Viernes, 8 de diciembre de 2023

Economía Internacional

Banco Mercantil Santa Cruz S.A. Downgraded To ‘CCC+’ From ‘B-‘ – S&P
The nightmare economic in-tray awaiting Argentina’s Milei – Financial Times
¿Por qué caen tanto las exportaciones a Colombia?
– Valora
EEUU: Empleo se acelera en noviembre y el paro baja al 3,7% – Reuters
Unemployment posts surprise drop as jobs market stays strong – Yahoo Finance
U.S. Added 199,000 Jobs in November – Barron’s
U.S. payrolls rose 199,000 in November, unemployment rate falls to 3.7% – CNBC
US economy adds 199,000 jobs in November – Financial Times
Why the Modern Dyslexia Epidemic? – Kerry McDonald
Economists see Fed keeping rates at 22-year high until at least July – FT
You Didn’t Have to Watch To Know Newsom Beat Ron DeSantis – John Tamny
The World’s Most Important Warming Event Infiltrated by Oil – Phyllis Cuttino
By Learning From Others, U.S. Can Stay Exceptional – Gary Shapiro
Productivity Puzzles: What Happened After 1973 – Scott Sumner
Key UK Mortgage Rate Drops Below 6% for First Time Since June
– Bloomberg
ECB to Clash With Markets Over Rate-Cut Timing, Survey Shows
– Bloomberg
Shrinking economy in Japan casts doubt on BoJ rate raise bets – FT
Xi warns China’s economic recovery at ‘critical stage’ – Financial Times
Country Garden Local Bond Test Looms as Regulator Meets Holders
– Bloomberg
China Bond Sale Has Lowest Yield in 15 Years in Moody’s Rebuke
– Bloomberg
China apabulla a Europa: domina el 41% de las exportaciones de coches eléctricos – Cinco Días

Wealth Management

Entendiendo el DCF – IcariaCap
Stock Market Psychology – Bill Smead
Fed Wins In 2024, But at What Cost? – Matthew Luzzetti
Nvidia vs. Cisco: ¿Se repetirá la historia? – Jocelyn Jovène
Japan: Here is What You Should Know – Alfonso Peccatiello
Dolarización en Argentina: una promesa difícil de cumplir – Mali Chivakul
What Millionaires Know About Retirement That You Do Not – Kate Stalter
Stop It, AI Won’t Come Alive Any More Than the Toaster – Stephen McBride
What To Do If You Fear Running Out of Retirement Money – Maurie Backman