Jueves, 26 de junio de 2025

Economía Internacional

S&P baja calificación de Bolivia y alerta riesgo de default – La Razón
Bolivia se alista para habilitar pagos con activos virtuales – El Deber
Argentina mantendrá el crecimiento más alto de la región en 2026 – Infobae
Peso mexicano bate al dólar hoy ante caída del PIB de EEUU – Investing
Stock futures tick higher as S&P 500 nears new record high – CNBC
Tech stocks are partying — and rising — like it’s 1999 – Yahoo Finance
Stocks climb, S&P 500 bids for record as Trump eyes Powell – Yahoo Finance
Dollar hits 3-year low on report Trump could pick next Fed chair early
No love for the dollar as markets fret about Fed independence – Reuters
Fed Must Be Hit By the Intellectual Force of B-2 Bomber – Steve Forbes
Trump gets closer to naming his pick to replace Powell – Yahoo Finance
Trump busca un presidente en la sombra que desgaste a Powell – El Economista
US economy shrank more than previously thought in Q1 – APF
El PIB de Estados Unidos se contrae un 0,5% en el primer trimestre de 2025 – Bolsamanía
Q1 GDP Revised Lower As Personal Spending Unexpectedly Prints Weakest Since Covid – ZH
Déficit comercial de EE.UU. registra sorpresivo aumento en mayo – Bloomberg
Why DOGE Failed – David Brady, Jr.
Goolsbee: presidente de la Fed “en la sombra” no influiría en debate monetario – Reuters
Fears over US debt load and inflation ignite exodus from long-term bonds – FT
Warren, Trump & The Debt ‘Limit’ – Jeffrey Miron
How Countries Go Broke — Ray Dalio on why timing is everything – Financial Times
Boom de infraestructuras en Alemania: adiós al kaputtsparen – El Economista
The New Mercantilism and Economic Armaments – Richard M. Ebeling
In New York City, the Left Stepping on Socialist Gas Pedal – David Marcus
Will New York City Become the New Socialist Paradise? – William L. Anderson
Iran-Israel war sparks fresh interest in India’s defense sector – CNBC
What’s next as the British pound hits its highest in nearly four years? – CNBC
Calma de mercados sorprende ante el conflicto de Oriente Próximo: De Guindos – Reuters
Spain’s PM Sánchez at risk as Nato gamble sparks Trump’s ire – FT

Wealth Management

A Riddle About Gold – Ironman
Una década en busca de crecimientoJohn Weavers
What’s Better Than Bonds for Diversification? – Nick Maggiulli
Cómo el ‘America First’ juega en contra de Wall Street – Ken Fisher
The Complicated Truth About Stock Buybacks, Fed – Market Minder 
Energy Price Outlook: Demand, Supply, and the Strait of Hormuz – Torsten Slok