Economía Internacional
Argentina: La bomba de las Leliq sigue creciendo – Roberto Cachanosky
Argentina: ¿Puede Milei fracasar con la dolarización? – VisualEconomik
Argentina: Milei tuvo el error de ofender personalmente – Jaime Durán Barba
Argentina: Las ideas de Massa que han arruinado el país – Manuel Llamas
Bolivia: Gobierno baja su proyección de crecimiento económico al 3% – El Diario
Bolivia: Grupos armados impiden ingreso de bomberos a zonas de incendios – El Diario
Colombia: Petro pedirá a China que lo ayude con sobreendeudamiento – Valora
Why Venezuela Is About to Lose Its Oil Crown Jewel – Bloomberg
Venezuela Creditors See Path Toward Debt Restructuring – Bloomberg
US futures rise as earnings flood in, big techs on deck – Yahoo Finance
GM withdraws 2023 guidance as auto strikes take toll – Yahoo Finance
Coca-Cola raises forecasts on steady demand, higher prices – Reuters
Spotify surprises by turning a Q3 profit amid solid user growth – Yahoo Finance
A Major Driver of US Equities in the Past Decade Is Fading Fast – Bloomberg
Deficit Doubling as US Economy Grows Shows Why Yields Are at 5% – Bloomberg
Bill Gross y Bill Ackman dejan su visión bajista sobre mercado de bonos – Bolsamanía
Jamie Dimon Criticizes Central Banks for ‘Dead Wrong’ Forecasts – Bloomberg
Unlike Markets, Fed Isn’t Too Worried About 5% Yields — Yet – Bloomberg
Goldman Sees Risk to European Stocks as Long-Term US Yields Rise – Bloomberg
ECB Faces Pressure to Start Shrinking a €1.7 Trillion Bond Pile – Bloomberg
Euro Zone Edges Closer to Recession on Slowing Business Activity – Bloomberg
Eurozona: PMI alcanza mínimos de casi 3 años; temores de recesión – Reuters
Eurozone economy’s outlook worsens, shows business survey – Financial Times
Alemania: Caída del PMI empresarial dice “hay recesión en marcha” – Reuters
The region at the heart of Germany’s economic stagnation – Financial Times
Bitcoin Hits $35,000 for First Time Since 2022 on ETF Optimism – Bloomberg
There Is No Free Market Party In Washington, D.C. – Charles Sauer
Global Oil Demand to Reach Its Peak This Decade, IEA Says – Bloomberg
Oil Holds Loss With Focus on Latest Moves in Israel-Hamas War – Bloomberg
¿Quiere el Hezbolá libanés unirse a Hamás en la guerra contra Israel? – AFP
Prioritise Gaza hostages release, says Macron on Israel visit – Financial Times
Xi visita por primera vez el Banco Popular de China – Reuters
Wealth Management
Nota de inversión octubre 2023 – Cobas AM
El optimismo del inversor en renta fija – David Ardura
The Dangers of a “Cashless” Economy – Patrick Barron
Don’t Worry About Money Market Funds – Nicholas Dunbar
How Bad Is The Bond Market? Really Bad – Mark Rzepczynski
What Did We Learn From the Last Bull Market? – John Rekenthaler
Stock Futures Gain as Treasury Yields Fall Further – Jamie Chisholm
Stocks are clearly the place to be if we get stronger growth – Jeremy Siegel
3 maneras de encarar la transición generacional de la riqueza familiar – Mauricio Ríos García