Martes, 15 de octubre de 2024

Economía Internacional

Argentina: Riesgo país en mínimos de 2020 tras reestructuración de deuda – Reuters
Argentina: Las inversiones que llegarán por el boom del litio y el cobre – Forbes
Argentina: Gobierno volvió a obtener superávit fiscal en septiembre – Infobae
Argentina: La generación del ‘80 e Irlanda para salir de la pobreza – R. Cachanosky
Bolivia es la tercera economía inflacionaria más alta de la región – El Deber
Brasil: Haddad busca limitar gasto; problemas fiscales preocupan a mercados – Reuters
Dow, S&P 500 futures hold steady with bank earnings in focus – Yahoo
Goldman profits jump 45% to $3bn after trading boost – FT
Goldman profits surge 45% on dealmaking comeback – Yahoo Finance
Citigroup becomes latest big bank to defy over-gloomy estimates – FT
Schwab stock jumps as firm cuts costly debt – Bloomberg
Empire Fed Manufacturing Crashes From 30-Month High To 5-Month Low – ZH
Despite Its Hurricanes, Florida Is Still a Good Long-Term Bet – Richard Rahn
Who Watches the Bankers? The Present System Isn’t Working – Peter Wallison
Markets Are U.S.’s First Line of Defense Against Disaster – Juan Londoño
Social Security Fix Means More Taxes, and Not Just On Rich – Abdallah Fayyad
Kamala Harris Has More Billionaire Backers than Donald Trump – Derek Saul
A Corporate Tax Hike Would Be Felt By the Middle – Bruce Thompson
Harris Needs To Get Real With the People About Economy – Stephanie Ruhle
Futures Flat At All Time High As Oil Tumbles, Bank Earnings Shine – Zero Hedge
Oil falls further as fears of Middle East escalation recede – Financial Times
Petróleo cae un 4 % por alivio de tensiones entre Israel e Irán – Valora
Israel races to supply anti-missile shield – Financial Times
Global public debt to pass $100tn this year, says IMF – Financial Times
Europa debe cancelar prohibición a motores de gasolina para independencia – Reuters
Alemania destina $3.000 millones a ayudas a la descarbonización – Reuters
China stocks drop; Hang Seng tanking 4%, CSI 300 falls over 2% – CNBC
Chinese Stocks Slide, Fueling Concern Over Market’s Outlook – Bloomberg
We still don’t outwardly say China is the enemy – Kyle Bass

Wealth Management

Neither green nor red – Pictet WM
¿Está cara la bolsa? – Guillermo Santos Aramburo
The Bull Market’s Biggest Hits & Misses – Bespoke
The Good Times Of Today Won’t Last Forever – Ben Carlson
Why large caps will be the leader in Q4: Strategist – Yahoo Finance
There’s Too Much Fighting Of Last War On Inflation – Market Minder
Jurisdicciones offshore: Mucho más que eficiencia fiscal – Mauricio Ríos García
Áreas de renta variable estadounidense que funcionan mejor con bajos tipos de interés – Schroders