Economía Internacional
Bolivia: Santa Cruz llega al día 24 de paro indefinido – El Deber
Bolivia: FMI prevé que la inflación subirá al 4,2% en 2022 – Los Tiempos
Bolivia: FMI anticipa mayor caída en producción de hidrocarburos – El Deber
Bolivia: Santa Cruz apunta a revisar su relación política con el Estado – El Diario
Brasil: Economía apenas crece; alzas de tasas empiezan a sentirse – Bloomberg
Brasil: Economía crece en septiembre, pero por debajo de expectativas – Reuters
Brasil: El mercado calibra otro ‘momento Liz Truss’ con Lula – El Economista
Brazil’s Embraer posts narrowed Q3 net loss, boosts free cash flow outlook – Reuters
Argentina: Manuel Adorni se toma una pausa junto a Adrian Ravier – Dos en Pausa
Argentina: Extrema pobreza supera nivel prepandémico – Bloomberg
Stock market rally meets retail sales and retail earnings – Yahoo Finance
U.S. stocks waver ahead of retail earnings week – Investing.com
Inflation is Peaking, but Spending Will Keep it Around – Michael Ashton
Keynesian Policies Have Left Big Debt, High Inflation, & Weak Growth – Daniel Lacalle
FMI: las perspectivas económicas mundiales son cada vez “más sombrías” – Reuters
Currencies have tanked this year. One is down over 75% against the dollar – CNBC
Central Banks Get a Breather But Can’t Afford to Rest – Mohamed A. El Erian
ECB Seen Getting €885 Billion Cheap-Loan Repayments This Year – Bloomberg
Un endurecimiento excesivo del BCE perjudicaría el crecimiento: Panetta – Reuters
Scholz pide estrechar los lazos comerciales de la UE con el sudeste asiático – Reuters
Sam Bankman-Fried’s Alameda quietly used FTX customer funds for trading – CNBC
FTX saga unravels more after the crypto exchange’s bankruptcy filing – Yahoo Finance
FTX’s bust and crypto crash come with two silver linings – Yahoo Finance
From Bad to Worse? Next Year’s Economic Risks Are Already Here Bloomberg
Climate Debt Trap Risks Pushing Emerging Markets to the Brink – Bloomberg
Wall Street banks turn upbeat on emerging market debt – Reuters
Morgan Stanley Sees Dollar Peak, EM Outperformance Next Year – Bloomberg
Biden meets Xi in Bali as US-China tensions mount – Financial Times
Biden objects to China’s ‘aggressive’ approach to Taiwan – CNBC
China’s Covid Concerns Continue To Weigh On Oil Prices – Irina Slav
China’s Commodities Demand Will Sink While Covid Zero Persists – Bloomberg
Chinese Stocks Storm Into Bull Market on Covid, Property Shifts – Bloomberg
China’s Big Tech Becomes Target for Investors Fearing Missing Out – Bloomberg
China Plans Property Rescue in Latest Surprise Policy Shift – Bloomberg
Global Banks Are Quietly Cutting China Jobs as Big Bang Fizzles – Bloomberg
Alibaba, JD.com Stocks Are Rising. Don’t Thank Singles Day Sales Results – Barron’s
Alibaba Stock Primed for Rebound on Sales Recovery – Bloomberg
AMD stock could get a boost in 2023: analyst – Yahoo Finance
Wealth Management
Carta Trimestral 3T2022 – Azvalor AM
Ray Dalio Sees More Pain Ahead – Barron’s
Good News, Bad News – Joseph Y. Calhoun III
The FTX collapse and cryptocurrencies – Daniel Lacalle
El colapso de FTX y las criptomonedas – Daniel Lacalle
Bitcoin: La durabilidad de las ilusiones – Manuel Hinds
Análisis técnico semana 13-21 noviembre 2021 – Enrique Roca
Warren Buffett Gets The Last Laugh During The Bear Market – IBD
Top Stock Investing Lessons Learned from Q3 Earnings – Joey Frenette
Templeton abandona apuesta por Argentina tras perder millones – Bloomberg
Can Increases in the Supply of Gold Lead to Boom-Bust Cycles? – Frank Shostak
Perspectivas 2023: ¿qué factores darán cierta claridad a los inversores? – Funds Society
Azvalor sigue viendo oportunidades: Hay grandes compañías que están en mínimos – TDND