Economía Internacional
Argentina: ¿Viene dolarización con el acuerdo comercial con EEUU? – Laje
Argentina: En plena negociación con FMI, Caputo se reunió con Bessent – Infobae
Chile: Codelco busca inversionistas: señales de repunte productivo – Bloomberg
Colombia: Arma de destrucción masiva – Alberto J. Bernal-León
Mexico Inflation Ticks Higher in Line With Banxico Forecasts – Bloomberg
Futures Rebound From Biggest Drop Of 2025 – Zero Hedge
Dow futures set for rebound after worst week since October – Yahoo Finance
U.S. Stocks Have Trounced World: Risks to Exceptionalism – Dambisa Moyo
Fed-Favored Inflation Gauge Is Set to Ease to Seven-Month Low – Bloomberg
Apple makes $500 billion bet on ‘future of American innovation’ – Yahoo Finance
The United States Needs a Spending Chainsaw – Daniel Lacalle
Trump picks rightwing podcaster as FBI’s second-in-command – FT
Trump anuncia el despido de 2.000 empleados de USAID – DW
Why Are Republicans Suddenly In a Panic About DOGE? – Rafi Schwartz
Microsoft said to be canceling leases for AI datacenters – Bloomberg
Merz seeks coalition with SPD and vows to kick-start talks within days – FT
Five takeaways from Germany’s historic election — in charts – Financial Times
Trump, business leaders and economists react to German election result – CNBC
Voters flock to political extremes in Germany as the centrist parties stumble – CNBC
Wealth Management
Tune Out the Noise – Barry Ritholtz
Here Are My Top Macro Ideas – Alnfoso Peccatiello
Letter To Berkshire Hathaway Shareholders – Warren Buffett
Razones para apostar por la gestión activa en 2025 – Robert M. Almeida
¿Siguen siendo las Islas Caimán un refugio de capitales atractivo? – Macro Alertness
Descubriendo oportunidades en mercados globales con Deep Value – John Tidd Kimball
Incertidumbre en Reino Unido, tensiones globales y expectativas sobre Alemania – Andbank
Market Correction “Near Guaranteed” Given Insanely High Earnings Expectations – Lance Roberts