Lunes, 20 de noviembre de 2023

Economía Internacional

Javier Milei es presidente electo: primeras impresiones – Mauricio Ríos García
Javier Milei es el presidente electo más votado de la historia argentina – TN
Is Argentina’s new president too divisive to fix a broken economy? – The Economist
Argentina: La dolarización de Milei tiene antecedentes en América Latina – AFP
La Casa Blanca dice que espera trabajar con presidente electo argentino Milei – Reuters
Anti-Woke Central Bank Nemesis Javier Milei Wins Argentina’s Presidential Election – ZH
Argentina: Los cambios económicos que prepara Milei tras su victoria – Libre Mercado
Los desafíos de Milei en Argentina: shock económico sin mayoría parlamentaria
– AFP
FMI y China listos para trabajar con presidente electo de Argentina Milei
– Reuters
Argentina ‘vota’ dólar: la puerta abierta de Milei para abrazarlo – El Economista
El plan motosierra del ultraderechista tras ganar elecciones argentinas – El Economista
Presidente Milei enfrentará compleja crisis económica en Argentina
– Reuters
Argentina Bonds Rise After Milei’s Victory; Peso May Drop
– Bloomberg
Argentina elects radical libertarian Milei as president – Financial Times
Argentina’s Milei faces enormous hurdles to govern – Michael Stott
Milei: el triunfo y las incógnitas – Dante Augusto Palma
Qué es el paleolibertarismo: la corriente que llega a Argentina – The Objective
Markets brace for Milei’s ‘chainsaw’ changes after Argentina vote win – Reuters
Milei Opens a New Era: What Comes Next in Argentina Policymaking – Bloomberg
Argentina’s Economic Turmoil Is Getting Worse. These Charts Explain Why
– WSJ
El candidato libertario Milei gana las elecciones presidenciales en Argentina – TO
Chile’s Booming Private Debt Market is About to Get Another Shot in the Arm
– Bloomberg
Inside the global race for lithium batteries – Financial Times
Stock futures steady as rate cut hopes persist – Bloomberg
Sam Altman to join Microsoft to head AI research team – Yahoo Finance
Microsoft hires former OpenAI chief Altman – Financial Times
OpenAI board taps ex-Twitch CEO Shear to succeed Altman – Bloomberg
Inflation is finally going Biden’s way – Yahoo Finance
Mohamed El-Erian’s New Views on the Fed – Mark Thornton
There’s a Singular Fix for Inflation, & It’s All About Standards – John Tamny
Dollar Extends Decline, US Equity Futures Steady
– Bloomberg
EEUU cerca de producir más petróleo que Arabia Saudí y Rusia juntas – El Economista
Global Rate-Hike Marathon May Keep Going in Nordics
– Bloomberg
Japan’s Fiscal Advisory Board Warns of Impact of Higher Rates
– Bloomberg
Gary Gensler, SEC Must End Meme Stock Insanity – Charles Gasparino
España: ¡No somos siervos! – Fernando Savater
Las empresas españolas con mayores intereses en Argentina – Expansión
BCE promete más alzas de tipos si mercado apuesta a recortes inminentes – El Economista
Italian bonds rally after Moody’s credit rating reprieve – Financial Times
Don’t Take Fink At His Word About BlackRock’s ESG Pullback – Paul Fitzpatrick
Chinese, Saudi Central Banks Sign Currency Swap Worth $7 Billion
– Bloomberg
China Pauses Rate Cuts as Focus Shifts to Credit Stability
– Bloomberg
China’s Early Stage Technology Stocks on Brink of Bull Market
– Bloomberg

Wealth Management

¿Dividendos sí o no? – IcariaCap
¿Qué dicen últimamente los bancos centrales? – Andbank
ESG as an Artifact of Zero Interest Rate Policy – Peter C. Earle
Does Money Make You Happy? – Emma Kerr & Jessica Walrack
Opening of ChatGPT Store Is Bigger Thank You Think – Stephen McBride
‘The Psychology of Money’ Isn’t About Psychology or Money – Byron Carson 
Believe This Stock Market Rally. The S&P 500 Can Hit a New High This Year – Barron’s
Javier Milei gana las elecciones en Argentina: qué esperar en los mercados – Funds Society