Martes, 1 de octubre de 2024

Economía Internacional

Argentina: Dólar gana a pesar de competencia desleal – Emilio Ocampo
Argentina: Actividad económica: 5 meses de tendencia positiva – Infobae
Argentina: Quién paga el costo del ajuste – Roberto Cachanosky
Perú: Inversión privada e incertidumbre electoral – Iván Alonso
Chile: Gobierno prevé crecimiento del 2,7% en 2025: Hacienda – Reuters
Chile: La economía crece un 2,3% en agosto – AFP
Colombia: Ecopetrol invertirá $1.000 millones en exploración – El Espectador
¿Están seguras las inversiones con Sheinbaum en México? – DW
Stocks slip to start Q4 with key data on deck – Yahoo Finance
Nvidia Is No Longer The Top S&P 500 Stock In 2024. Meet The New King – IBD
New Report Indicates How Stuck U.S. Housing Market Is – Samantha Delouya
Can the Federal Reserve Buy Gold? Should It? – Alex Pollock & Paul Kupiec
Oil slips to begin new quarter under pressure – Bloomberg
EEUU aprovecha la caída del petróleo y empieza a acumularlo – El Economista
Kamala Harris Would Crush Families with Price Controls – Mike Pompeo
How the dockworkers strike could rattle the election – Yahoo Finance
The Rising Debt That Shall Not Be Named – Michael Strain
Charles Schwab CEO Walt Bettinger to retire at end of 2024 – CNBC
BlackRock’s Fink: Market is wrong on Fed rate-cut bets – Bloomberg
Eurozone inflation dips below target to 1.8% in September – FT
Euro zone inflation falls to 1.8% in September, below 2% target – CNBC
EU policymakers lash out at Berlin’s Commerzbank ‘hypocrisy’ – FT
Alemania: Sector manufacturero se contrae a mínimos de un año: PMI – Reuters8
Ireland unveils bumper Budget package worth €10.5bn – FT

Wealth Management

¿Cuánto durará la crisis inmobiliaria china? – Schroders
We’re Headed for a Big Crash – No Matter What – Bob Murphy
Sahm Rule: What It Is, & What You Should Know – Scott Ward
Hurricane Helene Provides Investing Lessons – Joseph Calhoun
Goldilocks Is In The House But The Story Isn’t Over – Torsten Sløk
Multiyear GDP Revision Signals Always Weird Path – Market Minder
¿Qué le espera al oro tras su reciente ruptura? – Ned Naylor-Leyland
In 2024, the S&P Isn’t Obeying Seasonal Market Trends – Stephen McBride
‘Messy transition’ from growth to value stocks won’t be easy – Yahoo Finance
Investors turn to volatility trades to profit from tight US election – Financial Times
China en el centro del escenario. ¿Apuesta firme o trampa oculta? – Álex Fusté
El mercado americano podría estar entrando en territorio de cisnes negros – Macro Alertness