Economía Internacional
Argentina: Santiago Bausili, elegido para presidir el BCRA – Infobae
Argentina: Recibimos la peor herencia de la historia – Federico Furiase
Milei Picks Santiago Bausili to Lead Argentina Central Bank – Bloomberg
Uruguay: Inflación sorprende a la baja: ¿de cuánto fue en noviembre? – Bloomberg
Bolivia: Reservas internacionales caen a $us 2.147 millones – Brújula Digital
Venezuela orders oil drilling in Guyana-run territory – Financial Times
Venezuela’s autocrat, Nicolás Maduro, threatens to annex Guyana – The Economist
Chile: Estado social y democrático de derecho al servicio de las personas – LyD
This Is How a Chinese Slowdown Might Impact Latin America – Bloomberg
US futures rise with more jobs data set to test Fed hopes – Yahoo Finance
Stocks Keep Rate-Cut Faith as Bond Rally Falters – Bloomberg
Economists see Fed keeping rates at 22-year high until at least July – FT
Bitcoin’s Rally Shows No Sign of Ending. Why Crypto’s Rising – Barron’s
Oil Hits Five-Month Low as US Exports Add to Oversupply Concerns – Bloomberg
Gold Drops as Traders Mull Fed Path After US Job Openings Data – Bloomberg
The Summer Of Central Bank Gold Buying Extends Into The Fall – Zero Hedge
Global Bond Rally Powers on as Rate Cut Bets Appear Everywhere – Bloomberg
Bitcoin is up — and the zealots are back – Yahoo Finance
Surge in Lithium Stocks Raise Hope Rout in EV Metal Almost Done – Bloomberg
The Money Supply Continues its Biggest Collapse Since the Great Depression – Ryan McMaken
30-Year Mortgages Are Still a Sweet Deal—For People who Already Have Them – Doug French
ECB’s Kazaks Says First-Half Rate Cuts Not Currently Needed – Bloomberg
Italy formally pulls out of China’s Belt and Road Initiative – Financial Times
Alemania: Crisis presupuestaria endurecerá debate de reglas fiscales de la UE – EE
España, entre los países de la OCDE con más subidas de impuestos en diez años – EE
Wealth Management
The Stocks That Have Performed Best In ’23 – Wayne Duggan
Is the S&P 500 Still An Imprudent Investment? – Joseph Calhoun
Why the Stock Markets Don’t Fear What Has You So Fearful – Ken Fisher
Hope for a Bull Market, But Prepare for a Bear Market – Jeff Remsburg
Charlie Munger was a lot more than Warren Buffett’s sidekick – Schumpeter
¿Qué podemos aprender de la economía de Charlie Munger? – Rainer Zitelmann
¿Puede la renta variable china soportar un crecimiento más lento? – Diogo Gomes
Algunas cuestiones a considerar de cara a 2024 en las bolsas – Víctor Alvargonzález
Japan’s transformation: A new dawn in the land of the rising sun? – Societe Generale
Una gestora es dar soluciones, no solo gestionar fondos – Nicolás Barquero, Santander AM
Mercado integrado de Chile, Colombia y Perú: plataforma de bonos corporativos 2024 – Reuters