Miércoles, 18 de septiembre de 2024

Economía Internacional

Bolivia: Remesas caen 8,87% en primer semestre de 2024 – Los Tiempos
Argentina: Nueva encuesta revela aprobación de Milei en 53% – Mitre
México: Reforma judicial de AMLO causa divisiones entre élites – Bloomberg
Brazil’s tinkering to meet fiscal target threatens to dent credibility – Reuters
Colombia government will not change 2025 budget value – Reuters
Stocks open in a holding pattern ahead of Fed – Yahoo Finance
30-year mortgage rate falls to lowest level since 2022 – Reuters
Price Inflation Is Not a “Global Phenomenon” – D.W. MacKenzie
An Unprecedented Monetary Destruction Is Coming – Daniel Lacalle
US dollar trades in the doldrums as rates and data weigh on outlook – FT
What Will a Federal Reserve Interest Rate Cut Mean for Me? – N. Sherman
If Interest Rates Go Down Do House Prices Go Down? – Nicole Narea
Gold is having a moment — but silver is poised for its own – Yahoo Finance
New Data Suggest Hiring Has NEVER Been this Bad – Jeff Snider
Chevron boss blames Biden for pushing up energy prices – FT
Kamala Harris Aims to Price Gouge w/Tax Hikes – Jeffrey Folks
Why Wasn’t Debt Discussed at Last Week’s Debate? – Jill Jacobson
Don’t Be Absurd, TikTok Is Already American Owned – John Tamny
España encabeza el Índice de Miseria en Europa – Diego Sánchez de la Cruz
UK inflation holds steady in August, matching expectations – CNBC
An aggressive Fed move is unlikely to spur a surprise Bank of England cut – FT
Big banks in Britain eyed by watchdog over low saving rates – Reuters
France’s Electricity Prices Turn Negative Amid Poor Demand – Zero Hedge
Hizbollah vows to retaliate against Israel over pager explosions – FT

Wealth Management

Are We Rich? – Scott Sumner
The Probability of Recession Is Peaking – Ironman
Rates Markets Are Pricing in a Recession – Torsten Sløk
All Eyes on the Fed: How Much Will It Cut Rates? – Jared Dillian
Learning How To Calculate Your “Net Worth” – Aja McClanahan
Clean Power Investment Hype Loses Its Charge – Market Minder
Why Interest Rates Are Not the Price of Money – Andreas Granath
Rate Cuts: Entering a New Era of Explosive Stock Gains – Luke Lango
No caigas en la ilusión de rentablizar con la Fed o las elecciones – MRG
Lo que está de moda es pagar menos comisiones, no más – Víctor Alvargonzález
Por qué Europa nunca se acercará a EEUU o a China – Guillermo Santos Aramburo
Renta variable emergente: optimismo y oportunidades en América Latina – Matt Williams