Lunes, 8 de septiembre de 2025
Economía Internacional
Argentina: Desastre electoral en PBA – Juan Ramón Rallo
Milei suffers setback in Buenos Aires polls – Financial Times
Argentina: Contundente derrota de Milei en PBA – Eduardo Penimann
Argentina: Guillermo Francos analiza la derrota de LLA en PBA – Mitre
Argentina Bonds Slump on Milei’s Defeat in Buenos Aires Vote – Bloomberg
Milei pierde las elecciones de Buenos Aires: “Arrastará a la bolsa” – Bolsamanía
Argentina markets to keep sliding after Milei’s drubbing in Buenos Aires vote – Reuters
Lecciones de procesos de estabilización económica en América Latina – Felipe Larraín
Bolivia: Extensas filas de vehículos que buscan diésel en el eje central – Unitel
Brazil braces for fallout from Bolsonaro trial – Financial Times
Chile: IPC de agosto sorprende sin variacion – DF
Mexico Pensions: Price of Populism – Sergio Martínez
Lo que Adam Smith nos enseña de la economía actual – Michael Spence
Gold hits $3,600 as US rate cut expectations rise – Financial Times
El oro abre la semana en nuevo máximo histórico; supera los $3,600 – El Economista
Gold hits record high above $3,600/oz as traders weigh Fed rate-cut bets – Reuters
Stagflation Threats Could Intensify Pressure on the Fed to Slash Rates – Barron’s
Another US Jobs Markdown Sets Stage for Fed Rate Cut – Bloomberg
US stock futures rise as hopes for a jumbo rate cut emerge – Yahoo Finance
Inflation reports to deliver a reality check ahead of Fed – Yahoo Finance
Bessent: US to refund ‘half the tariffs’ if Trump loses appeal – Yahoo Finance
Markets Recovering to Start a Key Week for Economic Data. Fed Cuts in Focus – Barron’s
What Comes Next After Courts’ Tariff Strikedown? – Market Minder
Trump warns multinationals to respect immigration laws after Hyundai crackdown – FT
A Monetary Schism? The Avignon Federal Reserve – Robin Wigglesworth
Poor Countries Have High Tariffs That Keep Them That Way – J.D. Tuccille
Why Does the Crazy Market Keep Ignoring Bogle’s ‘Iron Rule’? – Andy Serwe
Europe’s problems are mounting, and it’s struggling to fix them – CNBC
France’s Le Pen Faces Retrial in January to Topple Election Ban – Bloomberg
Francia, al borde del colapso: Bayrou afronta la moción de confianza sin apoyos – Bolsamanía
El fracaso de Maastrich eleva la deuda de la eurozona 20 puntos desde 2008 – El Economista
Japón: La incertidumbre política se apodera del país y el yen se debilita – Reuters
Volatile bonds, a confidence crunch and the ECB meets – CNBC
China’s shipments to U.S. plunge 33% in August as overall exports growth hits a 6-month low – CNBC
Wealth Management
The Art of Spending Money – Morgan Housel
¿Por qué se ha disparado la bolsa española? – TDND
I See Dead Companies That Investors Are Rushing Into – Stephen McBride
Decisión del BCE sobre los Tipos: Qué Esperar el 11 de Septiembre – Morningstar
La renta variable sube por el optimismo ante prevista rebaja de tasas de la Fed – Reuters
¿Puede Continuar la Fiebre del Oro? Señales de Advertencia para los Inversores – Amy C. Arnott
Gold Powers Through $3,600 as Bullish Momentum Shows No Signs of Slowing – Fawad Razaqzada
Markets Week Ahead: US CPI to Temper Aggressive Fed Rate Cut Speculation – Marc Chandler
