Miércoles, 11 de octubre de 2023

Economía Internacional

Bolivia: Gobierno se apoya en demanda interna ante caída de exportaciones – El Deber
Bolivia: FMI estima crecimiento del 1,8% en 2023 y el Gobierno lo destaca – El Deber
Brasil: Precios al consumidor suben menos de lo previsto en septiembre – Reuters
Brasil: IPC sube menos de lo previsto tras recortes de tasas – Bloomberg
Brazil’s Inflation Undershoots Forecast After Key Rate Cuts
– Bloomberg
Billionaire Marcelo Claure Takes Stake in Brazil’s EB Capital
– Bloomberg
Colombia: Revolcón de las pensiones que avanza silencioso – La República
US futures step higher with Fed minutes on deck – Yahoo Finance
Wholesale inflation in US rises most since April – Yahoo Finance
Inflation data holds the key to Fed’s next move – Yahoo Finance
US Producer Prices Rise by More Than Forecast on Gasoline, Food
– Bloomberg
Oil prices unlikely to crack $100 even with Mideast conflict – Yahoo Finance
Oil prices could surge if Iran enters the war: Pioneer Natural Resources CEO – CNBC
US Mortgage Rate Climbs to Fresh Multi-Decade High of 7.67%
– Bloomberg
How Large Is the U.S. Federal Debt? A Look Into the Numbers – Chris Edwards
EEUU vive una ola de saqueos que puede terminar muy mal
– Yahoo Finanzas
Joe Biden, Shifty Economists, and the Big Lie – Phillip W. Magness 
Janet Yellen warns Iran that nothing is ‘off the table’ for sanctions – Financial Times
Why America’s strike wave is barely registering on Wall Street – Nicole Goodkind
Why Do Harvard Students and Teachers Tell Lies About Israel? – Rob Smith
Israel announces national unity government as it tightens Gaza siege – FT
The Bullish Development of Global LNG Markets – John Tamny
The global economy is resilient but limping – Martin Wolf
ECB Says Consumer Inflation Expectations Rose Slightly
– Bloomberg
Alemania: La economía se contraerá un 0,4% en 2023 -ministerio – Reuters
Alemania: IPC final de septiembre sube al 4,5% frente al 6,1% de agosto – Bolsamanía
Emerging-Market Stocks Sink to Lowest Since 1987 Relative to US Equities
– Bloomberg

Wealth Management

No Worries – Jared Dillian
Unwinding The Financial System – Alasdair Macleod
Cómo medir la habilidad de un gestor – Teun Johnston
Market Timing? Good Luck With That – Schwab Brokerage
Bonos emergentes: sin miedo a China – Sabrina Jacobs, Pictet AM
When Does Federal Debt Become Unsustainable – Mariko Paulson
Worried Abt. Jobs? Inflation? The Fed? Let’s Talk Reality – Ken Fisher
Markets Have Historically Overcome Middle Eastern Conflict – Market Minder
¿Por qué el índice europeo sostenible logra buenos resultados? – Jocelyn Jovène
Mark Thornton Explains the Yield Curve, “Soft Landings,” and Today’s Bubble Economy – Mises Wire