Jueves, 26 de octubre de 2023

Economía Internacional

Argentina: Massa fights to stave off economic collapse and become president – FT
Bolivia: YPFB invertirá en exploración petrolera en Venezuela – Los Tiempos
Bolivia: Tras confesiones de YLB, dudan de nueva fase del litio con EDL – Los Tiempos
Brasil: Inflación vuelve a aumentar antes de reunión de tasas – Bloomberg
Brazil Inflation Rate Ticks Up Again Before Rate-Decision Meeting
– Bloomberg
Chile Is Set to Extend Rate Cuts Even as Peso Dives
– Reuters
Perú: Fitch Ratings mantiene calificación y perspectiva negativa – Valora
El crecimiento de EEUU repunta en el tercer trimestre y fue del 1,2%
– EFE
The Economy Is Growing Super Fast, at 4.9% Annual Rate – Barron’s
US economic growth accelerated to 4.9% in third quarter – Financial Times
US economy grows at fastest pace in nearly two years – Yahoo Finance
US GDP grew at a 4.9% annual pace in 3rd quarter, better than expected – CNBC
Alphabet 10% Plunge Follows Tesla in Stern Warning on Valuation
– Bloomberg
ECB Follows Fed With Rate Pause. What’s Ahead – Barron’s
ECB holds key interest rate at 4% – Financial Times
European Stocks Pare Drop as ECB Holds Rates, Upbeat US GDP
– Bloomberg
ECB Presses Pause After Barrage of Hikes to Tame Inflation
– Bloomberg
El BCE detiene la subida de tipos por primera vez en año y medio – El Economista
España acelera la creación de empleo; desempleo alcanza el 11,84% al 3T – Reuters
España: Un programa económico nefasto – Lorenzo Bernaldo de Quirós
Turkey’s central bank hikes key interest rate to 35% – CNBC
Russia Rate Hikes Likely to Continue Despite World’s Biggest Currency Surge
– WSJ
Xi Jinping Is Looking for Someone to Blame for China’s Property Bust
– Bloomberg
“Big Business” Wisely Does Not Want War With China – John Tamny
El atolladero de Medio Oriente – Ian Vásquez
Goldman Sachs enters geopolitical advice business – Financial Times

Wealth Management

The Likelihood of a Crash – Jared Dillian
Guessing economic outcomes – UBS WM
5 Money Mistakes to Avoid in Q4 – Christine Ben
Understanding The Investing Regime Change – Barry Ritholtz
Performing Credit Quarterly 3Q2023: Tails, You Lose? – Oaktree
Making a Case For a Stock Market Rally On the Way – Jeff Remsburg
Dollar’s Fate Is Sealed As Fed’s Independence Eroded – Simon White
Los principales movimientos de Bestinver en el tercer trimestre – Funds News
Reason versus Emotion in Economics: A Praxeological Response – Frank Shostak
Volatilidad en las curvas con el bono estadounidense a 10 años al 5% – Andbank
Buyers are hesitant in view of what’s happening to the supply of government debt – Mohamed El-Erian