Viernes, 11 de julio de 2025
Economía Internacional
Argentina: Veto al aumento del gasto y compromiso de superávit – Infobae
Lula seizes Trump tariff threat to revive re-election push – FT
S&P 500 Drops. Market Pays Attention to Tariffs – Barron’s
Trump threatens new tariffs on Canada – Financial Times
Trump hits Canada with 35% tariffs, threatens more – Yahoo Finance
Dollar’s Global Reserve Currency Status Remains Intact – Barron’s
The CBO Isn’t Allowed to Forecast an Inflationary Debt Crisis – Bob Murphy
Bitcoin Surges to Record High Above $118,000 – Barron’s
Bitcoin, Ether Soar As ETFs Clock Second-Biggest Day Of Inflows Ever – Zero Hedge
Gold stays strong after new highs in Nasdaq, S&P, and Bitcoin – Yahoo Finance
Revolutionary Inflation: A Threat to the Cause of Independence – Joshua Mawhorter
Oil rises with focus on Trump plan for Russia, Saudi output hike – Bloomberg
Aviso del petróleo: “Entra en una fase de profundo backwardation“ – El Economista
Commodity traders poised for $300mn windfall from US copper rush – FT
Copper Fever Is Here. How to Play It – Barron’s
Jamie Dimon has a blunt message for Europe: ‘You’re losing’ – CNBC
European stocks tumble with EU tariff letter expected from White House – CNBC
How Greece came back from the brink – Financial Times
Reino Unido duerme sobre un colchón de nitroglicerina” – El Economista
Tesla to officially launch in India with planned showroom opening – CNBC
Wealth Management
Newsletter Julio 2025 – Cobas AM
¿Hasta dónde puede bajar el dólar? – Valerio Baselli
Is Immigration, Not Tariffs, Becoming Powell’s New Excuse? – Michael Lebowitz
Why oil prices aren’t spiking despite Israel-Iran tensions – Latif and Rozencwajg
Aprende o paga: la inflación castiga la falta de educación financiera – Juan Gómez Bada
¿Cómo combinar quality y value para aprovechar lo mejor de ambos enfoques? – Javier Orduna
AI is going to give your financial adviser new ways to manage your money – Casady and Malhotra
¿Qué pasa con las small caps estadounidenses en medio de la tormenta arancelaria? – Vincent Nichols
