Economía Internacional
Argentina: El PIB crecería 6% y la inflación se enfriaría en 2025 – El Economista
Milei Wants Argentines to Dollarize the Economy for Him – Bloomberg
México: ‘Foco rojo’ para arranque de Gobierno de Sheinbaum – El Financiero
México: ¿Cómo irán el PIB y la inflación en primer año de Sheinbaum? – El Financiero
US futures slip with jobs data, Mideast tensions in focus – Yahoo Finance
Spitznagel: Market Euphoria Will Top Soon, Warns Of ‘Black Swan Event’ – Benzinga
Jobless Claims Remain Low Despite 50%-Plus Surge In Job Cuts – Zero Hedge
Berkshire unloads more Bank of America shares – Reuters
To Achieve Greater Market Efficiency, Legalize Insider Trading – Jeffrey Miron
Trump touts fossil fuel agenda in bid for cash from Texas oil donors – FT
Eurozone house prices rise for first time in more than a year – FT
España: Rentabilidad de la banca alcanza 13,8% en segundo trimestre – 5D
US and G7 warn Israel against strikes on Iranian nuclear facilities – FT
Israel Hits Beirut as World Awaits Its Response Against Iran – Bloomberg
Oil market faces a rude awakening if Iran’s energy infrastructure is targeted – CNBC
Libya to resume full oil production – Financial Times
Turkish inflation falls below 50% in boon to Erdoğan – Financial Times
Here’s How Bad China’s Economy Really Is. Can It Be Fixed? – Bloomberg
China stock ETFs rip higher even as mainland markets close for holiday – CNBC
China: Inmobiliarias caen por mayor cautela tras repunte récord – Bloomberg
Digital bank Revolut slams Meta over approach to scams – CNBC
Wealth Management
CBDCs Undermine Financial Privacy – Laura Williams
¿Está la Reserva Federal jugando con fuego? – Schroders
US Stocks Continue To Dominate The World – Torsten Sløk
Investors Need To Follow The Golden Mean – Anthony Isola
So Much For Much Feared LIBOR-Transition Crisis – Market Minder
Multiyear GDP Revision Signals Always Weird Path – Market Minder
La imprevisible conexión entre el dólar y las decisiones de la FED – Álex Fusté
Los últimos datos de inflación marcan las perspectivas de los mercados – Andbank
The Vampire Fiat Money System: How It Works and What It Means for Your Wealth – Thorsten Polleit