Economía Internacional
Bolivia: Precio del pan se duplica desde hoy en las tiendas – El Deber
Bolivia: Gerente de BoA revela fuga de pilotos bolivianos – La Razón
Brasil ya no está totalmente cubierta por la IED – Reuters
Brasil ofrecerá exenciones fiscales para inversiones en centros de datos – Reuters
Brasil: El ciclo de endurecimiento se base en los datos: Galipolo – Reuters
Brazil’s finance minister sees growing support for Mercosur-EU deal – Reuters
Perú reafirma las condiciones para seguir propiciando la inversión extranjera – AA
Stocks Churn as Busy Earnings Week to Test Rally – Bloomberg
Trump’s tariff endgame is still cloudy – Yahoo Finance
Stocks rise to start huge week – Yahoo Finance
Morgan Stanley cree que la crisis del dólar aliviará a Wall Street – El Economista
La debilidad del dólar impulsará acciones de EEUU: Morgan Stanley – Bloomberg
Wall Street bear warns stocks not pricing in ‘even a mild recession’ – Yahoo Finance
Time Is Running Out for the Stock Market. Trump’s Next Move Is Crucial – Barron’s
Secretary Bessent says it’s up to China to de-escalate trade tensions – CNBC
The Confusing State Of The Economy – Sam Ro
Trump Quietly Lays the Groundwork for Explosive Growth – Issues & Insights
Trump vs. Powell: Lots Of Misunderstanding and Lots Of Myth – John Tamny
CEOs Quietly Fear Trump Won’t Pull Off ‘Art’ of Trade Deal – Charles Gasparino
Spain and Portugal hit by huge power outage – Financial Times
European stocks rise; FTSE 100 poised for best winning streak in 5 years – CNBC
Spain Hit By “Massive, Really, Massive” Power Blackout – Zero Hedge
Apagón en España, Portugal y el sur de Francia – Libre Mercado
China says it can live without US farm and energy goods – Financial Times
Why Trump can’t build iPhones in the US – Financial Times
Wealth Management
The Cycle That’s About to Turn – Daniel Fang
Why Macro Forecasting Is Impossible – Barry Ritholtz
Are We In Another Housing Bubble? – Mark Rzepczynski
Gold is Screaming What’s To Come – Phoenix Capital Research
Why Everyone Should Be at Least 5% Exposed to Gold – Dan Steinhart
Las caídas son parte del mercado: no hay buena rentabilidad sin caídas – TDND
The End of a Broke(n) Era with Wild Markets Triggered by Tariff Headlines – Egon von Greyerz and Matthew Piepenburg