Economía Internacional
Argentina: Bolsa se recupera junto a un sólido superávit fiscal – Reuters
Perú: economía se expandió 3,5% en agosto – Agencia Andina
Chile: Crisis en la justicia, caminos de solución – Luis Larraín
IMF Warns Low Growth, Less Trade and Debt Imperil World’s Future – Bloomberg
Chip stock surge shows investors will be patient for AI payoff – YF
US Manufacturing Output Plunged In September – Zero Hedge
Disaster: Kamala.exe Crashes In Fox Interview Meltdown – Zero Hedge
Harris pledges break from Biden in combative Fox News interview – FT
The Silver Lining From The Biden Era Inflation Cloud – Christian Britschgi
‘Progressive’ California Is Presently at War With Progress – Issues & Insights
The GSE Experiment Has Failed: Congress Should End It – Norbert Michel
ECB lowers rates to 3.25% – Financial Times
European Central Bank lowers key rate to 3.25% in third cut this year – CNBC
BCE baja tasas 0,25 puntos ante desaceleración y moderación de IPC – EE
Spectre of low inflation returns to haunt Eurozone policymakers – FT
Yen Falls to Key 150 Level After Solid US Retail, Labor Data – Bloomberg
Israel says it may have killed Hamas leader Yahya Sinwar – Financial Times
Chinese Stocks Slide Into Correction as Stimulus Hopes Wane – Bloomberg
Wealth Management
America’s Decline Is Inevitable – David Mamet
Just What Exactly Is the ‘Economic Cycle’? – Brij Khurana
The Current US Business Cycle In Four Charts – James Picerno
El gran estancamiento alemán – Nadia Gharni y Alan Lemangnen
Why Stocks Weren’t Fazed By Tough Storm Season – Market Minder
Not Too Hot To Stand In the Way of Further Easing – Justin Weidner
Los gestores ven cerca el aterrizaje suave y liquidan bonos – El Economista
The Q3 Path to Higher Asset Prices Was Dramatic – Renee Kwok & Brian Presti
Optimismo: Niveles mínimos de efectivo y más renta variable en las carteras – BofA
Keynes Was Not Much Better at Investing than He Was at Understanding Economics – Mark Thornton