Jueves, 16 de octubre de 2025

Bolivia: ¿Más diferimientos? Más piromanía financiera – Mauricio Ríos García
Bolivia: Precios altos y ventas en ‘picada’, el drama de la recesión – El Deber
Bolivia: Recesión provoca pérdida del 30% de empleos en mipymes – La Razón
Peruanos protestan contra nuevo presidente – Bloomberg
Ecuador pone fin a protestas tras pacto entre Noboa e indígenas – Bloomberg
Argentine Assets Swing on News Bessent Is Lining Up More Aid – Bloomberg
US Treasury arranging fresh $20bn in debt market support for Argentina – FT
The Bull Market’s Big Risk Is a Renewed Trade War – Barron’s
U.S. stocks rise on Fed cut bets; earnings continue to flow – Investing
Big investors scale back risky bond exposure after storming rally – FT
The Stock Market Has Rendered a Verdict on Tariffs – Richard Epstein
Warsh: Inside the Mind of the Man Who May Lead the Fed – Matt Peterson
Bessent enfría la guerra comercial con China y pronostica una tregua – El Economista
US warns world will ‘decouple’ from China if it imposes new export controls – FT
US deficit remains widest among rich nations, IMF says – Financial Times
What’s Behind Gold’s Historic Rally – Bloomberg
What Could Halt the Gold Rally? Not Much – Barron’s
Fed’s Beige Book Shows a Mixed Economic Picture – Barron’s
S&P Global agrees $1.8bn deal for private markets data provider – Financial Times
Morgan Stanley overtakes arch-rival Goldman Sachs in equities trading – FT
UBS loses $440mn Greensill-linked lawsuit against SoftBank – Financial Times
The Entirely Unplanned, Bipartisan Path to Abundance – Johan Norberg
Top ECB board members say the easing cycle is done – CNBC
German Chancellor Merz calls for single European stock exchange – Financial Times
German defence minister derails compromise over military service – Financial Times
France’s PM skirts another crisis and markets like it — but it comes at a price – CNBC
French PM Lecornu survives no-confidence votes – Financial Times
Giorgia Meloni’s government looks to raise €11bn from banks to fund tax cuts – FT
España retrocede en libertad económica – José María Rotellar
España: Las subidas del impuesto de Patrimonio y el fin de las golden visa echan a 500 ricos – EE

Wealth Management

Bad Ideas – Jared Dillian
La IA, ¿burbuja o volcán? – Fernando de Frutos
What The Bond Market Is Telling Us – Ben Lord
¿Qué es mejor: gestión activa vs pasiva? – Cobas AM
Cartera permanente en máximos históricos – IcariaCap
Bitcoin Just Lost More Value Than Stocks Did In 1929 – Mark Hulbert
Bestinver descubre un trío infravalorado por los mercados – El Economista
11 Undervalued Stocks to Profit From the Gold and Silver Boom – David Wagner
La triste historia de los hermanos Hunt y los activos tangibles – Víctor Alvargonzález
Las ventajas estructurales de la región se mantienen y fortalecen – Jaime Ramos, Bestinver
Cómo invertir en defensa y qué desafíos plantea al asset allocation – Global Security Fund
Why Gold Has Outshined Stocks – Timothy Nash, Anthony Storer, Jim Hop, & Tom Rastin
Burbuja en la IA: el principal riesgo de cola para los inversores, pese a ser alcistas – Funds Society