Economía Internacional
Arce Seeks Referendum on Bolivia Reelection Laws, Subsidies – Bloomberg
Bolivia: La subvención a los hidrocarburos alcanzará los $4 mil – Brújula Digital
Bolivia: ASFI cambia norma y refuerza controles en la bolsa – El Deber
Argentina: Ricardo Arriazu pide al gbierno no devaluar – Infbobae
Argentina redujo importaciones de gas en 50%; avanza obra clave – Bloomberg
Argentina: Techint y Sacde finalizaron el Gasoducto Norte – Infobae
Argentina: Devaluando sólo se logra que suba la inflación – Luis Caputo
Colombia: ¿La inversión está en jaque? Este es el panorama – Bloomberg
Colombia: La inflación cerraría agosto en 6,38% – El Espectador
Perú: Proyección de crecimiento es del 3,2% en 2024: Arista – El Comercio
Perú: Moody’s prevé crecimiento del 2,7% en 2024 – El Comercio
Paraguay: Peña dice que está abierto a acuerdos comerciales con China – Reuters
México crece menos en segundo trimestre; ajuste a la baja del PIB – Bloomberg
Jobless claims tick up as Fed set to preview rate cuts – Reuters
Continuing Jobless Claims Hover Near 33-Month Highs – Zero Hedge
After a Jobs Revision, What Can Kamala Brag About? – Stephen Moore
The Reviews Are In: Harris’s Economic Plan Is a Big Flop – Issues & Insights
US futures rise as rate-cut conviction runs high – Yahoo Finance
Fed minutes point to ‘likely’ rate cut coming in September – CNBC
What to look for at the Fed’s Jackson Hole symposium – Yahoo Finance
What Jay Powell should say at Jackson Hole – Adam Posen
Quantitative Tightening Goes Global for the First Time – Bloomberg
Fed’s Schmid says he wants to see more data before rate cut – Bloomberg
Federal Jobs Report Slices Total Jobs in New Revision – Ryan McMaken
Revisions Wipe Out 30% of Annual Job Growth – NewDealdemocrat
More Money Can’t Solve Poverty – Nikolai Wenzel
Global investors pile into Chinese bank bonds – Financial Times
Eurozone wage growth slows sharply, strengthening case for ECB rate cut – FT
Germany’s far-left disrupter claims credit for limiting aid to Ukraine – FT
Deutsche Bank settles with 60% of claimants in Postbank case – FT
Deutsche Bank shares rise 3% after settlement of bulk of claims in Postbank suit – CNBC
La economía de Rusia se rompe tras sufrir dos golpes inesperados – El Economista
Wealth Management
Gold as hedge – Robert Armstrong
US Economy Is Lacking Anchors – Mohamed El-Erian
La corrección no dará paso a un mercado bajista – Ken Fisher
Everything Is Worse Because of Private Equity – Jared Dillian
¿Qué es un activo de inversión y qué no? – Juan Gómez Bada
National Convention Promises Are Often Just Talk – Market Minder
Job Market Just Revised Down 800,000! (Payroll Crash) – Jeff Snider
More Info Needed by Fed Before Rate Cuts — Danielle DiMartino Booth
El carry trade ha dejado a las monedas latinoamericanas más débiles y volátiles – IIF
J-Hole, the VIX, Price Gouging, and Teaching Personal Finance in Schools – Jared Dillian
Navigating the Sea Change with Howard Marks at Oaktree Conference 2024 – Oaktree