Martes, 22 de agosto de 2023

Economía Internacional

Argentina: Milei, desde la perspectiva de tres economistas liberales – El Diario
Bolivia: El BCB no difunde información estadística semanal hace 6 meses – El Diario
Venezuela: Maduro recrudece persecución a opositores en plena campaña – Infobae
Colombia: Se dispara desaprobación de Petro: toca máximo del 62% – Valora
Ecuador: Daniel Noboa, la sorpresa para la segunda vuelta – Valora
Ecuador: Daniel Noboa, empresario que puede frenar al correísmo – Sánchez de la Cruz
Chile: Pensiones, la tercera no es la vencida – Tomás Flores
China sufre debilidad económica a largo plazo: su impacto en América Latina – Evan Ellis
Stock futures higher, 10-year yield backs off 16-year high – Yahooo Finance
S&P Joins Moody’s in Cutting US Banks Amid ‘Tough’ Climate
– Bloomberg
The stock market has a ‘real’ problem – Yahoo Finance
The Great Phony Disinflation Enters Its Finale – Brendan Brown
Inflation: Expected and Unexpected – Clifford F. Thies 
Philly Fed Services Survey Screams Stagflation: Orders Drop As Prices Pop – Zero Hedge
Estudio muestra a FOMC más dividido sobre trayectoria tasa
– Bloomberg
Banks Loading Up on Cash Fuel a Record $2 Trillion Bond Spree
– Bloomberg
Brics bank strives to reduce reliance on the dollar – Financial Times
El milagro surcoreano: de más pobre que Ghana a potencia mundial – El Economista
America’s Big Three Entitlement Bankruptcies Are Inevitable – Stephen Anderson
How Home Bank’s collapse 100 years ago changed Canada’s banking system forever – FP
Oil Prices Subdued But Bearish Catalysts Loom – Michael Kern
Las grandes inmobiliarias chinas pierden 100.000 millones en dos años – El Economista
China’s growth model is no longer going to deliver high growth – Ken Rogoff
China’s Baidu reports 15% revenue growth, beating expectations – CNBC
China Ramps Up Fight With Yuan Bears to Stop Selloff Spiraling
– Bloomberg
China Needs a Major Confidence Boost. There’s No Easy Fix – Reshma Kapadia
China’s Firmer Stance on Yuan Sparks Relief in Emerging Markets
– Bloomberg
Wall Street Sees No End to Yuan Losses Despite Beijing Pushback
– Bloomberg
What Arm’s expected debut means for the IPO market and SoftBank – CNBC
Sudden Rally in China Stocks Has Traders Scratching Their Heads
– Bloomberg
Half of Hong Kong Stocks Are Oversold as Bear Market Takes Hold
– Bloomberg

Wealth Management

A Mega-Deal in the Making – Thompson Clark
Mercados con mirada puesta en Jackson Hole – Andbank
Higher Real Rates Are Going To Matter – Mark Rzepczynski
The Biggest Question: Is It Time To Buy Bonds? – J.C. Parets
Earnings Will End This Market Rally. Look Past Yields – Barron’s
Some Things To Do If You Plan To Retire In Five Years – Chuck Saletta
About the Future of AI, Ignore the Dour Creators of It – John Tamny
Investors sound alarm over Arm’s exposure to China – Financial Times
Puede ser un buen momento para invertir en materias primas – PIMCO
Vendrá una recesión y los bonos saldrán beneficiados – Mediolanum Funds