Jueves, 7 de noviembre de 2024

Economía Internacional

Bolivia: 12 horas de espera para conseguir combustible – El Deber
Bolivia: Pese a desbloqueo, se agrava escasez de combustibles – El Deber
Bolivia: El déficit fiscal puede superar fácilmente el 12% – ANF
US backs Argentina’s fight against asset seizures in $16bn court case – FT
S&P Futures Extend Gains As Trump Trades Cool – Zero Hedge
Stocks Extend Post-Election Gains Ahead of Fed – Bloomberg
The Fed Is Primed for Another Rate Cut – Barron’s
The Bull Market in US Stocks Is Just Starting: Evercore – Bloomberg
Wall Street rejoices as the bell tolls for Biden-era regulation – FT
An antitrust ‘sea change’ under Trump? Experts aren’t so sure – YF
What Trump’s historic election victory means for the global economy – CNBC
The Recession Of 2025 Will Be Backdated – Jeffrey Tucker
An Outline For A Best Case Trump Presidency – Alex Tabarrok
How To Devalue The Dollar For Dummies – Robin Wigglesworth
Powell y la Fed roban protagonismo a Trump: ¿nuevo recorte? – Bolsamanía
Fed likely to cut rates as Powell seeks stability after Trump win – Yahoo Finance
¿Qué pasará con las tasas de interés ante victoria de Trump? – EF
US bond yield spike sends warning to ‘king of debt’ Trump – Bloomberg
RFK Jr. Says ‘Entire Departments’ At The FDA ‘Have To Go’ – Zero Hedge
Billionaires & Business Leaders Who Will Shape Trump II – Daniel de Visé
The Working and Middle Classes Now Run the United States – Mark Penn
Congratulations Trump, Please Have the Courage to Do Nothing – John Tamny
What Happened Election Night? It Was the Economy, Stupid! – David Goldman
Different Look Into Why Are Some Countries Still Poor? – Victor Claa
Solar and Wind Will Ultimately Depend on Natural Gas – Robin Gaster
A ‘Temporary’ Fed Experiment That Will Last Decades – Alex Pollock & Paul Kupiec
Bank of England cuts interest rates to 4.75% – Financial Times
Bank of England cuts rates, sees gradual reductions ahead – CNBC
ECB’s Knot Is Optimistic on Outlook for Euro-Zone Economy – Bloomberg
Trump victory deals latest heavy blow to a struggling Germany – CNBC
German opposition leader Merz calls for snap elections – Financial Times
La coalición alemana vuela por los aires – El Economista
Alemania: Industria pide elecciones anticipadas por temor a incertidumbre – Reuters
Alemania: Temor ante avalancha de deuda revierte indicador clave – Bloomberg
España: Los pisos en Madrid están un 40% más baratos que en 2008 – EE
China urges U.S. cooperation as Trump trade threat looms – CNBC
China Stimulus Hopes Lift EM Assets After US Election Hit – Bloomberg

Wealth Management

Adult Swim – Jared Dillian
Will International Stocks Ever Outperform Again? – Bespoke
Who Will Benefit the Most from Trump’s Victory? – Mark Skousen
The Struggling Housing Market Won’t Sink Stocks – Market Minder
Cuál será el impacto de la administración Trump 2.0 – Funds Society
Why the Market Will Get Two More Rates Cuts This Year – Mark Hulbert
Estrategias pueden salir ganando tras la victoria de Trump – Funds People