Viernes, 28 de octubre de 2022

Economía Internacional

Bolivia: Guerra a Santa Cruz – Humberto Vacaflor
Bolivia: Arce inaugura cumbre del Censo e impide acceso de prensa – El Deber
Bolivia: Transporte pesado cierra fronteras por veto a exportaciones – El Deber
Bolivia: Empresarios e Iglesia piden frenar escalada de violencia – El Diario
Brazil’s high-stakes election goes down to the wire – Financial Times
Brasil: Lula se inclina por Meirelles, Padilha para Hacienda
– Bloomberg
¿Cuáles son los países latinoamericanos más endeudados? – Deutsche Welle 
Chile está en transición hacia un crecimiento sostenible: FMI – Bloomberg
Chile: Desempleo llega al 8% en el trimestre móvil julio-septiembre – Bloomberg
Chile: Volatilidad swaps atrae extranjeros con apetito de riesgo – Bloomberg
Argentina: La política sigue desconectada de la realidad – Manuel Adorni
Ecuador: Subsidiando una minoría privilegiada – Gabriela Calderón de Burgos
Colombia: El alza de tasas asfixiará la economía local – La República
Expectativas de inflación a largo plazo en EEUU repuntan – Bloomberg
Apple offers dim light in a ‘dark earnings season’ – Yahoo Finance
Stocks push higher as Apple boom outweighs Amazon miss – Yahoo Finance
Amazon Shares Plunge on Forecast for Sluggish Holiday Sales
– Bloomberg
The Ways That President Biden Is Wrecking the Economy – Stephen Moore
GDP: Not That Bad Then, Not Very Good Now – Richard Moody
GDP Numbers Aren’t Calming Recession Fears – Christian Britschgi
US Economy Shows Worst Is Yet to Come. Cooling Just Starting
– Bloomberg
Growing Pile of Distressed Debt Signals Coming US Default Wave
– Bloomberg
Fed Seen Aggressively Hiking to 5%, Triggering Global Recession
– Bloomberg
The Fed’s Favorite Inflation Metric Ticked Higher Again – Barron’s
Key inflation gauge for the Fed rose 0.5% in September – CNBC
Pending home sales drop more than expected in Sept. – Yahoo Finance
Biden keeps low profile on midterms campaign trail – Financial Times
Canada’s Economic Expansion Slows to 1.6% as Recession Looms
– Bloomberg
The Myth About Global Warming Erasing Ocean Life – Vijay Jayaraj
Exxon Tops Tech Giants as Biggest Cash Producer in S&P 500
– Bloomberg
‘Zero Emissions’ from EVs Has Zero Truth To It – John Murawski
Drain the Strategic Petroleum Reserve – David Henderson
Remember Those Who Can’t Speak, But Want To – Jeffrey Tucker
Real Antagonists Are Those Doing Same Things Over and Over – Jeffrey Snider
Germany Unexpectedly Grows as France, Spain Slow
– Bloomberg
German Inflation Unexpectedly Soars, Heaping Pressure on ECB
– Bloomberg
Germany beats growth forecasts despite soaring inflation – Financial Times
ECB convinces markets it is about to turn more dovish – Financial Times
España: PIB crece un 0,2% por parón de vivienda y exportaciones – El Economista
Another Cathie Wood Fund Exits Sea After $175 Billion Selloff
– Bloomberg
Not All Emerging Markets Are Created Equal – J.C. Parets
No ‘adults in the room’: Xi catches global investors off guard – Financial Times
Goldman Cross-Asset Model Shows EM Stocks Not ‘Cheap Enough’ Yet
– Bloomberg
Xi Leaves China Stocks in Tatters With Record Post-Congress Drop
– Bloomberg
Despite Sound & Fury, Chinese Political Shifts Not Surprising – Market Minder
Big Bankers Are Betting Wrong In Going to Hong Kong – Mark Clifford

Wealth Management

A Stagflationary Storm – Ed D’Agostino
USD/JPY Set For Revisit Of 150s? – Fawad Razaqzada
Webinar ‘El desenlace del mercado bajista’ – Crèdit Andorrà 
The Most Expensive Bear Market Bottom Ever? – Sandy Ward
Why This Fear Signal Is Actually a Blessing for Equities – Luke Lango
Which Is More Attractive Right Now: Stocks or Bonds? – Ben Carlson
Azvalor comienza a dejar de lado las materias primas – El Economista
Brasil: las encuestas apuntan a una competición ajustada – Thierry Larose
What Could Midterm Elections Mean for the Stock Market? – David Sekera