Economía Internacional
Argentina: Dolarización: ¿Cuántos dólares faltan? – Emilio Ocampo
Argentina: Las 4 causas que impiden salir del cepo a corto plazo – Juan Gasalla
Argentina volvió a ser el primer exportador mundial de harina de soja – Infobae
Argentina: Impuesto a las Ganancias tras la última reforma – Ramiro Castiñeira
Brasil tiene menos margen para recortes de tasas a medio plazo – Bloomberg
Brazil Has Less Space for Interest Rate Cuts in Medium-Term – Bloomberg
Paraguay: Primer año de Santiago Peña – Wildo González, Dionisio Borda
The links between Fidel Castro, Hugo Chavez, and Nicolas Maduro – Axel Kaiser
Dow Chasing Record High as Stocks Head for a Mixed Open – Barron’s
US stocks gear up for bid on fresh record highs – Yahoo Finance
US Futures Waver as Investors Assess Rate Path – Bloomberg
Nvidia earnings to put stocks’ rebound to the test – Yahoo Finance
The Fable of the Economic “Soft Landing” – Frank Shostak
American Peronism: Kamala’s Plan to Ruin America’s Economy – Daniel Lacalle
If We Can’t Fix Excessive Taxation, How About Restricted Entry? – Walter Block
Kamala Harris Has Signaled Little About Economic Policies – Charles Gasparino
Gold price holding near record highs – Kitco
Oil heads for 3% rise amid Mideast fears, Libya shutdowns – Reuters
Oil Prices Rise as Middle East Fears Heighten – Barron’s
Oil Prices Soar as Geopolitical Risk Rises Rapidly – OilPrice
Global Rally Pauses As Yields Rise On Surging Oil – Zero Hedge
Oil prices to remain elevated as Middle East tensions threaten wider conflict – CNBC
Oil prices jump nearly 3% on Libya production halt, Israel-Hezbollah attacks – CNBC
Libia echa cerrojo al petróleo y los precios suben – El Economista
Exxon forecasts 2050 oil demand to match today’s, 25% above BP estimate – Reuters
AI’s insatiable energy demand is going nuclear – Yahoo Finance
Top defence contractors set to rake in record cash after orders soar – FT
Defence stocks’ wobble just a blip on the radar – Financial Times
Alemania, cada vez más en crisis: Ifo de clima empresarial agosto – Blsamanía
España: La productividad desciende el doble que en la eurozona – El Economista
Russia launches huge missile and drone attack on Ukraine – FT
Russia launches massive missile and drone attack on Ukraine, Kyiv says – CNBC
The inside story of the secret backchannel between the US and China – FT
Canada to Hit China With Tariffs on Electric Vehicles, Steel – Bloomberg
Wealth Management
The Thrilling 36 – Russel Kinnel
Cash out now! – Steve Hanke
A Crisis Of Bad Data – Wolf Richter
Bullish Sentiment Is Taking Off – Bespoke
The Fed Declares Victory – Joseph Y. Calhoun III
Stock Market Rewards Faithful: Invest Now – Coryanne Hicks
Jackson Hole: Powell apuesta por la bajada de tipos – Schroders
Cómo navegar por la curva de tipos – Vishal Khanduja, Morgan Stanley
La sabiduría de los mejores gestores de la historia – Rocío Recio, Cobas AM
Investors should have a sense of renewed optimism after Jackson Hole – Anastasia Amoroso
Camino despejado para una primera bajada de tipos en EEUU en septiembre – Funds Society