Lunes, 5 de agosto de 2024

Economía Internacional

El robo más chambón de la historia – Alberto J. Bernal-León
Argentina: Cavallo vuelve a advertir a Milei – Maxi Montenegro
Argentina: Milei acumuló una montaña de liquidez: ¿por qué cae? – EE
Argentina: Bolsa se desploma afectada por aversión global al riesgo – Reuters
Perú: La economía crecería 3% en segundo semestre 2024 – BBVA Research
Bolivia: Desabastecimiento de diésel paraliza cosecha de invierno – El Diario
Petrobras y Ecopetrol confirman descubrimiento de gas en Colombia – Reuters
Los bancos centrales latinoamericanos se mantienen cautos – Funds Society
El lunes negro hunde un 5% el Nasdaq 100 – El Economista
Bitcóin se desploma y ether sufre la mayor caída desde 2021 – Bloomberg
Nasdaq 100 Posts Its Worst Drop Since 2022 as Selloff Deepens – Bloomberg
Stock sell-off cascades as Wall Street worries intensify – Yahoo Finance
US stocks tumble at open as global sell-off gathers pace – Financial Times
Dow drops 1,000 points, Nasdaq craters 6% in global market rout – CNBC
SoftBank Group Shares Plunge Most Since 1998 – Bloomberg
Schwab, Fidelity Traders Report Outages During Stock Meltdown – Bloomberg
Global stock markets fall sharply as worries grow over US recession – FT
What is driving the global stock sell-off? – Financial Times
Amid the Presidential Election, a Recession Lurks? – Charles Gasparino
¿Qué temores están detrás de las caídas de las bolsas mundiales? – Funds Society
Investors are unwinding the biggest ‘carry trade’ the world has ever seen – CNBC
A ‘full-blown’ bear market will be ‘painful’ for a lot of people – Mark Tepper
The Fed is trying to ‘fight a ghost’ as recession fears mount – CNBC
Employment: Flawed Report Likely Overstates Case – Richard Moody
Reasons to Worry About the Jobs Report, and Reasons Not To – Bryan Mena
If They Tell You They Predicted 2021-? Inflation, They’re Lying – John Tamny
European markets plunge 3.2% as volatility index spikes to Covid-era high – CNBC
Europe’s Protectionist Arms Race – James Eiler 
Berkshire Hathaway: Buffett reduce su posición en Apple – Morningstar

Wealth Management

Whiplash – Joe Calhoun
It’s Official: The Recession is Here – Jeff Snider
Panic Monday! (What Now?) – Alfonso Peccatiello
How Low Will The Market Sell-Off Go? – Lance Roberts
The Fed needs to make an emergency cut – Jeremy Siegel
Why global investors find it so easy to sell Japan – Leo Lewis
¿Estamos al borde de un colapso económico? – Daniel Lacalle
Abandonar el patrón oro: ¿buena o mala decisión? – Pablo Gil
¿Asumir más riesgos con la renta variable? No – Lombard Odier
August 2024 Outlook: Small-Cap and Value Stocks Shine – David Sekera
Stocks Plunge on Recession Fears, Weak Jobs Report — DiMartino Booth
Berkshire Dumped Nearly Half its Apple Shares: Cash is King – Wolf Richter
Recession Just Triggered? ‘Things Are Shaking – Moody’s Chief Economist Mark Zandi
Cómo trabajan y quiénes son los que deciden en qué se invierte tu dinero – Borja Aguiar
Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage – Jim Bianco