Jueves, 14 de noviembre de 2024

Economía Internacional

Argentina Retira Su Delegación De La COP29 – Barrons?
Argentina ya no es el país con mayor inflación mensual – LN
Argentina: Riesgo país acelera caída a mínimos de julio de 2019 – Reuters
Bolivia: ¿Cuánto costará el combustible importado por privados? – La Razón
Perú: Chancay se inaugura hoy con la presencia de Xi Jinping – Agencia Andina
Bolivia: Transporte bloquea, gobierno libera importación de combustible – El Deber
Brasil: Roberto Campos Neto: urge anunciar recortes del gasto – Reuters
Nubank reportó $553,4 millones de utilidad en el tercer trimestre de 2024 – AE
Inflación subyacente permitirá que Banxico recorte tasa hoy – Bloomberg
La victoria de Trump – Carlos Rodríguez Braun
Stock Futures Rise After Red Sweep in Washington – Barron’s
El Bitcóin Supera Los 90.000 Dólares – Barrons?
Stocks and Dollar Rise Before Data, Powell Speech – Bloomberg
US futures tick up with Powell speech, GOP sweep in focus – Yahoo Finance
October CPI: Core Not Ramping Up, Not Easing Either – Richard Moody
Biden’s Economic Time Bomb: A Warning to Trump – Daniel Lacalle
‘DOGE’ jokes aside, Musk’s new side hustle is Tesla’s key edge – YF
DOGE Could Slash Government Jobs Private Sector Style – Charles Gasparino
How Trump and Musk Could Cut Government Spending – Veronique de Rugy
Trump’s shake-up of EV rules would be ‘huge positive’ for Tesla – FT
Inflation Raises Its Ugly Head Again. Will the Central Bank Pivot? – Barron’s
Totalitarianism Begins With A Denial of Economics – Michael Njoku
What the U.S.′ enemies — and allies — might see from Marco Rubio – CNBC
Oil could plunge to $40 in 2025 if OPEC unwinds voluntary production cuts – CNBC
El gas europeo salta un 4%: Rusia amenaza con cortar el suministro – El Economista
Russia Has High Inflation and a Shrinking GDP. How Ukraine Fits In – Barron’s
ECB divided on risk of excessively weak inflation, accounts show – Reuters
ECB cut rate to avoid ‘harming the real economy’, say policymakers – FT
La eurozona acelera en el tercer trimestre y repunta un 0,4% – El Economista
Germany Just Issued A Major Warning to the Global Economy – Jeff Snider
España: Sánchez ha subido 81 veces los impuestos desde 2019 – Libre Mercado
China arms itself for potential trade war with Trump – Financial Times

Wealth Management

The Future’s So Bright – Jared Dillian
We have increased our bets on inflation – David Einhorn
Bullish, Bearish? Long-Term Forecasting Is a Folly – Market Minder
How Donald Trump’s Tariff Strategy Could Reshape Rally – Luke Lango
David Einhorn says the markets are broken and getting worse – CNBC
Market & Economic Risks Loom – Protect Your Wealth! – Jonathan Wellum
¿Un renacimiento de las small caps estadounidenses? – Christopher Colarik, Tom Harvey
Rrenta variable americana: el papel de las small caps y de las compañías de crecimiento – BNP Paribas AM