Economía Internacional
Bolivia: YPFB admite no tener recursos para eliminar filas por diésel – El Deber
Argentina: El PIB per cápita se dispara y toca máximos de 20 años – El Economista
Argentina: El problema no es YPF sino ser defaulteadores seriales – R. Cachanosky
Colombia: Inflación se desacelera más de lo previsto al 4,82% – Bloomberg
Goldman, BofA swing back to lift S&P 500 year-end target – Reuters
US stocks steady as market eyes Trump tariff moves – Yahoo Finance
Global stock markets are calling Trump’s bluff on tariffs – CNBC
Stock Markets Clouded By Trump Trade Uncertainty – Barron’s
Wall Street turns more bullish on US stocks despite Trump’s tariff threats – FT
U.S. Debt Is Now Up To $37 Trillion. Should We Be Worried? – Simon Jack
Treasury Yields Rise as Global Markets React to Tariffs Delay – Barron’s
Tariffs Destroy Consumer Choice – Douglas French
Tariffs Have Already Roiled Tech Supply Chains. Sharp Shift Away From China – Barron’s
China warns Trump on tariffs, threatens supply chain payback – Yahoo Finance
The key question after Trump’s tariff letter spree – Yahoo Finance
Texas and Its New Stock Exchange Answer Mamdani – Michael Toth
Green Energy Zealots Hand Enemies Ultimate Weapon – Michael Pompeo
Have We Reached Late-Stage Global Warming Hysteria? – Issues & Insights
What If We Were on a Gold Standard? – Madhusudan Raj
US contractors cut off by Doge given lifeline by private credit – FT
Germany warns EU ready to retaliate unless US reaches ‘fair’ trade deal – FT
Europe’s biggest port readies for potential war with Russia – Financial Times
El mayor puerto de Europa se prepara para la guerra con Rusia – El Economista
Bulgaria se tornará el 21º país de la eurozona – AFP
Wealth Management
Don’t sleep on China – Stephen McBride
Carta del Consejero Delegado: Julio 2025 – EDM
Análisis trimestral de los mercados – 2T 2025 – Schroders
Ted Cruz’s “Invest America” Screams Market Top – Joseph Calhoun
Bank of Japan Balance Sheet QT: Sold Nearly All its Bank Stocks – Wolf Richter
Secrets to Diversification and Outperforming Today’s Market – Stansberry Research
Perspectiva internacional de la economía y mercados financieros para julio – Andbank
Stagflation by Design: Diego Parrilla’s Playbook for the Coming Debt Spiral – Pinnacle Digest