Economía Internacional
Chile: Una oposición seria – Luis Larraín
Bolivia: Deuda externa es de 13.327 millones de dólares – El Diario
Argentina: El peso es una de las monedas más devaluadas en 2023 – Bloomberg
Uruguay contra reloj para garantizar agua dulce a su capital en plena sequía – AFP
Paraguay: Presidente electo Peña promete mantenerse “al lado” de Taiwán – AFP
Perú le ganó una demanda a Ecuador por combustible subsidiado – Bloomberg
Colombia: Hacienda corrige informe: no vendió dólares, sino que compró – Valora
Colombia, segundo en América Latina con más subida del precio de la gasolina – Valora
México: ¿Por quién ‘votará’ la economía en 2024? – Enrique Quintana
Dow Jumps 300 Points After CPI Data – Barron’s
US inflation slows to 3% as rate rises bite – Financial Times
Inflation Slowed Again, Its 12th Month of Declines – Barron’s
Índice precio servicios favorito de Powell en mínimo de 18 meses – Bloomberg
Inflation continues cooling, as prices rise at slowest pace since March 2021 – Yahoo Finance
Wall Street Reacts To Today’s Surprisingly Weak CPI Report – Zero Hedge
Inflation rose just 0.2% in June, less than expected as consumers get a break – CNBC
US Consumer Price Inflation Drops To 27-Month Lows; Longest Streak Of Declines Ever – ZH
CPI Estimates Showing Bias For Being On The High Side – Simon White
The US economy keeps growing, but the vibes are still off – Yahoo Finance
Bank of Canada Set to Hike Rates Again Amid Inflation Slog – Bloomberg
The new era of big government: Biden rewrites the rules of economic policy – Financial Times
Bidenomics Is Yet Another Version of Failed Industrial Policy – Connor O’Keeffe
U.S. CPI Is All About Housing – Christian Weller & David Correa
Corporate Japan back in the hunt for US deals – Financial Times
Oil Steadies Ahead of US Inflation Data as Russian Flows Drop – Bloomberg
Swiss Franc Reaches an Eight-Year High Against the Dollar – Bloomberg
España: Inflación interanual fue del 1,9% en junio, frente al 3,2% de mayo – Reuters
More ECB Hiking Puts Euro-Zone Growth in Peril, Portugal Warns – Bloomberg
Fear That Lockdown Strategies Will Be Used to Fight C02 – Issues & Insights
China Tech Stocks Rally on Growing Signs Long Crackdown Is Over – Bloomberg
Wealth Management
Inverted Yield Cure & Next Recession – Richard Salsman
JP Morgan AM: Mejor alta calidad que high yield – Morningstar
Why International Diversification Is Still Prudent – Larry Swedroe
What’s Exciting in the Market Right Now? – Miller Value Partners
Just Admit It. Your 2022 Recession Call Was Wrong – Scott Sumner
Those Who Predicted ‘Recession’ Were All Wrong – Joe Calhoun
Midyear Outlook: Asset Allocation Risks, Opportunities – Brian Price
Why U.S. Stocks Have Beaten International Since 2010 – Adam Sabban
The Breakout Bull Market That You Did Not Know About – Luke Lango
What’s Behind Nasdaq 100’s First-Ever ‘Special Rebalance’? – Bloomberg
Panza Capital se baja de Ryanair y se sube a las caravanas – El Economista
Morgan Stanley obliga a sus clientes a buscar alternativas – Mauricio Ríos García
Morgan Stanley anuncia nuevos mínimos para Bolivia y Panamá – Funds Society
Impuesto sobre la fortuna: confirmación de una muerte anunciada – José María Mingot
Revisión de los escenarios de cara a la segunda mitad del año – Andbank
Sería ridículo que la Fed dijera que seguirá subiendo tipos – Víctor Alvargonzález