Miércoles, 26 de julio de 2023

Economía Internacional

Bolivia: Situación y proyección del sector hidrocarburos – Jorge Luis Gumucio
Uruguay Finance Chief Eyes More Local Currency Bonds in 2023 – Bloomberg
Colombia: La máquina anti-pobreza – Camilo Guzmán
Lula brings retro playbook to a modern Brazil – Financial Times
Fed set to resume rate hikes after June pause – Yahoo Finance
Stock futures fall with Fed decision, tech earnings in focus – Yahoo Finance
El oro sube; el mercado estima que la Fed se acerca al máximo de sus tasas – Reuters
Dólar cae antes de la Fed, euro sube por apuestas a subida de tasas del BCE
– Reuters
Has inflation really peaked? Here’s what top execs think – Yahoo Finance
Does Greedflation Fit the Facts? – Bryan Cutsinger 
Cuánto mérito ha tenido la Fed en la reducción de la inflación en EEUU – El Economista
‘Real’ Yield-Curve Shows Central Banks Are Almost Done (For Now) – Simon White
Powell Has Stopped Handing Gifts to Wall Street on Fed Day
– Bloomberg
Another Rate Hike Looks Like a Sure Thing. It Might Be the Fed’s Last – Barron’s
Progressives Have Corrupted Not Only Money, but Its History as Well – Connor O’Keeffe
Reparations: We have to live life moving forward – Richard Rahn
Small Businesses In the Blue States Feeling Regulatory Heat – Gene Marks
El BCE estrangula la demanda de crédito: cae al nivel más bajo en 20 años – El Economista
España es el segundo país que más se empobrece de la OCDE – Manuel Llamas
Italy harms itself by blocking changes to crisis-fighting in eurozone – Moritz Kraemer
A Graying China Is Counting On Dumb U.S. Policies – Daniel McCarthy
The Most Perilous China Is One That’s Shrinking Economically – John Tamny
China Central Bank Governor Comes With Hawkish Track Record
– Bloomberg
European Stocks Slide as LVMH Earnings Weighs on Luxury Sector
– Bloomberg
Boeing loses $149 million in Q2 – AP Finance

Wealth Management

Ol’ King Dollar Bounces Back – Ian Culley
Underperforming Your Own Assets – Barry Ritholtz
La conversión pauliana de Albert Edwards – Enrique Roca
The Slow Death Of The Fed ‘Pivot’ Narrative – Simon White
The Real Determinants Of Currency Value – Alasdair Macleod
Financial Infotainment—Make Money and Have Fun – Jared Dillian
Regional Banks Have Moved On From Spring Panic – Market Minder
Another Powerful Indicator Suggests the Rally Has Legs – Luke Lango
To Understand ESG Activism, Look to Shareholder Resolutions – Robert Stilson
¿Pesará más para la FED la inflación o el riesgo de recesión? – Víctor Alvargonzález
Cómo componen las gestoras españolas sus carteras de gestión discrecional – Funds Society
Qué empresas ganan peso y cuáles lo pierden en el reequilibrio del Nasdaq 100 – Funds Society
España: Consecuencias del resultado electoral para inversores y ahorradores – Víctor Alvargonzález