Miércoles, 12 de octubre de 2022

Economía Internacional

Bolivia: Traspaso de fondos a Gestora no mejorará jubilación – El Deber
Brasil: Guedes dice que FMI no detectó avances con la inflación – Bloomberg
Brazil Investors Look Past Vote and See a Rally in the Making – Bloomberg
Argentina: BCRA vuelve a vender; un kirchnerista en NY – Bloomberg
Argentina: Dólar Qatar: desde hoy se encarecen los viajes al exterior – Infobae
Chile: Mercado apunta a que tasa clave llegaría a techo en octubre – Bloomberg
Perú: Castillo negociaciones de asilo político con Venezuela – Infobae
Perú: Castillo es demandado constitucionalmente por Fiscalía – Bloomberg
Colombia: Empresas de EEUU advierten demandas por tributaria – Bloomberg
Wholesale inflation rises more than expected in September – Fox Business
EEUU: Inflación núcleo habría vuelto a máximo de 40 años – Infobae
Stock futures edge higher before inflation report, Fed minutes – Yahoo Finance
IMF economist: ‘Worst is yet to come’ for global economy – Yahoo Finance
FMI recorta proyección de crecimiento mundial: Gráfico
– Bloomberg
The market’s ‘nightmare’ chart is already a reality – Yahoo Finance
What Happens When Central Banks Lose Money? – Reuven Brenner
Kwarteng Introduced Tax Cuts That Were Unwise – Theodore Dalrymple
Liz Truss Must Ignore Her Critics, Implement a Flat Tax – Steve Forbes
The Never-Ending State of Excessive Government – Richard Rahn
Kudlow: ‘$31 trillion of debt has gone too far’ – Fox Business
Americans Are Foolishly Ignoring the Threat of Debt Crisis – Noah Rothman
Pensiones de España, Italia y Austria, las menos sostenibles de Europa – Cinco Días
Alemania: Habrá recesión, Gobierno prevé caída del PIB del 0,4% – El Economista
Reino Unido: se asoma la recesión tras mal dato de PIB de agosto – El Economista
Mortgage Rates in US Advance to Fresh 16-Year High of 6.81%
– Bloomberg
UK 30-Year Yield Tops 5%, Pound Jumps as Confusion Grips Market – Bloomberg
UK Market Is So Bad That a Bank Is Willing to Pay to Avoid It
– Bloomberg
Gilts sell off as BoE reiterates plan to end bond-buying scheme – Financial Times
Pound Rebounds on Report BOE Offers to Extend Bond Purchases
– Bloomberg
Gold Fluctuates as BOE Warning Leaves Investor Sentiment Fragile
– Bloomberg
Bank of England Chief Economist Signals ‘Significant’ Rate Rises – Bloomberg
Truss no tiene “otra alternativa” que cancelar su plan – Mohamed El-Erian
Oil Swings as Part of Key European Pipeline Is Shut Due to Leak
– Bloomberg
Thunberg Admits Keeping Plants Online Is A Better Option Than Coal – Zero Hedge
OPEP recorta previsión crecimiento demanda petrolera 2022 y 2023 – Reuters
Francia: Mantenimiento de ocho reactores nucleares retrasada por huelga – Reuters
Apple stock doesn’t scare this analyst despite global woes – Yahoo Finance
Earnings Season Is Expected to Be Bad. It Could Be Worse – Barron’s
Novogratz: Doesn’t feel ‘like the stock market low is in’ – Yahoo Finance
Uranium Miner Cameco to Buy Stake in Westinghouse Electric
– Bloomberg
Credit Suisse Shares Drop on US Tax Probe Over Accounts
– Bloomberg
Bridgewater’s Dalio warns of a ‘perfect storm’ for economy
– Reuters
Ray Dalio says we’ll see less money invested in equities in the future – MarketWatch
Further 20% fall in U.S. stocks ‘certainly possible,’ says IMF director – CNBC
Wall Street se enfrenta a la peor temporada de resultados en dos años – Cinco Días
Robert Shiller created an index that shows investors’ fear of a stock market crash – MarketWatch

Wealth Management

How Millionaires Invest – Elisabetta Basilico
Little Rules About Big Things – Morgan Housel
You Could Be Making More Money – Jared Dillian
¿Por qué Alphabet está tan barato? – Andrew Willis
The Real Reason Value Investing Works – Brian Chingono
Stocks May Be Facing A Massive Decline – Michael Kramer 
Google Is Making You A Worse Investor – Joachim Klement
El ascenso y la caída de los semiconductores – Jocelyn Jovène
Es buen momento de comprar en muchas compañías – Andrés Allende
David Einhorn Says Value Investing Might Never Come Back – Bloomberg
Cash may be king, but cash flow rules in times of volatility – Financial Post