Economía Internacional
Bolivia tiene el mayor riesgo bancario de América Latina: S&P – El Deber
Argentina: Adicción al dólar impulsa las ganancias de los agentes – Bloomberg
Argentines’ Love of Dollars Creates a Windfall for Local Brokers – Bloomberg
Brasil planta soja al ritmo más rápido de su historia – Reuters
Chile: Imacec señala que la economía cae en agosto más de lo esperado – DF
Chile’s Economy Nears Recession After Surprise Activity Drop – Bloomberg
Ecuador: Noboa suaviza idea de usar reservas internacionales – Bloomberg
Colombia: Inflación a septiembre del 2023 podría bajar del 11 % – Valora
The Bull Case for Emerging Markets in 2023 Is Finally Shattering -Bloomberg
In the Market: US bond market signals the end of an era – Reuters
A New Interest-Rate Regime Has Begun. These Are the Market’s Winners and Losers – WSJ
Stocks open mixed amid shutdown reprieve, fresh EV delivery data – Yahoo Finance
Treasury Yields Climb After US Deal Returns Focus to Rate Hikes – Bloomberg
Bill Ackman: Seeing lots of evidence of weakening in the economy – CNBC
This is a time when you need the supply side to be more flexible – Mohamed El-Erian
Bonds Yields Climb as Traders Look Ahead to Powell: Markets Wrap – Bloomberg
Does Remote Work Shrink Productivity? Just Look At the Data – Nick Bloom
The Dangerous Pointlessness of Bank Capital Requirements – John Tamny
What ‘Everyone Now Knows’ About Immigration Is Wrong – Donald Boudreaux
OPEC’s Oil Production Grows For A Second Month Despite Saudi Cut – OilPrice
España: La desaceleración económica es un hecho – José María Rotellar
Eurozona: El desempleo volvió al 6,4% en agosto, su mínimo histórico – AFP
Eurozona: Recesión manufacturera: el sector sufre debilidad considerable – Bolsamanía
German manufacturers resist trade tensions in China’s Mittelstand enclave – FT
Alemania: El sector manufacturero sigue en recesión en septiembre – PMI – Reuters
China Evergrande Seeks to Resume Trading Amid Police Probe – Bloomberg
Asia faces one of worst economic outlooks in half a century, World Bank warns – FT
Banco Mundial rebaja al 4,4 por ciento el crecimiento de China en 2024 – EFE
Wealth Management
Cyclical Forces – John Mauldin
Patience Is A Virtue – Joseph Y. Calhoun III
The Forever Portfolio – Alfonso Peccatiello
The Most Robust Equity Portfolio Hedge – Mike Harris
Surprise: US Crude Oil Production Is Surging – James Picerno
The Comfortable Path Or The Diversified One? – Larry Swedroe
Sorry, Folks, the Fed Does Not Target ‘Core’ Inflation – Todd Bliman
Crucial Signals That It’s Time to Ax Your Financial Advisor – Becca Stanek
Will These Mega Deals Go Through and Create Global Giants? – Thompson Clark
Las petroleras nunca serán una parte dominante de la cartera – Beltrán de la Lastra
BofA: El rally del ‘value’ tiene los días contados y estos son los motivos – Bolsamanía
Rare ‘Bear Steepening’ Of The Yield Curve = PAIN for Stocks & Bonds – Alf Peccatiello
Economist Perfectly Called Inflation, Now Predicts Fed Pivot, Recession In 2024 – Steve Hanke
Despite Wall Street and voter reservations, money is on a Trump vs. Biden rematch – Charles Gasparino