Lunes, 3 de octubre de 2022

Economía Internacional

Brasil: El “momentum” es de Bolsonaro, no de Lula – The Economist
Brasil: Lula da Silva y Bolsonaro irán al  balotaje por la presidencia – Reuters
Brasil: Suben el real y acciones brasileñas tras sorpresa de Bolsonaro – Infobae
Bolsonaro Outperforms Polls, Sends Brazil Presidential Race To Run-Off – ZH
Brasil: Activos se disparan tras confirmación de segunda vuelta – Bloomberg
Brazil Assets Set to Outperform as Lula, Bolsonaro Go to Runoff
– Bloomberg
Argentina: El dilema Rubinstein se resuelve con dolarización – Adrián Ravier
Bolivia: Economía presenta crecimiento e inflación moderados – El Diario
Chile: Actividad económica presentó nula variación en agosto – BioBio
Chile: Aversión al riesgo está lejos de esfumarse en renta fija – Bloomberg
Chile: ¿Hacia dónde avanzar con la reforma previsional? – Libertad y Desarrollo
Stocks Climb After Selloff as Yields Get Respite: Markets Wrap
– Bloomberg
Big Tech Stocks Plunge with Spooky Parallels to Dotcom Bust – Wolf Richter
Tesla Slumps as Deliveries Disappoint Due to Shipping Snarls – Bloomberg
Stocks bounce as Wall Street crawls out of a brutal September – Yahoo Finance
Credit Suisse turmoil deepens after CEO memo backfires – Bloomberg
Credit Suisse Turmoil Deepens With Record Stock, CDS Levels
– Bloomberg
Credit Suisse: What’s going on, and why its stock is falling
– MarketWatch
Credit Suisse seeks to reassure investors amid rising concerns – CNBC
Credit Suisse Has No Time to Lose – The Wall Street Journal
¿Será Credit Suisse el próximo Lehman Brothers? – El Economista
Credit Suisse se hunde por las dudas de su viabilidad – Bolsamanía
Markets need to stop ‘love affair’ with Fed pivot – Mohamed El-Erian
El peligro de quiebra de Credit Suisse es real – Juan Enrique Cadiñanos
¿Es Credit Suisse el nuevo Lehman Europeo? – Estrategias de Inversión
Lehman revive: ¿qué pasa con Credit Suisse, el banco maldito? – El Economista
The Fed Is Starting to Break Things. Stocks Are Paying the Price – Barron’s
Time To Pay The Piper for QE? – Scott Sumner
Rising, or ‘Strong Dollar’ Is Not What’s Holding Down Equities – John Tamny
US Home Prices Now Posting Biggest Monthly Drops Since 2009
– Bloomberg
Goldman Sees More Selling in US Stocks by Households in 2023
– Bloomberg
What will happen with inflation, interest rates and housing? – MarketWatch
What Fiscal Policy Is Worse than a Wealth Tax? – Daniel J. Mitchell
British Pound Climbs as U.K. Scraps Tax Cut for Highest Earners
– Barron’s
Truss backs down on 45p tax rate cut in major U-turn – Financial Times
Policy Should Be Pro-Market, Not Pro-Business – Veronique de Rugy
La debilidad del euro encarece un 30% el precio del petróleo en Europa – VozPópuli
Oil Jumps as OPEC+ Mulls Biggest Production Cut Since Pandemic
– Bloomberg
Debunking Fossil Fuel Hysteria: An Interview with Alex Epstein – Jeff Deist
Porsche Shares Drop Below IPO Price Within Days of Making Debut
– Bloomberg
China Property Stocks, Bonds Rally After Report of $85 Billion Lifeline
– Bloomberg
China Restricts Exports of Corn Starch, Signaling Supply Worries – Bloomberg
Turkish inflation tops 83% as Erdoğan promises more rate cuts – Financial Times

Wealth Management

Peak Pessimism? – Joseph Y. Calhoun III
Septiembre por fin se acaba – Charles Castillo
A September Investors Hope to Forget – Peter Schiff
Q3 2022 Market Performance in Charts – Morningstar
Los jóvenes y la educación financiera – Ruth Saldanha
Not Just Equities: Returns Down Across the Board – Market Minder
TDND: Los mercados de renta fija, en la cuerda floja – Pablo Martínez Bernal
Apuntes macro para la cartera fondos IV trimestre 2022 (I parte) – Enrique Roca
Brazil’s Election Goes to a Run-Off. Get Ready to Buy Petrobras Stock – Ben Levisohn
Wealthy Use Loophole to Reap Tax Breaks — And Delay Giving Away Money – Bloomberg