Miércoles, 3 de julio de 2024

Economía Internacional

Bolivia: Dólar sube hasta Bs 10,10 en casas de cambio de La Paz – Brújula Digital
Milei Defends Bolivia, Brazil Views in ‘Dinosaur’ Rant – Bloomberg
Why the ‘new normal’ matters more to investors than AI – Yahoo Finance
Stocks open steady after S&P 500’s latest record – Yahoo Finance
US private job growth slows in June to just 150,000, worse than expected – Fox
Nouriel Roubini on US Economy, French Election, Trump Policies – Bloomberg
The Fix is In For the Economy – Phoenix Capital Research
Tambalea la candidatura de Biden: ¿Es el principio del fin? – Andrés Oppenheimer
Kamala’s Odds of Winning Democratic Nomination Surge on Polymarket – CoinDesk
Biden under new pressure to quit race as Democratic disquiet spreads – FT
We Don’t Have Energy, or Climate Crisis: We Have Thinking Crisis – Rob Smith
Hurricane Beryl breaks records in devastating path across the Caribbean – CNBC
Oil prices rise to two-month high ahead of summer driving season – FT
Will political turmoil sink French bonds? – Financial Times
Reino Unido vs. Francia: Este jueves no preocupa a los mercados – Bolsamanía
Wealthy sell UK assets amid fears Labour would raise capital gains tax – FT
Los conservadores de libre mercado que Gran Bretaña necesitaba – Ryan Bourne
Nigel Farage puede urdir la debacle de Rishi Sunak – El Economista
Singapore tries to break free of the ‘Crazy Rich Asians’ cliché – FT
China’s Investment Bankers Join the Communist Party as Morale Shrink – Bloomberg

Wealth Management

AMC Is More Than a Meme. Is It Enough? – Barron’s
Investment bankers are more overpaid than usual – FT
Asset allocation para la segunda mitad del año – Funds Society
El mercado inmobiliario europeo, a punto de cambiar – Kim Politzer
The risk of a replay of the lost decade in US stocks – Richard Bernstein
The Looming Elections: Good News If You Own Stocks – Stephen McBride
¿Bardella será como Meloni o como Margaret Thatcher? – Víctor Alvargonzález
Why Fed’s “Higher for Longer” Rates Haven’t Stopped Stocks – Market Minder
Investors Just Got Inflation Wake-up Call. Will They Answer? – Nicole Goodkind
Fed To Abandon 2% ‘Fantasy’, Expect ‘Dramatic Rotation’ In Markets – Thomas Hayes
10 señales para saber si un mercado alcista está llegando a su fin – Antonio Villanueva
El BCE toma la delantera y un crecimiento marcado por la inflación persistente – Schroders
¿Fondo de autor o equipo? Qué opinan los selectores del cambio en Cobas – Vicente Varo
La renta variable emergente podría generar rentabilidad anual del 8,3% en próximos 5 años – Pictet AM