Economía Internacional
Milei denuncia en Brasil la “persecución judicial” contra Bolsonaro – AFP
Milei Backs Bolsonaro Without Attacking Lula in Brazil Visit – Bloomberg
La profunda crisis energética de Bolivia – Álvaro Ríos
Bolivia: Plantean tres acciones para reactivar sector hidrocarburos – El Diario
Chile anota superávit comercial en junio; crece valor de envíos de cobre – Reuters
Stock Futures Falling as Eyes Turn to the Fed and Inflation – Barron’s
Big Bond Bet Favored by Citi, JPMorgan Gets Boost Before CPI – Bloomberg
Powell to testify as key inflation data could cement a rate cut – Yahoo Finance
Powell to Face Fed Critics in Congress on High Rates, Bank Rules – Bloomberg
It’s All MMT: The Fraud of “Monetary Policy” – Joshua Mawhorter
What the Fed should put on the Jackson Hole agenda – Mohamed El-Erian
Excessive of Government Spending = Recipe for Economic Chaos – Dan Mitchell
California Perilously Invites Bureaucrats In To Police AI – Stephen McBride
America May Be Subjected To Its 1st DEI President – Charles Gasparino
QT so far has removed 41% of Treasuries and 29% of MBS – Wolf Richter
Post C19 High Prices Have Trump Fingerprints All Over Them – John Tamny
The stock market will drop 32% in 2025; Fed fails to prevent recession – BI
How Did 250,000 Jobs Just Suddenly Vanish This Year? – Issues & Insights
Más voces demócratas piden que Biden se haga a un lado – Bloomberg
French President Macron’s snap election gamble ‘did not pay off’ – CNBC
Leftist Coalition Set For Shock Victory In French Election – Zero Hedge
Sánchez y la productividad ficticia de España – José María Rotellar
China’s Rapid Renewables Rollout Hits Grid Limits – John Kemp
Tesla investors to urge judge to reject record $7B legal fee – Reuters
Boeing se declarará culpable por los accidentes del 737 Max – Bolsamanía
Wealth Management
The Fed Gets Its Wish – Joseph Y. Calhoun III
Meditations on Independence – John Mauldin
The Slow-Mo Melt-Up: Hello 6000 – The Market Ear
2024 Mid-Year Economic Snapshot – Market Minder
How Long Until The Recession Starts? – Torsten Sløk
¿Por qué optar por una gestora independiente? – Cobas AM
Our Biggest Takeaways from the First Half of 2024 – Excess Returns
You can’t hide your portfolio from Biden and Trump – Yahoo Finance
As Political Parties Fall, Gold And Silver Will Rise – Egon von Greyerz
There’s Mass Exodus Of the Rich From Great Britain – Theodore Dalrymple
Resumen primer semestre y perspectivas segunda mitad del año – Andbank
¿Qué deparará el segundo semestre a los mercados? – Wellington Management
Francia elige el caos controlado. Anticipando los siguientes movimientos – Álex Fusté
Perspectiva internacional de la economía y mercados financieros para julio – Andbank
¿Por qué la bolsa europea está (casi) siempre más ‘barata’ que la norteamericana? – Iván Martín