Jueves, 1 de agosto de 2024

Economía Internacional

How Did Venezuela Arrive At This Tragic Point? – Rainer Zitelmann
Venezuela’s Oil Economy Is in Limbo. The Future Under Maduro – Craig Mellow
Bolivia: Bloqueos en los 9 departamentos, más de 50 vías cortadas – BD
Bolivia cumple con 62% de pago del servicio de deuda externa 2024 – La Razón
Argentina: Fitch Ratings ve crecer posibilidad de un nuevo default – Funds Society
Chile: Economía avanza 0,1% en junio: Banco Central – Reuters
Chile finalizó colocación de bonos por US$ 2.200 millones – BioBío
Colombia: Fitch mantiene calificación en ‘BB+’ con perspectiva estable – EP
Tech Stocks Rise on Rate-Cut Hopes, Meta Earnings – Barron’s
Futures Gain As Meta Earnings Restore Faith In AI Bubble – Zero Hedge
US weekly jobless claims rise to 11-month high – Reuters
Initial Jobless Claims Surge To 12-Month Highs – Zero Hedge
The Fed inches closer to inevitable cuts – Yahoo Finance
S&P 500 futures climb as Fed delivers and Meta jumps – Yahoo Finance
Meta bate previsiones y dispara su beneficio un 73% – Expansión
The Fed is holding interest rates steady. This won’t last much longer – Ryan McMaken
Why In The World Is The Fed Manipulating Interest Rates In The First Place? – Steve Forbes
Israel says it killed Hamas military commander Mohammed Deif – Financial Times
Europe’s energy crisis is over, signals Shell boss – Financial Times
Exxon Almost Walked Away From Its $1 Trillion Oil Discovery – Bloomberg
Eurozona: Producción industrial se resiente otra vez en julio – Expansión
La ley de inteligencia artificial de la UE entra en vigor
– EFE
El Banco de Inglaterra baja los tipos por primera vez en 4 años – El Economista
BoE lowers rates to 5% in first cut since 2020 – Financial Times
Bank of England governor Andrew Bailey explains rate cut decision – FT

Wealth Management

Fed should’ve cut today – Jeffrey Gundlach
Japan’s Central Bank Just Hiked Rates WHILE in a Recession – Jeff Snider
My 2 Cents On This ‘Confusing’ Market Is That It’s Not – Stephen McBride
Perspectiva de economía internacional y mercados para agosto – Andbank
‘Painful’ Fed Announcement; Labor Market To Collapse – Danielle DiMartino Booth
There’s a lot of room for the Fed to cut short-term interest rates – Jeffrey Gundlach
Remembering the Massive Crude Bull Markets of the 1970s and 2000s – Goehring & Rozencwajg