Lunes, 15 de septiembre de 2025
Economía Internacional
Bolivia: Sin ahorro no hay crédito – Armando Álvarez
Bolivia: Advierten inflación de hasta 32% si se eliminan subsidios – La Razón
Argentina: Milei presentará hoy el proyecto de Presupuesto 2026 – Infobae
Argentina: El costo político que asusta a los inversores – Javier Timerman
Actividad económica de Brasil cae más de lo previsto en julio – Reuters
Brazil’s Economic Activity Falls Again, Pointing to a Slowdown – Bloomberg
Nvidia Stock Drops. China Says It Broke Monopoly Laws – Barron’s
China says Nvidia violated anti-monopoly law after preliminary probe – CNBC
China acusa a Nvidia de violar leyes antimonopolio – El Economista
Donald Trump calls for US companies to ditch quarterly reporting – FT
U.S. stocks edge higher ahead of key Fed rate decision – Investing
U.S. and China Reach a Deal. The Details Are Scant—but TikTok Is Part of It – Barron’s
Trump to Speak to Xi Friday With TikTok Framework Reached – Bloomberg
Alphabet Surpasses $3 Trillion in Market Value – Bloomberg
Putting the “Stagflation” Claims In Actual Context – Market Minder
As Milton Friedman Did, Trump Mistakes the Power of the Fed – John Tamny
Is the US Economy Headed for a Recession? – Sarah Hansen
The Fed is set for its first 2025 cut. But will it keep going? – Yahoo Finance
Charlie Kirk and the Sacred Totem of Civil Rights – Wanjiru Njoya
Key Events This Week: Central Banks Galore – Zero Hedge
Fitch Downgrades France to ‘A+’; Outlook Stable – Fitch
Fitch rebaja deuda de Francia por degradación de sus finanzas – El Economista
France’s credit rating downgraded, with debt forecast to keep rising – The Guardian
España nunca se ha financiado tan barato frente a Francia – El Economista
China’s economy slumps in August, casts doubt on growth target – Reuters
Wealth Management
Why Gold? Why Now? – The Macro Butler
Private equity: de nicho a necesidad – Kevin Moss
What Is Better: Investing Or Indexing? – Lance Roberts
17 Charts: The Economy Cools As Stocks Rally – Sam Ro
Believe in A.I.? Buy Beaten-Down Value Stocks – Jeff Sommer
Markets Continue to Signal Risk-On for Global Strategies – James Picerno
Expect there to be one rate cut unless retail sales are weak – Jeremy Siegel
What Sandy Koufax’s Perfect Game Taught Me About Investing – Eric Fry
Bancos centrales: ¿Qué dijo Lagarde y qué podemos esperar de Powell? – Andbank
Magallanes apuesta por la bolsa europea: “Está mucho más barata que EEUU” – TDND
Alken Small Cap Europe A’ sube un 45,97% frente al 11,82% de su índice – El Economista
Money Printing Is Back as US Bank Lending Surges Amid AI Capex Boom – Alfonso Peccatiello
