Viernes, 14 de octubre de 2022

Economía Internacional

Bolivia; Conflictos, cada vez más sectores se unen a protestas – Bloomberg
Bolivia: Gestora provoca desconfianza en sectores económicos – El Diario
Bolivia, cada vez más caótica ante la deriva económica – Mauricio Ríos García
Bolivia: Gobierno cede con 3 sectores, pero es firme con Santa Cruz – El Deber
Argentina: Domingo Cavallo sobre Sergio Massa y el dólar Qatar – La Nación
Argentina: Siguen intentando escaparle a la realidad – Manuel Adorni
La brasileña Petrobras pone en venta su filial argentina
– Reuters
Colombia: Alberto Bernal le formuló una pregunta al presidente Petro – Semana
Probabilidad recesión en EEUU dentro de próximo año sube a 60%
– Bloomberg
U.S. Receives Lowest Economic Freedom Ranking Since 1975 – Vance Ginn 
Stocks rise amid earnings from financial heavyweights – Yahoo Finance
Inflation & Recession Are Becoming Entrenched – David Stockman
Tons of Reserves, Little Capacity To Do Anything – Jeffrey Snider
Monetary Wisdom from Milton Friedman – Gregory Mankiw
How Paul Volcker Used Psychology to Cure Inflation – Bloomberg
Modern Monetary Theory Is Very Far From Modern. It’s Antiquated – Phil Duffy
Rising Rates Evoke Fears of 1990s Asia Crisis for Emerging Markets
– Bloomberg
Oil protesters arrested after throwing tomato soup at Van Gogh painting – CNBC
España: Sánchez vuela cada dos días en el Falcon, cazados – El Economista
España: Presupuestos de Sánchez son lista de compra de burócrata – D. Lacalle
Austrian Economics versus the Federal Reserve – Patrick Newman
UK PM Liz Truss reverses more tax-cutting plans – CNBC
Live news: Truss ditches corporation tax plans – Financial Times
Does Britain Have a “Tax Cut” Problem? – Seth Berenzweig & John Tamny
El impuesto de sociedades británico subirá al 25%
– Daily Telegraph
Truss picks Hunt as UK chancellor and scraps corporate tax cut – Financial Times
Humillante marcha atrás de Truss y Kwarteng – Mauricio Ríos García
Jeremy Hunt sustituye a Kwasi Kwarteng como ministro de Economía
– Reuters
Kwasi Kwarteng Stepping Down as UK Chancellor of the Exchequer – Bloomberg
UK Chancellor Kwarteng resigns 38 days after taking position – Yahoo Finance
Italian parliament elects pro-Putin Eurosceptic as speaker – Financial Times
Wells Fargo books more losses tied to fake accounts scandal – Financial Times
JPMorgan profit falls but beats estimates; Morgan Stanley misses
– MarketWatch
JPMorgan Chase’s Third-Quarter Profit Drops 17%
– Bloomberg
JPMorgan Tops Estimates, Easing Worries of Slowdown – Barron’s
Investors Stash Tons of Cash. Expect Rallies in Stocks – Barron’s
BofA Sees More Pain In Store for Stocks After ‘Bear Hug’ Rally
– Bloomberg
Some investors think the Fed should disregard that hot inflation print – Yahoo Finance
Cathie Wood talks inflation, Fed, Tesla, Twitter, stocks, gold, and more – Yahoo Finance
If the Fed waits for core inflation to hit 2%, it’ll drive economy into depression – Jeremy Siegel
Singapore avoids recession as economy grows in third quarter, central bank tightens policy – CNBC

Wealth Management

Fed pivot is not an investment thesis – Daniel Lacalle
High Energy Cost Hurts Wind & Solar – Goehring & Rozencwajg
Interesting Entanglement Between Stocks, Bonds – Market Minder
One of Brazil’s Top Hedge Funds Stumbles With Record 13% Loss
– Bloomberg
Lizán (Quadriga): Admitir el error es el primer paso para sobrevivir – Bolsamanía