Lunes, 24 de octubre de 2022

Economía Internacional

Bolivia debe prestar atención a evaluación de lavado de activos – El Diario
Argentina: Bonos argentinos en dólares por el subsuelo – Bloomberg
Volatile Brazil Is Lone Bull Case for Bruised Emerging Markets – Bloomberg
Brasil: Inversiones brillan en medio de la caída de otros emergentes – Bloomberg
Colombia: Como si fuera una eternidad – Alberto J. Bernal-León
Colombia es 20% más pobre desde que Petro ganó elecciones – Sabrina Martín
Colombia: Banco Central incrementaría tasa de interés a 11% – Reuters
Colombia: Ecopetrol renueva su junta para transición energética – Bloomberg
Colombia: La peor de todas las tributarias es la inflación alta – La República
México: Inflación se modera con tasa de interés en récord – Bloomberg
Stocks Rise With Big Tech Earnings in Focus – Barron’s
US Equity Futures Rise Ahead of Big-Tech Earnings
– Bloomberg
Stocks futures up slightly ahead of big earnings week – Yahoo Finance
After Markets Took Out Truss, Biden Could Be Next – Charles Gasparino
Recession deepens say economists, bond yields ease – Fox Business
The Recession in the Productive Sector Is Here – Daniel Lacalle
Why Inflation Isn’t Falling – Ben Carlson
Bond yields around the world coming down on growth concerns – El-Erian
What the State of the U.S. Economy Means for Midterms – Theara Coleman
These Global Cities Show The Highest Real Estate Bubble Risk – Zero Hedge
The GOP Sadly Hands Dems Ammo to Shoot Down Tax Cuts – John Tamny
Sunak on course to become Britain’s new prime minister – Financial Times
Rishi Sunak, elegido nuevo primer ministro del Reino Unido – Bolsamanía
Firmas británicas dicen que agitación política agudiza recesión
– Bloomberg
España: El “peligro” de Sánchez con el bolsillo del contribuyente – LF Quintero
EU To Give Ukraine 1.5 Billion Euros Per Month Next Year – Connor Freeman
ECB to Cross 2008 Rubicon With Hike Defying Slump Risk
– Bloomberg
Why European Central Banks Will Suffer Steep Losses – Follow the Money
Eurozone business activity slides faster than feared – Financial Times
El declive de la zona euro se intensifica en octubre – Bolsamanía
ECB Preps Another Big Hike as Focus Shifts to Where It Will Stop
– Bloomberg
Goldman, BofA See Worst Year Since 2008 for European Equities
– Bloomberg
Goldman y BofA ven peor año desde 2008 para acciones europeas
– Bloomberg
Fears of a severe recession deepen as European business activity slows – CNBC
La trampa está lista: se llama CBDC y sólo Bitcoin podría evitarla – Marc Vidal
For the Many Who Were So Wrong, Sorry Is Hard – Jeffrey Tucker
Oro cae por avance del dólar; inversores evalúan postura de la Fed – Reuters
Oil Dips as China Outlook and Dollar Strength Sour Sentiment
– Bloomberg
China’s GDP growth below target as property and zero-Covid woes mount – FT
China GDP beats with a bounce in the third quarter, delayed data shows – CNBC
El PIB de China crece más de lo esperado en el tercer trimestre – Reuters
El buen dato de PIB en China oculta lado oscuro de su economía – El Economista
China’s Plunging Market Has Become a High-Risk Bet on Xi Jinping
– Bloomberg
Alibaba, JD.com Tumble in US as Xi Asserts Full Control in China
– Bloomberg
Chinese Markets Tumble as Xi’s Tightening Grip Alarms Investors
– Bloomberg
China’s Billion-Dollar Cash-for-Copper Trade Grinds to a Halt
– WSJ
Hong Kong Stock Market Dives After China Party Meeting
– Bloomberg
Summers Watching Japan ‘Very Carefully’ With Yen, Rates Risks
– Bloomberg
Nouriel Roubini talks economics, geopolitical concerns, automation – Yahoo Finance

Wealth Management

Did Powell Just Blink? – Joseph Y. Calhoun III
Riesgo y oportunidades – Daniel Lacalle, Tressis
7 Countries With No Wealth Tax – Nomad Capitalist
Xi’s Third Term Spells Trouble for Investors – Barron’s
Citadel Ken Griffin at CNBC’s Delivering Alpha 2022 – CNBC
Think Like the Markets, Ignore Post-Truss Noise – Market Minder
Carson Block and Jim Chanos at CNBC’s Delivering Alpha – CNBC
Estrés global por pérdidas de fondos de pensiones – Arturo Rueda
Druckenmiller’s simple advice for novice investors – Yahoo Finance
Why stock market investing is so bizarre right now – Yahoo Finance
No One Said Investing Is Easy: Range Of Possibilities – Barry Ritholtz
Tras las caídas, empezamos a ver oportunidades en tecnología – Amiral Gestion
Entrevista a David Bescós, director de Planificación Patrimonial – Crèdit Andorrà
Domestic housing bust accelerates, yet it is foreign Treasury buyers who are inverting the curve – Jeff Snider