Economía Internacional
Bolivia: Arce promulga la ley del censo – Los Tiempos
Bolivia: PGE 2023 avala a YPFB vender sus futuros ingresos para inversiones – P7
Bolivia: BCB modifica encaje legal para “reforzar” liquidez sistema financiero – P7
Bolivia: Irresponsable política exterior pierde mar y Silala – El Diario
Chile: Crecimiento económico y dignidad humana – Lucía Snta Cruz
Brasil: Producción industrial crece por primera vez desde julio – Bloomberg
Brazil industrial output rises in October but near-term outlook is cloudy – Reuters
Brazil’s central bank to keep rates steady, stress fiscal concerns – Reuters
Perú: Congreso admite moción de vacancia presidencial contra Castillo – Bloomberg
Deflation Is Not a Problem: Reversing It Is – Frank Shostak
Why the jobs report still matters to investors – Yahoo Finance
Stock futures limp as Wall Street awaits monthly jobs report – Yahoo Finance
The Labor Market Is Set to Soften. The Fed Wants to See More – Barron’s
Payrolls projected to fall to 200,000 – Yahoo Finance
Manufacturing-Sector Contracts in November – Robert Hughes
Jobs Growth Was Stronger Than Expected. It’s a Setback on Inflation – Barron’s
El mercado laboral de EEUU se enfría mucho menos de lo esperado – Bolsamanía
El empleo resiste en EEUU, pero repunte salarial trunca planes de la Fed – El Economista
As the Fed plans to ‘raise and hold,’ new projections may show the cost – Reuters
Biden’s Union Hypocrisy: Everyone Else Pays But Him – James Bovard
Questions of CBDC Cronyism Arise As Fed Launches Pilot – Nicholas Anthony
Recession Is the Most Obvious Answer To All the Inversion – Jeffrey Snider
Lagarde Leads Chorus Warning That Inflation Must Be Anchored – Bloomberg
Italy: Cash must be king, Giorgia Meloni tells shoppers – The Times
Las bolsas europeas se dirigen a su séptima semana al alza – Reuters
España: el PSOE, el partido que más ha recortado las pensiones – Libre Mercado
China’s Central Bank Governor Says Focus Is Now on Growth – Bloomberg
IMF to Press China on Emerging-Market Debt Help as Worry Mounts – Bloomberg
China signals slight Covid policy easing — but don’t expect sweeping changes yet – CNBC
Wealth Management
Markets Are Hard – Ben Carlson
¡Usted no está diversificado! – Fernando Luque
The Routinely Correct Bull Market Indicator That Flashed – Luke Lango
Tasas de interés más altas: El regreso del sentido común – Manuel Hinds
Why Stocks May Be on a ‘Painful Roller-Coaster to Nowhere’ – Sandy Ward
Is Crypto Still a Good Investment? Pundits Start to Weigh In – Justin Klawans
Previsiones 2023 y nuevos datos macro en la última semana de noviembre – Andbank