Jueves, 5 de septiembre de 2024

Economía Internacional

Bolivia: El Alto rechaza Censo; INE explicaría a regiones – LT
Bolivia: CEPB pide “respaldo de todos” para enfrentar crisis – BD
Bolivia: BCB tiene un déficit de 20,5 toneladas de oro – El Deber
Bolivia asegura estar lista para transportar gas de Argentina a Brasil – AE
Argentina: Caputo insiste: dólar financiero convergerá con oficial – Infobae
Argentina: Baja impuesto PAIS y vuelven importadores a mercado – Infobae
Argentina: Crédito creció 12,4% en agosto, el triple que la inflación – Infobae
Venezuela’s oil exports climb to four-year high in August – Reuters
En Brasil, Musk tiene razón – Ian Vásquez
Brazil’s auto production up, sales down in August – Reuters
Mexico’s López Obrador wields ‘superpowers’ in final month – FT
Guatemala: Consideraciones sobre una ley de aguas – Ramón Parellada
Nasdaq futures fall for a third day as tech selling continues – CNBC
US weekly jobless claims decline as layoffs remain low – Reuters
Jobless Claims Data Refuses To Accept ‘Hard Landing’ Scenario – Zero Hedge
Stocks Fall and Bonds Rise After Jobs Readings – Bloomberg
A supersized Fed rate cut could be ‘very dangerous’ for markets – CNBC
Why the Crony Class Loves Artificially-Low Interest Rates – Artis Shepherd
The market shouldn’t cheer a larger rate cut in September – Yahoo Finance
Harris’ tax plan may cut corporate profits by 5%: Goldman Sachs – Reuters
Kamala Harris’s Road To Venezuela – Michael Munger
The Road to Serfdom at 80: A Very Powerful Warning – Samuel Gregg
The Harris Plan Will Spike Your Taxes $1k – Dublois & Greibrok
Harris, Trump Take Positions Inimical to Markets – Clifford Winston
The Worth of a Lower Corporate Tax Rate to Rural America – Bruce Thompson
Global gold ETFs saw fourth month of inflows in August: WGC – Reuters
Michel Barnier appointed French prime minister – Financial Times
Volkswagen’s plan to close German plants sparks fury – Financial Times
Alemania: La economía se estanca este año: instituto Ifo – Reuters
China’s new back doors into western markets – Financial Times
Chinese banks’ loss-absorbing bonds may never be bailed in – FT

Wealth Management

A 50bps cut is far more likely now – Jim Grant
Menos inversión: más pobreza – Juan Gómez Bada
The Coming Commodities Bull Market – Jared Dillian
The Harsh Truth About Investing Edge – Adam Butler
In Praise of High-Volatility Investment Alternatives – Cliff Asness
Don’t Freak Out About The Yield Curve “Uninverting” – Luke Kawa
‘Weak’ U.S .Manufacturing Data Are Not New News – Market Minder
How Much You Should Have for Retirement by Age 50 – Christy Bieber
Reasons why investors need to prepare for a US recession – Peter Berezin