Viernes, 12 de julio de 2024

Economía Internacional

Argentina: Milei Dials Back Shock Therapy to Keep Inflation in Check – Bloomberg
Bolivia: Persiste alza de precios de productos de la canasta familiar – ANF
Brasil: El FMI rebaja levemente la previsión de crecimiento – AFP
Chile accederá a ley IRA de EEUU con sus productos de litio – América Economía
La contrastante debilidad de la economía mexicana – Manuel Sánchez González
La OTAN a los 75 años – Ian Vásquez
US futures steady as big bank earnings roll in – Yahoo Finance
JPMorgan Beats Views, Wells Fargo Falls On Forecast, Citi Swings Higher – IBD
JPMorgan Tops Estimates, Kicking Off Banks’ Results – Barron’s
PPI rises more than forecast in latest inflation wrench – APF
Stocks Edge Up as PPI ‘A Lot Better’ Than It looks: Markets Wrap – Bloomberg
The Door Is Wide Open to Multiple Fed Rate Cuts – Scott Grannis
Expectations Spike For a Federal Reserve Rate Cut – Felix Salmon
Whatever the Fed does next will be seen as political – Yahoo Finance
Mortgage Rates Are Likely To Decline In the Near Future – Gerald P. Dwyer 
Inflation News Still Exaggerated By Dubious Shelter Estimates – Alan Reynolds
The Coming US Budget Disaster Will Impoverish Americans – Daniel Lacalle
Biden vows to ‘complete the job’ despite stumbles in press conference – FT
Oil Rises for Third Day as Spreads Signal Stronger Demand – Bloomberg
Hey, Elon, How About a Tesla Vehicle That Runs on Gas? – Issues & Insights
Unilever to slash a third of office jobs in Europe – Financial Times
Wells Fargo Q2 interest income falls short, shares slide – Reuters
El beneficio de Wells Fargo cae por los costes de los depósitos – Reuters
Wells Fargo Net Interest Income Weaker Than Expected. The Stock Is Sliding – Barron’s
Citigroup Earnings Beat Expectations. What It Means for the Stock – Barron’s
Japan data suggests possible yen intervention of around $22 billion – CNBC
China’s imports unexpectedly drop in June, but exports beat forecasts – CNBC

Wealth Management

Cantillon Marries the Red Queen – Seamus Sullivan
Why Inflation Is Still a Problem for Today’s Retirees – Amy Arnott
My Second Most Important Lesson on Wall Street – Mark Skousen
The Race To Succeed JPM’s Legendary CEO Grows – Charles Gasparino
Perspectivas de renta fija: a la espera de rebajas de tasas – Jim Cielinski
How Generational Wealth Could Upend Economy & Markets – Brij Khurana
5 factores que marcan el rumbo de la renta fija – Wellington Management
Patrimonio de la humanidad, impuestos y un viaje por Europa – Martín Litwak
EEUU: semana marcada por el IPC y el inicio de la temporada de resultados – Andbank