Economía Internacional
Bolivia: Las exportaciones caen un 25% a junio de 2023 – Los Tiempos
Argentina debería dolarizar – Ian Vásquez
Argentina: Devaluar el día después de haber votado es un golpe bajo – Patricia Bullrich
Los BRICS anuncian “histórica” incorporación de 6 nuevos países, como Argentina – AFP
Argentina: Patricia Bullrich se opuso al ingreso de Argentina al BRICS – Bloomberg
Brasil: Congreso da aprobación final al plan fiscal de Lula – Bloomberg
Asian Bonds Beat Emerging Peers Who Have Rate Cut Advantage – Bloomberg
Ecuador prevé dificultades para cerrar un bloque petrolero en la Amazonía – AFP
México: Inflación se desacelera en línea con consenso – Bloomberg
Nasdaq futures rise as Nvidia sparks tech rally – Yahoo Finance
Nvidia Is Growing Its Way Into a Cheaper Valuation – Bloomberg
Nvidia shares reach all-time high on back of AI boom – Financial Times
What Wall Street is saying about Nvidia’s monster quarter – Yahoo Finance
Powell Is Using Jackson Hole as Final Push in Inflation Fight – Bloomberg
All eyes on Powell as Fed chair prepares for big speech in Jackson Hole – Yahoo Finance
Further Thoughts on Industrial Policy – Donald J. Boudreaux
Bidenomics: A Boom That Awaits an Inevitable Bust – Jack Watt
Bond Buyers Haven’t Had It This Good Since the Financial Crisis – Bloomberg
El crudo, a punto de su mayor reto desde Lehman: tres años al alza – El Economista
Investors Are Dipping Their Toes Into Commodities Again After Months of Outflows – Bloomberg
Turquía sorprende con los tipos: los eleva 750 pb, hasta el 25% – El Economista
Turkey’s Central Bank Raises Rates More Quickly Than Expected – The Wall Street Journal
Turkey’s New-Look Central Bank to Keep Rate-Hike Pace – Bloomberg
Turkey surprises with bigger-than-expected interest rate hike to 25% – CNBC
Lira Rallies as Turkey Raises Rates to Near Two-Decade High – Bloomberg
Daily chart: Russians have emigrated in huge numbers since the war in Ukraine – FT
China Property Stocks Gauge on Cusp of Erasing Reopening Rally – Bloomberg
China’s Crisis of Confidence in Six Charts – The Wall Street Journal
What China’s economic troubles mean for the world – The Economist
Will the rest of the world feel China’s deflation pain? – Financial Times
Wealth Management
What Are Interest Rates? – Jared Dillian
Análisis de Soitec – Xavier Brun, Trea AM
Golden Foresight – Goehring & Rozencwajg
The global bank credit crisis – Alasdair Macleod
Battle for Strategic Resources in Africa – Doug Casey
Who’s Afraid of an Inverted Yield Curve Anyway? – Bill Miller
4 razones a la subida de los tipos americanos – Tom Lauricella
Nvidia se dispara gracias a la inteligencia artificial – Brian Colello
Is Dollarization Argentina’s Lifeline or a Risky Bet? – Mike Maloney
Extreme Eurodollar – George Gammon, Brent Johnson, Hugh Hendry
The Key to Returns in the Market Is Time and Not Timing – Elizabeth Goodier
Chile en alerta por la desaceleración de los nuevos fondos inmobiliarios – Funds Society
Argentina: Los tres escenarios de inversión que se manejan desde Cohen – Funds Society
‘Perfect Storm’ Dead Ahead For Markets. Get Your Money To Safety – Danielle DiMartino Booth
The Fed Is Losing Tens Of Billions: How Are Individual Federal Reserve Banks Doing? – Daniel J. Semelsberger