Economía Internacional
Bolivia, tomada por los narcos – Humberto Vacaflor
Bolivia: 26,6% de fondos de pensiones está en bonos del TGN – El Deber
Bolivia: 12 empresas estatales acumulan pérdidas por Bs 3.000 MM – Página Siete
Colombia: Caída bonos de Ecopetrol, alerta para revolución verde – Bloomberg
Argentina: Crisis política resurge con renuncias en el gabinete – Bloomberg
Argentina está devaluando a un ritmo de casi el 100% anual – Christian Buteler
Brasil: Ritmo de siembra de soj se ralentiza por clima irregular – Reuters
Brasil: Lula dice que un triunfo suyo atraerá la inversión extranjera – Reuters
México: ¿La inflación tocó techo? Los datos sobre el alza de precios – El FInanciero
Stocks nudge higher to start busy week of earnings, inflation data – Yahoo Finance
The Fed is OK plunging economy into a recession: Economist – Yahoo Finance
The Fed Is Expecting a Recession, Whether It Says the Word or Not – Gregory Daco
La Reserva Federal le debe al mundo un mea culpa – Bill Dudley
Fed’s Evans raises hopes for ‘soft landing’ – Reuters
Fed’s Evans Says Rates Will Need to Remain at Higher Levels – WSJ
Powell Set to Rebuff Pressure on Fed as Finance Chiefs Meet – Bloomberg
El aspirador del dólar, el desplome ¿de la libra? y Trussonomics – Daniel Lacalle
The Fed Has a New Worry. The Big Gap in Consumer Savings – Barron’s
Ex-Fed chair Bernanke wins Nobel economics prize for work on banks – FT
Bernanke, Diamond y Dybvig, nuevos Nobel de Economía – El Economista
Bernanke, Diamond y Dybvig, ganadores del Nobel de Economía – Libre Mercado
Former Fed Chair Ben Bernanke wins 2022 Nobel prize for economics – CNBC
Ben Bernanke, Douglas Diamond and Philip Dybvig Win Nobel in Economics – WSJ
US banks to set aside $4bn for potential losses from bad loans – Financial Times
Malpass del BM y Georgieva del FMI ven más riesgos de recesión mundial – Reuters
This is the most front-loaded interest rate hiking cycle in decades – Mohamed El-Erian
We are getting ready to deploy our recession playbook – Paul Tudor Jones
Can’t Remember 70s? Liz Truss Criticism Will Jog Your Memory – John Tamny
The Trouble With Projecting Fed Policy From the Jobs Data – Market Minder
How the U.S. Could Stop the Dollar’s Destructive Rise – Steve Forbes
The Fed Has Made Zero Progress Fighting Inflation – Peter Schiff
Inflation, High Inflation, Hyperinflation – Thorsten Polleit
The Economy Is a Process Not a Factory – Per Bylund
Lingotes de oro migran al oriente tras alza de tasas: Gráfico – Bloomberg
‘Fragile Liquidity’ in Bond Market Could Threaten Fed’s QT Plans – Bloomberg
The Most Powerful Buyers in Treasuries Are All Bailing at Once – Bloomberg
German commission of experts outlines €91bn energy aid package – Financial Times
Alemania propone plan de reducción de precios de gas por $93.000 MM – Reuters
Kwarteng sets himself three weeks to come up with debt-cutting plan – Financial Times
Fed’s Evans Says Rates Will Need to Remain at Higher Levels
UK Treasury and BOE Step Up Action to Reassure Rattled Markets – Bloomberg
Monte dei Paschi explores options as €2.5bn cash call falters – Financial Times
Era of Peak Yields Signals Entry Point for Emerging-Market Bets – Bloomberg
Sólo China y Japón evitarán la recesión de las grandes economías – El Economista
Russia Loses 60% of Its Seaborne Crude Market in Europe – Bloomberg
Putin says Russia launched strikes on Ukraine over Crimea bridge explosion – FT
Stocks Face Brutal Earnings Season With All Eyes on Apple, Investors Say – Bloomberg
Wealth Management
10 Charts About Bear Markets – Charlie Bilello
Expectations (Five Short Stories) – Morgan Housel
Los luchadores contra la inflación – Craig Bonthron
El alcance real de una crisis latente – Xavier Cornella Castel
Las 5 pistas que EEUU dará a los inversores – Finanzas.com
The Real Reason The Fed Should Pause – Joseph Y. Calhoun III
Exclusive: Carl Icahn talks about his Twitter investment – Fortune
No todo es pérdida en este ‘bear market’ – Mauricio Ríos García
Smart Money Is Targeting These Undervalued Stocks – Thompson Clark
Los valores preferidos de las carteras modelo de dividendos – Finanzas.com
Los fondos value que plantan cara a las caídas de Wall Street – El Economista
El único fondo de bolsa española que gana dinero es de autor – Finanzas.com
What to Watch for in the CPI Report After the Strong Jobs News – Jakir Hossain
¿Qué queda del idilio entre los bancos centrales y los mercados? – Funds Society
Crisis energética: oportunidades de inversión en la “excepción nórdica” – Funds Society
Invertir en combustibles fósiles puede ser polémico, pero es lo correcto, además de rentable – Mauricio Ríos García