Economía Internacional
Mercado M&A de América Latina registra un descenso del 22% – AE
Bolivia: Mineros y transportistas en emergencia por la falta de diésel – El Deber
Bolivia: Incendios arrasan millones de hectáreas; Gobierno actúa tarde – El Diario
Argentina: Caputo apuesta a remonetizar en pesos y dólares – Infobae
Peru’s former president Fujimori dies aged 86 – Financial Times
México: Temen freno en inversiones y recesión por reforma judicial – EF
Global Central Banks Start Synchronized Easing – Jeffrey Buchbinder
AIER’s Everyday Price Index Eases Marginally in August 2024 – Peter C. Earle
Moderate Inflation Affirms Fed’s Path to Easing – Alexander W. Salter
Earnings Estimates Overlook the Fed. How to Make It Right – Barron’s
Donald Trump, Kamala Harris, & the Wrong Way of Tax Reform – Adam Michel
There Is Quite Simply No Retirement Crisis – Andrew Biggs
The Law That Forever Changed Retirement Planning – Russ Wiles
Kamala Harris Runs As Republican, Misleads on Tariffs – Daniel McCarthy
There’s No New Policy In Kamala Harris’s “Way Forward” – Issues & Insights
Gold Climbs to a Record as US Data Bolster Fed Rate Cut Case – Bloomberg
Italia, Alemania y Portugal aceleran sus planes de privatización – Libre Mercado
España: Ayuso amplía al 50% la bonificación de Sucesiones – Expansión
España: Ayuso avanza su revolución fiscal y más alivio de alquiler – El Economista
BCE recorta previsiones de PIB de 2024 y mantiene las de inflación – Expansión
El BCE vuelve a bajar los tipos de interés 25 puntos básicos – El Economista
ECB cuts interest rates to 3.5% – Financial Times
ECB cuts interest rates again and lowers growth forecasts – CNBC
European banks set for slowest mortgage lending growth in a decade – FT
Brussels explores Draghi option of extending up to €350bn in EU debt – FT
Hallan pozo de crudo en suelo de la UE: “El mayor en 20 años” – El Economista
Oil tumbles out of narrow trading range as recession fears grow – FT
How China has ‘throttled’ its private sector – Financial Times
Wealth Management
When Smart Money Is Wrong – Bill Smead
Do Politics Affect the Markets? – Jared Dillian
How should risk be managed? – Howard Marks
The Probability of a Recession Is Declining – Torsten Sløk
The Pessimism of The Small Business Optimism Index – Bespoke
Housing Is Still The Biggest Inflation Problem – Courtenay Brown
What to Glean From U.S. Yield Curve “Reversion” – Market Minder
¿Fondos más grandes y más baratos? No siempre – Jocelyn Jovène
Bank Balance Sheet Reveals MASSIVE Systemic Stress – Jeff Snider
Inditex pulveriza sus máximos en Bolsa gracias al respaldo de los analistas – 5D
Apple Intelligence, Trump & Musk, and Taxing Unrealized Capital Gains – Jared Dillian