Economía Internacional
Brasil: Bolsa de Sao Paulo cae 2,1 % en apertura tras victoria de Lula – Reuters
Brazil: Lula wins presidential election in historic comeback – Financial Times
Brazilian Assets Slump as Traders Wait for Lula’s Cabinet Picks – Bloomberg
Lula, un antiguo aliado de Maduro que se renueva – Bloomberg
Colombia: $82 MM salieron tras trino de impuesto a capital golondrina – Bloomberg
Colombia: Efectos sobre PIB de restringir exploración/explotación minera – La República
Colombia: Banco Central sube tasa de interés al nivel más alto en 21 años – Reuters
Ecuador: Ley Fintech fue aprobada y espera visto bueno presidencial – Bloomberg
Chile: Constitución y legitimidad – Luis Larraín
México: Las gigantescas pérdidas del 2022 – Enrique Quintana
México: Economía esquiva estanflación y crece más de lo esperado – Bloomberg
Stock futures slip with Fed, earnings, jobs on deck – Yahoo Finance
Beer is defying the economic slowdown, AB-InBev CEO – Yahoo Finance
3 earnings season stories that investors should recognize – Yahoo Finance
Futures Fall Before Earnings, Central Bank Moves – Bloomberg
Valuations Were Fed Fake, Musk Brings Reality – David Stockman
Does Housing Weakness Portend Economic Trouble? – Market Minder
Election Day Is Close. What’s at Stake for the Economy – Barron’s
The Economy Is a Mess: What Lessons Will We Learn? – Gary Galles
How Does a Free-Market Economy Respond to Crises? – Mark Thornton
The Fed Got Everybody Drunk On Cheap Money But The Party Is Over – Peter Schiff
Recession probability is ‘uncomfortably high’ – Mohamed El-Erian
Trump SPAC’s Zealous Investors Are Both Blessing and Curse – Bloomberg
Bitcoin’s Proponents Promise a Future That It Cannot Provide – John Tamny
Morgan Stanley’s Wilson Says End of Fed Tightening Is Nearing – Bloomberg
El IPC alcanza otro récord histórico en la Eurozona: 10,7% – El Economista
Euro zone inflation hits record high of 10.7% as growth slows sharply – CNBC
Crecimiento de la eurozona se ralentiza bruscamente en el tercer trimestre – Reuters
España: Los economistas recortan las previsiones del PIB a la baja – El Economista
España: El gasto de Sánchez revienta la deuda pública – José María Rotellar
La Fed y el BoE deciden esta semana si van echando el freno – Bolsamanía
Crisis política y económica en Reino Unido – Pablo Gil
Germany’s pension system will collapse without reform – CNBC
Banco Nacional Suizo pierde casi $143.000 MM en los 9 primeros meses – Reuters
Credit Suisse Hires 20 Banks for $4 Billion Capital Increase – Bloomberg
Shanghai Disney shuts over Covid, visitors unable to leave – CNBC
China’s factory activity drops, bogged down by more Covid controls – CNBC
Meta shareholders vent anger at Zuckerberg’s spending binge – Financial Times
Bulls on Meta Stock Have One Big Problem: Mark Zuckerberg – Bloomberg
Wealth Management
The Merits Of Diversification – Sam Ro
The Riskiest Bonds Look Best – Ian Culley
Is The American Dream Dead? – Raoul Pa
TDND: Sacar rentabilidad a los planes de pensiones – Finizens
Fed And China’s COVID Curveballs Weigh On Oil – Barani Krishnan
Wealth Creation Always About Self Control & Discipline – Rob Smith
Fed Hikes To Slow, But Inflation Collapse Still Elusive – Michael Ashton
¿Puede un gestor adoptar un estilo value y seguir siendo ASG? – Richard Brown
The Bucket Investor’s Guide to Setting Asset Allocation for Retirement – Christine Benz
Esperar a un mercado más seguro puede hacer perder oportunidades – Andrea Delitala, Pictet
Number of millionaires will spike by 40% globally in the next 5 years — but most won’t come from the US. – MoneyWise