Martes, 15 de agosto de 2023

Economía Internacional

¡Enhorabuena, Javier Milei! Pero mucha cautela – Mauricio Ríos García
Javier Milei: Lo bueno, lo malo y lo peligroso para Argentina y la región – Mauricio Ríos García
Argentina could get its first libertarian president – The Economist
Argentina: Tras la caída post PASO, el mercado busca oportunidades en acciones – El Cronista
Argentina: Milei anticipó que lo contactaron del FMI y en próximos días se reunirán – Infobae
Argentina: Arrasó Javier Milei, pero Unión por la Patria sigue con vida – Martín Litwak
Argentina’s Financial Markets Plummet After Right-Wing Outsider Wins Primary Vote – WSJ
Self-Described Anarcho-Capitalist Advances in Argentine Primary – Marcos Falcone
Stocks sink amid China cuts, while US consumer stays healthy – Yahoo Finance
Stocks, bonds fall as China rate cut deepens gloom – Bloomberg
Trump Indicted in Georgia Over Effort to Undo Election – The Wall Street Journal
Disinflation Dreams and Keynesian Confusion – Alexander Salter
The Fed’s Interest-Rate Debate Is Shifting
– Bloomberg
The Obnoxious Conceit of the Consumer Price Index – John Tamny
The U.S. Government’s Bad Credit Means Higher Costs for Us All – J.D. Tuccille
Fitch warns it may be forced to downgrade dozens of banks, including JPMorgan – CNCB
When Trade Wars Threaten The Real Thing – Eric Boehm
Why Supply Precedes Demand? – Frank Shostak
IQ is largely a pseudoscientific swindle – Nassim N. Taleb
Eurodollars as a Fractional Reserve Market – David Brady, Jr.
The European Energy Crisis May Be Back Soon – Daniel Lacalle
European Bonds Lead Global Selloff as Inflation Fears Build
– Bloomberg
German Investor Outlook Improves Though Struggles Persist
– Bloomberg
Emerging-Markets Losses Grow as Support Measures Fall Short
– Bloomberg
China Slashes Rates, Halts Youth Jobless Data – The Wall Street Journal
China surprises with rate cuts as economy grapples with ‘confidence crisis’ – CNBC
China Rate Cut Reaction the Latest Sign Beijing Has More to Do
– Bloomberg
El yuan cae a mínimos de 9 meses tras la rebaja de tasas en China – Bloomberg
La producción industrial china se desacelera en julio hasta el 3,7 %
Banco central de China recorta tasas por segunda vez en tres meses
– El Economista
Russian central bank jacks up interest rates to 12% at emergency meeting after ruble plunge – CNBC

Wealth Management

The Fed Is Done – Scott Grannis
The Dollar Is Starting To Move: What This Means For You – Jeff Snider
Berkshire Hathaway’s Latest Bet: Homebuilder Stocks – The Wall Street Journal
La riqueza global cayó en 2022, primera vez desde crisis financiera – Bloomberg
La inflación borra de EEUU y Europa 10,9 billones de dólares en 2022 – Libre Mercado
ESG: A Corporate Social Credit System backed by UN & WEF – Samuel Gregg, Kate Wand