Miércoles, 3 de septiembre de 2025
Economía Internacional
Bolivia: RIN suben a $2.881 MM, pero no revierte caída – El Deber
Así se movió el riesgo país en Latinoamérica entre enero y agosto de 2025 – Bloomberg
Rendimiento de bonos EEUU cae tras datos laborales en EEUU – Reuters
Fed hawk Musalem opens the door to rate cut – Yahoo Finance
Fed announces October conference on payments innovation – Reuters
Big Tech Is Rebounding, Bonds Selloff Abates – Barron’s
Global bond sell-off reflects unease over budgets and central banks – CNBC
Global bonds under pressure as 30-year Treasury yield hits 5% – Financial Times
Google shares jump after judge refrains from ordering break up – Financial Times
Alphabet Hits All-Time High. Google Avoided the Worst in its Antitrust Case – Barron’s
Trump’s BLS Critics Are the Whiny 5-Year-Olds – Walter Block
An Optimistic Case For Trump Taking a 10% Intel Stake – Luke Lango
Sen. Rand Paul blasts Trump’s stake in Intel as ‘a step towards socialism’ – CNBC
EU proposes Mercosur trade deal, French opposition softens – Reuters
Billionaires’ Family Offices Take Big Swings to Stay Ultra-Rich – Bloomberg
Euro zone economic growth remains sluggish in August, PMI shows – Reuters
OPEC+ to consider further oil output hike on Sunday, sources say – Reuters
UK budget speculation adds to risks for the economy – Reuters
London’s bullion market to trial digital gold – Financial Times
Xi hails ‘unstoppable’ China at landmark military parade with Putin and Kim – FT
Wealth Management
7 Reasons to Stop Freaking Out Over the Fed – Dan Lefkovitz
A Comical Sound of Silence About Yield Curve – Joseph Calhoun
Al fin septiembre, ahora viene lo bueno – Guillermo Santos Aramburo
Why Investors Should Start to Ready for September Swoon – Paul La Monica
Warren Buffett: las 10 acciones clave que dominan su portafolio de inversión – Bloomberg
Los family offices redefinen su estrategia en América Latina – Francisco Rosemberg, BlackRock
$53 Billion in Accounting Profits. No Real Ones | The Fall of Big Tech Earnings Quality – Cole Smead
