Lunes, 6 de octubre de 2025

Economía Internacional

Bolivia: Deuda externa crece 13%; no hay dólares para pagarla – El Deber
Bolivia: PDC aclara que no eliminará subsidios a carburantes – La Razón
Argentina: Esta vez no es diferente – Emilio Ocampo
Time for Milei to Stop Passing the Buck – Mary Anastasia O’Grady
Argentina: No es el dólar, es el Riesgo País – Salvador Di Stefano
Argentina: Fuerte récord en trigo, auge sojero y maíz competitivo – Infobae
Argentina: Las reservas del BCRA se sostuvieron cerca de $40.000 MM – Infobae
Argentines Blow Billions on Jordans and Jeans, Stoking Crisis – Bloomberg
Milei’s Candidate Drops Out of Race Amid Ties to Drug Trafficker – Bloomberg
Venezuela Says It Foiled Plot to Attack US Embassy in Caracas – Bloomberg
Noboa Tries to Quell Protests Against Ecuador Fuel Subsidy Cut – Bloomberg
Bolivia: Aprovechando la bonanza minera – Iván Alonso
El mito de la Suecia socialista – Rainer Zitelmann
US stock futures edge up amid shutdown as AMD surges – Yahoo Finance
‘I won’t fight’: Venezuela’s call to arms falls flat – Financial Times
Dow, S&P 500 Heading for 7-Day Winning Streaks – Barron’s
‘Gold-plated Fomo’ powers bullion’s record-breaking rally – FT
Gold, Bitcoin Surge on Concerns Over Global Debt Pile – Bloomberg
Opec+ steadies crude market with cautious turn as oil glut looms – FT
OpenAI is fast becoming a whale in stock market it has shunned – Bloomberg
OpenAI targets 10% AMD stake via multibillion-dollar chip deal – Financial Times
AMD stock skyrockets 35% as OpenAI looks to take stake in AI chipmaker – CNBC
With Finance Jobs Fleeing, NYC Nearing Point of No Return – New York Post
Sam Altman vs. Economists & Their Central Bank Mysticism – John Tamny
The Poor Plainly Became Poorer Under President Biden – Issues & Insights
French PM resigns after 27 days sparking fresh political chaos – CNBC
French stocks sink after PM’s sudden resignation – Bloomberg
El bono francés se separa del alemán a su máximo del año – El Economista
France’s prime minister resigns less than a month after appointment – Financial Times
French stocks pare losses after prime minister resigns after less than a month – CNBC
Japanese stocks soar and yen tumbles after Takaichi wins ruling party leadership – FT
Goldman: Japan bond ‘shocks’ could spill into Treasurys – Bloomberg
French stocks sink after PM’s sudden resignation – Bloomberg

Wealth Management

How to Trade Bubble Fear – Barron’s
No Data, No Problem – Joseph Y. Calhoun III
Q4 Stock Market Outlook: No Margin for Error – David Sekera
What Stock Market Crashes Tell Us About Market Timing – Sam Ro
Why This Strong Year For Stocks Will Get Stronger – Louis Navellier
El Futuro de las Pensiones en España: Retos y Soluciones – Cobas AM
Top Gold Stocks to Buy as Metal Prices Reach Record Highs – Investing
Stocks Historically Sanguine About Yawn of ‘Shutdown’ – Stephen McBride
Conflicting Quotes Highlight the Folly of Predicting the Fed – Market Minder
How Much Longer Can the AI Bubble Last? Inside Wall Street’s Great Debate – Barron’s
EEUU crece con IA y consumo, Europa busca rumbo entre reformas y riesgos – Andbank
Economic Week Ahead: Fed Speeches and Inflation Expectations Take Center Stage – Ed Yardeni
Azvalor lanza el primer fondo tokenizado que permite la contratación en tiempo real – El Economista
Los fondos de inversión y la IA: “Es como un becario, te puede ayudar pero hay que controlarlo” – Carlos Camps