Martes, 21 de noviembre de 2023

Economía Internacional

A Statement on Javier Milei from Spanish Libertarians – Huerta de Soto, Bagus
The Economics of Javier Milei – David Howden
El triunfo de Milei – Lorenzo Bernaldo de Quirós
Argentina: Subidón del Merval tras las elecciones – Europa Press
Argentina: Una lista de lecturas sobre la dolarización – Gabriela Calderón
Argentina: Many arguments against dollarization are ‘absolute rubbish’ – SteveHanke
Las cotizadas argentinas se disparan en Wall Street – Expansión
El coste inicial del plan de Milei para dolarizar Argentina: 100.000 MM – Expansión
Argentina: El partido del próximo presidente empieza el 10 de diciembre – R. Cachanosky
Javier Milei y Alberto Fernández se reunieron para iniciar transición – El Cronista
Argentina’s New Leader Is an Inflation Hawk. It Got Him Elected – Barron’s
Milei’s Dollarization Gets First Test as Argentine Banks Reopen – Bloomberg
Milei’s Long-Term Victory Depends on Him Winning in the Battle of Ideas – R. McMaken
Milei Opens a New Era: What Comes Next in Argentina Policymaking – Bloomberg
Javier Milei And The New Libertarian Revolution In Argentina – Lorenzo Montanari
Argentina: El indicador clave a vigilar ahora: la composición del Gobierno – Bolsamanía
China says it would be a ‘huge foreign policy mistake’ for Argentina to cut ties – CNBC
Argentina’s Milei faces enormous hurdles to govern – Michael Stott
Argentina/election: dollarising disrupter brings instability – Financial Times
Pay close attention to the political shift in Argentina – Larry Berman
Bolivia: Expansión de la minería aurífera somete a la Amazonía – El Diario
Chilean GDP Beat Expectations in Third Quarter Led by Mining – Bloomberg
The OpenAI drama has implications for everyone – Yahoo Finance
OpenAI’s future hangs in balance amid standoff between staff and board – FT
Stock dip puts rally on pause with Nvidia results ahead – Yahoo Finance
The risks of tax cuts in Jeremy Hunt’s Autumn Statement – Mohamed El-Erian
Inflation Isn’t Over. Do You Dare Buy A Long Treasury? – William Baldwin
Falling Rent Is Extremely Rare, Yet Economists Keep Expecting That – Mike Shedlock
Canada: October inflation rate slows to 3.1% – Bloomberg
Germany Is Down, Italy Up in Topsy-Turvy Europe – Bloomberg
Alemania congela compromisos de gasto ante problemas presupuestarios – Reuters
Madrid deja atrás a Cataluña en dos indicadores económicos clave – El Economista
Emerging economies deserve praise for their monetary policy moves – FT
As US Dollar Weakens, Emerging-Market Currencies Are Back Up After Wild Year
– Bloomberg
China copia el modelo de vivienda de Singapur para zanjar la crisis – El Economista

Wealth Management

The Great (Freedom) Reset Has Begun – Quoth the Raven
Nuestra visión para renta fija y renta variable antes de 2024 – Andbank
Copper Inventory Not Signaling Recession – Goehring and Rozencwajg 
China struggles to spend its way out of economic crisis – Financial Times
Milei adoptará un enfoque más pragmático tras su victoria – Jupiter AM
Renta fija europea investment grade: reflexiones sobre el mercado – Ario Emami Nejad
La revolución de la inteligencia artificial en el asesoramiento financiero – Joaquín Danvila
Los inversores latinoamericanos empiezan a sacar en masa sus fortunas de España – The Objective