Martes, 8 de octubre de 2024

Economía Internacional

Argentina: ¿Que inflación se espera en próximos meses? – Esteban Domecq
Argentina: El dólar cayó por debajo de los $1.200 – Salvador Di Stéfano
Argentina: Gobierno acelera medidas para facilitar privatizaciones – Infobae
Argentina volvería a mercados internacionales a fin de 2025: Moody’s – Infobae
Bolivia: Orevén escasez de arroz el primer trimestre de 2025 – EJU
Bolivia militariza fronteras ante salida de productos subvencionados – ANF
México: Esperan recortes de tasas de Banxico tras elección en EEUU – Bloomberg
AI innovators win Nobel Prize for physics – Financial Times
Econ Nobel Predictions, Missed Chances, Questionable Winners – MR
Extreme Biden/Harris Errors Drive PA Housing Up – E.J. Antoni
The Keynesian Multiplier Fairy Tale – Frank Shostak
Steve Hanke Reveals Trigger For ‘World Depression’ – David Lin
Can the Federal Reserve Buy Gold? Should It? – Alex J. Pollock
US Futures Rise As Hong Kong Plunges Most Since Lehman – Zero Hedge
Kamala Harris’s Obnoxious 1%, ‘Fair Share’ Falsehood – David Lanza
Canada Says Inflation Is Caused By Climate Change – TDB
No Interventionist Government Or Central Bank Wants Lower Prices – Daniel Lacalle
UK puts sanctions on Russia for using chemical weapons in Ukraine – FT
Yergin: ‘Dangerous time’ for global economy as Middle East tensions fester – CNBC
Alemania: La industria seguirá siendo un lastre para la economía – El Economista
Japan is Crashing and it’s Spreading to the Rest of the World – Jeff Snider
La bolsa china puede subir otro 20% según Goldman Sachs – Libre Mercado
China’s growth is set to slow next year despite temporary boost from stimulus – World Bank

Wealth Management

Rates rethink – Pictet WM
Cartera permanente y value investing – Carlos Santiso
Investment Opportunities in Mexico – Sameer S. Somal
Fade The Chinese Market Euphoria? – Ajay Rajadhyaksha
September Jobless Data Deliver October Surprise – Richard Moody
Remember All the Calls for ‘Emergency’ Rate Cuts? – Richard Moody
Cómo crear riqueza a largo plazo con menos riesgo – Tomás Maraver
Warren Buffett’s BofA Dump-A-Thon Tops $10 Billion – Zero Hedge
Central Bankers Be Crazy. Don’t Let Them Influence Your Investing – Ken Fisher
What If Beating Cancer Were Easy As Getting Jab In the Arm? – Stephen McBride
El cinismo de los políticos y la realidad de la economía – Guillermo Santos Aramburo
Cuatro gráficos para comprender el rumbo del mercado de renta variable – Schroders