Economía Internacional
2025, el año de la transición – Alberto J. Bernal-León
¿Boom petrolero en Argentina? – Solo Fonseca
Argentina: Acciones inician semana firmes y renuevan máximos históricos – Reuters
Argentina: Hay que reconocer lo que ha logrado este gobierno – Emilio Ocampo
As Bolivia’s big state economic model slowly implodes, fear of ‘total crisis’ – Reuters
Lula afirma que las tasas de interés son “lo único malo” de Brasil – Reuters
How China is setting up shop in Mexico – Financial Times
US futures turn upbeat as countdown to Fed starts – Yahoo Finance
The Fed could be on the verge of ripping up its 2025 rate script – Yahoo Finance
Economists trim Fed rate cut estimates on fear of Trump inflation surge – FT
Total Repeal of Inflation Reduction Act – Travis Fisher & Adam Michel
Trump team wants sweeping rollback of Biden EV policies – Reuters
‘Delete CFPB’: Big banks face big shakeup under Trump – Yahoo Finance
Cocoa soars to fresh record in blow to chocolate supply – Bloomberg
Bitcoin buyer MicroStrategy stock pops on Nasdaq 100 entry – Reuters
Olaf Scholz faces confidence vote — and hopes to lose it – Financial Times
Alemania: La crisis que enfrenta Volkswagen – Bloomberg
French bonds under pressure following Moody’s downgrade – Financial Times
España: Así ha inflado el INE el PIB del país – José María Rotellar
ECB’s Lagarde says ‘darkest days’ of high inflation are behind Eurozone – FT
Eurozona: Descenso de actividad empresarial se ralentiza en diciembre: PMI – Reuters
Continúa la contracción del sector servicios francés en diciembre: PMI – Reuters
El mercado laboral europeo sigue debilitándose – Reuters
Revolut backers offload almost $1bn of stock – Financial Times
Iran faces dual crisis amid currency drop and loss of major regional ally – CNBC
Assad dispatched $250mn of Syria’s cash to Moscow – Financial Times
Bank of Japan expected to keep rates on hold this week – CNBC
Wealth Management
2025 Outlook for Real Assets – Torsten Sløk
How ‘the mother of all bubbles’ will pop – Ruchir Sharma
Subjective Valuation Versus Arbitrary Valuation – Frank Shostak
The Rate Cut Focus Is Proving Overrated, In Charts – Market Minder
Economic Indicators And The Trajectory Of Earnings – Lance Roberts
December Investing Newsletter: The Rise of Digital Assets – Lyn Alden
Entrevista con Juan Huerta de Soto, de Cobas AM – Value Investing FM
El legado de Charlie Munger, un inversor polímata – Pablo Martínez Bernal
¿Qué buscan los grandes patrimonios a la hora de invertir? – Amiral Gestión
EEUU: Datos antes de la cita de fin de año de la FED, con la inflación como “plato fuerte” – Andbank