Economía Internacional
Argentina pagará al FMI el 21 de diciembre y reformulará acuerdo – Caputo
Argentina: El plan anti-Milei ideado por Milei – Carlos Pagni
Argentina: La promesa de Milei – Ian Vásquez
Argentina: Malentendiendo a Milei – G. Patrick Lynch
El significado cultural de la inauguración de Javier Milei – Marcos Falcone
Bolivia y Rusia firman acuerdo de $450 MM para planta de litio – La Razón
Cepal eleva a 2,2 % su estimación de PIB en Latinoamérica 2023 – EFE
US futures rise as Fed pivot fuels euphoria – Yahoo Finance
Investors absolutely love the Fed’s soft landing – Yahoo Finance
Fans of Virus ‘Stimulus’ Spending Revive Helicopter Imagery – John Tamny
Gundlach Clashes With Gross Over How Low Treasury Yields Can Go – Bloomberg
U.S.-China Trade Recession Shows Signs of Bottom – Ironman
Oil rises from 5-month low after Fed pivot – Bloomberg
Oil & Gas Industry Feeds Wind Misinformation – Lutz & Rowland-Shea
Oil Demand Growth in India to Taper in 2024 After Bumper Run – Bloomberg
SNB Calls End to Hiking Cycle, Signals Shift in Franc Policy – Bloomberg
El Banco de Inglaterra mantiene sus tasas de interés en el 5,25% – AFP
BOE Holds Rates With Warning of a ‘Way to Go’ on Inflation – Bloomberg
ECB pushes back against rate cut bets with pledge to stay tight – Reuters
ECB Holds Rates Steady, Cuts Growth & Inflation Outlooks But… – Zero Hedge
El BCE mantiene los tipos y una inflación a la baja anticipa recortes – El Economista
Wealth Management
The Pivot Is Here – Alfonso Peccatiello
Newsletter Diciembre 2023 – Cobas AM
This Deli Tray Is Unacceptable – Jared Dillian
FOMC: A Surprising Shift In Tone – Richard Moody
Yah-Buts Define Young Bull Markets, This One Too – Market Minder
A Confirmation That 2024 Could Be Colossal For Stocks – Luke Lango
Depression Level Economy For The U.S. Is Here – Matthew Piepenburg
La volatilidad nos trae una buena y una mala noticia – Víctor Alvargonzález