Martes, 5 de noviembre de 2024

Economía Internacional

Bolivia: Crecimiento semestral, en mínimos de 12 años – El Diario
Argentina: Milei creó un nuevo régimen económico – Salvador Di Stefano
Litigation ‘tsunami’ breaks over Argentina’s Javier Milei – Financial Times
New gas pipeline in Argentina promises more domestic supply – Reuters
México: Agudiza crisis constitucional incertidumbre en inversión – EF
Día de elecciones en Estados Unidos – Bloomberg
Elecciones en EU: ¿Fed irá por su segundo recorte de tasa en un año? – EF
Stocks Rise as Wall Street Waits on US Election – Bloomberg
The Fed has a lot at stake on the vote’s outcome – Yahoo Finance
The S&P 500 doesn’t care who the next president is – Yahoo Finance
Nasdaq leads early gains as Election Day finally arrives – Yahoo Finance
Investors prepare for volatility as US heads to the polls – Financial Times
Polls open after Harris and Trump make last-ditch push – Financial Times
5 economic areas the incoming US president needs to tackle – Mohamed El-Erian
Bond and currency markets girded for volatility as US election result nears – FT
The Hardest Election In History to Predict Likely Won’t Be Close – Aaron Brown
The Next President Should Fix the Ultimate Brand: U.S. – Simon Anholt
UK’s ultra-rich feel the pinch from Labour’s tax-raising budget – CNBC
Is Germany’s business model broken? – Financial Times
España: Una tragedia humanitaria con un gobierno ineficiente – Daniel Lacalle
Saudi Aramco Faces $31 Billion Dividend Dilemma as Debt Jumps – Bloomberg
Saudi Aramco posts 15% drop in Q3 profit but maintains dividend – CNBC
China’s Earnings Gloom Masked by Windfall From Rapid Stock Gains – Bloomberg

Wealth Management

Flash de Opinión | Noviembre 2024 – EDM
USD vs BTC – Saifedean Ammous vs Brent Johnson
¿Qué se espera de los mercados en el 2025? – Andbank
¿Podría la Fed no bajar tipos en noviembre? – Sarah Hansen
Trump and Harris Trade Should Be Regular Market Bets – Mark Hulbert
Elecciones en EEUU: en juego más de lo que parece – Guillermo Santos Aramburo
What Marx & Piketty Don’t Understand About Wealth Creation – Donald Boudreaux