Viernes, 27 de junio de 2025

Economía Internacional

Bolivia: Abismo descontado… por ahora – Mauricio Ríos García
S&P hunde la calificación de Bolivia y advierte alto riesgo de default – El Deber
Crypto gains foothold in Bolivia as small businesses seek alternatives – Reuters
Bolivia: Es probable que tipo de cambio no vuelva al oficial: Arce – BD
Ecuador: Vuelve la Superjunta – Gabriela Calderón de Burgos
Perú: Previsiones económicas – BBVA Research
Brasil: La economía actual hace que invertir en bolsa sea “inevitable” – XP
Los salarios mínimos en América Latina a julio de 2025 – Bloomberg
U.S. stocks edge higher; benign PCE inflation release – Investing
PCE Inflation Comes In Slightly Above Forecasts – Barron’s
S&P 500 and Nasdaq Top Intraday Records – Barron’s
US equity funds suffer sixth weekly outflows in a row – Reuters
Stock futures rise on trade deal hopes, S&P 500 poised for record high – CNCB
S&P Futures Trade At All Time High Boosted By Trade Talks, Nike Results – ZH
Fed’s preferred inflation gauge shows price increases accelerated – Yahoo Finance
U.S. core inflation rate rose to 2.7% in May, more than expected: PCE – CNCB
Stock futures rise as trade talks, Fed bets provide boost – Yahoo Finance
US Treasury asks Congress to scrap foreign revenge tax in Trump bill – FT
Chinese battery giant and Tesla supplier CATL is expanding globally – CNBC
The Many Real Benefits Of a Lower Corporate Tax Rate – Bruce Thompson
GOP Kills ‘Revenge Tax’ In Trump’s Megabill, Wall Street Breathes Easy – ZH
EEUU retira el ‘impuesto de venganza’ contra los extranjeros – El Economista
Seriously, There’s No Such Thing As A Free Grocery Store – Issues & Insights
How the Fed Made Housing Unaffordable – Ryan McMaken
Mark Carney faces a separatist push in Canada’s oil-rich west – FT
Italy and Spain slam France over proposed migration pact with UK – FT
Germany’s Social Democrats face mutiny over Russia – Financial Times
El euro se encamina a su mayor rally mensual desde 2017 – Bloomberg
Interview with Daniel Yergin: $40 Oil Isn’t Happening – Patti Domm
Oil Steadies at End of Turbulent Week as Focus Shifts to Tariffs – Bloomberg
Trump says US-China trade truce has been ‘signed’ – Financial Times
Estados Unidos alcanza un acuerdo comercial con China – Bolsamanía
240,000 orders for Xiaomi’s new SUV heighten threat to Tesla – Reuters
China’s May industrial profits slip back into sharp decline – Reuters
China’s industrial profits plunge 9.1%, steepest fall in seven months – CNBC

Wealth Management

Are Stablecoins Money? – Toby Nangle
Los commodities y los emergentes – Mauricio Ríos García
The Mighty and Mysterious Cayman Islands – Chris MacIntosh
The Fed’s ’Transitory’ Mistake Is Affecting Its Outlook – Lance Roberts
US Dollar Reversal: What It May Mean for Gold and Bonds – Michael Lebowitz
Switzerland’s Return to ‘Zero’ Not As Consequential As Assumed – Market Minder
Inversores globales podrían reevaluar su exposición a renta variable estadounidense – Funds Society