Economía Internacional
Argentina tuvo la inflación más alta de la región; último dato previo al balotaje – LN+
Argentina: El campo, hastiado de política, se inclina incómodo por Milei – AFP
Argentina: El costo social de no hacer las reformas pro-mercado – Roberto Cachanosky
A $6.5 Billion Loan Highlights Argentina’s Split View on China – Bloomberg
Colombia: Hacienda revela cambios que vendrían para Ecopetrol – Valora
Colombia: Fondos de pensiones cierran tercer trimestre con pérdidas – Funds Society
Stocks in holding pattern ahead of CPI report – Yahoo Finance
Here comes the CPI report – Yahoo Finance
Inflation Heads Lower as Gasoline Prices Drop – Barron’s
Today’s Inflation Data Could Surprise. Watch Core Prices – Barron’s
CPI Unexpectedly Misses Across The Board, Core Inflation Lowest In Over 2 Years – ZH
Sorpresa positiva en Wall Street: la inflación en EEUU da un respiro a la FED – NTV
Inflación de EEUU cae a 3,2% y la subyacente baja a 4% en octubre – Bolsamanía
US inflation expected to have fallen to 3.3% in October – Financial Times
Former St. Louis Fed president: FOMC still has ‘a ways to go’ on inflation – CNBC
UBS sees a raft of Fed rate cuts next year on the back of a U.S. recession – CNBC
Stocks Edge Up as Traders Bet on Slowing Inflation: Markets Wrap – Bloomberg
Fed’s Jefferson: Unclear inflation may call for stronger moves – Reuters
Investors dump cash to chase bonds, BofA survey shows – Bloomberg
Jobs You Don’t Want to Be Destroyed By Trade Were Created By Trade – Boudreaux
Economic Booms Contain the Seeds of Their Own Destruction – Michael Matulef
The Economic Recession Is Around the Corner. There’s No Escaping It – Barron’s
More Hedge Funds Are Shorting Oil as Negative Sentiment Spreads – Bloomberg
Almost no Russian oil is sold below $60 cap, say western officials – FT
Asset Managers Warn of Failed Trades as US Market Speeds Up – Bloomberg
El golpe de Pedro Sánchez a la democracia en España – Poder & Mercado
España: Inflación interanual se mantiene en octubre en 3,5% – Reuters
Cataluña: Se fugan casi 9.000 empresas desde el 1-O – Libre Mercado
Eurozona se contrae en 3Q un 0,1%; España registra la mayor expansión – Bolsamanía
Euzorona: PIB se contrae en tercer trimestre, pero empleo aumenta – Reuters
German Investor Expectations Improve Again – Bloomberg
Goldman Strategists See Europe Stocks Rising as Economy Improves – Bloomberg
UK Labor Market Holds Up Better Than Expected After Rate Hikes – Bloomberg
Japan’s Economy Likely Shrank in Summer as Recovery Sputters – Bloomberg
Meta Has More Wall Street Fans Than Ever as Rally Nears 300% – Bloomberg
China’s Economy Is Sending Mixed Signals. What to Watch – Evie Liu
Wealth Management
Capitán Nasdaq – Enrique Roca
Newsletter Noviembre 2023 – Cobas AM
El Nasdaq sigue siendo el rey – Fernando Luque
Economy About To See Unprecedented Event – Claudia Sahm
5 Stocks That Raise Dividends Year In, Year Out – Ismael de la Cruz
Stock investors face up to tough reality of higher rates – Financial Times
Why You Should Prepare for a Harder-Than-Necessary Landing – Barron’s
Investment Advice From Exhausted Billionaire Jeff Greene – Giacomo Tognini
El interés por los dividendos se dispara: ¿podrían destronar al efectivo? – Funds News
China’s gold holdings are 10x more than it admits, why it’s secretly hoarding gold – Dominic Frisby