Martes, 8 de noviembre de 2022

Economía Internacional

Chile: Defendiendo el liberalismo – Lucía Santa Cruz
Chile: La clave para volver a encontrar el quilibrio – Vittorio Corbo
Chile: Boric descarta abordar el futuro de las pensiones de las FFAA – La Tercera
Chile: El futuro es reguleque, el FA quiere cerrar la economía – Sebastián Edwards
Bolivia: Conflicto alcanza otras regiones y persiste falta de combustibles – El Deber
Bolivia: Rusia y China despliegan empresas por litio boliviano – El Diario
Brasil: BYD construirá tres nuevas fábricas; una procesará litio para baterías – Bio Bio
Brazil court will not immediately prevent Petrobras dividend payout – Reuters
Argentina: La situación social y económica es peor que en 2001 – Roberto Cachanosky
El Salvador Says China ‘Offered to Buy’ Its External Bond Debt
– Bloomberg
El Salvador’s Bitcoin Experiment: A Stroke of Genius or Pure Madness? – Benzinga
Colombia: Petro pide a banca privada y multilateral no financiar hidrocarburos – Bloomberg
Colombia’s Policy U-Turns Are Piling Up Under New Leftist Leader
– Bloomberg
México: tasa del Banxico llegará a 10%, coinciden analistas – El Financiero
Stocks Climb as Investors Focus on Elections – The Wall Street Journal
What stock market pros are saying about midterm elections – Yahoo Finance
Stock futures edge higher as Wall Street awaits elections – Yahoo Finance
What 60 years of stocks data says about midterms – Yahoo Finance
Election Day Is Here. Social Security Won’t Be a Winner – Barron’s
Debt, Ukraine and Hunter Biden: Republicans prepare for House majority – FT
Donald Trump’s Endorsements Face the Ultimate Test – Barron’s
If Deficits Caused Inflation, There Would Be No Debt – John Tamny
Today’s Inflation Surge Should Discredit MMT Forever – Connor O’Keeffe
How the Bitcoin White Paper Outperformed Dodd-Frank – Jack Solowey 
World Dollar Hegemony Is Ending (and That May Be a Good Thing) – Patrick Barron
Possible Rail Strike Could Bring U.S. Economy To Its Knees – Steve Forbes
European Banks Can Handle Interest Rate Shock, ECB’s Enria Says
– Bloomberg
We’re not ‘inflation nutters,’ top Bank of England economist says – CNBC
Crisis energética de Europa desencadenará años de escasez
– Bloomberg
España: ¿Subir salarios y pensiones con el IPC? – Daniel Lacalle
OPEC+ Cuts That Steadied Market Now Bring Risk of $100 Crude
– Bloomberg
World Races to Secure Gulf Oil for 2023 Amid Russia Uncertainty
– Bloomberg
Meta Is Spending Like an Oil Company. That Needs to Stop – Barron’s
China Banks Are Now Valued Like US Peers at Depths of 2008 Crash
– Bloomberg
China Evergrande says Hong Kong land plot sold by receivers for $637 million – Reuters
China Deflation Fears Rise as Demand Weakens on Covid Outbreaks
– Bloomberg

Wealth Management

When Equality Becomes Evil – Lawrence W. Reed 
Inflation Down, Fed Will Pivot Soon – Wharton’s Siegel
The Many Ways the FOMC Can Be Wrong – Barry Ritholtz
Waiting (For a Recession) Is the Hardest Part – Ben Carlson
What’s Inside Berkshire Hathaway’s Portfolio? – Aparna Narayanan
Some of the Charts Signaling Better Time To Buy Stocks – Luke Lango
What Lula’s election means for Brazilian assets – Pictet Wealth Management
Ex-Credit Suisse Trader’s Hedge Fund Wins Brazil Election Trade
– Bloomberg
Big hedge funds shop for bargains in corporate debt markets – Financial Times
UBS Expands Into ‘Brazilian Texas’ to Reach Newly Minted Millionaires
– Bloomberg
The trouble under the hood at Warren Buffett’s Berkshire Hathaway – MarketWatch
¿Dónde están las oportunidades de inversión value estadounidense? – Fidelity International
Después de un octubre increíble, vuelve la tendencia a la baja de las acciones – Charles Castillo
La empresa familiar y la preservación de su patrimonio en entornos de crisis – Mauricio Ríos García
Las elecciones legislativas de EEUU pueden traer consecuencias inmediatas en los mercados – Álex Fusté