Economía Internacional
Bolivia: Bloqueos agudizan escasez y triplican precios en mercados – El Deber
Argentina: Para mi el dólar blend es boleta – Salvador Di Stefano
Argentina: El FMI proyecta un 45% de inflación para 2025 – Infobae
Argentina: Milei disuelve la AFIP para crear otro organismo – Libre Mercado
Argentina: Fondos frescos para financiar el carry trade – Roberto Cachanosky
Las promesas fallidas pasan la cuenta a la izquierda latinoamericana – Bloomberg
Struggling Socialists Open Door for Businesses in Latin America – Bloomberg
Brasil no impulsará el ingreso de Venezuela a los BRICS en Rusia – Infobae
A Divided BRICS Seeks to Challenge US-led Order – Bloomberg
México: FMI alerta frenazo y rebaja su crecimiento para 2024 y 2025 – EFE
IMF lifts US growth forecast but marks down China – Reuters
FMI prevé crecimiento del PIB mundial de 3,2% este año y en 2025 – AFP
Dow, S&P 500 poised for losses amid rate-cut doubts – Yahoo Finance
Rising Yields Take A Bite Out Of Stocks – IBD
Tariffs Don’t Save Industries, Markets Do – Donald Boudreaux
Tariff surge would damage global growth, IMF warns – Financial Times
Trump tariffs: Why small business might get hit hardest – Yahoo Finance
Harris Wants the U.S. To Have World’s Highest Estate Tax – Stephen Moore
Market ‘Very Convinced’ Of A Trump Win, Says Stanley Druckenmiller – Benzinga
Bonds are selling off everywhere as traders rethink Fed rate path – Bloomberg
Gold Near Record High as Mideast, US Election Drive Haven Demand – Bloomberg
US oil industry wins reprieve to avert Gulf of Mexico shutdown – FT
The GSE Experiment Has Failed: Congress Should End It – Norbert Michel
IMF hikes UK growth outlook with Labour set to deliver budget plans – CNBC
Eurozona: España crecerá más que la media; Alemania, parada – El Economista
España: El Rey reconoce al empresario como “motor” de la economía – El Economista
España: El gobierno asusta a banca y energéticas; Repsol se va a Portugal – Libre Mercado
El error del premio Nobel de Economía con España – Miguel Puga
Why Xi Jinping changed his mind on China’s fiscal stimulus – Financial Times
Wealth Management
Ruminating on Asset Allocation – Howard Marks
Asset Allocation When You Have Enough – Amy Arnott
The case for a ‘Magnificent 7’ resurgence – Yahoo Finance
Los cuatro enemigos de los mercados – Guillermo Santos Aramburo
Oil Shocks, Price Controls, and War – Alex Tabarrok and Tyler Cowen
Investors Shouldn’t Sweat Jobs, Layoffs, Unemployment – Ken Fisher
The 1990s Contrarian Who Sat Out the Internet Boom – Jeff Remsburg
When the Dollar Is Stable, Investment Fundamentals Flower – Joe Calhoun
If the Smartphone Becomes as Smart as Room of PhDs – Stephen McBride
El compromiso familiar con la planificación patrimonial – Mauricio Ríos García
Estate planning: tackling fundamental questions to build a secure legacy – Pictet WM