Lunes, 21 de octubre de 2024

Economía Internacional

Forecasts for a 20% Brazil Stock Rally Are Ruined by High Rates – Bloomberg
The populist left is holding back Latin America – Ruchir Sharmat
Emerging markets are having a moment – Katie Martin
Fears of False Start for Fed Leave Emerging Markets in Limbo – Bloomberg
Fragile confidence hinders global economic recovery – FT
Nasdaq leads stock futures lower with earnings on deck – Yahoo Finance
Treasury 10-year yields may hit 5% within months: T. Rowe Price – Bloomberg
JPMorgan Figures Show Surging Dollar Demand as US Election Nears – Bloomberg
Goldman: The S&P 500’s decade of big gains is over – Bloomberg
Trump surges into the lead – The Economist
How Biden-Harris Administration Threatens Retirement Saving – Norm Champ
Neither Trump Nor Harris Will Address Debt – David Wise
Beware a Dishonest Tool Socialists Use Against Autos – Steve Forbes
The Greatest Lesson of History Is To Learn the History – Rob Smith
Will BofA CEO’s Aversion To Risk Be His Undoing? – Charles Gasparino
Oil Rises as Israel Plans Next Iran Move After Weekend Attack – Bloomberg
The west should be paying more attention to the gold price rise – M. El-Erian
Why the West faces new inflation fears – The Economist
Gold hits record high as rate cuts and Middle East tensions fuel demand – FT
Europe markets watchdog bids to become EU’s version of SEC – Financial Times
El dato que desmonta el milagro económico de España – El Economista

Wealth Management

Macro Clouds On The Horizon – Alfonso Peccatiello 
The Birth of “Irrational Exuberance” – George Ford Smith
Small-Cap Revival. A Premature Celebration? – James Picerno
Timeless Investment Lessons from a 2-Yr. Old Bull – Market Minder
Why This Earnings Season Could Send Stocks Soaring – Luke Lango
Stan Druckenmiller Has Just Called Presidential Election – Justin Spittler
Comprando oro estás protegiéndote de los vicios del ser humano – TDND
Bullish Indicators Galore, But Stocks Overbought In Short Term – Lance Roberts
Los ricos noruegos huyen a Suiza hartos de las subidas de impuestos – Libre Mercado