petro cae 10 puntos en solo dos meses – Reuters
México: Banxico puede considerar un desacople de la Fed: Esquivel – El Financiero
Stock futures wobble as earnings reports roll in – Yahoo Finance
Wall Street is warming up to small cap stocks – Yahoo Finance
Libro Beige, Fed: varias regiones de EEUU ya están en recesión – El Economista
Beige Book shows resilient companies, cracks emerging – Yahoo Finance
Macroeconomic Consequences of Lockdowns – David Stockman
The Unvaccinated Deserve Reparations – Dominick Sansone
Cracks In The World Economy Are Starting To Show – Quoth The Raven
Fed’s Bullard Sees 2023 Shift With End of Front-Loading Hikes
– Bloomberg
Fed Could Potentially Pause Rate Hikes Next Year, Kashkari Says
– Bloomberg
Inflation is about money and that means and has meant eurodollar – Jeff Snider
Nouriel Roubini Predicts a Crisis ‘Worse’ Than the 1970s – Bloomberg
The Biggest Crisis Is That of the Power-Hungry Creating Them – Robert Wright
“Spend Now, and Deal with the Consequences Later” Is the Worst Policy – Lacalle
Bill Ackman Thankfully Questions Misery As “Cure” for Inflation – John Tamny
Biden Scolds Oil Producers on Buybacks as Ukraine War Rages
– Bloomberg
Netflix Teams Up With the Obamas To Produce Big Gov Propaganda – Stossel
Ron DeSantis is Donald Trump with brains and without the drama – FT
UBS has released its annual house price bubble report
– MarketWatch
10-year Treasury yield rises, trading at highest levels since 2008 – CNBC
Who Owns the U.S. National Debt? – Ironman
Liz Truss resigns as UK prime minister – Financial Times
UK Markets Cheer as Liz Truss Resigns. Stocks, Pound, and Bonds Rally
– Barron’s
Reino Unido: Renuncia Liz Truss luego de solo 45 días en el poder – BBC
UK PM Truss resigns after tax plans sparked market turmoil – Reuters
¿Por qué en Suiza la inflación es del 3,3%? – Diego Barceló Larran
El turismo no salva a España de la recesión – Daniel Lacalle
España: Sánchez nos ha tomado el pelo con la factura de la luz – José Vizner
España mantiene conversaciones con el BCE sobre impuesto a la banca
– Reuters
ECB and Spain set for potential clash over bank windfall tax – Financial Times
Germany challenges ‘political’ gas cap plan ahead of EU energy summit – FT
France, Ireland Face Biggest Risk of Power Cuts This Winter – Bloomberg
Chinese Markets Are Sinking Fast as Xi Fails to Boost Confidence
– Bloomberg
China evalúa reducir cuarentena de covid para viajeros entrantes
– Bloomberg
US Navy chief warns China could invade Taiwan before 2024 – Financial Times
Shock Rate Cuts Nearing End in Turkey After Biggest Move Yet
– Bloomberg
Turkey slashes interest rates by 150 basis points despite inflation at 83% – CNBC
Sinking in Polls, Japan’s Leader Renews Unorthodox Inflation Bet
– Bloomberg
El yen pasa de los 150 por dólar por primera vez desde 1990
– Reuters

Wealth Management

You Can’t Stop Progress – Jared Dillian
Are Gold and Silver Money? – Paul Craig Roberts
Replicating Hedge Fund Strategies – Andrew Beer
¿Cambio de tendencia? – Víctor Álvarez Sanz, Tressis
What to Make of Heightened Volatility – Market Minder
What Would Send The U.S. Dollar To 118 – Pinchas Cohen
Investing In The New Inflationary Regime – Alhambra Investments
Bestinver destaca el potencial del 100% de sus carteras – Bolsamanía
Cómo proteger el capital durante la tormenta – Laura Donzella, Nordea
Conclusiones del congreso del PCCh y valoración – Álex Fusté, Andbank
Is it time to invest in China’s internet giants? Two strategists weigh in – CNCB
Oportunidades de inversión en plena ralentización económica – David Ardura
Oil: White House Alters Strategy To Try And Avoid Spike In Prices – Ellen R. Wald
Natural Gas Bears Run Riot As Weather Likely Warmer Than Thought – Barani Krishnan