Jueves, 3 de noviembre de 2022

Economía Internacional

Bolivia: Cívicos van a paro indefinido en todo el país por el censo en 2023 – El Deber
Brasil: Bolsonaro llama a terminar bloqueos de carreteras – Bloomberg
Argentina: Gas de Vaca Muerta mira el sur de Brasil – El Diario
Argentina permitirá que turistas usen el tipo de cambio paralelo – Bloomberg
Argentina: La receta del FMI para frenar la inflación – Bloomberg
Chile: Las reuniones del ministro de Hacienda por lobby en octubre – Pulso
Chile era un paraíso para inversionistas y también para pobres – Karim Abdel-Motaal
Chile: Ganancias de las AFP suben más de 8% al tercer trimestre – La Tercera
Chile: Boric propone reforma de pensiones que pone fin a sistema de AFPs – Reuters
Chile: Fin de las AFP y nuevo seguro social con 6% de cotización: reformas – DF
Ecuador: Ecuador tendrá la menor inflación de Sudamérica en 2022 y 2023 – Bloomberg
Ecuador: Estado de excepción en Guayas y Esmeraldas por ola de violencia – Bloomberg
Colombia: No solo es el dólar a $5.000, es la inflación – La República
Stocks slump after Powell warns of more tightening from Fed – Yahoo Finance
Dow Jones Futures Fall: Market Rally Reeling As Fed’s Powell Signals Higher Peak Rate
– IBD
Economically Ignorant Americans Want More Stimmy Checks To Fight Inflation – M. Maharrey
La desestabilización monetaria de la economía – Manuel Sánchez González
Powell indica que próximas alzas de tasas serían más pequeñas
– Bloomberg
Estimaciones de resultados de EEUU empeoran rápidamente
– Bloomberg
Selloff Deepens After Fed Warning, BOE Rate Hike
– Bloomberg
Bank of England raises interest rates by 0.75 percentage points – Financial Times
BoE follows Fed with historic rate hike amid ‘challenging’ outlook – Reuters
BOE Tells Investors to Rein In Expectations for Rate Hikes
– Bloomberg
Bank of England Raises Key Interest Rate by 0.75 Point
– Wall Street Journal
Bank of England makes historic rate hike despite ‘very challenging’ outlook
– Reuters
Netflix ad tier debuts at ‘a pivotal moment for the industry’ – Yahoo Finance
Nasdaq Bulls’ Remarkable Optimism Holds Firm as the Fed and Earnings Sting
– Bloomberg
Amazon Sees Record Interest From Retail Investors After Earnings
– Bloomberg
Roku Plunges 24% on Forecast for Loss, Shrinking Ad Budgets
– Bloomberg
The Fed isn’t easing up on its inflation fight – Yahoo Finance
Gold Is Having a Bad Year. Gold Mining Funds Are Doing Even Worse
– Barron’s
Utilidad de Barrick Gold en el tercer trimestre cae por una menor producción
– Reuters
Ex-Fed Chief Greenspan Sees Dollar With ‘Tailwind’ Into 2023
– Bloomberg
Powell Admits the Fed Is Failing on Inflation, and Promises More Rate Hikes – McMaken
Fed says it may hike interest rates at slower pace, but destination is now 5%
– MarketWatch
Mystery Whales Baffle Gold Market After Central Bank Purchases
– Bloomberg
Fed’s Rate Hike Pushes Bitcoin Down Near $20,000 – Barron’s
Midterm Political Theater: The Pregame Show – LvMI
Case for Elon Musk Knowing Exactly What He’s Doing at TWTR – Timothy Lee
This Is What Jerome Powell Can Do To Avert Downturn – Steve Forbes
ISM Manufacturing: Details Paint a Weaker Picture – Richard Moody
Manufacturing PMI Suggests Continued Weakening and Declining Price Pressures – Hughes 
Toronto Home Price Slide Slows With Sellers Holding Tight
– Bloomberg
Canada: Get ready for the COP27 hurricane – Terence Corcoran
El BCE no puede limitarse a reflejar los movimientos de la Fed: Lagarde
– Reuters
Lagarde signals ‘mild’ recession would not stop ECB from raising rates – Financial Times
Lagarde Says Recession Alone Won’t Tame Inflation: ECB Update
– Bloomberg
Bundesbank: La política monetaria ha de ser más obstinada todavía – Cinco Días
España: La industria española ya está en recesión – Juan Ramón Rallo
España: Del estado de bienestar al bienestar del Estado – Diego Sánchez de la Cruz
Credit Suisse Saudi Backer Sheds $7 Billion Over Stake Deal
– Bloomberg
IEA ‘sounds alarm bell’ on Europe’s 2023 gas supplies – Financial Times
European Natural Gas Prices Jump As Cold Weather Closes In – Tsvetana Paraskova
Turkey’s inflation tops 85%. Erdogan continues to rule out interest rate hikes – CNCB
China Reopening Is Dominant Theme as Traders Seek an End to Rout
– Bloomberg
China Property Bonds Are ‘No Longer Analyzable’ as Crisis Grows
– Bloomberg
China’s Venture Funding Tumbles Precipitously After Crackdown
– Bloomberg
I spent 10 days in a secret Chinese Covid detention centre – Financial Times

Wealth Management

Buscando el pico – Josep Maria Pon
Dirtnap of the Century – Jared Dillian
5 Supply Chain Issues for Investors to Watch – Jakir Hossain
Focus On What Powell Says After the Hike – Richard Moody
What are the root causes of inflation? Part 1/2 – Steve Hanke
The Era Of All-Powerful Central Banks Is Over – Charles Hugh Smith 
Shrinking Profit Margins: The Market’s New Big Problem – Barron’s
This Financial Goal Is More Important than Being Rich – Jared Dillian
An absurd summation of absurd history for an absurd day – Jeff Snider
This Chart About Wall Street Says It All: But Will It Last? – Mark Skousen
Aún no hemos visto el daño realizado a la economía por la Fed – Pablo Gil
Billionaires Who Added Billions to Their Fortunes In Oct – Jemima McEvoy
Cómo invertir en renta variable en un entorno inflacionista – Capital Group
Consumers, Workers, and Monopolies: Free Markets Serve All – Yash Dubey
Why We Don’t Think It Is Wise to Adjust Returns for Inflation – Market Minder
¿La Fed podría dar un giro próximamente en su política de tipos? – Schroders
Comentario sobre la reunión de la Fed – Salman Ahmed, Fidelity International
El patrimonio de las grandes fortunas cae un 7 % por la guerra y la inflación – EFE
España: Amancio y Sandra Ortega, Del Pino, Roig y Escotet, los más ricos – El Economista
Discurso de Powell borra US$59.000 millones de las mayores fortunas del mundo – Bloomberg
We’re At The End Of A Major Era: $2.5 Quadrillion Disaster Waiting To Happen – Egon von Greyerz