Economía Internacional
Argentina: Ganó Javier Milei, pero hoy vota el mercado – Manuel Adorni
Argentina: Resultado a favor de una profunda reforma pro-mercado – Gustavo Lazzari
Argentina: ¿Acuerdo con Bullrich? Milei adelantó qué planea hacer – El Cronista
Argentina: Dolarizar y otras propuestas de Milei, la “sorpresa” de las primarias – Valora
Argentina: Javier Milei, ¿próximo presidente de Argentina? – Juan Ramón Rallo
Argentina: Negativa reacción en mercados por sorpresivo triunfo de Javier Milei – EFE
Argentina: Quién es y qué propone Javier Milei, el candidato más votado – Bloomberg
Argentina: Bonos argentinos caen en Wall Street tras triunfo de Milei – Bloomberg
Argentina: Bonos argentinos se derrumban más de un 10% tras triunfo de Milei – Forbes
Argentina: Milei vence en las primarias y da un vuelco a la carrera presidencial – Bolsamanía
Argentina: Milei, ganador de las PASO: Estamos preparados para gobernar hoy – Infobae
Argentina radical rightwinger shakes up presidential race with primary win – Financial Times
Argentina’s radical rightwinger wants tougher austerity to rebuild economy – Financial Times
Argentina: Vox elogia a Javier Milei tras su inesperada victoria en las primarias – The Objective
Chile: Giorgio Jackson renuncia como ministro de Desarrollo Social de Boruc – Bloomberg
Chile: Futuro CEO de Codelco deberá afrontar su creciente montaña de deuda – Bloomberg
Ecuador: Christian Zurita, el reemplazo de Fernando Villavicencio en elecciones – Valora
Colombia: El trago amargo del segundo trimestre pasó – La República
Colombia: Faltan tres… – Alberto J. Bernal-León
Brazil’s Economic Activity Caps First Half of Year With Bigger-Than-Expected Gain – Bloomberg
Brasil: Lula quiere que inversiones de EEUU impulsen la transición energética – Reuters
Stock futures edge higher as retail-heavy week gets underway – Yahoo Finance
Stocks Erase Gains as China Contagion Risks Eyed: Markets Wrap – Bloomberg
Tech stocks have a yield problem: Morning Brief – Yahoo Finance
Why cooling inflation is good news for tech – Yahoo Finance
Optimism About Inflation May Be Premature – Daniel Lacalle
Goldman: Fed rate cuts are coming next year – Yahoo Finance
The Fed Is Playing a Waiting Game to Try to Avoid a Recession – Bloomberg
Binance Shows Why Your Fears of a ‘Tight’ Fed Are Unfounded – John Tamny
Maximizers and Monopolies Are a Big Benefit to Society – Kimberlee Josephson
The Taxpayers Bailed Out Yellow Trucking. It Went Bankrupt Anyway – Doug French
History Rejects President Biden’s Rejection of Reaganomics – Bruce Thompson
Thatcher’s New Style of Government – Stephen Anderson
Alemania: Aún no se espera una recuperación sostenida de la economía – Reuters
ECB Still Seen Delivering One Last Hike in September, Poll Shows – Bloomberg
The European Energy Crisis May Be Back Soon – Daniel Lacalle
Rouble hits 16-month low as military spending rises and exports fall – FT
Russian central bank weighs rate rises to prop up floundering rouble – FT
European Stocks Steady as Traders Mull Rates Outlook, China Risk – Bloomberg
China Sets Up Task Force After Top Wealth Manager Misses Payment – Bloomberg
China’s Economic Recovery Faces Risks From Property Crisis – Bloomberg
China Looks to Attract Foreign Investment as Its Economy Struggles – Bloomberg
China’s Economic Woes Deepen With Housing Market Slump – Bloomberg
China’s economic challenges gather steam as new loans plunge, property fears loom – CNBC
Wealth Management
The word is iquidity – Jeff Snider
Bolsa en modo vacacional – Enrique Roca
El fin del último ‘milagro’ bursátil – Ken Fisher
A Positive Feedback Loop? – Joseph Y. Calhoun III
Bubbles Don’t Exist: Example #761 – Scott Sumner
The Fed Will Never Hit Its Inflation Target – Peter Schiff
Here’s Why You Should Shrug at Fitch Downgrade – Michael Hiltzik
Do Rising Gasoline Prices Signal Lower Investor Returns? – Market Minder
Only a Retail Gold Standard Could Dethrone the Dollar – Robert E. Wright, Byron B. Carson, III
Cobas y Azvalor triunfan en julio: sus fondos ganaron un 7% de media el mes pasado – Funds News