Martes, 29 de octubre de 2024

Economía Internacional

Bolivia: Bananeros a punto de perder mercados por bloqueos – El Diario
Argentina: Confianza en el Gobierno subió más de 12% en octubre – Di Tella
Argentina: Milei’s Revamp Offers CEOs a Glimmer of Optimism – Bloomberg
Nubank Is Taking New Look at Argentina Under Milei: CEO – Bloomberg
Argentina: Riesgo país cae debajo de 900 puntos; optimismo – Reuters
Argentina eleva precios para biocombustibles de consumo local – Reuters
Chile’s leftwing government hit by rape scandal – Financial Times
Chile: Desempleo baja al 8,7% en trimestre móvil a septiembre – Reuters
México: Violencia impacta en crecimiento económico – El Financiero
México: Pemex, la petrolera más ineficiente – El Financiero
Who Sets the Prices for Goods? – Frank Shostak
¿Qué une a los enemigos de la civilización? – Khemani y Chipkin
The Social Responsibility of Business – Peter Klein
Economic Depression After Election? – Steve Hanke
Markets Don’t Fear a Trump Victory. Maybe They Should – Larry Hatheway
Election Fears Are Moving Market, and More Chaos Coming – Eric Fry
How Harris Could Govern Differently From Joe Biden – Jon Decker
The Best Business Ideas Are Always Most Ridiculed – John Tamny
Kamala Harris Corporate Tax Hike Would Hit U.S. Workers – Sen. Mike Crapo
Ken Griffin, de Citadel, espera que Trump gane las elecciones – Bloomberg
JPMorgan Chase CEO slams regulation ‘onslaught’ under Biden-Harris – FB
David Solomon on Middle East Conflict, Dealmaking, US Election – Bloomberg
Larry Fink Sees Further Fed Cut of ‘At Least’ 25 Bps This Year – Bloomberg
The Fed won’t cut interest rates as much as markets expect this year: Fink – CNBC
Alphabet Needs More Than Strong Results to Tame Wall of Worries – Bloomberg
España: El drama del impuestazo a banca y energéticas – Libre Mercado
Saudi Arabia’s wealth fund pivots from international investments – FT
Why Europe’s car crisis is mostly made in China – Financial Times
Viktor Orbán defies EU in backing Georgia’s contested election result – FT
China loses third of its billionaires as economy falters – Financial Times
China Planning 10 Trillion Yuan In Extra Debt For Fiscal Stimulus – Zero Hedge

Wealth Management

Don’t Bet Against the Dollar – Tyler Cowen
Stocks at All-Time Highs Not Because Things Are Awful – Joseph Calhoun
No digas geopolítica, di intereses económicos – Guillermo Santos Aramburo
Gold climbing from record high to record high: why buy now? – Claudio Grass
¿Son el oro y las acciones exluyentes en tu portafolio de largo plazo? – Mauricio Ríos García
Si esperas al mejor momento para invertir, quizás nunca inviertas – Finizens