Economía Internacional
Bolivia suspende exportaciones de alimentos en medio de protestas – Reuters
Bolivia: Gobierno suspende exportaciones para debilitar a empresarios – El Diario
Brasil: Desempleo cae a nuevo mínimo de siete años – Bloomberg
Chile: Banco Central prevé menores presiones inflacionarias – Bloomberg
Muchos miramos Chile como experimento para matar el neoliberalismo – Mazzucato
Argentina: Martín Redrado en A Dos Voces – TN
Argentina: Fuertes críticas a Javier Milei por un nuevo impuesto – Perfil
Argentina: Milei explica su ausencia ante incremento de impuestos – TN
Argentina Downgraded by Fitch on Rising Debt Repayment Risk – Bloomberg
Argentina en 2024 deberá hacer “cirugía a corazón abierto” – Carlos Melconian
Perú evalúa ingreso de capital privado a estatal Petroperú – Reuters
Liberalism, True and False – Richard M. Ebeling
Stock futures waver as GDP beats, more earnings on tap – Yahoo Finance
US GDP rebounds 2.6% in the third quarter – Financial Times
U.S. GDP growth rebounds in Q3, but demand is slowing – Reuters
U.S. GDP accelerated at 2.6% pace in Q3, better than expected – CNBC
Dow Jumps After Q3 GDP Data Beats Expectations – Investing.com
Fed statistics are ‘reflecting an economy that no longer exists’ – Yahoo Finance
Are Seasonally Adjusted Economic Data Useful? – Frank Shostak
Fed Folds With A Soft Pivot? – Peter Schiff
Larry Summers Says History Implies Inflation Won’t Quickly Fade – Bloomberg
7 Reasons Why Inflation Could Stick Around for a Long Time – Barron’s
Shell reveals plans to hike dividend as quarterly profits more than double – CNBC
Pese a los malos resultados de sus ‘joyas’, el Nasdaq resiste – El Economista
Why is Meta stock tanking? ‘The wrong number at the wrong time’ – Yahoo Finance
Morgan Stanley Downgrades Meta for First Time as Costs Soar – Bloomberg
Meta’s $677 Billion Rout Boots It Out of World’s Top 20 Stocks – Bloomberg
Amazon Is Facing Trouble on 2 Fronts. Earnings Ahead – Barron’s
McDonald’s earnings beat, boosted by higher prices – Yahoo Finance
Is Presumed Inflation Cure Actually Worse Than the Disease? – Rachel Cohen
Without Easy Money from the Fed, Home Prices Will Keep Falling – Ryan McMaken
The Fed Fever Is Breaking – Scott Grannis
Industrial Policy Failure, Bullet Train Edition – Veronique de Rugy
Caterpillar Sidesteps Economic Uncertainty on Earnings Beat – Bloomberg
The U.S. Economy Grew, but It’s Not as Good as It Looks – Barron’s
U.S. economy grows 2.6% in the 3Q — but recession worries aren’t going away – MW
US GDP grows in the third quarter, but could be downhill from here – Fox Business
Canada: Online News Act goes off track – Terence Corcoran
ECB raises benchmark rate by 0.75 percentage points to 1.5% – Financial Times
ECB Doubles Rate to Most in Over a Decade Despite Recession Fear – Bloomberg
El BCE sube los tipos otros 75 pb y endurece la financiación a la banca – El Economista
España: Impuesto a grandes fortunas irá en la ley que grava a banca y energéticas – EE
German exporters rethink €100bn ‘love affair’ with China – Financial Times
How steep will the upcoming Euro Area downturn be? – Focus Economics
Natural Gas Prices Slump But Europe Can’t Afford To Be Complacent – Irina Slav
Credit Suisse intenta salir de su crisis con ‘dinero fresco’ de Arabia Saudí – El Economista
Credit Suisse Sinks on Plan to Raise $4 Billion and Slash Headcount by 9,000 – Bloomberg
Credit Suisse plunges on huge Q3 loss and strategic overhaul – CNBC
Morgan Stanley’s Wilson Says Bear Market May End in Early 2023 – Bloomberg
Wealth Management
Earnings Don’t Matter – Jared Dillian
The Case For The Euro – Pinchas Cohen
Carta trimestral 3T22 – Horos Asset Management
Empeoran las perspectivas económicas – Jadwiga Kitovitz
What Does a Bond Market Dip Mean for Mortgage Rates? – Shrey Dua
A Stock Investor’s Guide to Brazil’s Presidential Runoff Vote – Bloomberg
Hugh Hendry & Keith McCullough – Hedgeye Investing Summit Fall 2022
Azvalor vende su posición en materias primas tras sacarle un retorno del 90% – Cinco Días
Apuestas de Cobas AM del 3Q: Pocas veces hay compañías buenas tan baratas – Bolsamanía
Market turmoil, home foreclosures, ‘social unrest’ are coming, who’s the culprit? – Nomi Prins
Azvalor comenzará a rotar fuera de las materias primas tras avanzar más del 30% – Bolsamanía
Horos AM apuesta por firmas industriales “muy penalizadas”: Aperam, Acerinox, Gestamp – Bolsamanía
US Financial and Political Leadership: An Embarrassing Shadow of its Former Self – Matthew Piepenburg