Economía Internacional
Argentina: Chileno José Luis Daza será viceministro de Caputo – Infobae
Bolivia: Asosur rechaza nacionalización de surtidores – El Diario
Bolivia: Arce acusa a Morales de los problemas económicos – BD
Bolivia: Economía ingresó en ralentización luego de la pandemia – El Diario
Uruguay: Bajan los índices de la industria lechera – El Observador
Chile: Pensiones, no se trata de moverse un poquito – Bettina Horst
Estados Unidos, Latinoamérica y Venezuela – Manuel Hinds
Colombia: Y ahora el combustible para los aviones – La República
Colombia: Se restableció el suministro de combustible para aviones – Infobae
Investors on Edge Before Nvidia Earnings, US Data – Bloomberg
This Earnings Season Shows the Rally Can Go Beyond Big Tech – Barron’s
Zuckerberg: White House ‘pressured’ Meta to pull COVID posts – Bloomberg
Zuckerberg says White House pressured Meta over Covid-19 content – FT
Powell and future Fed chairs should be rooting for an EV era – Yahoo Finance
UBS WM: Probabilidad de recesión en EEUU suben al 25% – Reuters
Wall Street enfría expectativas: sitúa el petróleo debajo de $80 – El Economista
El mayor yacimiento de petróleo de Europa entra en temida fase – El Economista
Interventions, Easy Money Run Amok – Richard Morrison
Mild price losses for gold, silver, on corrective pullbacks – Kitco News
When Did the Great Stagnation Actually Begin? – Tyler Cowen
US Home Prices Surged To New Record High In June – Zero Hedge
Entitlement Collapse is Worse Than it Looks – David Rose
Faith In Economic Meddling Persists Across Ideologies – Samuel Gregg
5 California Taxes Kamala Could Use to Crush Middle Class – Ted Jenkin
Swiss Manufacturers See Sales Drop Amid Weak European Demand – Bloomberg
Alemania: PIB cae 0,1% en trimestre por consumo privado y construcción – Bolsamanía
ECB’s Knot Wants More Data to Take View on September Rate Cut – Bloomberg
El BCE puede bajar tipos gradualmente si la inflación va al 2%: Knot – Reuters
El excesivo gasto público dificulta la labor del BCE: Knot – Reuters
Europe markets mixed as mining stocks and autos gain – CNBC
China’s export curbs on semiconductor materials stoke chip output fears – FT
Wealth Management
AI Stocks Are Not The Economy – Sam Becker
The Ultimate Market Portfolio – Robin Wigglesworth
Edge of Rate Cuts: How We Got Here – Barry Ritholtz
This Will Be Wildly Bullish For Gold – Ronnie Stoeferle
How do the one per cent spend their holidays? – Financial Times
Is The Dead Money Era Over For Japanese Stocks? – Larry Swedroe
Tech investor: No Nvidia stock? You’re missing out – Yahoo Finance
5 Investments to Beat Cash When the Fed Cuts Rates – Ian Salisbury
Stocks Usually Weak Heading Into National Elections – Stephen McBride
Behind The Memo: The Impact of Debt – Howard Marks and Morgan Housel
The Fed Is Finally Set To Reduce Rates. Why You Should Not Care – Ken Fisher