Lunes, 27 de octubre de 2025

Economía Internacional

LLA venció en PBA y obtuvo más del 40% de los votos en todo el país – Infobae
Argentina: Acciones argentinas en Wall Street saltan 40% y los bonos 23% – Infobae
Argentina: Euforia en los mercados tras la victoria de Milei en las elecciones – EE
Argentina: Contundente victoria electoral de Milei: ¿y ahora? – Juan Ramón Rallo
Argentina: The Wall Street Journal destacó el triunfo y planteó austeridad – Infobae
Milei Wins Mandate for Free-Market Revolution in Argentina’s Election – WSJ
Argentine bonds and currency surge after victory for Javier Milei’s party – FT
Argentina’s Javier Milei hails ‘historic’ win in pivotal elections – Financial Times
Argentine Assets Surge After Decisive Milei Election Win – Bloomberg
Argentina es un aliado fundamental en la región – Scott Bessent
Milei’s Party Wins Argentina Midterm Vote in Major Comeback – Bloomberg
Trump Says Milei’s Argentina Win “Made A Lot Of Money” For U.S. – Zero Hedge
Chile Presidential Foes Address Communism, Reproductive Rights – Bloomberg
Chile Bank Joins Surprise Wave of Latin American Blue Bond Sales – Bloomberg
Ecuador: Las otras bombas fiscales – Gabriela Calderón de Burgos
Brazilian President Lula says Trump ‘guaranteed’ trade deal with US – Reuters
Stock Futures Rise on U.S.-China Trade Deal Hopes – The Wall Street Journal
Global stocks rally on US-China trade optimism – Financial Times
Bessent Names Fed Chair Finalists Ahead of Year-End Decision – Bloomberg
There’s Private Data Aplenty About U.S. Economy – Market Minder
Inflation and Economic Fears Are Coming for Trump – Heather Digby Parton
Stocks Are Set to Sizzle After a Weekend of Trade Moves – Barron’s
How President Trump Has Sparked New Era of State Capitalism – Joe Light
Wall Street, China Trample On Dollarization & Federal Reserve – John Tamny
It’s Official: Democratic Party Now Straight Up Socialist – Issues & Insights
Oil Steadies With Focus Shifting From Trade to Sanctions Impact – Bloomberg
Bessent Says Japan’s Expansionary Policy Helping Stocks – Bloomberg
Trump hails ‘great friendship’ with Japan – Financial Times
UBS’s Swiss Capital Fight Threatens Ermotti’s Swift Victory Lap – Bloomberg
US government debt burden on track to overtake Italy’s, IMF figures show – FT
Alerta ante el futuro económico de Alemania – El Economista

Wealth Management

Análisis Trimestral 3T de 2025 – Hamco AM
10 Things That Warren Buffet Does Differently – Jeffrey Cunningham
The Red Flags That Signal the Faux Market Disruptors – Stephen McBride
All Eyes on Fed Move, China Stimulus Signals, US Jobs Data – Ed Yardeni
Semana de bancos centrales: ¿qué esperamos de la FED y BCE? – Andbank
Los estilos de renta variable que están obteniendo mejores resultados – Schroders
US Bond Market Remains on Track for Strong Bull Run in 2025 – James Picerno
Liquidity Drain and Mega Cap Earnings Create a Volatile Setup – Michael Kramer