Economía Internacional
Bolivia: ¿Se cumplió el contrato con Argentina o se agotó el gas? – M. Medinaceli
Brasil registra un déficit mayor de lo previsto en agosto – Reuters
Chile: Codelco prevé invertir $6.000 millones durante 2025 – Reuters
Chile: Manufacturas suben 3,4% en agosto: estatal INE – Reuters
Chile: Desempleo llega a 8,9% en trimestre móvil a agosto: INE – Reuters
Stocks break the traditional September slump – Yahoo Finance
Stocks slip at the open with Powell set to speak – Yahoo Finance
JPMorgan stock slips after downgrade amid Fed easing – Bloomberg
The Fed’s insurance policy – Mohamed El-Erian
Fed rate mistake is biggest risk to US economy: Forecasters – Reuters
Inflation Remained Below Target in August – William J. Luther
Is The Election Holding The Economy Back – Jeff Snider
Robert Reich Is Wrong About Billionaires & Most Everything – John Stossel
‘Super-Mario’ no puede salvar la decadente economía de la UE – Matthew Lynn
Alemania: La inflación baja al 1,8% en septiembre – Reuters
German inflation drops to 1.8% in September, below expectations – CNBC
German inflation drops below 2% for first time since early 2021 – FT
Japan’s stocks are plunging after Shigeru Ishiba’s win – Financial Times
Yen thrills and oil spills in Q3’s market rollercoaster – Reuters
Oil markets not pricing in an ‘all-out war’ after Hezbollah leader death – CNBC
Chinese stocks surge 8.5% in best day since 2008 – Financial Times
China stocks just saw their best day of trading since 2008 amid a stimulus rally – CNBC
Wealth Management
Los 4 principios de William Sharpe – Rankia
Fed’s 50 Eases FCIs to Fight Forecast Fears – Justin Weidner
Soft Landing: Bad News for the Homebuyers? – Ben Carlson
Bonos high yield: una contracción sin precedentes – Nicolas Jullien
Mark Spitznagel warns we’re in ‘black swan’ territory now – Fortune
The Monetary System Is Heading for a Breakdown – Frank Shostak
Multiyear GDP Revision Signals Always Weird Path – Market Minder
Manufacturing & Services PMIs Break Little ‘News’ – Market Minder
Fed ‘Panicked’: What Powell Is Really ‘Worried’ About – Gary Shilling
¿Qué nos dejan los últimos datos macro de Europa y EEUU? – Andbank
Para la renta fija, todo lo que está pasando es positivo – Semenzato y Koh Maier
¿Cuáles han sido los últimos movimientos de los bancos centrales? – Andbank
Algunas ideas para la confección cartera fondos IV trimestre 2024 – Enrique Roca
Investors pounce on ‘once in a decade’ trade in European property bonds – FT