Martes, 5 de septiembre de 2023

Economía Internacional

CEPAL sube previsión de crecimiento de Latinoamérica en 2023: 1,7 % – EFE
Ecuador: La popularidad invencible del dólar – El Mundo
Chile comienza a ver la luz al final del túnel – Mauricio Ríos García
Chile Readies Big Rate Cut as Inflation Eases: Decision Guide
– Bloomberg
Argentina: La dolarización está a punto de archivarse – Carlos Melconian
Argentina, in dollar love affair, agonizes over divorcing the peso
– Reuters
Colombia: ¿La inflación da para que bajen las tasas de interés? – Valora
Colombia: Bonilla, Business Groups Plea for Interest Rate Cuts – Bloomberg
Brasil: Producción industrial cae más de lo previsto en julio – Reuters
The most important driver of stock prices is on the rise – Yahoo Finance
Stocks shape up for lower open amid China data gloom – Yahoo Finance
Morgan Stanley’s Wilson: Too Much Optimism in Stock Prices
– Bloomberg
Stocks Retreat, Dollar Rises as Risk-Off Deepens: Markets Wrap
– Bloomberg
Is Iowa Becoming the “Florida of the North”? – Daniel J. Mitchell
Monetary Policy Remains Sufficiently Tight – Alexander W. Salter
Inflation Re-Acceleration Risk is Real – GoldFix
The Fed Is Focused On Jobs, But May Have Mixed Signals – Elisabeth Buchwald
Fed preparing to hold interest rates steady in September, top official says – FT
The SEC Chooses to ‘Regulate’ Cryptocurrencies Via Lawsuit – Hassan Tyler
ECB Says Consumer Inflation Expectations Edged Up in July
– Bloomberg
European Stocks Hold Steady as China Stimulus Lifts Miners
– Bloomberg
Eurozona: La economía cae al ritmo más fuerte desde noviembre de 2020 – Bolsamanía
Petróleo sube: recorte de Arabia Saudí se mantendrá hasta fines de año – Bolsamanía
Saudi Arabia to extend cut of 1 million barrels per day until the end of the year – CNBC
Vanguard Sees EM High Grade Debt as ‘Rainy Day’ Bet Amid US Risk
– Bloomberg
Morgan Stanley vuelve a ser “bajista” frente a divisas emergentes – Reuters
The Lockdowns Were For Nothing. Really, Nothing – Dan Hannan
The End of China’s Economic Miracle – Adam S. Posen
Chinese developer Country Garden avoids default on dollar bonds – Financial Times
Global financial watchdog warns of ‘further challenges and shocks’ ahead – FT
Debt Crisis Threatens to Engulf China’s Surviving Developers
– Bloomberg
China’s Central Bank Tries to Ease Pressure on Currency – The Wall Street Journal
China: PMI servicios Caixin cae a 51,8 en agosto, su nivel más bajo del año – Bolsamanía
SoftBank-backed Arm targets $50bn-$55bn valuation as it pitches IPO – FT
Investors raise questions after Sequoia Capital’s turbulent year – FInancial Times

Wealth Management

Wrong Again – Joseph Y. Calhoun III
Big Announcement! – Alfonso Peccatiello (Alf)
Busting 7 Common Bearish Myths – Ryan Detrick
We’ve Never Had A Soft Landing – Scott Sumner
The 60/40 Portfolio is Alive & Well – Ben Carlson
Activos estructurados: pura creatividad (2) – IcariaCap
Los BRICS, abandonados por los inversores – Sara Silano
Asset Allocation con Amiral Gestion – Tu Dinero Nunca Duerme
How RATM Used Capitalism To Sell Communism – Brian Doherty
Breaking Down the Greatness of Warren Buffett – Excess Returns
Why We Expect the Job Market to Slow in 2024 – Preston Caldwell
Can the Stock Market Rally Keep Going? Strategists Weigh In – Barron’s
Beware September: Cautionary Tales From Economic History – Larry Elliott
Por qué todavía nos gusta la renta variable japonesa – Ben Rodriguez
Oro físico, un lugar estupendo donde tener un 10-15% de patrimonio – Eduardo Bolinches