Martes, 30 de septiembre de 2025

Economía Internacional

Bolivia será la economía con menor crecimiento de Sudamérica en 2025 – El Deber
Petrobras inicia exportación de gas argentino por ductos bolivianos – La Razón
Argentina: Caen acciones en Wall St., rebotan bonos y riesgo país a 1.100 – Infobae
Argentina compras reservas, pero el BCRA resucita a la brecha – Bloomberg
Brasil aún ve señales de resiliencia económica, dice gobernador BCB – Reuters
Mexico’s $12 Billion Deal to Aid Pemex Seen Spurring More P-Caps – Bloomberg
Inflation and Economic Growth – Frank Shostak
Another US Government Shutdown Looms – Bloomberg
Stocks slip as US careens toward shutdown – Yahoo Finance
A Government Shutdown Is Near. What It Means for Markets, the Fed – Barron’s
Global currency market swells to $10tn a day in tariff turmoil – FT
Fed Officials Resist Market Expectations for Rate Cut – Barron’s
Gold Continues Hitting Record Highs—Key Price Levels to Monitor – Investopedia
Gold’s record run is minting winners beyond bullion – Business Insider
OPEP+ planea incrementar la oferta hasta 500.000 barriles – El Economista
US consumer confidence weakens in September on labor market worries – Reuters
Frozen job market shows little sign of thawing as hiring at ‘anemic level’ – Yahoo
Shutdown Into A Slim-Down: Cut Spending & Regs At Once – Wayne Crews
Google Lied To Congress About Its Commitment To Free Speech — Issues & Insights
Why Trump is going for Soros – Edward Luce
Alemania da marcha atrás en su estrategia antinuclear – El Economista
European stocks up as U.S. trade policy comes back into focus – CNBC
UK at ‘a fork in the road’ between renewal and decline, PM warns – CNBC
BOE’s Mann Warns Sticky Inflation Scenario for UK Is Playing Out – Bloomberg
Israeli far right hits out at Netanyahu over Gaza deal – Financial Times
Full text of Trump’s proposal to end the war in Gaza – Financial Times
China’s DeepSeek launches next-gen AI model – CNBC
China’s stock market has been on a roll — is it a boom or a bubble? – CNCB

Wealth Management

Are Stocks In A Bubble? Again? – Ryan Detrick
The Falling Dollar Pushes Up Inflation – Torsten Sløk
The unstoppable megatrend not named AI – Stephen McBride
Gold: The Most Interesting Chart In The World – Joseph Calhoun
As Shutdown Deadline Nears, Markets Are Calm – Market Minder
Worth Its Weight? Gold’s Portfolio Role – D.E. Shaw, D.E. Shaw & Co.
A Golden Opportunity To Upgrade The 60/40 Portfolio – Wesley Gray
Uruguay Wants Rich Expats to Pay More to Qualify for Tax Breaks – Bloomberg
Más inversión en Bolsa, ¿también en tecnología? – Guillermo Santos Armaburo
Gundlach says it’s a very unusual market — and what bonds he likes now – Market Watch