Martes, 10 de octubre de 2023

Economía Internacional

FMI revisa al alza su previsión de crecimiento de América Latina a 2,3% – AE
Colombia: Ponente dice reforma sanitaria no requiere viabilidad financiera – Valora
Argenina: De esclavos impositivos de España a esclavos tributarios de políticos – R. Cachanosky
FMI rebaja previsión de crecimiento global en 2024 con China como gran riesgo – EFE
Bond Yields Slip Back – Barron’s
Treasuries Have Best Day Since March on Signs Fed May Be Done
– Bloomberg
Returns in the bond market have almost never been worse – Yahoo Finance
IMF: Not quite there on inflation, global economy ‘limping’ – Bloomberg
IMF urges central banks to remain firm on inflation – Financial Times
A reboot of the World Bank and IMF tests US influence – Financial Times
Israel bombards Gaza and readies troops at border – Financial Times
Oil price jumps to $89 a barrel following Hamas’s attack on Israel – FT
What links Hamas to the ‘Axis of Resistance’ and its patron Iran? – FT
China’s largest private developer Country Garden warns of default – FT
Country Garden Signals Default as China Property Woes Deepen
– Bloomberg

Wealth Management

Israel under attack – César Pérez Ruiz, Pictet WM
How to think about Economics with Per Bylund – Saifedean Ammous
Jeremy Grantham Says No One Should Invest in the US – Bloomberg
Why a Mideast Crisis Doesn’t Shock Energy as Much as It Used To – Barron’s