Martes, 3 de septiembre de 2024

Economía Internacional

Argentina: Blanqueo, inflación y aumentos – Claudio Zuchovicki
Mondino explicó la propuesta argentina para dinamizar Mercosur – AE
Bolivia: Gobierno dispuso de $3.194 MM de reservas del BCB – El Deber
Bolivia: Hasta agosto, las reservas del BCB llegaron a $1.905 MM – El Deber
Bolivia: Constructoras en emergencia por falta de dólares y diésel – El Deber
Brasil: PIB supera expectativas en segundo trimestre – Reuters
Brasil: La economía creció un 1,4 % en el segundo trimestre – EFE
Starlink in Brazil’s crosshairs as spat over Elon Musk’s X escalates – CNBC
Brazil Economy Soars Past All Forecasts as Bets on Rate Hikes Grow – Bloomberg
Musk vs. Brazil: Starlink emerges as latest battleground – Reuters
Brazil’s HBR Realty files eviction action against WeWork – Reuters
Brazilians flock to Bluesky after court bans Musk’s X – Financial Times
Stormy September lies in wait for markets everywhere – Bloomberg
The Stock Market Is in the Homestretch of 2024 – Barron’s
Stocks Fall Before Manufacturing Data; Yen Rallies – Bloomberg
US futures retreat as huge jobs report looms – Yahoo Finance
Apple’s AI-fueled rally approaches a crucial test – Bloomberg
Why investors turn to ETFs during times of market stress – Yahoo Finance
Kamala Harris Will Lose If She Makes Vote About U.S. Economy – Joe Tauke
A Global Tax Code Endangers U.S. Business – Aharon Friedman & Joshua Rauh
We’ve Shamefully Traded Responsibility for ‘Security’ – Rob Smith
Why Harming Google For Excellent Is a Mistake – Rand Paul
Concern over housing costs hits record high across rich nations – FT
UK house prices rise at fastest pace since late 2022 – Financial Times
Netanyahu rejects ‘surrender’ to hostage deal pressure – FT
El petróleo cae a nivel “crítico” que amenaza con ventas masivas – El Economista
JPMorgan economist: China’s housing market crash is still not over – CNBC

Wealth Management

Waiting for the Fed – Pictet WM
It’s An Uncertain World – Joseph Y. Calhoun III
The Case Against Value Investing – Excess Returns
Quantifying What Fed Cuts Mean for GDP & Inflation – Torsten Sløk
What To Make of Worst Calendar Month for Stocks – Market Minder
Here’s Why the S&P 500 Could Hit 6000 by the End of the Year – Barron’s
Recession Is Here – Why Gold & Uranium Are Your Best Bets – Lobo Tiggre
Japón: un mercado todavía clave para los inversores mundiales – Funds Society
El ataque y la defensa de la libertad de expresión elevan a Trump – Guillermo Santos Aramburo