Miércoles, 27 de agosto de 2025
Economía Internacional
El giro de Bolivia – Diario Financiero
Bolivia: Rojas pide no ‘renunciar’ a la bolivianización de la economía – La Razón
Bolivia: Gobierno deja una inflación cercana al 30% – El Diario
Runoff Contender Vows to Rework Bolivia’s $14 Billion Debt – Bloomberg
La inflación en Argentina frente al espejo del mundo – Ken Fisher
Argentina: The Most Important Election(s) of 2025 – Daniel J. Mitchell
Argentina: BCRA raises banks’ reserve requirements after corruption allegations – Reuters
Argentina: La actividad económica ya muestra freno; alertan caída pre electoral – Boettner
Chile: Crecimiento económico: Necesaria convicción y coherencia política – Bettina Horst
Investors Feeling Zen Ahead of Nvidia Results – Barron’s
US stock futures mark time as Nvidia earnings loom – Yahoo Finance
El oro cae por la firmeza del dólar y una recogida de beneficios – Reuters
Trump’s Fed Gamble Risks Pushing Key Bond Rates Even Higher – Bloomberg
Fed’s Williams Says Every Policy Meeting Is ‘Live’ for Rates – Bloomberg
Why stocks shrugged off Trump’s boldest Fed move yet – Yahoo Finance
A Case for President Trump’s Intel Ownership Stake – Daniel McCarthy
Do We Still Really Need Bureau of Labor Statistics? – G. Dirk Mateer
Europeans Choose To Have Less Than Americans – Sam Bowman
European stocks choppy as traders gear up for Nvidia earnings – CNBC
ECB’s Kazimir Appeals Bribery Conviction at Slovak Supreme Court – Bloomberg
German banks halted 10 billion euros in PayPal payments on fraud concerns – Reuters
Why UK’s fiscal watchdog is under pressure to reform – CNBC
President Trump Should Return to an “America First” Foreign Policy – Ron Paul
After the shock of war, Iranians yearn for change – Financial Times
US tariffs on India hit 50% as Trump-Modi ties sour – Financial Times
India’s Russian oil gains wiped out by Trump’s tariffs – Reuters
China seeks to triple output of AI chips in race with the US – Financial Times
China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump – CNBC
Wealth Management
The Fed put is back on – Pictet WM
The Calculus of Value – Howard Marks
Así veo hoy la situación global – Pablo Gil
Why I’m Bearish On US Stocks – Nick Maggiulli
Acciones Europeas: un pánico hermoso – Ben Lambert
May The Odds Be Ever In Your Favor – Alfonso Peccatiello
News From Jackson Hole Is Ominous For Retirees – Brett Arends
Los ETFs brasileños crecen en captación de fondos – Funds Society
It’s Mistaken To Compare the AI Boom to the 2001 Bust – Stephen McBride
Comprando (más) Bolsa, ¿nos arrepentiremos? – Guillermo Santos Aramburo
¿Se está hundiendo la economía de EE.UU. debido a la deuda? – Daniel Lacalle
Los inversores en bonos denominados en dólares deberían prestar atención a Europa – John Taylor
Powell admite el dilema entre inflación y empleo y acerca la política a la neutralidad – Funds People
