Economía Internacional
Argentina: ¿camino de la hiperinflación? – Martín Krause
Argentina: No hay cómo dolarizar, no tenés con qué respaldar – Prat Gay
Argentina: Lo de Máximo Kirchner es un acto de infantilismo – López Murphy
Argentina: Los billetes de $1.000 ya son los de mayor circulación – Bloomberg
Bolivia: ¿Cuándo se sabrá si se paga el segundo aguinaldo? – Bloomberg
Bolivia: Fencomin da 48 horas al Gobierno para frenar labor de Gestora – P7
Brasil: Lula cambia foco de su campaña tras perder en Sao Paulo – Bloomberg
Chile: Boric promete poner fin a larga “sequía” de reformas – Bloomberg
Chile: Aprobación de presidente Boric llega a su nivel más bajo – Cadem
Colombia: Reino Unido elimina visa de turismo a colombianos – Bloomberg
Colombia: Especulaciones de recompra impulsan bonos – Bloomberg
Colombia: Inflación y política monetaria – Sergio Clavijo
Stock futures rise sharply ahead of busy earnings lineup – Yahoo Finance
Two stock market stats giving investors some hope this fall – Yahoo Finance
Dow futures jump nearly 600 points as investors embrace earnings – MarketWatch
A Look at Your 401(k) Will Ruin Your Day – Stephen Moore & E. J. Antoni
Oil Extends Volatile Run as Tight Supply Vies With Growth Woes – Bloomberg
Inflation, Fed policy, midterm elections, and the impact of CHIPS Act – Gary Cohn
Inflation Becomes The Leading Global Concern In 2022 – Zero Hedge
QT Will Break Something, And No One’s Talking About It – Scott Skyrm
Intel Slashes Mobileye IPO Valuation Again to $16 Billion – Bloomberg
Did the Free Market Ruin Our Economy? A Soho Forum Debate – Gene Epsten
Wall Street Credit Traders on Track for Worst Year Since 2012 – Bloomberg
What the 1970s Can Teach Us About Today’s Inflationary Politics – Peter Suderman
Latin America’s inflation lessons for the G7 – Michael Stott
France’s central bank boss says UK crisis shows risk of ‘vicious loop’ – FT
España no está preparada para la subida de tipos – Daniel Lacalle
Good News! The World Is Getting Better – Bjorn Lomborg
Europe’s Energy Crisis Was Created by Political Intervention – Daniel Lacalle
El fiasco del Reino Unido “entierra” la Teoría Monetaria Moderna – El Economista
Las reservas de petróleo de emergencia de la UE siguen bajas – Reuters
China se desmorona por cuatro factores graves – Mauricio Ríos García
China necesitaría duplicar su economía para cumplir planes de Xi – Bloomberg
China’s GDP data delay fuels concern for economy – Financial Times
China’s Junk Debt Is Sliding Deeper Into Unprecedented Distress – Bloomberg
Goldman Says Sell S&P 500 Calls to Fund Bullish China View – Bloomberg
Caída de bonos emergentes en 2022 ya supera a la del 2008 – Bloomberg
Mark Mobius on China, Commodities, Interest Rates – Bloomberg
Mark Mobius Warns US Interest Rates Will Hit 9% If Inflation Persists – Bloomberg
BNP Paribas Joins China Wealth Market Race With New Approval – Bloomberg
RBI’s Currency Intervention Ends Up Hurting Rupee Carry Trade – Bloomberg
Turkey Central Bank Ducks Questions on Flagship Lira Saving Tool – Bloomberg
Yen Traders on Intervention Alert as Japan Keeps Guard – Bloomberg
Japanese FX Intervention Fails Again As Yen Plunge Continues – Zero Hedge
Ex-Goldman ‘Whistleblower’ Demands £20 Million Over Firing – Bloomberg
Goldman announces overhaul as quarterly profit slides – Financial Times
Wealth Management
La inflación sigue caliente – Charles Castillo
Every Storm Runs Out of Rain – Andrew Zaro
The End of Earnings Growth? – Jeffrey Kleintop
Markets Fail But Libertarianism Still Works – Arnold Kling
Inflation, Regime Change & Asset Management – Jens Nordvig
IV Conferencia Anual de Inversores – Horos Asset Management
We’ve Never Heard ‘Sell Low’ As Timeless Advice – Market Minder
Q&A on the macro outlook. Downside risks dominate – Pictet WM
Using Today’s Economic Woes To Teach Teens Finance – J.D. Tuccille
Panza Capital promete rendimientos anuales del 10% – Bolsamanía
Panza Capital echa a rodar con Beltrán de la Lastra al frente – Expansión
Mensaje para la Fed desde el arca y antes del diluvio – Víctor Alvargonzález
What Worst Predictions In History Can Tell Us About Economics – Walter Block