Viernes, 5 de julio de 2024

Economía Internacional

Botched coup attempt in Bolivia highlights deepening political dysfunction – FT
Bolivia: Deuda creció un 10% del PIB en 2023; BCB financió el 70% – Los Tiempos
Bolivia: Sequía causa una caída del 70% en la producción de invierno – Brújula Digital
Bolivia: Transportistas alertan que están por declararse en quiebra – El Deber
Sturzenegger es ahora ministro de desregulación y transformación del estado – Reuters
Argentina: Las 27 atribuciones que tendrá Sturzenegger – Infobae
Chile quiere salares – Humberto Vacaflor
Chile: Horizonte económico con dificultades – DF
Colombia: Bajar las tasas sirve, pero falta generar confianza – La República
Struggling Biden faces big test with ABC interview, vows to fight on – Reuters
¿Turno de la Fed? El empleo de EEUU volvió a echar el freno en junio – El Economista
U.S. economy added 206,000 jobs in June, unemployment rate rises to 4.1% – CNBC
US unemployment rate rises to highest since 2021 – Yahoo Finance
Biden isn’t done taxing us to death – Ted Jenkin
Global Stocks Hover Near Peak as US Jobs in Focus – Bloomberg
Vote for Donald Trump To Ensure Economic Miracle – Stephen Moore
The SCOTUS Chevron Decision: Pros and Cons – D.W. MacKenzie
Over $170 billion wiped off cryptocurrencies as market tanks on Mt. Gox – CNBC
Bitcoin falls to lowest level since February – Bloomberg
Fed’s Williams Says Inflation Job Not Done Despite Progress – Bloomberg
European housing market recovers in first quarter – Financial Times
Sunak quits as Conservative Party leader after crushing election defeat – CNBC
UK’s Labour Party sweeps to power in historic win – APF
Orbán meets Putin despite EU outcry – Financial Times
Le Pen party in talks to join Orbán’s group in European parliament – FT
Starmer enters Downing Street as UK prime minister after historic victory – FT
Tories’ collapse sparks blame game – Financial Times

Wealth Management

Carta del Consejero Delegado | 2T2024 – EDM
33 Undervalued Stocks For 3rd Quarter – Susan Dziubinski
What’s the Plan for the Second Half of the Year? – Kelly Green
Las 10 mejores acciones value para el largo plazo – Margaret Giles
Are Mutual Funds a Better Deal For the Retail Investor? – Russ Wiles
The optimal portfolio for the next decade – Christian Mueller-Glissmann
How the investment world is trying to navigate geopolitics – Financial Times
Gran semana macro refrescando el campo de la política monetaria – Andbank