Lunes, 7 de noviembre de 2022

Economía Internacional

Bolivia: Se abren varios frentes contra el Gobierno por el censo – El Deber
Bolivia comienza la semana con protestas y movilizaciones – El Diario
Bolivia: Suman propuestas para censo 2023 y Gobierno descalifica a 2 regiones – P7
Bolivia: Santa Cruz acusa de “mentir” a la mesa; Gobierno se aferra a 2024 – Los Tiempos
Bolivia, Censo 2023: anuncian huelgas de hambre y bloqueos de apoyo – P7
Bolivia: La guerra ha terminado – Humberto Vacaflor
Ecuador, bajo el asedio del narcorreísmo – Mauricio Ríos García
Perú: Miles marchan exigiendo renuncia de izquierdista Castillo – Bloomberg
Chile: Banchile dice es momento de apostar a duración: Chile Renta Fija – Bloomberg
Brazil: Will international investors like Lula more than Bolsonaro? – Financial Times
Brazil: Former Petrobras executive asks court to block dividend payment – Reuters
Brazil’s Embraer delivers 33 jets in Q3, reaffirms full-year forecast – Reuters
Beasil: BCB abre consulta para modificar requisitos de capital de bancos – Reuters
Brasil: Petrobras borra ganancias del año: Lula asusta a inversores – Bloomberg
Brasil: Lula presentará plan multimillonario de gastos sociales – Bloomberg
México: Bonos de Bimbo caen por impacto de inflación – Bloomberg
Estadounidenses migran a México en cifras récord – Bloomberg
Ya habría pasado lo peor para monedas emergentes: Morgan Stanley
– Bloomberg
All that recession talk could be overblown – Yahoo Finance
Stocks nudge higher ahead of midterm elections, CPI report – Yahoo Finance
CPI may bolster case for terminal rate above 5% – Yahoo Finance
There’s No Such Thing As a ‘Bubble, & Surely No ‘Fed Bubbles’ – John Tamny
Federal Reserve’s Rate Hikes Hurt, But Inflation Is Worse – Tim Swarens
Wall Street Hopes History Repeats With a Post-Election Comeback
– Bloomberg
We’re Still Waiting For GOP Plan To Fix Economy – Allison Schrager
Why Are Dems Predicting An Economic Crash Next Year? – Issues & Insights
Treasury Buyers Like GOP While Dollar Bulls Favor Democrats
– Bloomberg
US midterms: Republicans double down on Trumpist candidates – Financial Times
Facts and Data Have No Meaning without a Theory to Explain Them – Frank Shostak
Morgan Stanley’s Wilson Says US Midterms Could Fuel Equity Rally
– Bloomberg
Following the Fed Goes Out of Fashion in ‘Messier’ World Economy
– Bloomberg
EU says it has serious concerns about Biden’s Inflation Reduction Act – CNBC
Frackers Say Oil Production Slowing in the Shale Patch – Wall Street Journal
España: ¿Por qué Sánchez ataca a Guindos? – John Müller
España: Standard & Poor’s mejora el ‘rating’ de la Comunidad de Madrid – ABC
España languidece en el Índice de Libertad Económica – Diego Sänchez de la Cruz
Cathie Wood Offloads Nvidia Ahead of Third-Quarter Earnings
– Bloomberg
10 Meta Investors Lose $211 Billion On Mark Zuckerberg’s Madness – IBD
Meta to Lay Off Thousands of Staff From This Week, WSJ Says – Bloomberg
Alibaba and Other Chinese Stocks Are Rallying Again. It Doesn’t Make Sense
– Barron’s

Wealth Management

Termómetro de inversión en octubre – Andbank
Very Important and Hard to Teach – Morgan Housel
Here’s a Cheap Way to Bet on Bill Ackman – Barron’s
It’s Always Different This Time – Joseph Y. Calhoun III
Investors On Tenterhooks Ahead Of CPI Data – Barani Krishnan
The Fed is looking at the wrong housing indicators – Jeremy Siegel
Live Interview with Danielle DiMartino Booth – Trader’s Summit 2022
As An Investor, Here’s Why the Fed’s Moves Don’t Worry Me – Eric Fry
Why a Split Congress Might Not Be Good for Stocks This Time – Barron’s
12 Money Lessons From Warren Buffett & Charlie Munger – Haywood Kelly
What Investors Should Make of Windfall Taxes & Export Bans – Market Minder
TDND: Los peligros de intentar anticipar las tendencias – Carlos González Ramos
Why October CPI Report Forecasts Have Fed Policy Hanging in the Balance – Morningstar
China no dejará caer el sistema inmobiliario: hemos aprendido de Lehman – Negocios Tv
Cómo las elecciones de Estados Unidos pueden impactar en los mercados europeos – EI