Jueves, 23 de octubre de 2025

Economía Internacional

Intervencionismo liberal – Carlos Rodríguez Braun
Milei’s make-or-break moment – Financial Times
Argentina: Estoy más que cómodo con el valor del dólar: Caputo – Infobae
Argentine Bonds and Peso Rally Ahead of Crucial Vote for Milei – Bloomberg
Lo que Scott Bessent no entiende sobre Argentina – Juan Pablo Spinetto
What Scott Bessent Doesn’t Get About Argentina – Juan Pablo Spinetto
The Argentina Bailout Is A Terrible Idea – Steven B. Kamin
¿Cambiar el modelo económico de Bolivia? Esto aliviaría la crisis – Bloomberg
Bolivia: Diputados tratará ley para suministro directo de combustibles – La Razón
Perú: Congreso aprueba el gabinete del presidente José Jerí – Bloomberg
Brazil’s Lula Confirms He’ll Seek Reelection in 2026 – Bloomberg
Brazil Central Bank Interest Rate Cuts are Nowhere in Sight – Bloomberg
The US Is Courting Disaster in Venezuela – Andreas Kluth
S&P 500 rises as Wall Street tries to rebound from sell-off – CNBC
US stocks tick up as oil surges, earnings roll in – Yahoo Finance
Why the US could be ‘weeks away’ from a rare earths crisis – Yahoo Finance
Gold-Backed Dollar Would Reduce Gold Volatility – Alexander William Salter
Trump pardons convicted Binance founder Changpeng Zhao – Financial Times
Bitcoin Rises. Why Cryptos Remain Under Pressure – Barron’s
‘Population Dud’: Is It End of Civilization As We Know It? – Issues & Insights
The China/U.S. Birthrate ‘Crisis’ Is Much Ado About Nothing – John Tamny
Pres Trump’s Industrial Policies Will Strangle Growth – Richard Epstein
Let’s Legalize Catastrophic Health Insurance Plans for All – Stephen Moore
Trump Can Show Support for Immigrants Who Do It Right – New York Post
Trump’s Russian oil sanctions hit India and China’s imports – Financial Post
Can Trump stop India from buying Russian oil? – Financial Post
China’s leadership vows to step up push for ‘self-reliance’ in tech – FT
Revolut and Spotify investor to stop raising outside funds – Financial Post
European markets rise after major earnings reports – CNBC
El aviso de The Economist a Europa y EEUU: “Sois Argentina” – El Economista

Wealth Management

¿Burbuja en la Inteligencia Artificial? – Mauricio Ríos García
The AI Bubble Won’t Just Take Down the Stock Market – Barron’s
The Outlook for S&P 500 Dividends in October 2025 – Ironman
Putting Renewed Fear About Banks In Perspective – Market Minder
Nobels Say It Is Good That Someday NVIDIA Will Be Bad – Mark Hulbert
¿Libertad financiera o deuda de por vida? Ojo con los gurús del ladrillo – Clarisa Sekulits