Economía Internacional
Colombia: Postura monetaria y gremios – Sergio Clavijo
Chile: Crónica de un estancamiento anunciado – Cecilia Cifuentes
Argentina prosecutes Javier Milei for teaching basic economics – Tiana Lowe Doescher
Argentina: Ni tasa de interés ni control policíaco son disciplina monetaria – R. Cachanosky
US futures slip as earnings floodgates open – Yahoo Finance
Lockheed shares slip as fighter-jet sales struggle – Reuters
The earnings recession might be over – Yahoo Finance
Bank of America profit rises 10% – Yahoo Finance
Goldman profits drop 36% after pullback from retail banking – Financial Times
US Stocks Are Ripe for Earnings-Led Rally as Rates Angst Settles – Bloomberg
Equity Bears Resurface in BofA Poll as Recession Risks Linger – Bloomberg
Stocks and Bonds Slip Before Biden’s Israel Visit: Markets Wrap – Bloomberg
Biden frenará acceso de China a más chips de Nvidia – Reuters
Joe Biden’s Kamikaze Global Warming Plan For U.S. Economy – Steve Milloy
Oil Production In the U.S. Discredits Odd GOP Talking Points – Steve Benen
How Iran Tension and Venezuela Supply Could Change Shape of Oil Market – Brian Swint
Las posibilidades de una guerra mundial han aumentado al 50% – Ray Dalio
EEUU acerca el despertar de un gigante del oro negro dormido – El Economista
Jordan warns Middle East is at edge of ‘abyss’ – Financial Times
Hamas destroyed their Zionist utopia. What would it take for Jews to return? – FT
Biden’s War On U.S. Energy Mimics Hamas’s War on Israel – Stephen Moore
Why Biden’s Huge Bet On Hydrogen Energy Is Such a Big Deal – Rebecca Leber
Canada Inflation Slows to 3.8%, Backing Interest Rate Pause – Bloomberg
Poland results confirm victory for coalition led by Tusk – Financial Times
Country Garden, Evergrande Set Up Two Tense Weeks for Creditors – Bloomberg
Acciones y bonos de china Gemdale caen por temor a una crisis inmobiliaria – Reuters
Crecen dudas sobre renta variable occidental. Apuestas están claras ¡todo al dólar! – EI
Wealth Management
Emergentes ¿ahora o nunca? – EI
Carta del director general | 3T 2023 – EDM
La revancha de los fondos activos – Sara Silano
The Fed And The Shape Of The Yield Curve – Frank Shostak
¿El capitalismo realmente nos hace solitarios? – Johan Norberg
If You Want Long Bear Market, Ban the Short Sellers – John Tamny
Return to profit growth expected in US in third quarter – UBS WM
Yields Are Raising a Big Red Flag. What the Risks Are to You – Barron’s
The Economy Is Trapped In A Vicious Cycle Of More Debt & Bigger Deficits – Lyn Alden
La inflación en Estados Unidos resiste: aumenta la presión sobre la Fed – Funds Society
A largo plazo la geopolítica no impacta en la bolsa – Lucía Gutiérrez-Mellado, JP Morgan AM