Economía Internacional
Bolivia: Gobierno dispone arancelo para importar medicamentos – ANF
Argentina: Caputo retomará aumento de tarifas y quita de subsidios – Infobae
Javier Milei and Argentina’s Economic Challenge – Nicolás Cachanosky
Brazil’s Azul Eyes Options to Rework Debt Amid Deal Talks – Bloomberg
Chile: Desempleo llega a 8,7% en trimestre móvil a julio: INE – Reuters
Chile: Tasa clave de interés bajaría al 5,5% en septiembre – Reuters
Colombia: Ecopetrol advierte posible racionamiento de gas – Valora
Colombia: Ecopetrol alerta posible racionamiento de gas en Arauca – AE
Dow leads US futures higher after GDP upgrade – Yahoo Finance
GDP revised up to 3% in second quarter – APF
US GDP grew more than initially reported in second quarter – FT
Stocks Rebound on Nvidia’s ‘Pretty Good’ Results – Bloomberg
Nvidia shares fall despite earnings beating estimates – CNBC
$100bn wiped off Nvidia’s market value after outlook underwhelms – FT
Bond markets face a reckoning after stellar summer run – Reuters
What JD Vance Doesn’t Understand About Free Trade – Tyler Cowen
Why US recession forecasts have been wrong for years – Yahoo Finance
What They Call “Capitalism” In the U.S. Really Isn’t – Jeffrey Tucker
Free Market Fundamentals and NatCon Inconsistencies – Donald J. Boudreaux
The Most Dangerous Tax in History: My Three Favorite Loopholes – Mark Skousen
Poverty Isn’t Neglect, and Money Isn’t the Answer To It – Naomi Schaefer Riley
Take It To Bank: Far Left Wants to Crush PayPal, Zelle – Lynn Westmoreland
La inflación alemana retrocede al 2,0% en agosto – Reuters
German inflation posts surprise drop to 2% in August – CNBC
German Inflation Plunges to 2% as ECB Prepares to Cut Rates – Bloomberg
Germany Is in Full Blown “Crisis” Mode – Jeff Snider
Falls in German and Spanish inflation boost chances of fresh ECB cuts – FT
European oil majors face falling profits, says Morgan Stanley – FT
Wealth Management
Fundsmith: análisis de la cartera y de los cambios – Enrique Roca
If the Music’s Still Playing, You Have to Keep Dancing – Jared Dillian
3 Contrarian Investment Strategies Worth Considering – Bryan Armour
The Transformative Power of Musk Start-Up Neuralink – Stephen McBride
Resultados Nvidia: No hay señales de ralentización de la IA – Brian Colello
Fed’s Rate Cuts to Trigger Significant Capital Rotation from U.S. & Into These Markets – Lyn Alden
La prudencia fiscal y la estabilidad política son cruciales para atraer inversión a Latam – Pramol Dhawan, PIMCO