Lunes, 23 de octubre de 2023

Economía Internacional

Argentina’s bonds plunge on surprise election result – Financial Times
Argentina’s Bonds Plunge, Stocks Slip After Election Surprise – Bloomberg
Argentina’s Peronists soar in election to seal run-off with radical Milei – CNCB
Peronist Massa Edges Libertarian Milei, But Both Advance To Argentina Run-Off – ZH
Argentina: El resultado electoral no despeja la incertidumbre económica – R. Cachanosky
Argentina: ¿Ha sido el segundo lugar de Javier Milei un fracaso? – Mauricio Ríos García
La cruzada histórica de Javier Milei contra la inflación (y «la casta») argentina – MRG
Argentina’s economy minister Massa scores first-round win over Milei – Financial Times
Tras el resultado electoral, la Argentina debe continuar – Manuel Adorni
No hay una salida fácil a la crisis en Argentina – Bloomberg
Argentina: Milei depende de Bullrich para derrotar al peronismo – Sánchez de la Cruz
Brasil: Banco Central imagina un futuro sin efectivo ni tarjetas de crédito – Bloomberg
Chilean Traders Are Betting on Smaller Central Bank Rate Cuts
– Bloomberg
Where Did the Dollar Come From? – Mark Thornton
El bono americano bate el 5% por primera vez desde Lehman Brothers – El Economista
Stocks open lower after 10-year Treasury yield tops 5% – Yahoo Finance
El-Erian Says Fed Has No Vision, Warns of Overtightening Risks – Bloomberg
US 10-year Treasury yield above 5% for first time since 2007 – Financial Times
Benchmark 10-year yield tops 5% for first time since 2007 – Reuters
Treasury 10-Year Yield Breaches 5% for First Time Since 2007
– Bloomberg
This Is The Most Obvious Financial Crisis That Nobody Sees Coming – Peter Schiff
Chevron to buy Hess for $53B in stock – Reuters
Chevron to buy US oil producer Hess for $53bn – Financial Times
Oil and Gold Fall as Israel Holds Off on Gaza Invasion – Barron’s
EU’s top diplomat urges ‘humanitarian pause’ in Israel-Hamas war – FT
Eurozona: Deuda pública cae a 90,3% del PIB y déficit sigue en 3,3% – Bolsamanía
China’s Nasdaq-Style Index Falls to Record Low on Growth Concern
– Bloomberg
How China’s property crisis has unfolded, from Evergrande to Country Garden – FT

Wealth Management

An Ego Driven Fed – Joseph Y. Calhoun III
¿Por qué pierdo dinero si mi fondo va bien? – Morningstar
Are Big Tech Stocks Overpriced? Here’s the Way to Tell – Barron’s
Valentum: nuestra visión en la recta final de año – Jesús Domnínguez
Gold, Fiat, Or Bitcoin: Which Is The Better Money? – Lawrence H. White
Why markets are relatively calm in the geopolitical storm – Ruchir Sharma