Martes, 31 de octubre de 2023

Economía Internacional

El peronismo deja Argentina sin gasolina – Manuel Llamas
Argentina: La economía que viene luego del balotaje – Roberto Cachanosky
Argentina se queda sin gasolina produciendo más petróleo – El Economista
Bolivia: Sectores sustentan la falta de diésel y prevén consecuencias – El Diario
Bolivia: Falta de diésel afecta a 20 mil camiones – Los Tiempos
Chile Peso Jumps as Traders Return After Smaller Rate Cut – Bloomberg
Colombia Seen Holding Rates on Slow Disinflation: Decision Guide – Bloomberg
México: Economía crece 0.9% en el tercer trimestre – El Financiero
Stocks already ‘discounted a severe recession’: Buckingham – Yahoo Finance
It’s not just the Fed driving the stock market anymore – Yahoo Finance
Futures mixed after previous session’s rally, Fed meet in focus – Reuters
Traders Bet 10-Year Yields to Revisit 5% With Refunding in Focus
– Bloomberg
The FOMC Will Almost Certainly Not Hike This Week – Richard Moody
Investors aren’t rewarding good behavior – Yahoo Finance
Why More Fossil Fuel Workers Aren’t Migrating Into Clean Energy – Umair Irfan
America’s Economic Pundits Do Not Deserve the U.S. Economy – John Tamny
New York’s Taxes & Business Mandates Drive Away Golden Goose – Editorial, NYP
U.S. Manufacturing Doesn’t Need Tariffs – Colin Grabow
Caterpillar Falls as Shrinking Backlog Signals Demand Worries
– Bloomberg
Sorprendente caída del petróleo con tensión en Oriente Próximo – El Economista
Banco Mundial advierte: el petróleo podría llegar a $157 por la guerra – Cotizalia
BP shares down 4% after third-quarter profit plummet – CNBC
Emotion Is Easier Than Serious Thought – Donald Boudreaux
The Swiss Have The Highest Per Capita Wealth In The World – Zero Hedge
Eurozone inflation falls more than expected to 2.9% – Financial Times
Eurozona: La inflación cae hasta el 2,9%, cerca del objetivo del BCE – El Economista
German inflation drops to 28-month low as prices slow across Europe – FT
La economía francesa crece un 0,1% en el tercer trimestre
– Reuters
Eurozona: PIB retrocede en el 3Q por primera vez desde la pandemia – Bloomberg
Euro-Zone Inflation Sinks to 2-Year Low as Economy Contracts
– Bloomberg
Central Bank Gold Binge Is Even Bigger Than Previously Thought
– Bloomberg
European Stocks Bounce as Worst October Since 2020 Comes to End
– Bloomberg
BoJ sets stage for end of bond yield controls – Financial Times
Economists Stick to 2024 China Outlook While Assessing Stimulus
– Bloomberg
China’s Gold Appetite To Stay Strong Through 2023, Council Says
– Bloomberg
China’s factory activity contracts in blow to economic momentum – FT
Foreign Funds Are Selling India Stocks at Fastest Pace in Months – Bloomberg
Foreign investors sell Indian stocks at fastest daily pace in a year – Financial Times

Wealth Management

Broken Money – Lyn Alden
The Cycle of Evil – Egon von Greyerz
Entre bonos anda el juego: El 5% de Yardeni – Enrique Roca
V Conferencia Anual de Inversores – Horos Asset Management
2023: The Year of Great Deceptions – Dohmen Capital Research
My Top Idea for Generating “Mailbox Money” – Thompson Clark
¿Por qué comprar bonos si el efectivo rinde un 5%? – Morningstar
Q3 GDP Wasn’t Big Surprise, Nor Was It Blistering – Market Minder
The Treasury Had Good News for Yields. Don’t Relax Just Yet – Barron’s
Bad News Allows You To Purchase Genius At Marked-Down Price – Joe Calhoun
La inversión en Moat supera el dominio de Los Siete Magníficos – Coulter Regal
¿Por qué comprar bonos si los depósitos dan un alto rendimiento? – Schroders
Ética y regulación: las claves para fortalecer al mercado financiero chileno – Hugo Aravena