Economía Internacional
Bolivia: Mayaya requiere de más estudios e inversión de $1.500 MM – El Deber
Argentina: Milei y Caputo activan “segunda etapa” de su plan – Libre Mercado
Brazil to spend record $900mn on local vote as politicians raid budget – FT
FMI confirma su previsión de crecimiento mundial para 2024 al 3,2% – AFP
Wall Street reports best quarter for investment banking in 2 years – FT
S&P 500 Futures Drop 1% as Global Chipmakers Slump – Bloomberg
Nasdaq futures tank over 1% amid China curb fears – Yahoo Finance
Wall Street eyes ‘AI laggards’ as megacap stocks lose favor – Bloomberg
Positive inflation data but more needed: Fed’s Williams – Bloomberg
El oro marcó un nuevo récord: ¿se acerca el recorte? – Forbes
On Debt & Inflation, Trump’s Record Better Than Biden’s – Stephen Moore
Trump’s Tariffs Could Mirror Hoover’s Depression-Era Results – Ed Gresser
Joe Biden Is Wrong. Corporate Profits Are Good – James Rogan
Trump’s Tariff Plan: Are You Ready For A Huge Tax Hike? – Michael Chapman
How security failings let a would-be assassin shoot Donald Trump – FT
Eurozona: La inflación confirma su descenso al 2,5% en junio – Bolsamanía
Eurozona: La inflación se moderó en junio al 2,5 % y al 2,6 % en la UE – EFE
Bank of Spain vacancy leaves ECB missing a rate-setter – Financial Times
La inflación en el Reino Unido se mantuvo en el 2 % en junio – EFE
Germany Plans to Cut Renewable Subsidies as State Costs Soar – Bloomberg
Wealth in Turkey grew the most in the world at 157% despite inflation – CNBC
Chinese Economic Policy: The Demographic Challenge – Dan Mitchell
Georges Elhedery: who is HSBC’s new chief executive? – Financial Times
Wealth Management
What’s Really Driving The Gold Rally – Sean Boyd
The Gravity Of US Stock Leadership – Toby Nangle
¿Es el capitalismo injusto e inmoral? – Value School
Precious Metals, Mining & The Economy – Tavi Costa
A snapshot of the world economy in July 2024 – Schroders
Every Investing Theme Has Its Limits, AI Included – Wayne Duggan
Buen comienzo de julio, ¿nos confiamos? – Guillermo Santos Aramburo
Is value dead? Lee Munson on ‘the bane of his existence’ – Yahoo Finance
Investors are Not to Blame for the Priciest Housing in History – Joel Griffith
The Dow Surge Is a Calculated Response to Political Turmoil – Allison Morrow
Qué esperar de las elecciones estadounidenses: cuatro escenarios – Paul Diggle
Tres temáticas de inversión interesantes en renta variable – Christopher Buchbinder
Why Gold Price Is Rising: ‘We’re in That Rock And the Hard Place Coming Together’ – Lobo Tiggre