Economía Internacional
Argentina y Chile dejan relegada a Bolivia en la exportación de litio – Los Tiempos
Argentina inauguró gasoducto clave para el shale gas de Vaca Muerta – AFP
Bolivia: La economía está en crisis y necesita un golpe de timón – El Diario
Bolivia: Reducción de reservas permitió precautelar estabilidad de precios – BCB
Bolivia: Producción de gas natural baja a 33,6 MMm3d, 50% menos de lo planificado – LT
Colombia: Dejen camellar – Alberto J. Bernal-León
Colombia: ¿Por qué la inflación es más alta que en otros países? – Valora
México: El Milagro que no fue: caída de la bonanza que asombró al mundo – Yahoo Finanzas
Wall St set for tepid start to week ahead of inflation numbers – Reuters
Stock Futures Mixed. Focus Turns to CPI – Barron’s
Stock futures slip with inflation updates in focus – Yahoo Finance
Second-Quarter Earnings Are Coming. What That Means for Stocks – Barron’s
Veinticuatro bancos centrales tendrán monedas digitales para 2030 -encuesta BPI – Reuters
EEUU: Semana de datos clave e inicio de temporada de resultados empresariales – Valora
Did Nvidia ruin earnings season for stock market bulls? – Yahoo Finance
Powell Haunted by Repo Crisis as Fed Aims to Cut Balance Sheet – Bloomberg
The Truth About Bidenomics: More Debt, More Inflation – Daniel Lacalle
Jim Grant explains why investors may be getting a ‘whiff of stagflation’ – CNBC
MMT’s Warren Mosler Argues Fed Rate Hikes Cause Growth and Inflation – Bob Murphy
The Backstops for Banks Are Full of Holes – Doug French
Big US banks to post largest rise in loan losses since pandemic – Financial Times
Sam Bankman-Fried’s Friends and Family Were Along for FTX’s Rise – Bloomberg
Corona Lockdowns: A Self-Inflicted Government Disaster – John Tierney
George Gilder Shows Us That Who Learns the Fastest, Wins – Rich Karlgaard
Biden’s Word Salad Economic Plan Is a Bone to Teamsters – Charles Gasparino
The Quickest Fix for Discrimination, Is Discrimination – John Tamny
Citigroup downgrades US stocks amid recession risks, upgrades Europe – Reuters
Icahn Enterprises Stock Jumps After One Leg of Short Attack Removed – Barron’s
Bank of Canada seen hiking rates quarter point to tame stubborn inflation – Reuters
Calling Italy’s Debt Unsustainable Is ‘Absurd,’ Nielsen Says – Bloomberg
French central bank head warns against raising ECB inflation target – Reuters
España: Todo comienza a pararse en la economía – José María Rotellar
España sigue a la cola de la OCDE en libertad económica y de empresa – El Economista
China on brink of consumer deflation – FInancial Times
China: IPC congelado al 0 % interanual en junio, mínimos de 28 meses – EFE
China to Extend Policies to Support Ailing Property Market – Bloomberg
China Slides to Brink of Deflation, Adding Stimulus Urgency – Bloomberg
China central bank extends policies for financial support of real estate market – CNBC
Chinese developer Kaisa hit by lawsuit over onshore bonds – Financial Times
Alibaba and Tencent buoyed by hopes China tech crackdown to end – Reuters
Wealth Management
Mantenga el rumbo – Enrique Roca
Recession 2025? – Joseph Y. Calhoun III
Taking the Temperature – Howard Marks
33 Undervalued Stocks – Susan Dziubinski
Un resumen del primer semestre – Andbank
Growth Is Back. Where to Invest Now – Barron’s
Where did it all go? It was all a lie – Jeffrey Snider
Freedom From Inflation Isn’t Free – Matthew Luzzetti
l S&P 500 “no subirá más” en 2023 – Deutsche Bank
Fixed Income May Offer Compelling Options – Sam Millette
Do Equity Markets Warrant Caution Ahead? – Chris Fasciano
Las joyas que esconde el Ibex 35 – Iván Chvedine, Cobas AM
June Jobs: A Little Something for Every Story Line – Brett Ryan
Labor Market Is Cooling, But To What Degree? – Richard Moody
Taut Nerves in Oil, Gold Markets Ahead of CPI – Barani Krishnan
Jugar a la defensiva con los fondos de renta fija – James Durance
The Inverted Yield Curve and Next US Recession – Richard M. Salsman
China Strikes Back: Tech War With U.S. Set to Escalate? – Ismael De La Cruz
El caso más flagrante de value en 2022 fue Meta, pero cuesta verlo – Bestinver
Alibaba, JD.com, and Other China Stocks Fall. Deflation Fears Are Taking Hold – Barron’s