Miércoles, 9 de noviembre de 2022

Economía Internacional

Bolivia: Gobierno alista nuevo decreto para el censo – El Deber
Bolivia: Arce destaca logros, empresarios recuerdan que sin ellos no hay Estado – ED
Venezuela reactiva envío de crudo a la petrolera italiana Eni – Bloomberg
Chile: Caída de swaps parece exagerada tras sorpresiva inflación
– Bloomberg
Colombia: Ecopetrol cae un 5,84% en BVC tras cerrar puerta al fracking – Bloomberg
Petroecuador apura su auditoría financiera para cumplir con el FMI – Bloomberg
Brasil prevé un crecimiento del PIB de entre el 1,4% y el 2,9% en 2023 – Reuters
Brazil: Top Investor Says Lula Needs More Than Words on Fiscal Pledge – Bloomberg
Brazil: Billionaire’s Money Manager Gets Ready for ‘Down Rounds’ – Bloomberg
Brazil’s Gerdau net profit slips on cost pressures; extra dividends lift stock
– Reuters
México: Inflación se desacelera más de lo previsto en octubre – Bloomberg
México: La estrategia monetaria del Banxico – Manuel Sánchez González
Democrats avoid sweeping midterm defeats as Congress hangs in balance – FT
Midterm elections: Republicans are projected to make gains in the US House – CNCB
US Inflation to Cool Only Slightly, Keeping Big Fed Hike in Play
– Bloomberg
Dow dives on tight midterms ahead of inflation data – Investing.com
Stocks plummet after midterms, inflation data looms – Yahoo Finance
The Fed cannot step in to provide stimulus this time – Mohamed El-Erian
BOE’s Forecasts Under Fire From Five Former UK Rate Setters
– Bloomberg
Cuidado con el posible éxodo de empresas industriales europeas – Alvargonzález
This chart shows the stock market’s next problem – Yahoo Finance
Inflation Expected to Tick Down in Latest CPI Report – CoinDesk
Inflation Was Always the Endgame – Dario Perkins
Bankman-Fried Had Described Crypto As Ponzi Scheme Just Months Ago – QTR
Binance ditches deal to rescue rival crypto exchange FTX – Financial Times
Binance backs out of FTX rescue, leaving crypto exchange near collapse – CNBC
Binance anuncia que renuncia a la compra de FTX tras revisar sus cuentas – EE
Solana se desploma víctima del caótico acuerdo Binance-FTX
– Bloomberg
Binance se echa atrás de la adquisición de FTX – Bloomberg
Teaching Biden About Energy & Climate Change – Richard Rahn
Tesla stock drops after another Musk share sale – Yahoo Finance
Tesla Loses 2 Years of Gains Amid Twitter Saga, Demand Fears
– Bloomberg
Oil Drops as US Inventories Swell Amid China’s Covid Challenges
– Bloomberg
Soaring C19 Cases In China Inconvenient For U.S. Lockdowners – John Tamny
Post-Lockdown Labor Market: Weak, Worsening – David Stockman
U.S. Tech Is Being Used In Iran’s Controversial Drones – RFE/RL
Meta (Facebook) despide a 11.000 empleados, el 13% de su plantilla – Bolsamanía
Disney Erases Almost All Its Pandemic Gains After Earnings Miss – Bloomberg
Amazon alcanza indesado hito: pierde US$1 billón en valor
– Bloomberg
Why Earnings Forecasts Might Drop Even More – Barron’s

Wealth Management

How Do the Wealthy Invest? – Nick Maggiulli
Olvídese de comprar en las caídas – Morningstar
Shattering the Debt Ceiling Myth – Fisher Investments
La fase de desinflación ya ha comenzado – JP Morgan
‘Get out of these distorted markets’ – Mohamed El-Erian
Keep Your Cool Amid Wealth Effect Reversal – Jared Dillian
Out with the FED Put & In with the OIL Put – Adam Rozencwajg
The Fed Is In the Red. And It Really Doesn’t Matter – Market Minder
Can Meta’s Cost-Cutting Measures Save Its Sinking Stock? – Haris Anwar
¿Cómo abrir una LLC en EEUU desde Latinoamérica y sin visa? – Yahoo Finanzas
A New Concern: Declining U.S. Treasury Demand – Peter Earle & Zachary Shuter
‘Probably the last rally’, don’t get too excited over the market’s recent bump – Jim Rogers
Lo que debe saber sobre fondos de gestión alternativa y de capital riesgo – Víctor Alvargonzález