Miércoles, 10 de septiembre de 2025

Economía Internacional

The Anti-Milei Emerges, Worsening Investor Jitters in Argentina – Bloomberg
Argentina: Indec dará a conocer hoy el dato de inflación de agosto – Infobae
Argentina: Sin intervención oficial, el mercado de cambios encontró calma – Infobae
Autos robados en Chile tienen su principal mercado en Bolivia – El Deber
Bolivia: Ddiferimiento de créditos no debe ser tratado por la actual Asamblea – BD
Mexican navy scandal rocks top US cartel-fighting partner – FT
S&P 500, Nasdaq head for records as Oracle surges, PPI cools – Yahoo Finance
Trump floats 100% tariffs on China, India to squeeze Russia – Yahoo Finance
Wholesale Inflation Proved More Muted in August – Barron’s
30-year mortgage rate slides to 11-month low in US – Reuters
Trump Is Digging His Own Economic Grave – Connor O’Keeffe
Fed seen on course for rate cuts after PPI data – Reuters
La Fed recortaría tasas de interés tras datos del IPP de EEUU – Reuters
US producer prices unexpectedly fall – APF
How the Bureau of Labor Statistics Blown It Once Again – Issues & Insights
Freedom For Me But Not For Thee – Mike Fox
What AI’s Spending Boom Is Really Buying – Scott Rosenberg
Do Central Banks Have More Gold Than Treasuries? – Toby Nangle
Novo Nordisk to cut 9,000 jobs as it slashes profit forecast – FT
No honeymoon period for France’s new PM as protests erupt – CNBC
La UE recortaría así la brecha de PIB con EEUU – El Economista

Wealth Management

There’s No Alpha Left in Public Markets – Torsten Sløk
Extreme AI Concentration in the S&P 500 – Torsten Sløk
Caution: Fraudsters Are Still Hard at Work – Market Minder
perspectivas de renta fija para tiempos volátiles – David Leduc
This Bull Market Started Nearly 3 Years Ago. How It Keeps Charging Ahead – Barron’s
Investors are exuberant about stocks, bonds and gold. And that’s not necessarily good – Mark Hulbert