Martes, 7 de octubre de 2025

Economía Internacional

Bolivia: Vuelven a repuntar las reservas en dólares – Bloomberg
Delegación de Perú llega a Bolivia para impulsar corredor bioceánico – La Razón
Riesgo país: por qué Argentina salió del EMBI+ – Bloomberg
Argentina: Deuda neta consolidada, en su nivel más bajo desde 2018 – Bloomberg
Banco Mundial recorta proyección de crecimiento para Argentina en 2025 – Infobae
Brazil’s Petrobras imports natural gas from Argentina for the first time – Reuters
Emerging markets roar back with biggest stock rally in 15 years – FT
EM Bond Bonanza Narrows Yield Gap Over Treasuries to 7-Year Low – Bloomberg
Forget recession, world economy is being run ‘hot’ – Mike Dolan
US stock futures hit pause after record-setting rally – Yahoo Finance
S&P 500 Falling From Record High, Futures Slide After AI Rally – Barron’s
Earnings Season Is Almost Here. Can Strong Profits Keep the Rally Going? – Barron’s
Inflation Beginning to Look Like 2021? – Torsten Sløk
Bitcoin Price Slips From Record – Barron’s
OpenAI’s computing deals top $1tn – Financial Times
In Trade We Trust: How Markets Build Social Fabric – Walker Wright
Gold hits record high on broader uncertainty, rate cut bets – Reuters
Gold Touches $4,000 for the First Time. Why It Will Keep Shining – Barron’s
Citadel’s Griffin Calls Rush to Gold as Safer Asset ‘Concerning’ – Bloomberg
When Will Silver Top Its 1980s High? It’s Complicated – Bloomberg
Trilogy Metals stock skyrockets as US takes stake – Reuters
Market Is Better Than Government at Promoting Competition – Norm Singleton
There is no room for ‘insurrection’ in America – Larry Kudlow
The Unraveling Of Obamacare? – Tyler Cowen
Macron ally calls on French president to quit early – Financial Times
El euro se debilita ante incertidumbre política en Francia – Bloomberg
France in fresh political and market turmoil after prime minister resigns – FT
Investors celebrate Japan’s ‘Iron Lady’ election win – Fox Business
World Bank raises China growth forecast to 4.8% despite U.S. trade tensions – CNBC

Wealth Management

Best News Investors Have Gotten – Joe Calhoun
Q4 Stock Market Outlook: No Margin for Error – David Sekera
Tech Stocks Still Lead Equity Sectors This Year – James Picerno
Money Supply Fluctuations and Business Cycles – Frank Shostak
How Much Longer Can The AI Bubble Last? – Paul R. La Monica
Making Money From Tax-Loss Selling Before Year End – Mark Hulbert
Hot Stocks Could Be Running Into Buffett’s Cold Patience – Pat O’Hare
Los beneficios crecerán más en Europa que en Wall Street – El Economista
Dólar: entre la confusión y la contradicción – Guillermo Santos Aramburo
Perspectiva internacional de la economía y mercados financieros para octubre – Andbank