Viernes, 9 de agosto de 2024

Economía Internacional

El mito del contrabando como sostén económico de Bolivia – MRG
Bolivia: CAO, en emergencia, convoca a Arce a una reunión – El Deber
Bolivia gasta $2.000 MM/año a subvención de combustibles – Brújula Digital
Maduro amenaza con una incautación petrolera contra EEUU – El Economista
Venezuela: Maduro recibirá “salvoconductos” para dejar poder: Machado – AFP
Cuban Food Shortages: Another Red Flag – Byron Carson
Brazil Inflation Speeds Up Again, Piling Pressure on Central Bank – Bloomberg
Argentina: La semana que viene se conocerá la inflación de julio – Di Stefano
Milei elogia política económica de Chile en visita no oficial a Santiago – AFP
Vuelve el apetito inversor, pero preocupa nivel de reservas del BCRA – Infobae
Colombia: Codirectores BanRep advierten sobre tasas de interés – Valora
México: ¿Adiós a la inflación baja? – Manuel Sánchez González
US futures wobble as wild week set to end – Yahoo Finance
Retail investors keep buying US stocks amid volatility – Reuters
After a week of stock turmoil strategists say: Do nothing – Yahoo Finance
Trump just took another jab at the Fed’s independence – Yahoo Finance
The Fed is warping the shape of the yield curve – Frank Shostak
Central banks purchase gold to offset their own money destruction – Daniel Lacalle
Every Time This Happens, It Leads to High Unemployment – Jeff Snider
Recession? We Ain’t Seen Nothin’ Yet! – Danielle DiMartino Booth
As the US dollar falls into ruin – Douglas French
Is U.S. Dollar Becoming an ‘Unhinged Paper Currency’? –  Art Laffer
James Grant’s Baseless “Drunk On Credit” Narrative – John Tamny
What Will Be Duration & Depth of Recession? – Richard Salsman
Trillion-Dollar Surprise Stuffed Into the Inflation Reduction Act – Paul Mueller
Spanish PM under pressure after Puigdemont escape – Financial Times

Wealth Management

Walking Mile In Fed Chair Powell’s Shoes – Brij Khurana
Buy The Dip? Or Embrace The Rotation? – Louis-Vincent Gave
Consumer Spending Isn’t a Recession Predictor – Elisabeth Dellinger
El aumento de la volatilidad es una oportunidad para reposicionarse – Schroders
What ordinary investors can learn from this week’s market meltdown – Stuart Kirk
Trump, el BoJ y el mercado laboral provocan “lunes negro”: ¿Recesión inminente en EEUU? – MRG