Miércoles, 5 de octubre de 2022

Economía Internacional

Chile al borde de una recesión – Libertad y Desarrollo
Bolivia: Banco Mundial retira su apoyo a fallido censo 2022 – El Deber
Bolivia: Banco Mundial sube previsión del PIB 2022 al 4,1% – El Deber
Bolivia: Carniceros incrementan precios en todo el país – Los Tiempos
Brasil: Producción industrial cae 0,6% en agosto – Reuters
Brasil: Industria cae en señal de expansión económica dispar
– Reuters
Brazil Has So Much Fertilizer That Cargo Is Being Rerouted – Bloomberg
Colombia: Inflación sube más de lo previsto: máximos de 1999
– Bloomberg
Colombia: Estas son las claves del proyecto de la tributaria – Bloomberg
Chile: Qué es el impuesto “Robin Hood”, por qué lo analizan – Bloomberg
Stock futures slip as 2-day rally loses momentum – Yahoo Finance
5 reasons why the stock market suddenly roared back – Yahoo Finance
US Stocks Have Just Started Pricing In Recession: Citi Quants
– Bloomberg
Private-Sector Job Openings Fell Sharply in August – Robert Hughes
Rental inflation: ‘The market is shifting’ – Yahoo Finance
Gore & Kerry Triggered by David Malpass’s Modesty – Richard Rahn
Ideas For What Biden Should Do To Grow the Economy – Andy Puzder
The Witless Insinuation That Amazon Hires ‘Dangerous Drivers’ – John Tamny
Morgan Stanley Says Bottom Near for Emerging-Market Equities – Bloomberg
China after the property boom: can it rebuild the growth model? – FT
Subidas de tasas de bancos centrales en máximos de dos décadas – Reuters
España: BdE recorta previsión de crecimiento para 2023 al 1,4% – Reuters
España: El timo de la rebaja del IRPF de Sánchez – Beatríz García
Alemania: PMI servicios se debilita en septiembre más de lo previsto
– Reuters
Temperature Soared 1,500 Years Before Discovery of Oil – Issues & Insights
UAE set to support Saudi Arabia and Russia on oil output cuts – Financial Times
La UE acuerda más sanciones a Rusia y añade controles de precios – Bolsamanía
OPEC+ Piles On To High Prices, War, and a Cold Winter? – Simon Henderson
Oil Holds Surge as OPEC+ Mulls Biggest Supply Cut Since 2020
– Bloomberg
BBVA colabora con clientes de petróleo y gas para reducir emisiones
– Reuters
Preocupa exposición crediticia a combustibles fósiles
– Bloomberg
False Thought Patterns of the Catastrophists – David Gordon
Currency Crises Make a Comeback – Thomas Kirchner
A Central Bank Reckoning – Samuel Gregg
Against Interest Rate Reductionism – Alexander Salter
Volcker Lesson to Generation QE: Stock Recoveries Can Take Years
– Bloomberg
The Fed’s chance of a policy error ‘has increased’: JPMorgan
– Yahoo Finance
Truss Backs Bank of England’s Authority to Set UK Interest Rates
– Bloomberg
El fiasco de Lizz Truss – Juan Ramón Rallo
Diez días impactantes para Reino Unido – Mohamed A. El-Erian
Key UK Mortgage Rate Exceeds 6% for First Time Since 2008
– Bloomberg
Cash ETFs Draw Record $36 Billion With Even Dalio Changing Tune – Bloomberg
Gold Falls After Two-Day Surge With Fed Rate Stance in Focus
– Bloomberg 
The Fed must temper its hawkish stance – Jeremy Siegel
Roubini: La crisis ya está aquí y los mercados caerán 40% o más – El Economista

Wealth Management

Why Fear Is Good – Charlie Bilello
Crisis Energética Europea – Valerio Baselli
Brazil’s divided Congress reassures investors – Financial Times
Is the ‘Efficient Market’ Narrative Actually True? – John Divine
The Risk/Reward Looks Good For Long Term Investors – Sam Ro
Are Stocks Cheap? Another Shiller Perspective – John Rekenthaler
Putting OPEC Oil Reduction In Broader Perspective – Market Minder
Could We See Another Lost Decade in the U.S. Stock Market? – Ben Carlson
Are Interest Rates Enough To Cause Such Chaos? – Colorado Wealth Management Fund
La Fed no está sola en el mundo y lo que afecta al mundo afecta a EEUU – Víctor Alvargonzález