Miércoles, 7 de agosto de 2024

Economía Internacional

Bolivia: Arce propone referéndum para definir reelección presidencial – AFP
Bolivia anuncia liberación de exportaciones y convoca diálogo por economía – LR
Chile: Superávit comercial en julio; crece valor de envíos de cobre – Reuters
El FMI y El Salvador logran un acuerdo preliminar sobre finanzas públicas – Reuters
La economía que necesita Occidente ante Tercera Guerra – Manuel Hinds
US mortgage rates plunge in biggest drop in two years – Bloomberg
US Stock Futures Rally as Dovish BOJ Calms Nerves – Bloomberg
Why the yen is shaking up the US stock market – Yahoo Finance
BOJ Meant to Press Pause But Hit Rewind – Mohamed El-Erian
¿Es posible una reunión de emergencia de la Fed este agosto? – El Economista
As the Market Falls, So Does Biden’s House of Cards – Paul du Quenoy
A Fed rate cut will not solve our economic problems – Connor O’Keeffe
Fed In Full Control: What Could Go Wrong? – Dougas French
Is The Fed Trapped? Inflation, Debt, De-Dollarization Challenges – Daniel Lacalle
No sign of U.S. recession in freight demand: Maersk CEO – CNBC
Maersk: Companies are bringing orders forward on US-China trade war threat – FT
There’s Nothing Conservative about Deficits and Debt – Alexander W. Salter 
This Section of the Constitution Made America A SuperPower – Mark Skousen
Oil Climbs as Equities Rally and Traders Eye Iran Retaliation – Bloomberg
Italy doubles foreign ‘billionaires’ tax’ amid complaints from locals – FT
Una noticia buena y otra mala para la economía de Alemania – El Economista

Wealth Management

Crowd Strike! – Bill Smead
The Rapid Repricing of Global Risk Assets – Jeff Snider
Despite Recession Panic, VIX Indicates It’s Time to Buy – Luke Lango
Markets In Panic Amid Long-Running Recession Fears – Allison Schrager
Don’t Act on Your Panic, Unless You know Something – Zachary Karabell
If There Is Contagion in Other Markets, ‘All Bets Are Off’ – DiMartino Booth
The ‘greatest bubble in human history’ is close to bursting – Mark Spitznagel
Desplome de mercados, colapso de Japón y Bitcoin en caída libre – Daniel Lacalle
Crash Not Over: Markets To ‘Wash Out’ 94% In ‘Most Important Event In History’ – Harry Dent