Economía Internacional
Argentina: No veo las condiciones para una hiperinflación – Martín Redrado
Argentina: En los siguientes 12 meses los precios aumentarán 99,1% – Ámbito
Argentina risks hyperinflation after election giveaways and dollar pledge – FT
Brasil: Safras prevé récords de procesamiento y exportación de soja en 2024 – Reuters
Brasil: Banco central sube proyección de crecimiento del año: 2,9% – Bloomberg
Brazil Central Bank Sees Faster Growth This Year Before Downturn – Bloomberg
Colombia: El costo de vida sigue siendo de los más altos – La República
Stocks slip as Wall Street weighs fresh GDP data – Yahoo Finance
The Fed looks past its preferred inflation gauge – Yahoo Finance
Corporate Bonds Flip to Loss for Year With Fed More Hawkish – Bloomberg
EEUU: El PIB se desaceleró en el segundo trimestre al 2,1% – Europa Press
EEUU confirma crecimiento del 2,1% del PIB en el segundo trimestre – Bolsamanía
For Growth, Spending Cuts Trump Tax Increases – Bruce Thompson
The Dangerous Myth of a “Soft Landing” – Daniel Lacalle
The False Framing of Protectionism – David Brady, Jr.
Alemania: La inflación cae a 4,5 %, mínimos anteriores a la guerra en Ucrania – EFE
German Inflation Sinks to Level Last Seen Before War in Ukraine – Bloomberg
German inflation falls to lowest level since start of Ukraine war – Reuters
Spain Inflation Jumps, Backing Higher-for-Longer ECB Rates – Bloomberg
European bond market hit by Italy’s plans for higher borrowing – Financial Times
The costs of Russia’s war are about to hit home – The Economist
Failure Won’t Hurt China, Country Garden Bailout Will – John Tamny
Evergrande’s billionaire boss goes from power circles to criminal investigation – Reuters
Bolsas emergentes, negativas en 2023 ante crisis de China – El Economista
OpenAI and Jony Ive in talks to raise $1bn from SoftBank for AI device venture – FT
Wealth Management
The Great Malaise – Jared Dillian
All Hell Is Going To Break Loose – Mike Maloney
The Entire Economy Is About to Implode – Peter Schiff
10 Undervalued Wide-Moat Stocks – Susan Dziubinski
El Plan B de los inmensamente ricos – Mauricio Ríos García
La renta variable está teniendo un gran año – Michael Gabelli
Are You a Trader or an Investor? – The Wealth Whisperer Team
The ‘Yield Curve’ Is Improving. Check Out These Stocks – Barron’s
The Market Is Changing, But It Is Surely Working – Daniel Savickas
High Oil Prices Unlikely To Fuel Energy Stock Rally – Market Minder
Las 12 acciones favoritas del Bestinver Internacional que gana un 18% en 2023 – Funds News