Jueves, 9 de octubre de 2025
Economía Internacional
Bolivia: YPFB estima regulación de combustibles para próxima semana – La Razón
Inside the Trump team’s secret talks to rescue Argentina – Shawn Tully, Forbes
Argentina: Caputo y Bessent cerraron salvataje financiero; pronto anuncio – Infobae
La libertad versus el poder en la Argentina de Milei – Ian Vásquez y Marcos Falcone
Argentina: Lecciones para la Fed de mi tiempo en el BCRA – Martín Redrado
Brasil: La inflación se acelera en septiembre por alza en electricidad – Bloomberg
Brazil Inflation Accelerates After Energy Relief Credits Expire – Bloomberg
Mexico’s Inflation Rises in September as Banxico Sees More Cuts – Bloomberg
Big banks navigate ‘complicated battlefield’ in Trump’s DC – Yahoo Finance
Markets Stutter Amid Hope for Middle East Peace – Barron’s
Stocks hold near records as gold rally falters – Yahoo Finance
Libertarian Vs. MAGA: Trump’s Economic Nationalism Reveals Fault-Lines – ZH
JPMorgan CEO Dimon warns of US stock market correction risk – Reuters
Dollar anxiety drives precious metals rally as gold trade gets crowded – Reuters
Gold holds above $4,000; silver hits $50 milestone – Reuters
Gold’s Record Rally Is Helping China Challenge Trump and the Dollar – Bloomberg
The Gold and AI Stock Rallies Expose a Major Rift in the Market – Barron’s
The flip side of gold’s massive year – Yahoo Finance
Silver Races to $50, Outshining the Yellow Metal. What’s the Next Catalyst? – Barron’s
Oil Steadies With Gaza Peace Plan and US Inventories in Focus – Bloomberg
Joy in Israel and Gaza after ceasefire announced – Reuters
Israeli cabinet to vote on hostage release agreement – Financial Times
Israel Says Gaza Ceasefire Is Now in Effect After Hostage Deal – Bloomberg
ECB policy robust enough to manage shocks, can afford to wait – Reuters
Alemania: el ecologismo ideológico hunde la producción industrial – LM
IMF and Bank of England join growing chorus warning of an AI bubble – CNBC
China unveils sweeping rare-earth export controls to protect ‘national security’ – FT
Wealth Management
Monthly Macro Monitor: Status Quo – Joe Calhoun
Fed’s Liquidity Tank Is Running Low – Lance Roberts
Oro: ¿sin argumentos para una corrección? – Funds Society
Invest Like You Are Bad at Making Predictions – Joe Wiggins
Despite Big Gains, Silver Still Isn’t a Store of Value – Market Minder
The Best Macro Investing Environment in 40 Years – Julian Brigden
Will the Dollar Keep Falling? 5 Keys – Muhammad Hamza Saleem
In Defense of the Super Smart, Super Rich and Super Giving – Mark Skousen
Gold Just Hit $4,000. Mining Stocks Look Like the Best Way to Play It – Barron’s
Fed May Ease Leverage Rules to Boost Bank Capacity in Treasury Markets – Alfonso Peccatiello
