Miércoles, 1 de noviembre de 2023

Economía Internacional

Bolivia: TSE anula congreso del MAS que proclama a Evo Morales – BD
Bolivia: Cisternas tardan 20 días para importar diésel – Los Tiempos
Bolivia: Gobierno admite problemas de pago por importación de combustible – LT
Israel acusó a Bolivia de “rendirse frente al terrorismo” – Infobae
Bolivia severs ties with Israel; Colombia and Chile recall ambassadors – CNBC
Bolivia cuts diplomatic ties with Israel citing ‘crimes against humanity’ – FT
Colombia and Chile recall Israel envoys over conduct of war on Hamas – FT
Colombia: Luces y sombras en el dato del desempleo – La República
Argentina: Massa sube naftas un 7,6% y termina desabastecimiento – Forbes
Argentina: Precio de la nafta sube en medio de escasez – Bloomberg
Argentina paga al FMI vencimientos de deuda por $2.600 millones – EFE
Panama Canal operators to cut ship crossings as drought worsens – FT
El Canal de Panamá reducirá cruce de buques desde el viernes por sequía
– AFP
Panamá: Moody´s rebaja calificación a Baa3 con perspectiva estable – EFE
Panamá: Parlamento avanza en la derogación del contrato minero – EFE
Brasil: Agricultores resisten a la desertificación de sus tierras – AFP
Brazil to Keep Pace of Interest Rate Cuts Amid Global Tensions – Bloomberg
Fed likely to hold rates at 22-year high – Yahoo Finance
Fed set to hold rates at 22-year high – Financial Times
US futures slip with Fed rates decision on deck – Yahoo Finance
US Treasury boosts size of most of its bond sales – Reuters
US Treasury to continue increasing size of debt auctions – Financial Times
US Futures Slip Before Fed’s Likely ‘Hawkish’ Hold
– Bloomberg
Druckenmiller Says He Has ‘Massive’ Bullish Bets on 2-Year Notes
– Bloomberg
Druckenmiller accuses Yellen of making ‘biggest blunder in Treasury history’ – Fortune
Druckenmiller: Yellen made the worst mistake in Treasury history – Business Insider
Futures Drop Ahead Of Fed Decision, Treasury’s New Borrowing Plan – Zero Hedge
US Dollar Is Near to Its Peak
– Bloomberg
EEUU crea en octubre menos empleo del esperado: 113.000 puestos – Bolsamanía
Review of A History Of Money And Banking In The United States – Jesús Huerta de Soto
Don’t Fall for Biden’s Latest Talking Point – Connor O’Keeffe
Lockdowns: Giant, Failed Experiment – Joe Nocera & Bethany McLean
How German Exports Lost the Race with China – Mihai Macovei
La recesión es una “perspectiva realista” en la eurozona – Bolsamanía
España: La monarquía: garantía de las libertades y la democracia – Pin Arboledas
European Stocks Steady Ahead of Fed Rates Decision; Orsted Falls
– Bloomberg
ECB Can’t Let Up on Rates Too Soon, Bundesbank’s Nagel Says
– Bloomberg
Oil and Gas Companies Face an Era of Credit Downgrades: Fitch – Bloomberg
Ørsted shares tumble after company ditches two US wind projects – FT
European Stocks Rise Ahead of Fed Rates Decision; Orsted Falls
– Bloomberg
The struggles of the offshore wind industry – Financial Times
¿Puede llegar el petróleo a los 100 dólares a fin de año? – Estrategias de Inversión
World’s Top Renewable Firms Reel Even as Installations Surge
– Bloomberg
Japan Takes Another Step Away From Easy Money – Rich Barbieri & Joe Rennison
India Small-Cap Rally Fades as Cautious Foreign Investors Flee
– Bloomberg
China’s Inefficient and Unsustainable Central Planning – Antonio Graceffo
PBOC Drains Liquidity in Signal It Sees Rate Surge as Temporary
– Bloomberg
PBOC Seen Adding Liquidity After China Money Market Rates Surge
– Bloomberg

Wealth Management

Artificial (Stock Market) Life Support – Bill Smead
GDP Up, So Are Bankruptcy Filings – Doug French
2 Cheap Growth Stocks to Buy – Susan Dziubinski
¿Se arrepiente Warren Buffett de no invertir en Amazon? – EI
How Many Ways Can Fed Say ‘We’ll See’? – Steven Englander
Five Investors Who Lost Serious Cash on NFTs – Nick Thompson
When You Should Make a Claim on Your Insurance – Jared Dillian
Reunión de la Fed: ¿Hacia dónde van los tipos? – Tom Lauricella
¿Nuevas esperanzas para los inversores en renta fija? – Funds News
How To Profit From Various Loopholes In The Efficient Market – Hank Tucker
A Fed Pause Is the Odds on Favorite. What’s Next Is the Big Question – Barron’s
The Unstoppable Rise of Energy Stocks in the Coming Decade – Capitalist Exploits
Claves para construir carteras de renta variable más sólidas – Yolanda Courtines
The government needs to stop spending like ‘drunken sailors’ – Stanley Druckenmiller