Miércoles, 25 de junio de 2025

Economía Internacional

Bolivia: Propuesta de diferimiento de deudas es demagógica – Armando Álvarez
Bolivia: Se agrava caída de exportaciones de gas: -37% a abril de 2025 – El Diario
Necesitamos más millonarios como Galperin en América Latina – Spinetto
Argentinos forman filas para cruzar a Bolivia para realizar compras – La Razón
Argentina crece un 5,8% y la inflación cae por debajo del 2% – Libre Mercado
Chile: Matthei: dualidad, consistencia o cambio de libreto – Jorge Ramírez
S&P 500 rises slightly as index approaches record high – CNBC
The S&P 500 Is Near a Record High. Nervousness Lurks Beneath the Surface – Barron’s
US Futures Rise Amid FOMO Panic With S&P Set For New All Time High – Zero Hedge
Bolsas europeas caen, dólar estable, pendientes de tregua y datos en EEUU – Reuters
Americans are feeling the cracks in the labor market – Yahoo Finance
US stocks set to hold onto gains with records in reach – Yahoo Finance
Bond traders boost bets that 10-year yield will dive – Bloomberg
Trump baffles with sudden U-turn on China buying Iran oil – Bloomberg
Oil Ticks Up After Two-Day Plunge as Traders Assess Ceasefire – Bloomberg
Politically Driven Rate Cuts Will Shrink Trust In the U.S. Economy – Jai Kedia
Sánchez lleva a España a los peores indicadores de corrupción – Sánchez de la Cruz
El euro, en máximos de 2021 – El Economista
Nato members agree 5% defence spending target – Financial Times
Trump with Nato ‘all the way’ after questioning mutual defence pact – Financial Times
NATO allies agree to higher 5% defense spending target – CNBC
How oil traders called the Middle East conflict – FInancial Times
La OTAN acuerda subir el gasto en defensa al 5%: impacto en España – El Economista
President Trump: End the War Now! – Ron Paul
Crypto coin for Russian shadow payments moves $9bn – Financial Times
Russia no longer needs Iran’s help to sustain the war in Ukraine – Financial Times
As Japan’s Price Inflation Rises, Its Central Bank Has Fewer Options – Ryan McMaken

Wealth Management

How to Make Money in Real Estate – Ben Carlson
Being Human Means Being a Bad Investor – Joe Wiggins
Inevitable Dollar Devaluation: A Structured Analysis – VBL
At the Crossroads of Stagflation—What’s Next? – Torsten Sløk
So Far, Investors Taking the Middle East In Stride – Market Minder
Who Is Buying Treasuries, Mortgages, Credit & Munis? – Steven Zeng
Understanding the Markets Will Improve Your Investing – Coryanne Hicks
El brote más agudo de volatilidad en las bolsas ya ha pasado – Janus Henderson
Quién tiene la deuda USA y qué nos debe preocupar – Guillermo Santos Aramburo
La burbuja benigna cuya explosión podría disparar las bolsas – Víctor Alvargonzález
Por qué la exposición a la renta fija es imprescindible en las carteras de ETFs – Axa IM