Economía Internacional
Argentina: Escenario previo a unas elecciones históricas – Mauricio Ríos García
Argentina: ¿Liberalismo extremo o pragmatismo heterodoxo? – EFE
Chile: Criminalidad desbordada. ¿Quién le pone el cascabel al gato? – Luis Larraín
Bolivia: Problemas de iliquidez e insolvencia afectan economía nacional – El Diario
Brasil: Economía entra en terreno negativo en tercer trimestre, según BCB – Reuters
IIF proyecta el PIB más alto en LatAm (sin Covid) en 10 años para 2024 – Valora
Stocks rise to head for weekly win – Yahoo Finance
Big Tech’s $2 Trillion Rally Saves Nasdaq From Correction – Bloomberg
The ‘resilient consumer’ narrative is finally changing – Yahoo Finance
Oil slips below $80 a barrel: Where could gas prices go? – Yahoo Finance
Oil and gas firms face virtually no extra borrowing costs, S&P finds – FT
Glencore Bets on US Love of Coal With New Fossil Fuel Giant – Bloomberg
La única vía es más, mucho más capitalismo – Manuel Fernández Ordóñez
Treasuries Suffer First Outflows Since 2021 in September Rout – Bloomberg
Growth As Antidote to Tensions – Vincent Geloso
Economic Growth Remains One Way Out of Historical Tensions – Vincent Geloso
What Recession? Consumers Still Have Plenty to Spend – Barron’s
Spanish amnesty gives fugitive Catalan leader a chance to return – FT
España: La presión fiscal se dispara con Sánchez – Libre Mercado
ECB’s Villeroy Says Slower Inflation Justifies Halting Hikes – Bloomberg
ECB Rate Cut Anytime Soon Is ‘Highly Improbable,’ Nagel Says – Bloomberg
La inflación de la eurozona se sitúa en mínimos de 2021: 2,9% – Bolsamanía
The Well Overdone Conceit of ‘Rare Earth’ Alarmists – John Tamny
Lockdown Proponents Still Have Lot ‘Splaining to Do – Ron Brown
Do Robots Reduce Wages? – Sean Tan
Iran told US it did not want Israel-Hamas war to escalate – Financial Times
China Asks Some Big Banks to Cap Rates on Short-Term Funding – Bloomberg
Alibaba Is Only Worth About Half of Tencent as Recovery Lags – Bloomberg
Jack Ma Loses $683 Million on Alibaba Days Before Big Stake Sale – Bloomberg
Wealth Management
25th Hour – Jared Dillian
Investing Behavioral Hacks – Barry Ritholtz
¿Es el sector energético una compra? – Fernando Luque
China’s Economy: The Mother of All Bubbles – Christopher Lingle
Nothing Has Materially Changed Since August 2007 – Jeffrey Snider
The 10-Year US Treasury Yield Is Still Well Above ‘Fair Value’ – James Picerno
¿Qué son los indicadores económicos adelantados, coincidentes y rezagados? – EI
Portugal prorroga la ‘golden visa’ para atraer a los ricos españoles que huyen de Sánchez – TO
Uno de los valores estrella de Bestinver se hunde un 22% en una sola jornada – El Economista
Reckless Government Spending to Be a Bigger Headwind for Markets Next Year – Lance Roberts