Economía Internacional
Argentina: Lo único que reina es la tensa calma – Manuel Adorni
Bolivia: Alimentos básicos suben y gobierno habla de estabilidad – P7
Colombia: 7 razones por las que los precios no bajan – Bloomberg
Colombia: Las startups respiran con la reforma tributaria – Bloomberg
Colombia: La devaluación del peso no pinta nada bien – La República
Chile: Inflación desacelera a niveles de febrero de 2021 – Bloomberg
México: IPC sube menos de lo esperado tras alzas de tasas – Bloomberg
Stocks Head Lower After Jobs Report – Barron’s
Dato de empleo no da tregua a la Fed: paro baja al 3,5% – El Economista
Empleos EEUU crecen y desempleo cae; presión sobre la Fed – Bloomberg
The Labor Market Is Cooling Off. Hiring Slowed Last Month – Barron’s
U.S. gains 263,000 jobs in September, above expectations – Yahoo Finance
Stock futures plunge on hotter than expected jobs report – Yahoo Finance
Stock futures fall, yields spike as Wall Street weighs jobs report – Yahoo Finance
US payrolls grew by 263K, unemployment rate falls to 3.5% – Yahoo Finance
US job vacancies plunge by more than 1mn in sign of cooling economy – FT
US national debt now tops $31 trillion for the first time ever – MoneyWise
Housing expert: It’s no ‘time to celebrate’ – Yahoo Finance
Kevin O’Leary warns of more inflation ahead – MoneyWise
World’s Economy Needs Supply-Side Revolution – Allison Schrager
Biden signs order to implement EU-U.S. data privacy framework – Reuters
The Velocity of Money Circulation Is Another Economic Myth – Frank Shostak
Fed officials back further rate rises to tame high inflation – Financial Times
Commodities Roared Into New Quarter. Now Comes the Hard Bit – Bloomberg
Bill Gross Sides With Pimco Bond Bulls in Seeing Yields Peaking – Bloomberg
Credit Suisse Offers $3 Billion Debt Buyback to Calm Nerves – Bloomberg
Morgan Stanley baja previsión del PIB 2023 de la eurozona: -0.5% – Bolsamanía
Morgan Stanley Calls an End to European Tech Underperformance – Bloomberg
España: Impuesto a los ricos de Sánchez provocará fuga de €30.000 MM – Libre Mercado
Chipmakers See ‘Breathtaking’ Drop in Demand as Recession Looms – Bloomberg
Samsung profit plunges in first drop since 2019 as chipmakers feel bite – Bloomberg
Las tecnológicas borran las ganancias de la pandemia con el alza de los tipos – Cinco Días
Wealth Management
Esperando la capitulación – Fernando Luque
10 Charts About Bear Markets – Charlie Bilello
Expectations (Five Short Stories) – Morgan Housel
Will the Fed Have To Do More for Longer? – Diego Parrilla
Little of What’s Said Is Anywhere Close To Accurate – Jeffrey Snider
Is Credit Suisse Triggering another 2008 Financial Crisis? – New Money
What Are the Next ‘Stock-Market Leaders” Going to Be? – Justin Spittler
Is Global Unhappiness Affecting Your Investments? – Mauldin Economics
Investors Fleeing to Cash Like It’s 2020, BofA Strategists Say – Bloomberg
Warren Buffett Stocks: What’s Inside Berkshire Hathaway’s Portfolio? – IBD
Q3 Earnings Season Is The Next Major Test For The S&P 500 – Jesse Cohen
The U.S. economy is going to hit the brakes – Hayman Capital’s Kyle Bass
Jeremy Siegel: Los inversores a largo plazo deberían comprar ahora – Estrategias
The October Witch: Pain in the Short Term = Progress in the Long Term – Validea
Long-term investors should ‘absolutely buy now,’ says Jeremy Siegel – MoneyWise
Wharton’s Jeremy Siegel says today’s biggest threat isn’t inflation — it’s recession – CNBC