Lunes, 19 de agosto de 2024

Economía Internacional

Argentina: Balanza comercial habría mantenido superávit en julio – Reuters
Argentina: Cae IPC, salarios suben, brecha cambiaria cae – Libre Mercado
Bolivia importaría 80.000 toneladas de harina de trigo – La Razón
Chile: Reaparecen los riesgos recesivos – Rodrigo Aravena González
Chile Economy Contracts for First Time in a Year; Recovery Stalls – Bloomberg
Chile: PIB crece 1,6% en segundo trimestre: Banco Central – Reuters
Powell now faces a very different rates dilemma – Yahoo Finance
US futures steady as wait for Powell begins – Yahoo Finance
All eyes on the Fed at Jackson Hole – Yahoo Finance
A Recession the Yield Curve Predicted (Again) – Richard Salsman
Goldman cuts recession odds: Monday’s market previews – Yahoo Finance
Goldman Sachs cuts odds of U.S. recession to 20% after retail and jobs data – CNBC
Acciones mundiales suben tras comentarios cautos desde la Fed – La Tercera
La Fed debería ser más transparente en su toma de decisiones – El-Erian
Fed to deliver three 0,25 rate cuts this year; recession unlikely – Reuters
Five Key Charts to Watch in Global Commodities This Week – Bloomberg
BHP resuelve disputa sindical que puso en jaque acuerdo en Chile – Bloomberg
Oil Slips as Traders Weigh Demand Signals and Middle East Risks – Bloomberg
How Did Right Get the Idea That Price Controls Whip Inflation? – John Tamny
The world can’t escape from a US economy that has lost its anchor – Chris Giles
España: La deuda pública aumenta en 800 millones al día – Cinco Días
German finance minister under fire for Ukraine aid veto – Financial Times
Beijing restricts trading data as foreign investors flee Chinese stocks – FT
El petróleo se agota en fuente vital para la economía de China – El Economista
Western airlines slash flights to China – Financial Times

Wealth Management

Uncoventional Wisdom – Joseph Y. Calhoun III
How to Profit from the Final Gold Bull Market – Doug Casey
The Reason Betting Markets Are Predicting Harris – Dan Hannan
El Fondo soberano de Noruega: todas las claves – Marcos Álvarez
The Investment Industry’s Big Three Is Changing – Robin Wigglesworth
How I Learned To Stop Worrying, Buy Expensive Stocks – Stephen McBride
Welcome to the New, Degenerate Age of Prediction Markets – Nitish Pahwa
‘Kamananomics’ May Scare Off Wall Street’s Fence Sitters – Charles Gasparino
Polarización mundial: la cara oculta que hay tras los máximos del oro – Funds Society
¿Cómo afectan los temas políticos en la compra de metales preciosos? – Daniel Marburger