Lunes, 17 de octubre de 2022

Economía Internacional

Brasil: Bolsonaro vuelve a cuestionar urna electrónica – Reuters
Brasil: Tenso debate al que se enfrentaron Lula y Bolsonaro – Bloomberg
Argentina: En la economía tenemos una bomba de tiempo – Javier Milei
Bolivia: La importación de hidrocarburos va en ascenso – El Diario
Chile: Inflación nubla visión sobre cuándo comprar renta fija – Bloomberg
Chile dispuesto a más ayuda social antes de recuperación – Bloomberg
Colombia: Fracking, a las buenas o no – Alberto J. Bernal-León
Ecuador: Reporte califica de ‘corrosivas’ inversiones de China – Bloomberg
El Salvador: La crisis fiscal y las ventajas de la dolarización – Manuel Hinds
High Inflation Darkens Global Economic Outlook
– The Wall Street Journal
Stock futures jump ahead of big Q3 earnings week – Yahoo Finance
Bank of America profit drops on big loan-loss provision – Reuters
Bank of New York Mellon shares rise after adjusted earnings
– MarketWatch
Deutsche Bank Set for €300 Million Capital Gain From Italy Sale – Bloomberg
Goldman Shakes Up Leadership Ranks in Yet Another Overhaul – Bloomberg
Bear Market in US Stocks Still in Its Infancy Versus History – Bloomberg
Despite What the Experts Told You, This Was Never “Inflation” – John Tamny
President Biden Flunks Yet Another Exam About Inflation – Issues & Insights
Nobels And Financial Crises – John Cochran
Política monetaria: halcones (Chicago) vs. palomas (LSE) – Sergio Clavijo
Fed’s Bullard Leaves Open Possibility of Larger December Hike
– Bloomberg
Tug of War That Markets Fear Is Central Banks Versus Governments
– Bloomberg
The Time to Buy the Dip Is Fast Approaching — for One Country
– Bloomberg
UK Bonds, Pound Jump as Hunt Tears Up Truss’s Tax-Cut Plans
– Bloomberg
Bank of England to Resume Corporate Bond Sales Next Week
– Bloomberg
Credit Suisse to Pay $495 Million to Settle Legacy RMBS Case
– Bloomberg
España: Un déficit del 4% con ingresos récord es inmoral – Daniel Lacalle
Why investors worry about the euro – CNBC
A collective will to tackle global challenges needs more tools – El-Erian
Emerging Markets Hurt Less as Dollar’s Wrath Sinks Rich Nations
– Bloomberg
US talent ban for China chip firms thwarts key Xi ambition – Bloomberg
China Stocks Pare Losses as Traders Assess Xi’s Policy Signals
– Bloomberg
China Traders See Tech Focus, More Covid Gloom After Xi’s Speech
– Bloomberg
All the Emperor’s men: How Xi Jinping became China’s unrivalled leader – FT
Alibaba and Other China Stocks Jump as Xi Reassures on Tech
– Bloomberg
China delays key GDP data in middle of Communist party congress – FT
China Won’t Rush Its Clean Energy Transformation, Xi Says
– Bloomberg
Xi Gives Little Reassurance China’s Economic Risks to Ease
– Bloomberg
China’s Lockdowns Take Toll on Limping Economy
– Bloomberg
5 Best Chinese Stocks To Buy And Watch
– Investor’s Business Daily

Wealth Management

Just A Little Volatility – Joseph Y. Calhoun III
The End of Earnings Growth? – Jeffrey Kleintop
25 años invirtiendo en entornos de crisis – Azvalor
El dólar: ¿Quién gana, quién pierde? – Fernando Luque
Oil Up But Market In Knots, Awaiting Fed – Barani Krishnan
Austrian Economics Makes Managers Better – Peter G. Klein
Terremoto en los planes de pensiones – Daniel Lacalle, Tressis
Investing Action Plan: Beware The Bear’s Bottom – Alan R. Elliott
Market Turmoil a Boon for Trend-Following Hedge Funds – Nasdaq
The Bigger Meaning of Warren Buffett Exiting China – Steven Mosher
Some Visual Evidence That the Bear Market Is Over With – Luke Lango
Core CPI is not an accurate look at the core rate of inflation – Jeremy Siegel
How to Make Your Cash Work Harder as Interest Rates Rise – Christine Benz
The 1001 Imploded Stocks of 2022 (Down 80% or More)… So Far – Wisdom Seeker
TDND: Ahora hay que estar invertido en activos reales ante la inflación – Cobas AM
How the Salamanca School Influenced the Modern Austrian School – Daniel Lacalle