Lunes, 25 de agosto de 2025

Economía Internacional

Latinoamérica responde con impuestos al auge comercial electrónico chino – Bloomberg
Latam aplica impuestos a compras por Temu, Shein y AliExpress – Bloomberg
Por qué se dispararon las tasas de interés en Argentina – Bloomberg
Argentina: El plan del Gobierno para mantener el dólar cerca de los $1.300 – Infobae
Argentina: Dolarizar podría destrabar la economía – Enrique Blasco Garma
Bolivia puede acceder a $us 2.000 millones del fondo Amazonía – La Razón
Markets Retreat After Powell-Inspired Rally – Barron’s
US stocks slip after record-setting rally – Yahoo Finance
Stocks Were Sinking on AI Fears. Then Powell Came to the Rescue – Barron’s
Trump says government will make deals like Intel stake ‘all day long’ – CNBC
If Trump Economy Is “Booming,” Then It Doesn’t Need The Fed – John Tamny
Tariffs Won’t Break the Economy, Corporate Shakedowns May – Amar Bhidé
Cracker Barrel’s Difficulties Indicate ‘Woke’ Is a Risk Factor – Charles Gasparino
Dólar sube ligeramente tras reciente caída por postura expansiva de Powell – Reuters
Dollar edges higher after slump on Powell’s dovish surprise – Reuters
Social Security Insolvency Worries Are Overdone – Market Minder
Here’s Why the Majority of U.S. Business Owners Lean Right – Gene Marks
Grateful About All That We’ve Gained Over 50 Yrs. – Jeffrey Tucker
A Market Lesson From Germany’s GDP Revision – Market Minder
How SoftBank’s Son became Trump’s favoured foreign investor – FT
Ørsted shares plunge to record low after US government halts project – FT
Spain’s economy keeps growing — why is the country doing so well? – CNBC
España, a la cola de Europa en incentivos fiscales a la inversión – Libre Mercado
German business climate rises to highest level in over a year – CNBC
Germany’s pensions crisis: can €10 a month change how people invest? – FT
Evergrande’s $50 billion rise and fall leaves scars on China’s property sector – CNBC

Wealth Management

The Appeal Of Small Cap Stocks – Scott Grannis
The Outlook for S&P 500 Dividends in August – Ironman
Are Recessions Really A Thing Of The Past? – Mark Hulbert
¿Qué Mineras Están Baratas Ahora Mismo? – Christopher Johnson
Stablecoins are set to shake up the Treasury market – Yahoo Finance
Investors pile billions into New York office market – Financial Times
Why the Fed’s Long Pause May Extend the Market Rally – Frances Yue
US banks lobby to block stablecoin interest over fears of deposit flight – FT
Adiós definitivo al reinado de Apple durante casi 15 años – El Economista
La IA y el mundo de la inversión: ¿herramienta o sustituto para todo? – TDND
Powell’s risk-averse stance at Jackson Hole missed an opportunity – Mohamed El-Erian
¿Dónde invertir ahora? UBS aún ve recorrido alcista en estos tres gigantes – Bolsamanía
Las Acciones Europeas de Defensa Caen por la Esperanza de un Acuerdo de Paz – Loredana Muharremi