Martes, 10 de septiembre de 2024

Economía Internacional

Milei’s tax amnesty lures Argentines to declare hidden millions – FT
Panamá marginará de licitaciones a países que lo acusen de Paraíso Fiscal – Barron’s
Argentina: Blanqueo de capitales: activos más recomendados para invertir – Infobae
Argentina puede lograr sacar los dólares del colchón – Martín Redrado
Argentines Rush to Deposit Cash Savings as Part of Milei Policy – Bloomberg
Brazil Inflation Slowdown Underwhelms as Rate Hikes Loom – Bloomberg
Nvidia Stock Rising. Big Investment Firms Sell Up – Barron’s
S&P 500, Nasdaq edge higher as inflation report looms – Yahoo Finance
10 Stocks to Own if Democrats or Republicans Have a Clean Sweep – Barron’s
Will Inflation Stay Boring? Don’t Bet On It – Tomasz Wieladek
Harris and Trump Finally Face Off Tonight. 3 Big Issues – Barron’s
Harris vs Trump: Five things to watch for in the presidential debate – FT
Harris Wants You To Trust Her With $7T Enterprise – Stephen Moore & Jon Decker
Newsom’s ‘Venezuelification’ of California Continues – Washington Examiner
Apple must pay 13 billion euros in back taxes: EU’s top court – CNBC
Top EU court rules Apple must pay €13bn in back taxes – Financial Times
España: La Producción Industrial Se Contrajo En Julio – Barron’s
España: Montero amenaza a particulares y empresas con más impuestos – LM
España: Costes laborales suben un 1,6% en el segundo trimestre – Expansión
Ray Dalio sobre España como destino de inversión – Mauricio Ríos García
Alemania: La inflación confirma una caída al 1,9% en agosto – Bolsamanía
Eurozona: Examen al plan de Draghi – esRadio
Israel has to choose between hostage deal and risk of escalation: Gallant – FT
China urged to spend up to $1.4tn to battle deflation – Financial Times
Importaciones chinas de cobre caen a su nivel más bajo en 16 meses – AE
China’s exports grow by 8.7% in August, beating expectations – CNBC
China Is The Key Headwind To Global Growth – Mark Rzepczynski
China’s Collapse Has Entered a Dangerous New Stage – Jeff Snider
PBOC’s China Bonds See Trading Surge in Sign of Intervention – Bloomberg

Wealth Management

Why It’s Time To Buy Stocks Now – Eric Fry
The ABCT and Life Sciences Real Estate – Douglas French
4 gráficos sobre la rotación del growth al value – Bella Albrecht
A Noticeable Warming on August’s Jobs Report – Market Minder
¿Merece la pena comprar Nvidia tras su última corrección? – Fidelity
La atractiva bola de nieve de los dividendos – Guillermo Santos Aramburo
It Pays To Invest In Sectors That Give You a ‘Wow’ Feel – Stephen McBride
Vein-Popping Bullishness on Commodities, Bearishness on Stocks – Jared Dillian
¿Estabilidad o cambio deñl dólar con elecciones y decisiones de la FED a la vista? – Andbank