Jueves, 4 de septiembre de 2025

Economía Internacional

Chile: El programa de Jara: el verdadero y el falso – Jorge Ramírez
Argentina: Salida del cepo: 45% de dólares comprados quedó en el colchón – Infobae
Los bonos a largo pierden un 6% en el año – El Economista
Trump’s Fed Pick Goes Before the Senate Today – Barron’s
Trump’s Fed pick faces Senate grilling – Yahoo Finance
Investors are getting more worried about the Fed – Bloomberg
Investors are dumping bonds globally while gold is soaring – CNBC
Bond investors count on Trump tariff revenues to rein in US debt – FT
Gold could hit nearly $5,000 if Trump undermines Fed, says Goldman Sachs – FT
Gold near $5,000 is possible if the Fed’s standing is hit: GS – Bloomberg
The Golden Canary: What Precious Metals Are Saying About the Economy – Barron’s
Census Indicates Trump’s Economy Outpaces Biden’s – Stephen Moore
The Deficit Fears Start to Fizzle With a Wider View – Market Minder
UK feels the heat as investors and critics question its future – CNBC
Italy used to be the bad boy of Europe. Now, France is taking the baton – CNBC
El mercado borra toda la mejora de beneficios esperada en Europa – El Economista
Macron baraja opciones en caso de una caída del Gobierno francés – El Economista

Wealth Management

Nailing the Dismount: When do you sell? – Jared Dillian
Por Qué la Economía Mundial Vuelve a los Años 30 – Jess Bebel
Can the Gold Rush Continue? Warning Signs Emerge – Amy C. Arnott
¿Eres un rehén de las personas en las que confiaste? – Juan Gómez Bada
The Dollar Is Losing Its Appeal. Ray Dalio Is Sounding the Alarm – Barron’s
U.S. and China are ‘two superpowers engaging in hostage exchanges’ – Kyle Bass