Lunes, 2 de septiembre de 2024

Economía Internacional

Bolivia: Gobierno analiza aplicar entrega obligatoria de divisas – El Diario
Bolivia: Reasignación presupuestaria no será óptima tras Censo – El Diario
Argentina baja Impuesto País en su cruzada contra la inflación – EFE
Argentina: ¿Está empezando a recuperarse la economía? – Juan Ramón Rallo
Argentina: Milei veta ley del Congreso que ajustaba pensiones – Reuters
Brasil busca calmar al mercado por creciente gasto fiscal 2025 – Bloomberg
Brazil Tries to Calm Investors Amid Growing Spending Pressure – Bloomberg
Prohibición de X hará imposible invertir en Brasil: Bill Ackman – Bloomberg
Chile: Economía avanza 4,2% en julio: Banco Central – Reuters
Así aumenta Turquía su influencia en América Latina – BBC News
Emerging Stocks Drop as Traders Watch China’s Economy, US Data – Bloomberg
Stocks Slip as Traders Brace for September Swings – Bloomberg
Crucial jobs report watched for repeat of July shock – Yahoo Finance
Taxing unrealized capital gains is a terrible idea – Tyler Cowen 
Rising Prices Are Caused by Monetary Inflation, Not Greed – Ryan McMaken
Is the Fed ‘sleepwalking into a policy mistake?’ – CNBC
Housing & The Fed: How Low Do Rates Need To Go? – Carlo Putti
Consumers Have NO MORE Savings – Jeff Snider
Harris Wants To Turn Tax Code Into a Big ATM – Matt Weidinger
La falta de propuestas económicas de Kamala Harris – Matthew Lynn
Bet On Trump Attending, Harris Skipping Al Smith – Charles Gasparino
Kamala Harris’s Rise Reveals Myth of ‘Polarization’ – Michael Hiltzik
The first AI presidential election is here — and we’re not ready – YF
U.S. Battery Storage Is Booming – OilPrice
Turkey’s economic growth slows to weakest level since Covid crisis – FT
Populists prevail in eastern Germany as wounds of past remain raw – FT
Olaf Scholz warns against coalitions with ‘extremists’ after far-right victory – FT
Volkswagen advierte del posible cierre de plantas en Alemania – Reuters
Europe must rely less on Chinese technology, Danish PM says – Financial Times
Eurozona: Actividad manufacturera se estanca en agosto: PMI – Reuters
Tesla’s China-made EV sales rise 3% y/y in Aug – Reuters
Buffett soon may be able to keep his BofA trades secret – Bloomberg

Wealth Management

Your Role in the Coming Dollar Crisis – Lyn Alden
Separating the Tariff Talk From Reality Is Crucial – Market Minder
Beat you Bot: Building your moat against AI! – Aswath Damodaran
Why investors turn to ETFs during times of market stress Yahoo Finance
10 Stocks the Best Fund Managers Have Been Selling – Susan Dziubinski
Why We’ll Replace the Case-Shiller Home Price Index for Our Series – Wolf Richter
Dubai refuerza su posición como centro mundial de seguros y reaseguros – Funds Society
‘Sustained’ Market Shock; Emergency Fed Cuts Will Drive Interest Rates ‘Very Low’ – Hugh Hendry