Lunes, 4 de agosto de 2025

Economía Internacional

Bolivia: Costos de construcción de vivienda subieron 39,6% a julio – El Mundo
Chile: Mercado ya apuesta por Kast y descarta a Matthei y Jara – Bloomberg
Investors Dismiss Spectre of Communist Victory in Chile Election – Bloomberg
Chile: Para los desempleados, lo mejor es que el país crezca – Vittorio Corbo
Colombia entra en último año de Petro con una “crisis fiscal muy complicada” – EFE
Argentina espera hoy segundo desembolso del FMI por $2.000 millones – Infobae
Argentina: La crisis es de bajo poder adquisitivo, no de desempleo – Esteban Domecq
Argentina: Este cambio condena al peronismo al tacho de basura de la historia – Niall Ferguson
Armani, Nike y Adidas se lanzan a Argentina tras el éxito de Milei – Miguel Puga
BP makes its largest oil and gas discovery in 25 years off coast of Brazil – FT
Brasil: BP anuncia el descubrimiento de un gran yacimiento de gas y petróleo – AFP
Colombia: Petro cumple tres años como presidente – Bloomberg
Stocks climb in bounce back from Friday sell-off – Yahoo Finance
Trump to name new Fed governor, jobs data head in coming days – Bloomberg
Bitcoin Rises. Why Cryptos Are Still Under Pressure – Barron’s
Trump Will Remake The Fed. Rate Cuts Are Just A Start – Matt Peterson
BOE Is Probably About to Cut Rates Despite a Spike in Inflation – Bloomberg
The Fed Was Right to Say No on Interest Rates – Bloomberg
July Jobless Report Confirms What Already Knew – Market Minder
Corporations Not Falling for Left’s Sweeney Anger – Charles Gasparino
The Fed Isn’t What John Cochrane Wants It to Be, Never Was – John Tamny
Tesla board awards $30bn of shares to Elon Musk – Financial Times
Tesla approves share award worth $29 billion to CEO Elon Musk – CNBC
Oil Slides as OPEC+ Hike Outweighs Concern Over Russian Flows – Bloomberg
La bolsa suiza pone el reloj en hora y se hunde por los aranceles – El Economista
Swiss tensions run high as clock ticks on U.S. tariff deadline – CNBC
Swiss shares slide on first trading day since Trump’s 39% tariff – Financial Times
Germany’s biggest sports retailer considers moving production to China – FT
EEUU y la UE resisten el embiste arancelario de Donald Trump – El Economista
España perderá casi un 0,8% del PIB en los primeros doce meses de los aranceles – Fedea
Un pésimo dato del mercado laboral en julio – José María Rotellar
US says rare earth talks with China ‘halfway there’ – Yahoo Finance

Wealth Management

Earnings Season Is Going Well. Don’t Overthink It – Barron’s
The Bond Market Is Pricing in a Softer Economy – James Picerno
Berkshire’s Next Buy & Beating The S&P By 30% – Quoth the Raven
US Dollar: Why Debasement Fears Don’t Match Reality – Lance Roberts
Regulatory Crypto Clarity Is Green Light for Wall Street – Stephen McBride
Por primera vez en años está llegando capital a las bolsas europeas – Iván Martín
Gold Signals War – Martin Armstrong Warns Of “Panic Cycle In 2026” – Greg Hunter