Jueves, 17 de julio de 2025
Economía Internacional
Lecciones de la dolarización de Ecuador para Bolivia – Zalles y Carpio
Argentina: Actividad económica anota avance interanual en mayo – Reuters
Argentina: Subirá el dólar, pero no creo que sea un drama – Eduardo Constantini
Argentina: BID confirma préstamo MULTIMILLONARIO al país – El Economista
La inflación en Latinoamérica en la primera mitad de 2025 – Bloomberg
Guerra comercial, otra vez – Ian Vásquez
El dólar se recupera del susto en la Fed, Wall Street mira Netflix – Reuters
US weekly jobless claims fall amid cautious hiring – Yahoo Finance
Nasdaq Builds on Record High as Stocks Gain – Barron’s
Stocks edge up after retail data, with Netflix on deck – Yahoo Finance
Why does Trump more inflation? – Ryan McMaken
Trump’s escalating attacks on Fed unnerve investors – Financial Times
Trump’s Pressuring Aside, Time for the Fed to Cut – Alexander Salter
Wall Street is rushing to defend Powell and the Fed – Yahoo Finance
Fed should be cutting this month, but I don’t expect them to – Mohamed El-Erian
This Is a Debt Spiral by Design and Tariffs Will Accelerate the Breakdown – Lyn Alden
Mamdani’s Rise Has Wall Street Giving Up On NYC – Charles Gasparino
Self-Determination As A New Model For Social Security – Joel Griffith
Democratic Socialism IS Totalitarianism – Bill Anderson
Spain overtakes Germany as top EU asylum destination – Financial Times
La independencia es el “ADN de los bancos centrales”: Bundesbank – Reuters
Eurozona: El IPC repunta al 2% en junio pero sigue en la meta del BCE – Bolsamanía
Europa está condenada al bazooka del BCE para evitar una crisis de deuda – El Economista
Francia y su bomba de deuda: “Hacemos algo o acabaremos intervenidos – El Economista
Oil Steadies as Supply Disruption Concerns Offset Strong Dollar – Bloomberg
Japan’s exports to the U.S. slump, raising recession fears with no trade deal in sight – CNBC
Wealth Management
¿Despedirá Trump a Powell? – Sarah Hansen
Documentales para inversores – Value Investing FM
9 apuntes sobre el mercado de nuestra CIO – Schroders
Morningstar’s Q3 2025 US Market Outlook – David Sekera
The Sequel: Japanese Debt Fears Are Back! – Market Minder
Los 8 ETFs de deuda pública euro más rentables – Sara Silano
AI Bubble Today Is Bigger Than The 90s Tech Bubble – Torsten Sløk
¿Confiarías en lo que te dijera el avatar de un analista? – Clarisa Sekulits
Industrials Holding on to Lead as Top Equity Sector in 2025 – James Picerno
Why crypto giant Tether bought a South American farming company – Reuters
How ‘Endurance Investing’ Produced 50 Years of Market-Beating Returns – Paul La Monica
How Fed Could Inject Liquidity if Bond Yields Surge: What Investors Need to Know – Alfonso Peccatiello
