Martes, 30 de julio de 2024

Economía Internacional

Bolivia: Carburantes en puertos de Arica sólo alcanzan para un mes – Álvaro Ríos
Venezuela’s Opposition Says It Has Enough Proof of Election Fraud – Bloomberg
Argentina: El problema no es el cepo, es el control de cambios – Roberto Cachanosky
Letras fiscales de liquidez, claves para una pronta unificación cambiaria – Aldo Abram
México: Economía crece menos de lo previsto en segundo trimestre – Reuters
Moody’s actualiza proyecciones para América Latina en 2024 – Valora
Risky Nations Stand Out as Buffer for US Election Turmoil – Bloomberg
Wall Street abre en verde y el Dow Jones avanza un 0,35 %
– EFE
Stocks edge up in wait for Microsoft, Fed – Yahoo Finance
The Fed Loses $100 Billion A Year; Is The Fed Bankrupt? – Steve Hanke
‘The One Thing That Can Save The U.S.’ From Debt Crisis – Paul Barron
AMD earnings ahead: Wall Street looks for more AI growth – Yahoo Finance
EEUU: Nuevos aranceles a China se retrasará al menos dos semanas – Reuters
Labor Isn’t Value – Art Carden
From Fracking to Health, Kamala Is Not a Centrist – Tiana Lowe Doescher
Why the ‘Green Economy’ Is Suddenly in Retreat Everywhere – Jon Miltimore
Is increased consumer spending good for the economy? – Patrick Barron
Ken Griffin Is Spending Millions to Put His Stamp on Trump’s GOP – Bloomberg
Ackman slashes fundraising target for US fund’s IPO to $2bn – FT
Eurozone economy grows 0.3% over second quarter – Financial Times
Eurozona: PIB crece 0,3% en el segundo trimestre y bate previsiones – El Economista
Francia: El PIB de Francia 0,3 % en el segundo trimestre, como el primero – EFE
Chris Giles on Central Banks. Learning to trust the forecasts – FT
China’s Xi calls for faster measures to boost domestic consumption – FT
Hallazgo de miles de millones de barriles de petróleo en Kuwait – El Economista

Wealth Management

“R” for rotation – Pictet WM
Get Ready For Some Volatility – Michael Orzano
Los indexados cierran un semestre brillante – Finizens
Bullish Years Often Have Corrections Lance Roberts
Cita triple de bancos centrales: Fed, BoE y BoJ – Andbank
Has the Fed Waited Too Long to Cut Rates? – Sarah Hansen
Great Rotation Is Real, But Does It Make Sense? – Joe Calhoun
Evita que tus herederos paguen impuestos – Mauricio Ríos García
Why Tech Stocks Are Poised for a Strong Comeback Now – Luke Lango
Un verano más benigno de lo que parece – Guillermo Santos Aramburo
Is It Timing, Luck, or Real Talent? What Makes a Billionaire? – Simon Jack
Asset Allocation: suave desaceleración y lenta bajada de la inflación – Andbank
The Global Repo Market is Starting to Explode (does This Mean a GFC is Near?) – Jeff Snider
Los inversores latinoamericanos optan por la Golden Visa de Portugal frente a otras – María Álvarez