Economía Internacional
Argentina’s Canary in the Coalmine – Nikolai Wenzel
Crisis en Argentina por falta de combustible nafta – Valora
Argentina: Gane quien gane, el ajuste es inevitable – Claudio Zuchovicki
Argentina’s Massa Threatens to Cut Fuel Exports Amid Shortage – Bloomberg
Bolivia: Continúan las filas para comprar diésel – Brújula Digital
Bolivia: Transporte pesado internacional en emergencia por falta de diésel – BD
Chile: Constitución: una travesía que llega a su fin – Luis Larraín
Colombia: Gustavo Petro, el gran perdedor de elecciones regionales – Bloomberg
Colombia: Las cosas que cambiarán con las elecciones – La República
Stock futures rise as eyes turn to big week of events – Yahoo Finance
The Fed is putting a stranglehold around Corporate America – Yahoo Finance
US GDP Hides Weakness Behind Massive Debt – Daniel Lacalle
Gold Falls From Above $2,000 as Israel Starts Ground Offensive – Bloomberg
Las mayores tasas de interés de largo plazo estadounidenses – Manuel Sánchez González
The escalating Israel-Hamas conflict raises risks of global market contagion – El-Erian
Greek Economy’s Comeback Offers Lessons The U.S. Must Learn – Steve Forbes
España: La inflación se mantiene en 3,5%; la subyacente baja al 5,2% – Bolsamanía
Alemania: La economía se contrae ligeramente en el tercer trimestre – Reuters
ECB Is Finished With Rate Hikes ‘for Now,’ Vujcic Says – Bloomberg
BOE Set to Highlight Recession Risk Ahead of Next Election – Bloomberg
It’s Time to Short European Banks After Rally, JPMorgan Says – Bloomberg
JP Morgan recorta su recomendación sobre bancos europeos – Bolsamanía
Emoting Is Easier (and More Fun) Than Is Thinking Dispassionately – Don Boudreaux
Bank of Japan under pressure from weak yen and soaring yields – Financial Times
Five Key Charts to Watch in Global Commodities This Week – Bloomberg
Saudis May Pause Oil Price Hike for Asia as Market Weakens – Bloomberg
Oil Prices Slip. Traders Watch Middle East, Fed and China – Barron’s
Wealth Management
Panamá sale de la lista gris de GAFI – SNIP
When Does This Correction End? – J.C. Parets
The Crash Callers Won’t Save You – Ben Carlson
Great News About American Wealth – Noah Smith
The Jews, Money, & Good Family Values – Richard Vigilante
Mercados aclarándose, posiciones más seguras – Guillermo Santos
Entre bonos anda el juego: El radical Howard Marks – Enrique Roca
The Wisest Action In Tough Markets? None at All – Market Minder
It’s Time to Stop Crying About Bonds. Buy Them Instead – Barron’s
¿Es Apple una compra o una venta antes de resultados? – Brian Colello
Posicionarse para el giro en los rendimientos de los bonos – Steve Ellis
¿Es Palantir una compra o una venta antes de resultados? – Morningstar
I do think we’re going to have a year-end rally in 2023 – Jeremy Siegel
Will Janet Yellen Give Us a Santa Rally… or a Debt Crisis? – Phoenix Capital Research
People Are Still Trying to Deal with the Shock of Much Higher Rates for a Long Time – Jim Grant