Lunes, 1 de julio de 2024

Economía Internacional

Argentina repudió “la falsa denuncia de golpe de Estado” de Arce en Bolivia – Infobae
Bolivia: Situación de producción de gas natural es crítica – El Diario
Bolivia: Luego de falso golpe militar, dólar sube a Bs. 10,50 en Oruro – ANF
Bolivia: Hidrocarburos en la mira por caída de producción y falta de información – El Diario
Chile’s Economy Shrinks for a Third Month as Rebound Falters – Bloomberg
Chile: Economía avanza 1,1% en mayo: Banco Central – Reuters
Perú: Los precios al consumidor subieron un 0,12% mensual en junio – Reuters
Brasil: Recolección de maíz de segunda cosecha 2024 alcanza el 49% – Reuters
Panamá: Mulino asume poder desafiado por economía y crisis migratoria – AFP
Crucial June jobs report ushers in new quarter – Yahoo Finance
US futures nudge higher as new quarter kicks off – Yahoo Finance
Dow Jones Futures Rise Ahead Of Economic Data; Nvidia Gets Price Target Hike – IBD
Trump Ascendancy Has Morgan Stanley Team Touting Steeper Curve – Bloomberg
Monetarism Didn’t Discredit Phillips Curve, Rather It Mirrors It – John Tamny
Central banks added to gold reserves in 2023; possible price surge – FoxBuseinss
ULTRAs: The Worst Idea You’ve Never Heard Of – Michael Munger 
El BIS insta a bancos centrales a volver a subir tipos si la inflación persiste – 5D
Alemania: Sector manufacturero sufre un nuevo revés, según PMI – Reuters
German Inflation Slows as Optimism in Economic Rebound Wanes – Bloomberg
Bundesbank chief calls for German tax cuts to boost investment – Financial Times
European Markets Relief Rally After No Surprises From French Election – Zero Hedge
France stock rebound falters as Le Pen optimism fades – Bloomberg
France’s Market Rally Falters as Investors See Enduring Risk – Bloomberg
Los escenarios para Francia tras la primera vuelta de las elecciones – Bolsamanía
Macron’s reckless gamble leaves French voters with invidious choice – FT
La farsa de la reducción de la deuda pública que vende Sánchez – José María Rotellar
España: BdE destapa deuda pública oculta de 95.000 millones – Sánchez de la Cruz
Citi was money launderers’ favourite bank, US law enforcement officials say – FT
Chinese Mutual Funds Ask Bond Brokers to Lower Trading Fees – Bloomberg
PBOC Signals Possible Government Bond Sales to Cool Market Rally – Bloomberg
China’s central bank moves to address bond frenzy – Financial Times
The foreign investors left stranded in Evergrande’s web of Chinese debt – FT
Japan’s GDP downgrade, shaky business mood cloud BOJ hike timing – Reuters

Wealth Management

Sorry, But Investing Is Complicated – Sam Ro
The Cost of a Summer Cookout in 2024 – Ironman
S&P 500 Top 10: Earnings vs Market Cap – Torsten Sløk
Fed should ‘tee up’ rate cuts next meeting – Jeremy Siegel
Trump Debate Win Gave S&P Boost. Then This – Jed Graham
How to Invest In This Rather Fraught Election Year – Jeff Sommer
The S&P 500 Rules Everything Around Me – Joseph Y. Calhoun III
The Corporate Default Wave That Never Happened – Market Minder
Rising Political Tensions Are Priming Small Caps to Soar – Luke Lango
On Wall Street, No One Knows What’s Happening – Charles Gasparino
¿Qué esperar de la bolsa española en el tercer trimestre? – Fernando Luque
Hedge Funds Are Hoarding Cobalt Amid Battery Metal Slump – Bloomberg
¿Es buen momento para comprar empresas de pequeña capitalización? – John Tidd
Mastercard Inc (MA) DCF Valuation: Is The Stock Undervalued? – The Acquirer’s Multiple
Euforia en las bolsas ¿por qué ha sido tan positivo este primer semestre de 2024? – TDND
Millennials are ‘very ill-prepared’ to be the richest generation in history, wealth manager says – CNBC