Economía Internacional
S&P mantiene la calificación crediticia negativa de Bolivia – El Deber
Argentina: Para sacar el cepo hay que aumentar las reservas – Martín Redrado
Argentina: No estoy de acuerdo con la suba de los medicamentos – Luis Caputo
Argentina: El BCRA es mucho más fuerte de lo que se cree – Salvador Di Stéfano
US Treasury yields top 4% for first time in two months – Financial Times
Mexico’s Slow-Motion Disaster – G. Patrick Lynch
México: Desempleo sube 3% en agosto, máximos de un año – El Financiero
No case for more jumbo rate cuts by the Fed – CNBC
CPI inflation, earnings season kickoff – Yahoo Finance
Corporate bonds gain an edge over stocks as Fed cuts – Bloomberg
Key US yield hits 4% for first time since August – Bloomberg
Wall Street Strategists Say Jobs Surprise Bodes Well for Stocks – Bloomberg
Stocks Drop, US Yields Top 4% as Rate-Cut Bets Ebb – Bloomberg
U.S. crude oil jumps to $76; market waits for Israel strike against Iran – CNBC
Brent crude nears $80 as hedge funds reverse bets – Financial Times
El petróleo alcanza los 80 dólares y hace temer lo peor – El Economista
Hamas Fires Rockets at Israel Amid Clashes After Year of War – Bloomberg
There Are No Economic Forecasts, There’s Just Potent Fallacy – John Tamny
So Much That’s So Fishy About Job Numbers – Rachel Greszler
Joe Biden & Kamala Harris Taking Us Back To the 1970s – Issues & Insights
September Jobless Data Deliver October Surprise – Richard Moody
Trump’s transition chief says appointees must prove ‘loyalty’ – Financial Times
La Escuela Austríaca y la teoría de la liquidez – Juan Ramón Rallo
Spain to propose mini-coalitions to break EU capital markets stalemate – FT
España: El delirio de Sánchez con el coche eléctrico – Libre Mercado
Alemania: El colapso económico es peor de lo que pensábamos – VisualEconomik
Alemania: La economía se contraerá un 0,2% este año: Gobierno – Reuters
Goldman raises forecasts for China stocks after Beijing’s stimulus pledge – FT
China stocks poised to reopen Tuesday with markets fixated on fiscal stimulus – CNBC
Wealth Management
Asymmetric Policymaking – Torsten Sløk
The Impact of AI – Joseph Y. Calhoun III
The Rapid Adoption Of Generative AI – Joachim Klement
The Outlook As Fed Kicks Off Cutting Cycle – Matthew Luzzetti
As Middle East Erupts, Markets Tend to Move On – Market Minder
Chinese Stocks Charge Into Bull Market Territory – Adam Turnquist
Why investors should ‘stay the course’ ahead of the election – Yahoo Finance
El gran debate en la inversión a largo plazo ¿merece la pena? – Juan Gómez Bada
El riesgo de burbuja inmobiliaria global desciende por segundo año consecutivo – UBS
China tras el rally: en qué punto está realmente la macroeconomía y su renta variable – Funds People