Jueves, 11 de septiembre de 2025

Economía Internacional

Bolivia Raises $589 Million Against Future Gold Deliveries – Bloomberg
Bolivia: El BCB recauda US$589 millones para futuras entregas de oro – Bloomberg
Panamá asegura que «hace su tarea» para proteger el grado de inversión – EFE
Argentina: Gobierno festejó dato de inflación y convalidó tasas más bajas – Infobae
Latin America Is About to Transform Beyond Recognition – Bloomberg
Mexico hikes China auto tariff, Swiss look to gold to entice Trump – Yahoo
Tech stocks are doing so well investors are starting to worry – Yahoo Finance
US inflation rises to 2.9% in August – Financial Times
Stock Futures Rise Ahead of CPI Inflation Report – Barron’s
US authorities launch manhunt for Charlie Kirk assassin – FT
US stock futures tick higher after CPI – Yahoo Finance
ECB holds interest rates steady at 2% – Financial Times
ECB Holds Rates, Trading Playbooks With the Fed – Barron’s
Inflation picks up in August, complicating Fed’s path – Yahoo Finance
European Central Bank leaves rates unchanged as tariff fallout lingers – CNBC
BCE: Inflación bajo control; la economía aguanta a Trump y crisis en Francia – El Economista
U.S. consumer prices rose at annual rate of 2.9% in August, jobless claims jump – CNBC
Inflation Is the Fed’s Sticky Challenge. It Doesn’t Mean Rate Cuts Aren’t Coming – Barron’s
France DROWNS in debt as government collapses and protests erupt – Fox Business
Oil prices fall nearly 2% on oversupply and weaker US demand – Investing
El miedo se extiende en Europa: ¿se acabó el Estado del Bienestar? – Libre Mercado

Wealth Management

Fed To Cut ‘In A Big Way’: Will Market ‘Breakdown’ Follow? – Tavi Costa
Alternative Energy Stocks Continue to Lead Big Oil in 2025 – James Picerno
Microsoft: A Once In A Generation Opportunity That Won’t Last – Rick Orford
USA vs Europa: tipos de interés, inflación y acciones recomendadas – Enrique Roca
Antes de decir si la bolsa está cara, hay que valorar el impacto de la IA – Víctor Alvargonzález
El valor más relevante de nuestra gestión es el de la flexibilidad – Juan Luis García Alejo, Andbank WM