Economía Internacional
Bolivia: El diésel vuelve a escasear en el país – El Deber
Bolivia analiza medidas sobre control de divisas – La Época
Brasil: Lula, al frente del G20, llama a movilizarse contra el hambre – AFP
Argentina: Estamos viviendo un cambio muy importante – Claudio Zuchovicki
Argentina Can Grow By Following the Poland Growth Model – Rainer Zitelmann
Argentina’s Shale Ambitions May Finally Come to Fruition – Bloomberg
México: La inflación sube al 5,61 % en la primera quincena de julio – EFE
Mexico Annual Inflation Tops All Forecasts Before August Rate Decision – Bloomberg
Nasdaq, S&P sink as first Big Tech results fail to deliver – Yahoo Finance
Has Nvidia’s Stock Finally Peaked? – The Motley Fool
30-year mortgage rate falls to lowest since February – Bloomberg
The American tradition of abolishing central banks – Thomas J. DiLorenzo
Tesla sinks as earnings fall short of Wall Street hopes – Yahoo Finance
Coca-Cola Shares Optimistic Numbers in Its Latest Earnings Call – Motley Fool
Trump’s 15% Corporate Tax Rate Is the Kindest Cut of All – Merrill Matthews
Unelected technocrats are now the nation’s chief executives – Ryan McMaken
Vance Understands Economics, Claims Ignorance – Dan Hannan
J.D. Vance Owes Almost Everything to Billionaire Peter Thiel – Marin Scotten
Kamala Harris is awful – Connor O’Keeffe
Kamala Harris Had 92% Staff Turnover During Her First 3 Years – Zero Hedge
Grant Cardone Sees A Massive Real Estate Correction Coming – Benzinga
On America’s ‘Trade Deficit’ With China – Donald J. Boudreaux
Bank of Canada Cuts to 4.5%, Shifts Focus to Downside Risks – Bloomberg
Canadá reduce, por segunda vez consecutiva, los tipos de interés al 4,5 % – EFE
Blame European Bureaucrats For CrowdStrike Outage – Tom Hebert
CrowdStrike’s Tests Failed to Flag Bug Behind Epic Crash – Bloomberg
Deutsche Bank Plunges After Jump In CRE Loss Reserves – Zero Hedge
European Stocks Slip Amid Earnings Deluge; LVMH Weighs in France – Bloomberg
NATO finds gaping holes in Europe’s defences – Reuters
Is High Inflation Followed By Demands For Sound Money? – Brendan Brown
Goldman sees China saving fiscal firepower for Trump tariffs – Bloomberg
China Buying Underpins Goldman $2700 Target – VBL
Wealth Management
Gold: Let The Shiny Rocks Ride! – Ian Culley
Comentario Primer Semestre 2024 – Cobas AM
Sizing Up The Small Cap Rally – Robin Wigglesworth
Harris vs Trump: ¿qué espera el mercado? – Bolton y Nuveen
What Is Personalized Investment Management? – SmartAsset
¿Cuándo empezará la Fed a bajara los tipos? – Preston Caldwell
Why Would Rate Cuts Be More Effective Than Hikes? – Torsten Sløk
Stocks Or Bonds? It’s A Tough Choice Right Now – Mark Rzepczynski
Análisis del primer semestre de 2024 y novedades de carteras – Horos AM
Why Declining Political Uncertainty Will Redound to Markets – Market Minder
Paramés aumenta el peso de Técnicas Reunidas y reduce Elecnor – El Economista
Sigue siendo un entorno muy favorable para bonos convertibles – Antony Vallee, Alken