Miércoles, 15 de noviembre de 2023

Economía Internacional

Chile: Ley corta de salud: jugando vidas humanas – Luis Larraín
Culminó fusión de Bolsa de Colombia con mercados de Santiago y Lima – Valora
Colombia: El plan de reindustrialización que alista Petro – Valora
Stock rally roars again at the open as Target soars – Yahoo Finance
How far can Mexico’s labour rights push go? – Christine Murray
Target surges after clobbering muted estimates, but sales fall – Yahoo Finance
Producer prices slide in biggest drop since 2020 – Associated Press Finance
Mont Pelerin Society At Bretton Woods – Max Rangeley
Does Federal Debt Signal We’re Going Way of Argentina? – Fred Kingery
Inflation Surprised. Some of the More Unusual Numbers in the Report – Barron’s
It’s Too Early For The Fed To Declare Victory – Cullen Roche
AIER’s Everyday Price Index Declines Most Since December 2022 – Peter C. Earle
Bruselas rebaja en dos décimas el PIB de la eurozona en 2023, al 0,6 % – EFE
UE recorta previsión de crecimiento en 2023 y eleva la de inflación para 2024 – AFP
UE: Alemania volverá a crecer tras la contracción de 2023 – Reuters
España: Teresa Freixes explica cuál es la vía para bloquear la amnistía – esRadio
Las empresas más importantes que salieron de Cataluña – Libre Mercado
UK inflation falls by more than expected in October to 4.6%, lowest in two years – CNCB
Dinamarca tendrá que frenar la flota fantasma petrolera de Rusia – El Economista
Oil Market Faces 21-Million-Barrel Options Risk From WTI at $80
– Bloomberg
IEA Raises Oil Demand Outlook For 2023 And 2024 – Tsvetana Paraskova
Oil Dips With Differing Views From IEA and OPEC Clouding Outlook
– Bloomberg
Nvidia’s Record Winning Streak Is Showing Signs of Overheating
– Bloomberg
Druckenmiller, Soros Cut Stakes in Nvidia After Share Surge
– Bloomberg
China Pumps Cash Into Banking System to Support Stimulus Funding
– Bloomberg
Tencent’s Profit Beat Allays Fears of China Downturn Fallout
– Bloomberg
Tencent, Alibaba Earnings Hold Key to $44 Billion China Tech Run
– Bloomberg
Israeli military enters Gaza’s largest hospital – Financial Times

Wealth Management

A Conversation With Citadel’s Ken Griffin – Bloomberg
October CPI: On the Way, But Not There Yet – Richard Moody
What It Takes to Walk Away from a Soul-Sucking Job – Jared Dillian
Silver & Gold: Why Paper (Still) Moves Physical Prices- Analysis – VBL
The U.S. Economy Is Solid. Watch These Consumer Stocks – Barron’s
Soft CPI Inflation Data Confirms a Powerful Rally Ahead – Luke Lango
Are We In The Largest Bubble in History? – Steve Baker & Max Rangeley
Warren Buffett’s Berkshire Hathaway cashes in on blue-chip US stocks – FT
Una mala noticia que podría ser muy buena para las bolsas – Víctor Alvargonzález
XVII Foro de Inversores Barcelona: 12 meses después, el mundo no se acabó – EDM