Jueves, 2 de octubre de 2025

Economía Internacional

Bolivia: BBV, un mercado estratégico para el desarrollo nacional – El Diario
Bolivia: Inflación acumulada llega a 18,33% en septiembre – El Deber
Argentina: No estamos poniendo dinero, es una línea de swap: Bessent – Infobae
US is not putting money into Argentina, Bessent says – Reuters
Argentina’s Milei says US aid talks include debt purchases, profit-sharing – Reuters
Chilean wines boom in Brazil as tariffs dampen US demand – Reuters
Stocks pare gains as AI buzz, shutdown vie for focus – Yahoo Finance
The Economic Consensus Has Been Wrong All Year – Torsten Sløk
Tesla sales hit record as US buyers rush to beat end of tax credits – FT
Tesla books blowout Q3 sales as buyers race credit deadline – Yahoo Finance
Tesla deliveries rise 7% before EV tax credits expire – CNBC
BYD monthly sales tumble for the first time in 2025, reinforcing concerns – CNBC
As With All “Government Shutdowns,” No One Will Notice – Issues & Insights
Rusia y China planean la invasión de Taiwán, según una filtración – El Economista
Two killed in attack at Manchester synagogue – Financial Times
It’s no Cold War – it’s a ‘fiery’ conflict now with the West, Russia says – Reuters
Israel says intercepted flotilla boat passengers to be deported – Reuters

Wealth Management

Dream School – Mark Skousen
The Millionaire’s Dilemma – Nick Maggiulli
¿Ha Terminado la Rotación de las Acciones Americanas? – Morningstar
En plan de Michael Saylor falla y los accionistas lo pagan caro – El Economista
Berkshire’s Abel seals first deal as CEO-elect with $10bn OxyChem purchase – FT
Berkshire Hathaway to buy Occidental’s OxyChem for $9.7 billion – CNBC
Infraponderar el mercado estadounidense supone un riesgo para los clientes – Ralph Elder
Why Nvidia, Broadcom and other high-flying stocks are especially risky now – Mark Hulbert
Agencias de rating: un oligopolio que crea tantas distorsiones como oportunidades – Juan Gómez Bada