Jueves, 19 de septiembre de 2024

Economía Internacional

Bolivia: Déficit fiscal llegó al 10,9% del PIB, en 2023 – Visión360
Argentina prepara revolución para asaltar el fracking en EEUU – El Economista
Argentina toca fondo al caer 1,7%; se prevé recuperación en V – Carlos Asensio
Brazil’s top court orders X not to circumvent ban at risk of daily fine – Reuters
Oil Gains Toward $75 as Markets Rally on Fed’s Rate-Cut – Bloomberg
Global stocks rally after jumbo Fed cut – Financial Times
Why the Fed’s bumper cut could still shake markets – Reuters
The Fed’s big cut shows it has learned its lesson – Yahoo Finance
Fed’s next rate cut will be smaller, traders bet – Reuters
Trump says half-point rate cut shows US economy is ‘very bad’ – FT
Why the Fed opted for the big rate cut – Financial Times
The Harris Economic Plan Will Cause Massive Downturn – Steve Forbes
The Fed Got Lucky – Scott Sumner
Fed’s Powell Is Bullish on the Economy – Barron’s
How Fed rate cuts affect the global economy – CNBC
Fed Rate Cuts Are Unlikely to Goose Stocks or Prevent a Recession – R. Salsman 
The Denarius and the Dollar: Price Controls Then and Now – J.D. Weigel
The Fed Hits the Panic Button and Slashes the Fed Funds Rate – Ryan McMaken
Rate Cuts Could Have Unintended Consequences for Housing – Allison Morrow
New Signs Social Security Is Going Insolvent – Romina Boccia
Tasa De Interés Del Banco De Inglaterra – Barron’s
Bank of England presses pause on rate cuts, highlights ‘gradual approach’ – CNBC
Alemania atraviesa “aguas difíciles”; estaría en recesión: Bundesbank – El Economista
China’s growing military activity makes a shift to war harder to spot: Taiwan – FT

Wealth Management

Fed Caves With Aggressive Rate Cut – Peter Schiff
Investor Anxiety Peaks Post Fed Rate Cut – Peter Schiff
Shall We Repeal the Laws of Economics? – Howard Marks
Understanding the Basics of Modern Banking – J.R. MacLeod
Profound Implications from Feds Rate Cut Decision – Jeff Snider
This was the best news I’ve heard from the Fed in years – Jeremy Siegel
The Equity Rally Will Occur After Election Die Is Cast – Stephen McBride
La bajada de tipos de la Fed ratifica la victoria sobre la inflación – Preston Caldwell
Seemingly Simple Corporate Tax Adds Only 603 Pages to Code – Market Minder
Fed’s 50 Bps Rate Cut: Will It Trigger Inflation AND A Hard Landing? – Steve Hanke
Fed Cuts Interest Rates For The First Time Since 2020 — Danielle DiMartino Booth
La FED actúa con determinación y rebaja los tipos de interés medio punto – Andbank