Economía Internacional
Bolivia: Dólar sube hasta Bs. 10,35 para la venta en mercado paralelo – El Diario
Argentina: Arranca programa de “emisión cero” prometido por Milei – Infobae
Milei lucha contra el peor impuesto de todos: la inflación – Marcos Falcone
Goldman Sachs prevé grandes alzas para MercadoLibre – Bloomberg
EEUU planea un nuevo fondo para acelerar la inversión en LatAm – Bloomberg
US continued jobless claims rise to highest level since 2021 – Financial Times
Exmiembro de la Fed ve probable recorte de tasas en septiembre – Bloomberg
Investors revive ‘Trump trade’ in bet on US bonds – Financial Times
Trump is starting to move all kinds of markets – Yahoo Finance
Why Nvidia, ASML, and TSMC stocks got hammered – Yahoo Finance
Goldman analyst predicts AI stock bubble burst – Bloomberg
Nasdaq futures dig out of rout as TSMC shines – Yahoo Finance
Small caps break-out brings ‘everything rally’ to mind – Yahoo Finance
J.D. Vance’s Millions in Investments Include Crypto, Oil, and Tech – Barron’s
CBDC currency: Creating shortages with full shelves – Paul F. Cwik
ECB keeps rates on hold, leaves options open for Sept – Reuters
ECB keeps interest rate at 3.75% – Financial Times
BCE mantiene tipos en 4,25%; el mercado presiona por recortes – El Economista
China’s leaders warn of economic risks and call for stronger social controls – FT
Meta explores stake in Ray-Ban maker EssilorLuxottica – Financial Times
Ken Griffin buys 150mn-year-old stegosaurus for $44.6mn – Financial Times
Wealth Management
The Folly of Certainty – Howard Marks
Volatility Has Never Been More Mispriced – Jared Dillian
Pressure Points – Extreme Wealth Creation – Richard Wilson
The Global Monetary System Is Reliant on Swap Spreads – Jeff Snider
Why Prices Keep Rising: My Favorite Inflation Hedge(S) – Mark Skousen
Iconoclast Hugh Hendry: From razor’s edge to paradise – Yahoo Finance
What are family offices’ wealth managers seeking next? – Family Office Club
Pressure Points Where is Your Extreme Focus Being Applied – Richard Wilson
Tres artículos para entender la bonanza de las materias primas en 2024 – Schroders