Economía Internacional
Argentina: Inflación baja, consumo quieto – Gustavo Lazzari
Argentina: El crecimiento no depende de los dólares debajo del colchón – Cachanosky
Dolarización en Cuba: la mayor inmobiliaria estatal exige la renta en dólares – EE
Bolivia: Pérdidas por más de $1.000 millones en 14 días de bloqueos – El Deber
Bolivia: Se requieren $2.600 MM para deuda externa y combustible: Montenegro – La Razón
Bolivia: 40% de restaurantes en La Paz cierra operaciones – La Razón
Stocks fall as Trump shakes Mideast truce hopes – Yahoo Finance
Trump leaves G7 with one deal in hand, ‘tough’ talks elsewhere – Yahoo Finance
Trump calls on Iran to ‘give up’ and denies pursuing ceasefire – Financial Times
Israel/Iran Is a Mere Bump On the Way to S&P 500 7,000 – Jacob Sonenshine
Top oil CEOs sound the alarm as Israel-Iran strikes escalate – CNBC
Oil climbs after Trump talks down prospect of Iran-Israel truce – Bloomberg
Global oil supplies forecast to outstrip demand this year despite Middle East war – FT
Oil Tanker Erupts In Flames After Collision Near Strait Of Hormuz – Zero Hedge
How long can it last? Israel and Iran’s endurance battle – Financial Times
Doomsday Tariff Predictions Fall Flat As Trump U.S. Thrives – Jim Nelles
Contra Klaus Schwab, Government Can’t Create Prosperity – Donald Wilkie
Megabill Doesn’t Include Trump’s Biggest Soc Security Idea – Adam Levy
Gold Is Having an Incredible Run. What Could Bring It to a Grinding Halt – Barron’s
Gold—Not the Dollar or Treasuries—Is the New ‘Risk-Free’ Asset – Barron’s
Gold outshines Treasurys, yen and Swiss franc as the ultimate safe haven – CNBC
This is Europe’s ‘global euro’ moment – Christine Lagarde
Ha llegado la hora de cambiar el euro para llevarlo a lo más alto – Christine Lagarde
Era of Bund scarcity is over, says German debt chief – Financial Times
Wealth Management
Monthly house view | June 2025 – Pictet WM
Safe Haven Is Gold, Not US Dollar – Peter Boockvar
The Benefits Of Currency Diversification – Ben Carlson
La importancia del financiamiento – Claudio Zuchovicki
Gold Is Signaling Skepticism About the Future – Joseph Calhoun
Danielle DiMartino Booth of QI Research joins Sachs Realty – Todd Sachs
The Most Splendid Housing Bubbles in America, May 2025 – Wolf Richter
El dólar en las carteras latinoamericanas: ¿refugio o condena? – Juan Reyes
Los inversores se están decantando por bonos corporativos entre 2 y 3 años – Alicia Arriero