Economía Internacional
Brasil: Real y futuros de tasas caen tras relajación monetaria de Banco Central – Reuters
Brazil Kicks Off Easing Cycle With Surprise Half-Point Interest Rate Cut – Bloomberg
Colomia: Incertidumbre elevada para la inflación – Valora
Colombia, entre los tres países con la inflación más alta de la OCDE en junio – Valora
A Sudden Jump in Volatility Spells Trouble for US Stocks – Bloomberg
Stocks fall, yields pop as sell-off continues – Yahoo Finance
The Great Rolex Recession Is Here – Joseph Wilkins
US Credit Rating Downgraded, Again – Peter C. Earle
The Fitch downgrade is just an excuse for stocks to sell off – Yahoo Finance
Warren Buffett Is Buying Treasuries Regardless of US Downgrade by Fitch – Bloomberg
It’s Time To End America’s Obsession With Manufacturing – Kenneth Reinert
Maybe the ‘most anticipated recession’ won’t come after all – Yahoo Finance
The Ugliest Agency In The Washington – Michael F. Cannon
markets content. Surging Treasury yields knock global stock markets – Financial Times
Credit Downgrade: More About Dysfunction Versus Solvency – Keren Landman
EEUU pierde calificación por gastar, endeudarse e imprimir demasiado – Mauricio Ríos García
The Positive Global Rejection of CBDCs – Ari Patinkin & John Berlau
Arabia Saudita extenderá a septiembre el recorte voluntario de petróleo: SPA – Reuters
España: El crecimiento del sector servicios se ralentiza -PMI – Reuters
ECB’s Panetta Sees Rate Persistence as Important as Level – Bloomberg
Reino Unido ve el techo de los tipos más lejos que el BCE y la Fed – El Economista
El BoE relaja el tono y sube los tipos de interés 25 puntos básicos – Bolsamanía
Bank of England hikes rates by quarter percentage point in split vote – CNBC
China Rally Is Just an Opportunity to Sell for Many Global Funds – Bloomberg
China Seen Cutting Banks’ Reserve Ratio in August to Add Cash – Bloomberg
Banco de Japón amenaza con turbulencias en la deuda – El Economista
Apple Growth Is Stuck. The iPhone Could Be a Loser – Barron’s
Wealth Management
Prepare fot this $1.7 trillion explosion – Jeff Snider
Most People Don’t Care About Stocks – Jared Dillian
A Mixed Picture From Dividends July 2023 – Ironman
The Financial Equivalent of Nuclear War – Alasdair Macleod
El valor de la semana: Rolls-Royce – James Gard, Morningstar
Fitch Searches for Relevance, Markets Don’t Care – Market Minder
Being Early To Silver Has Been “Painful” But Will Be Worth It – QTR
After SVB and Credit Suisse Collapse, Bail-Ins Next – Egon von Greyerz
Stocks Hit ‘Escape Velocity,’ Blasting Into a New Bull Market – Kuke Lango
Who Will Buy All Those Treasuries? – Robin Wigglesworth & Alexandra Scaggs
Japón: ¿Cómo ha pasado de ser una superpotencia a estancarse? – Cobas AM
U.S. Credit Gets Historic Downgrade, Markets Tank, Is Default Coming? – Steve Hanke
La renta fija vuelve a la mente de los inversores para quedarse – José Luis García Muelas
Fitch rebaja rating de Estados Unidos: volatilidad a corto plazo y dudas a largo – Funds Society