Viernes, 18 de julio de 2025
Economía Internacional
Bolivia: La estabilidad es indispensable, pero insuficiente – Macro Alertness
Bolivia’s Richest Man Backs a Millionaire Candidate in Bid to Oust the Left – Bloomberg
Bolivia: Exportaciones caen 5% en valor y 18% en volumen hasta mayo 2025 – La Razón
Ecuador: Dolarizados con el Sucre en la cabeza – Gabriela Calderón de Burgos
El milagro de Milei no tiene fin: sorpasso de los salarios a los beneficios – El Economista
Brazil orders curfew and ankle tag for ex-president as clash with US escalates – FT
World Watches India, EU Talks After Trump Hits Brazil With 50% Levy – Barron’s
Quiet trend making a big comeback finds a new home in Miami – Fox Business
Trump acusa a Powell de asfixiar mercado inmobiliario; exige bajada de tipos – EFE
Tariffs Are Quietly Triggering Inflation. More Is to Come – Barron’s
S&P 500 Builds on Record High as Earnings Roll In – Barron’s
Waller dice que aceptaría presidir la Fed si Trump se lo pide – Reuters
Powell defends Fed’s management of $2.5bn headquarters refurbishment – FT
Can Trump Fire Jerome Powell? Yes, He Can, And Should – Issues & Insights
Precio del oro sube y el platino toca un pico de más de una década – Reuters
How the EU is preparing to reach a tariff deal in Trump’s game of chicken – CNBC
Europe Commits Economic Suicide with Warming Cult – Bjorn Lomborg
Europa, camino de la economía planificada que hundió al comunismo – Víctor Alvargonzález
EU lowers price cap for Russian crude under new sanctions package – CNBC
Chevron seals $53bn Hess takeover after Exxon fails to torpedo deal – FT
Why China Should Revalue the Renminbi – Higher – Michael Pettis
Si Japón tiene el 252% de deuda, ¿por qué preocupa el 120% de EEUU? – El Economista
Wealth Management
Left for Dead – Jared Dillian
Webinar | 23 de Julio 2025 – Horos AM
La “sabiduría bursátil”, a prueba – Ken Fisher
The US Is NOT An Emerging Market – Joseph Cotterill
How Many Stocks Should Be In Your Portfolio? – Jose Ordonez
Market Filters News, Noise on Fed ‘Independence’ – Market Minder
Is investment banking still a jewel in Wall Street’s crown? – Craig Coben
¿Mantendrá EEUU un entorno macro favorable hasta final de año? -JSS AM
Will Fed Cut Rates By 3%? Is Massive Inflation Returning? – Steve H. Hanke
The Warren Buffett Indicator: Is the Stock Market Headed for a Crash? – Mark Skousen
