Economía Internacional
Bolivia: Inoperancia de YPFB ocasiona desabastecimiento de gasolina – El Diario
Bolivia: Vuelven las largas filas por combustibles en El Alto – El Diario
The Argentinian Zombie Currency – Octavio Bermudez
Argentina: BCRA ofrece yuan ante escasez de dólares – Bloomberg
Perú: Boluarte descarta elecciones anticipadas ante nuevos llamados a protestas – AFP
Venezuela apunta a reservas de gas para paliar caída de producción de crudo – Bloomberg
Colombia: Las reformas al ritmo de fea, buena y mala – La República
Brasil: La actividad económica supera las expectativas en abril – Reuters
Brazil’s Economic Activity Grows Above Forecast Ahead of Interest Rate Decision – Bloomberg
U.S. stocks are rising as optimism on Fed rate path solidifies – Investing
The S&P 493 is finally joining the S&P 500’s rally – Yahoo Finance
Sound Money Is Required for Real Budget Discipline – Patrick Barron
Wall St bank job cuts set to surpass 11,000 as CEOs unwind hiring binge – FT
Citigroup job cuts set to hit 5,000 in first half of 2023 – Financial Times
Some Unpleasant Federal Reserve Arithmetic – Paul Mueller
Autoridades de la Fed adoptan tono agresivo tras su reunión – Reuters
Fed’s Barkin Comfortable Doing More to Slow Resilient US Economy – Bloomberg
Global Rate-Hike Endgame Is Now Haunted by Recession Worries – Bloomberg
ECB’s Wunsch Says Rate Hikes May Continue Even Beyond September – Bloomberg
Eurozona necesita más subidas de tipos y una política fiscal más estricta: FMI – Reuters
France and Germany spar over future of EU budget rules – Financial Times
La inflación se modera en la Eurozona: el IPC se situó en el 6,1% en mayo – El Economista
Iranian Oil Is Quietly Flooding Into the Global Market Again – Bloomberg
A Bank China Built to Challenge the Dollar Now Needs the Dollar – WSJ
Wealth Management
Mainstream Perception vs. Economic Reality – Mike Maharrey
Policymakers Will Require a Miracle, Not a Pause – Jeffrey Snider
New Research Signals Retirees Not Slowing Down – Market Minder
A.I. Runs Over Obtuse Fed Narrative That Will Not Die – John Tamny
Something, Somewhere, Is Going to Break – Raoul Pal & Jeffrey Snider
Federal Reserve Pauses, But Higher Rates Are Coming – Jeff Remsburg
Retail Sales: Softening Trend, But Better Than Expected – Richard Moody
June FOMC: Saying They Will, But Hoping They Won’t – Richard Moody
Fed ‘flying blind’ into ‘ugly’ recession in 2024, only this will make Powell pivot – Steve Hanke
Claves para elegir el fondo de inversión más apropiado a cada perfil de riesgo – Singular Bank