Martes, 2 de septiembre de 2025
Economía Internacional
¿Qué pasa con las bandas cambiarias en Argentina? – Mauricio Ríos García
Argentina: La actividad económica seguirá frenada en el tercer trimestre – Infobae
Argentine Judge Bans Release of Karina Milei Audios Amid Scandal – Bloomberg
¿Por qué cae el tipo de cambio en Bolivia? ¿Volverá a subir? – Mauricio Ríos García
Bolivia: Al 31 de agosto, suben las reservas y alcanzan $2.881 millones – La Razón
Brazil’s economy slows sharply in Q2 but still beats forecasts – Reuters
Chile: El crecimiento no despega – Diario Financiero
Colombia: Así le pegaría la reforma del Gobierno Nacional a las empresas – LR
Inflation Isn’t Dead Yet. These Stocks and Bonds Can Beat It – Barron’s
Stock futures sink as yields jump amid tariff, Fed uncertainty – Yahoo Finance
Stock Futures Sink. Tariffs, Fed Fights Highlight September Risks for Markets – Barron’s
Stablecoins Are Coming for Your Rewards Points – Bloomberg
Gold jumps above $3,500 to hit record high on rate-cut bets – Bloomberg
Gold Just Hit a Record High. These Mining Stocks Are Glistening, Too – Barron’s
Gold price vaults past $3,500 to new record – Financial Times
Gold races to all-time high above $3,500 on US rate cut prospects – Reuters
Developing countries swap out of dollar debt to cut borrowing costs – FT
The Fed Has An Inflation Problem; They’ll Cut Anyway – Sonu Varghese
US sliding towards 1930s-style autocracy, warns Ray Dalio – Financial Times
Ray Dalio compara a Trump con los fascismos de los años 30 – El Economista
Asian and Middle Eastern investors avoiding US, says private markets giant – FT
Why the UK’s long-term borrowing costs are at a 27-year high – CNBC
Pound falls as UK long-term borrowing costs hit highest level since 1998 – FT
Eurozone inflation rises to 2.1% in August – Financial Times
Euro zone inflation rises to hotter-than-expected 2.1% in August – CNBC
Euro zone inflation edges up in August, pointing to steady ECB rates for now – Reuters
Japan’s Surging Bond Yields Are a Headache for U.S. Treasuries – Barron’s
China acepta construir un gasoducto desde Rusia para recibir el gas más barato que Europa – EE
Wealth Management
This bull run still has further to go – Jeremy Siegel
This September, Tune Out the ‘Worst Month’ Noise – Market Minder
Guía para entender cómo funcionan los multi family offices – Creand WM
September Is Stocks’ Worst Month. Maybe Not This Year – Martin Baccardax
Ken Griffin On Markets, Fed, Building the Tomorrow’s Citadel – Andy Serwer
El cliente offshore es más sofisticado hoy que años atrás – Jerry García, Alta Vera
Visión económica de nuestro equipo macro para el último tramo de 2025 – Schroders
Más allá del excepcionalismo estadounidense, ¿qué le espera a la renta variable? – Nicolas Wylenzek
