Economía Internacional
Bolivia: Esperan que discurso presidencial diga cómo frenar crisis económica – El Diario
Argentina paga un vencimiento al FMI con un préstamo de Catar – EFE
Petrobras Slashes Contentious Dividends and Buys Back Shares – Bloomberg
Brazil’s Real Slumps Most Since November on Bold Rate Cut – Bloomberg
Colombia: Petro dice que no conocía supuesta filtración de dineros ilícitos – Valora
Colombia podría ser importador de gas a 2026 y de crudo a 2028 – La República
México: Los ingresos y gastos de los hogares – Manuel Sánchez González
Guantazo laboral a la FED: el empleo resiste en EEUU y baja el paro al 3,5% – Negocios Tv
US economy adds 187,000 new jobs as cooldown continues – Yahoo Finance
Selloff in Long-Maturity Treasuries Squeezes Recession Wagers – Bloomberg
Stocks rebound as Amazon surges, jobs gains slow – Yahoo Finance
U.S. stocks are rising after tech earnings, July jobs report – Investing
The U.S. economy added 187,000 jobs in July, fewer than expected – CNBC
US jobs growth slowed more than forecast in July – Financial Times
Employment Keeps Cooling, With 187,000 New Jobs in July – Barron’s
Bigger Problem Re Fitch: Economics Swapped for ‘economics’ – Jeffrey Snider
The United States vs. Donald J. Trump – Tho Bishop
El reto económico inesperado en EEUU: una demografía de guerra – El Economista
Nunca nos quedaremos sin recursos – Marian L. Tupy y David Deutsch
This Was Tucker Carlson’s “Greatest Public Mistake” – Jeffrey Tucker
Not Even a Pencil Could Exist without Fossil Fuels – Connor Mortell
No rate hikes or cuts — Commerzbank CFO says the ECB has likely hit pause – CNBC
Economista jefe del BCE ve bajada sustancial de la inflación a final de año – Bolsamanía
Italia: Monte dei Paschi multiplica por diez sus beneficios y supera previsiones – Reuters
Ukraine strikes Russian naval vessel in first attack on oil exports – Financial Times
China’s Pro-Growth Messaging Blitz Can Only Buoy Markets So Long – Bloomberg
Maersk forecasts long and deep contraction in global trade – Financial Times
World Trade Forecast Cut as Maersk Flags Fears for Economy – Bloomberg
Shipping giant Maersk beats expectations despite 72% profit plunge – CNBC
Traders Eye Five Basis Points as BOJ Intervention Point – Bloomberg
Icahn Enterprises cuts dividend by half in effort to conserve cash – Financial Times
Amazon se recupera y “está demostrando ser resistente a los vientos en contra” – Bolsamanía
Wealth Management
Carta semestral 1S2023 – Azvalor AM
SchiffGold Friday Gold Wrap – Mike Maharrey
Services v. Manufacturing: Showing the Divide – Market Minder
Rates, Housing, Inflation, and Zombies with Barry Habib – Barry Habib
The Stock Market Is Now Fairly Valued. Here’s What to Do Next – David Sekera
Fondos de renta variable recomendados por las gestoras para 2023 – Funds People
Claves y consecuencias de la rebaja de rating de la deuda de gobierno de EEUU – Funds People
For ‘Psychology of Money’ Author, Good Investing Comes From Knowing Yourself – Lauren Foster
Berkshire Hathaway Earnings: Buffett’s Top Holdings Hint Positive Q2 Performance – David Wagner