Economía Internacional
Bolivia: Gobierno pretende empeñar el resto del oro del BCB – ANF
Bolivia: YLB firma contrato de litio por $ 1.030 MM con china CBC – LR
A Case for Argentine Dollarization – Nicholas Cachanosky
Argentina: Milei no repite, esta vez la economía vuela – De Pablo y Zucho
Perú: Congreso censura a ministro de Energía y Minas – Agencia Andina
Colombia recortará gastos por $6.445 MM en presupuesto 2024 – Reuters
Mexico’s new president digs in with radical ideas as Trump threat looms – FT
PCE Inflation Report: Price Growth Likely Stubborn – Barron’s
Nvidia Falls. Trump Tariff Talk Hasn’t Helped – Barron’s
A Falling Oil Price Is a Brilliant Sign of Progress, Not ‘Recession’ – John Tamny
Talking bitcoin at Thanksgiving is different this time – Yahoo Finance
Dow futures hold near record as inflation data looms – Yahoo Finance
Scott Bessent’s fund made biggest returns with bet against Fed – FT
Socialism: Is It Science or Cyanide? – Lawrence Reed
America’s Productivity Boom – Joseph Politano
The Crypto Plot Against America’s Gold Reserves – Ryan Cooper
Our History of Protectionist Tariff Train Wrecks – Tom DiLorenzo
France’s far right propped up the weak government – CNBC
French financial markets roiled by threat of government collapse – FT
Los temores presupuestarios sacuden los mercados franceses – Reuters
El país de la UE que casi quiebra supera a España e Italia en rating – EE
Israel y Hizbulá alcanzan acuerdo de cese al fuego – Bloomberg
Israel-Hizbollah ceasefire holds as thousands seek to return to homes – FT
Oil watchers say inflation risks will stave off Trump’s Canada tariff threat – CNBC
China’s EV price war set to intensify next year as BYD squeezes suppliers – FT
China’s defence minister placed under investigation for corruption – FT
Wealth Management
The Recession Signal Everyone’s Ignoring – George Gammon
10 Reasons for Investors to be Thankful in 2024 – Dan Lefkovitz
Schiff Vs. Breedlove: Gold Will Thrive In A Digital Future – Robert Breedlove
Should central banks accommodate increases in demand for money? – Frank Shostak
Si invierte en “private equity”, hágalo por los motivos adecuados – Víctor Alvargonzález
Del aterrizaje de los bonos a la ola de la renta variable: escenario base para 2025 – Funds Society
España: El fin de las Golden Visas no tiene impacto para la mayoría de inversores latinoamericanos – María Álvarez