Lunes, 4 de septiembre de 2023

Economía Internacional

Argentina: ¿Es la dolarización “un disparate”? – Juan Ramón Rallo
Argentina: El peronismo entra en campaña – Juan Ramón Rallo
Argentina: No banalicemos el sistema de vouchers – Agustín Etchebarne
Argentina: Calma, no decirle ignorante a alguien con quien discrepo – Melconian
Argentina: Milei explicó por qué JxC propone “dolarización sangrienta” – LN+
Bolivia admite que su producción de gas tocó fondo – Bloomberg
Bolivia: Mayoría del gas explotado proviene de campos anteriores a 2005 – El Deber
Chile: A un año del Rechazo, ¿qué sacamos en limpio? – Pilar Hazbun
Brasil: Petrobras pone fin a su proceso de desinversión – Reuters
Brazil’s Petrobras walks back 4 divestment processes after review – Reuters
Brasil: Analistas suben previsión de crecimiento tras sólido PIB
– Bloomberg
Labor market could be slowing ‘for the right reasons’ – Yahoo Finance
The Job Market Actually BROKE – Jeffrey Snider
Stock Market Rally Is Set to Weather Higher Bond Yields: Investors
– Bloomberg
Stocks Rise on Signs China Stimulus Taking Hold: Markets Wrap
– Bloomberg
China Rebound Leads Global Stocks Higher – Barron’s
Why stocks may surprise with gains in September – Yahoo Finance
Stocks rise on signs China stimulus is taking hold – Bloomberg
Labor Day amplifies the soaring rise in cargo theft – FreightWaves
Fed’s Rate Hikes Were Supposed to Kill Corporate Profits – Stephen Dover
The Discredited Phillips Curve Cannot Be Discredited Enough – John Tamny
Economists grow gloomier on 2024 as central banks delay rate cuts – Financial Times
Bidenomics: A Boot on the Neck of American Oil – E.J. Antoni
Why Stabilization Policy is Destabilizing – Jonathan Newman
The High Cost Of Biden’s Price Controlled Drugs – Ronald Bailey
Totalitarian Ideals and Not Living by Lies – Joakim Book
Why There’s No ‘Moral Right’ To Strike – Gary Galles
Downfall Of The Brexit Doomers – Derrick Berthelsen
Europe grapples with higher inflation than the US – Financial Times
Germany is the ‘sick man of Europe’ – CNBC
German exports fall less-than-expected 0.9% in July
– Reuters
Meloni’s Allies Clash Over Plans to Sell Monte Paschi Bank
– Bloomberg
Paschi Drops With Investors Worried About Italy’s Sale Plan
– Bloomberg
Higher-for-Longer Mantra Starts to Weigh on Emerging Debt
– Bloomberg
Turkish Inflation Is Staying on Uplift That’s Taking It Past 55%
– Bloomberg
Turkish Inflation Nears 60%, Piling Pressure on Central Bank
– Bloomberg
El presidente chino, Xi Jinping, probable gran ausente del G20 en India
La jefa del FMI se congratula por las reuniones “productivas” en China
China banks: renminbis for Russia heighten secondary sanctions risk – Financial Times
Chinese lenders extend billions of dollars to Russian banks after western sanctions – FT
Country Garden Stock Volume Jumps to Record on Sector Support
– Bloomberg
Country Garden Has Just Days to Avoid Default on Dollar Bonds
– Bloomberg
China’s battery plant rush raises fears of global squeeze
– Financial Times

Wealth Management

Contra Abundance – Per Bylund 
Avoid Trendy Economics – Scott Sumner
Resumen del mes de agosto – Value Investing FM
The Risk/Reward In Bonds Right Now – Ben Carlson
August’s Jobs Report Is a Throwback to Pre-C19 – Market Minder
No more safety net for stock investors: JPMorgan team – Bloomberg
Lo que hay que saber sobre la inversión en emergentes – Sara Silano
Billionaire Salinas Opens Freedom U in Mexico to Push World View
– Bloomberg
Tipos de interés a dos velocidades y una globalización en la encrucijada – Schroders
US stock investors’ complacency is worrying, JPMorgan strategists warn – Bloomberg
Cómo superar los 2 principales obstáculos psicológicos de los inversores – Cobas AM
Los inversores en China pueden ser cautelosamente optimistas – Martin Dropkin, Fidelity