Lunes, 29 de septiembre de 2025
Economía Internacional
Argentina no puede ni flotar ni fijar su tipo de cambio – Nicolás Cachanosky
Peso Crisis Drives Mortgage Rates to 15%, Upending Milei Agenda – Bloomberg
Brasil: El crédito bancario sigue desacelerándose en agosto – Reuters
Brasil afirma que finanzas públicas no pueden arreglarse sin crecimiento – Reuters
Chile Investors Turn to Corporate Bonds in Search for Yield – Bloomberg
Chile: Elecciones: Tierra derecha – Luis Larraín
Colombian Leader’s Call to Defy Trump Amplifies Rifts in Region – Bloomberg
Stocks Rise Ahead of Shutdown Deadline, Risking Jobs Data Release – Barron’s
US stocks rise as shutdown risk rivets Wall Street – Yahoo Finance
S&P 500 rises as AI names rebound, EA surges on takeover – CNBC
Trump threatens 100% tariffs on movies made outside US – Yahoo Finance
Another Laffer Curve Blunder by Greedy British Politicians – Dan Mitchell
Recession Probability Is Declining – Torsten Sløk
Goldman upgrades global equities on growth optimism, policy support – Bloomberg
The influence of ‘geoeconomics’ is growing – Mohamed El-Erian
US Gold Reserves Hit $1 Trillion in Value After Record Rally – Bloomberg
Gold punches through $3,800 an ounce as risk of US shutdown rattles markets – FT
There’s No Dollar ‘Demand’ & ‘Supply’: There’s Only Production – John Tamny
Leonard Read Identified What’s Indispensable In Free Society – Lawrence Reed
Opposite Media Narratives, Treasury Demand Is Alive & Well – Market Minder
España: posibilidades de encontrar empleo tras un año se hunden 74% – El Economista
Sánchez hunde a España en el Índice de Libertad Económica: puesto 53 – Libre Mercado
España: La ecnomía recibe la tercera mejora de rating – El Economista
Spain wins hat trick of credit upgrades as economy booms – CNBC
Italy reaps tax windfall thanks to inflation, job growth – Reuters
France Most Likely to Face Bond Crisis, Deutsche Bank Poll Shows – Bloomberg
El triángulo del litio: Alemania halla una de las mayores reservas – El Economista
Wealth Management
How Bear Markets Work – Ben Carlson
Stablecoins as Inflation Drivers – Thorsten Polleit
Stock Market Valuation, 10 Years Ahead – Sam Ro
The Hidden Costs of Passive Investing – Larry Swedroe
The Most Interesting Chart In The World – Joseph Y. Calhoun III
Wall Street regulator vows light touch and end to quarterly reporting FT
Companies You Least Expect Will Become AI Stocks – Stephen McBride
President Trump Is Bullish, & That’s Why You Should Be Too – Steven Sears
China’s stock market has been on a roll — is it a boom or a bubble? – CNBC
Renta variable china: contexto positivo, pero faltan los fundamentales – Stuart Rumble
Semana previa a las grandes citas macro con señales mixtas en EEUU y Europa – Andbank
El value sigue vivo: el enfoque único de Voya para detectar oportunidades – Jim Dorment
