Martes, 4 de octubre de 2022

Economía Internacional

Argentina: JPMorgan ve inflación del 112% para 2023 – Bloomberg
Argentina: El Estado presente trajo pobreza creciente – Roberto Cachanosky
Chile busca garantizar hipotecas para impulsar economía – Bloomberg
Credit Suisse Stock Rises as Market Concerns Subside – Barron’s
Credit Suisse sube con fuerza y sus CDS en máximos históricos – EI
Credit Suisse’s Options Worsen as Markets Mayhem Takes Toll
– Bloomberg
Credit Suisse stock tanks as default swaps hit a record high – Yahoo Finance
Credit Suisse Strategists Say Sell Bear Market Rally in Stocks
– Bloomberg
Credit Suisse Loses Five More Private Bankers in Hong Kong
– Bloomberg
How big is the capital hole at Credit Suisse?
– Financial Times
The US Labor Market Is Looser Than It Appears – Gary Shilling
Wall Street stocks extend rally following streak of quarterly losses – FT
Consumers still have $1.3 trillion in extra spending power – Yahoo Finance
Stocks extend rally as investors hope for policy pivot – Yahoo Finance
Stocks Squeeze Higher Amid Global Rate Debate
– Bloomberg
Fed Pivot Trade Sparks Again as Bonds Rally, Dollar Weakens
– Bloomberg
Dólar cae ante euro y rendimientos en EEUU da respiro a mercados – Reuters
España evaluará si amplía impuesto a la banca y energéticas – Reuters
El BCE subirá tasas hasta frenar inflación subyacente: Villeroy – Reuters
Truss and Kwarteng Should Hold Firm – Vlad Signorelli
UK Yield Curve Normalizes After BOE Scales Down Gilt Buying
– Bloomberg
UK’s Pension-Fund Tumult Was Years in the Making
– Bloomberg
Kwarteng to Bring Forward UK Fiscal Plan to Calm Markets
– Bloomberg
As Pound’s Recovery Rages, Strategists Expect Selling to Resume
– Bloomberg
Kwarteng Gave BOE Permission for £100 Billion of Bond Buying
– Bloomberg
Acciones y libra suben tras giro fiscal en Reino Unido – Reuters
Giro de Liz Truss abre una crisis de credibilidad en Reino Unido – El Economista
NGDP Targeting Imagines Static World Defined By No Creativity – John Tamny
Unemployment Insurance Isn’t Ready For The Next Recession – Tim Fernholz
Prosperity Is the Only Way to Save Lives From Hurricanes – Issues & Insights
Copper, Aluminum Jump After US Data Eased Tightening Concern
– Bloomberg
Why OPEC+ Is Presently Considering a Cut In Oil Production – Irina Slav
Oil Rallies Above $85 as Traders Bet on Potential OPEC+ Cuts
– Bloomberg
Saudi Aramco chief sounds alarm over global oil capacity – Financial Times
Kremlin responds to Musk’s Ukraine peace plan – Reuters
El Kremlin aplaude propuesta de Elon Musk para un acuerdo de paz
– Reuters
Tesla Rebound Speeds Up as Cathie Wood Scoops Up Stock
– Bloomberg
Biden’s Energy Crisis – Rupert Darwall
Egypt’s Devaluation ‘Drip’ to Record Low Fans Calls for Big Move
– Bloomberg
G10 Currency Wars Less Than Meets Eye – Steven Englander
Ray Dalio No Longer Thinks ‘Cash Is Trash’
– Bloomberg
Ray Dalio Gives Up Control of Bridgewater in Final Succession Step – Bloomberg
Buffett’s designated successor Greg Abel boosts Berkshire stake
– Reuters
Buffett’s Likely Successor Buys $68 Million of Berkshire Stock
– Barron’s
Warren Buffett’s Successor Is Building an $68 Million Berkshire Holding
– Bloomberg
China’s property crash: ‘a slow-motion financial crisis’ – Financial Times

Wealth Management

What’s Next for the Stock Market? – David Sekera
Nasdaq Bears Feeling The Squeeze – Fawad Razaqzada
A Better Way to Invest in EVs than Tesla… – Thompson Clark
The Best- and Worst-Performing Stocks: Q3 2022 – Jakir Hossain
Superbubble’s Final Act? Or Is This Time Different? – Lance Roberts
Los inversores de verdad cultivan relaciones, no solo inversiones – Stuart Dunbar
Apuntes de valoración para la cartera de fondos del IV trimestre (II) – Enrique Roca
Encuesta BlackRock: Las aseguradoras globales preparan sus carteras – Funds Society
Cinco razones para apostar por el ‘value investing’ en momentos de alta volatilidad – Funds News