Jueves, 13 de julio de 2023

Economía Internacional

Lo que el liberalismo es y no es – David Boaz
Argentina: Nuevo récord del dólar blue – La Nación
Bolivia abusó de la inversión privada hasta quedarse sin gas – Álvaro Ríos
Bolivia: 40% del déficit fiscal 2022 se financió con créditos del BCB – Los Tiempos
Chile: Un mecanismo para defraudar al Estado – Luis Larraín
Chile: Cobre pierde competitividad por aplicación de royalty – Reuters
Colombia: Revelan nuevos pronósticos para PIB, inflación y tasas de interés – Valora
EEUU: Dólar cae tras datos de inflación; expectativas en tasas de interés – Reuters
U.S. stocks are rising after another report showing cooling inflation – Investing
Stock futures rise with fresh inflation data ahead – Yahoo Finance
Why stock bulls might be wrong to pray for Fed rate cuts – Yahoo Finance
Disinflation is Welcome, but the Fed’s Job Isn’t Done – Alexander Salter
Inflation is ‘history’ for the U.S, says veteran economist Steve Hanke – CNBC
What the Latest U.S. CPI Inflation Numbers Perhaps Mean For You – Li Zhou
The Coming Credit Crunch Could Harm the Economy – Philip Pilkington
States Can Curb Federal Power through “Soft Secession” – Stephen Anderson
AIER’s Everyday Price Index Edges Up in June 2023 – Peter C. Earle
US junk bond market shrinks as rising rates put off borrowers – Financial Times
Easing inflation lifts hopes of a breather in US rate rises – Financial Times
Delta reports record revenue and profit, and CEO sees ‘more of the same’ – Yahoo Finance
Europe’s Break-Up of Google’s Ad-Tech Business Is a Misstep – Ben Dennehy
If the FTC Gets Its Way, Could It Be the Last Prime Day? – Jennifer Huddleston
El ocaso del petróleo se acelera: la AIE recorta la demanda prevista en 2023 – EE
Russia Finally Cuts Crude Exports, at Most Opportune Moment – Bloomberg
Here Are the Options China Still Has for Stimulating Its Economy
– Bloomberg
China: Exportaciones caen un 12,4% en junio, según datos de aduanas – AFP
Why China is flirting with deflation as the west battles rising prices – Financial Times
China Comes Clean About Its Economy. Is It Too Late? – Barron’s

Wealth Management

The Snobs vs. the Slobs – Jared Dillian
A Guide to Good Money – Brendan Brown
Invertir en tierras raras y metales críticos – Fernando Luque
Charles Schwab Boosts Services for Wealthy Investors – Barron’s
Today’s Dollar Rout Confirms Inflation Will Worsen – Peter Schiff
CPI Inflation Slowed In June, and People Noticed – Market Minder
The dollar is up to is economy-wrecking ways again – Jeffrey Snider
It’s a Stockpicker’s Market. What That Means, What to Buy – Barron’s
Hay múltiples síntomas de ‘estupidez humana’ por la IA – Iván Martín
Two Shocking Surprises from the ‘Twin Towers of Finance’ – Mark Skousen
¿Qué podemos esperar del oro si la inflación se mantiene alta? – Schroders
Volvemos a tener preferencia por la renta fija americana frente a la europea – JP Morgan AM