Miércoles, 4 de diciembre de 2024

Economía Internacional

Laffer Tells Argentina ‘Get It Done Now’ on Capital Controls – Bloomberg
Argentina pasó a ser uno de los países más prósperos del mundo – Art Laffer
Argentina cobrará a extranjeros por salud y educación pública – Barron’s
Argentina: Salida del cepo no tiene por qué ser inflacionaria – Domingo Cavallo
PGE provoca incertidumbre por más gasto, deuda y devaluación – El Diario
Brasil celebra crecimiento y espera mejorar previsiones 2024 – Barron’s
Brazil Economy Beats Forecasts Again as Consumers Spend Big – Bloomberg
Venezuela sube 10% su presupuesto 2025 con incertidumbre – Barron’s
México anuncia aumento al salario mínimo del 12% para 2025 – Reuters
Wall Street is betting on a strong economy in 2025 – Yahoo Finance
Nasdaq leads US futures higher with Powell on deck – Yahoo Finance
Small caps should shine until the dollar ‘wrecking ball’ hits – Yahoo Finance
Previsiones de crecimiento de la OCDE – Barron’s
Chasing Monopolies Not Same As Pushing Competition – Nicholas Cachanosky
The Time Price of Bureaucracy – Michael Munger
The Long Financial Shadow of 2008 – Samuel Gregg
Stock Futures Building on Fresh Record Highs – Barron’s
Today Is Powell’s Last Chance to Signal What’s Coming Next for Rates – Barron’s
US Bond Yields Rise as Reserve Currency Status Wanes – Artis Shepherd
US mortgage rates drop, sparking homebuying flurry – Bloomberg
Some Depositors Are More Equal than Others – Doug French
Voters’ Economic Concerns Should Lead to Less Spending – Brij Khurana
Bundesbank chief calls for softer debt brake to increase investment – FT
BoE’s Bailey signals four interest rate cuts in 2025 if inflation cools – CNBC
France’s political chaos casts long shadow over economic growth – CNBC
Gold Steadies as Market Weighs Turmoil in South Korea and France – Bloomberg
Alemania: La economía necesita medidas urgentes: CEO Deutsche Bank – Reuters
Macron urges lawmakers to vote for Barnier – Financial Times
España liderará el crecimiento en la zona euro en 2025 – Deutsche Bank
South Korean lawmakers move to impeach president – Financial Times
China’s ties with Saudi Arabia buoyed by green tech – Financial Times

Wealth Management

Saxo’s Outrageous Predictions 2025 – Saxo Bank
Book Review of “The Age of Debt Bubbles” – Steve Baker
Equity Investors Already Think America Is Great – Bloomberg
Growth Compounding Companies Are Rare – Joachim Klement
How Value Stocks Can Strengthen Your Portfolio – Danny Noonan
Where to Focus Your Sights As the AI Boom Powers On – Luke Lango
The Market Implications of Crypto’s Rise From Shadow – Stephen McBride
India: Mal momentum, pero la economía y las acciones van bien – Álex Fusté
Ventana de oportunidad para quienes se perdieron la subida – Víctor Alvargonzález