Viernes, 24 de octubre de 2025

Economía Internacional

Bolivia: Luz verde para importar combustibles de manera directa – El Deber
Bolivia: ¿En qué consiste la ley de suministro directo de combustibles? – La Razón
Bolivia: Asoban pide a Paz estabilizar dólar y rechazar diferimiento – El Deber
Scholastic roots of President Javier Milei – Jesús Huerta de Soto
Argentina: El dólar va a bajar el lunes – Salvador Di Stefano
Chile: Franco Parisi en De Frente – Tomás Mosciatti
Chile: Kaiser estaría superando a Matthei y Kast lo desdramatiza – Bio Bio
Chile se hunde: la caída del país modelo del capitalismo – Rainer Zitelmann
Brasil: Inflación baja más de lo esperado; la Selic seguiría alta – Bloomberg
La inflación ‘regresa’ a EEUU más suave de lo previsto: 3% – El Economista
U.S. inflation rate hit 3.0% in September, lower than expected – CNBC
US inflation rises less than expected to 3% in September – Financial Times
U.S. consumer prices rise by 3.0% in September – Investing
Inflation Rose 3%. What That Means for the Fed – Barron’s
US consumer prices rise slightly less than expected in September – Reuters
¿Qué se trae Trump entre manos para reducir la deuda? – Víctor Alvargonzález
‘Cooler’ Than Expected CPI Data Leaves Fed On Track For Rate-Cuts – ZH
Pension funds scoop up ex-private equity executives – Financial Times
CZ Calls Peter Schiff’s Tokenized Gold A ‘Trust Me Bro’ Asset – Amin Haqshanas
The Longer the Government Shutdown Lasts, the Better – Issues & Insights
Dems’ Shutdown Harms Air Traffic Control, & Our Safety – Sean Duffy
Gold’s 9-Week Winning Run Heads for Abrupt Stop – Barron’s
Oil: Another Long-Running False Fear That’s Faded – Market Minder
Oil Steadies as Traders Weigh Sanctions on Russian Producers – Bloomberg
Crude Oil Prices Set to End the Week Higher After US Sanctions Spark Rally – IS
No Matter What, China’s “Rare Earths” Will Flow to the U.S. – John Tamny
The Looks of a Debt Crisis, and Why We Need to Act – Les Rubin
One of Joseph Biden’s Worst Decisions Coming Home to Roost – Alex Kirshner
Trump says he is ending trade negotiations with Canada – Financial Times
Why Canada would fare better than America if the stock ‘bubble’ bursts – FP
French Socialists threaten to topple government over wealth tax – FT
European stocks lower despite earnings; Saab up 7.8% amid defense boom – CNBC
La trampa de la pobreza de las ayudas sociales – Diego Sánchez de la Cruz
Japan’s Takaichi steps up defence spending ahead of Trump visit – FT
Overseas renminbi lending surges as China steps up campaign to de-dollarise – FT
Russian Central Bank Governor Nabiullina on future rate decisions – Reuters

Wealth Management

AI Boom: Debt vs. Equity – Torsten Sløk
It Doesn’t Have to Be Hard – Jared Dillian
The Outlook for S&P 500 Dividends in October 2025 – Ironman
Why everyone is trying to sell you private assets right now – FT
Money Supply Growth: A Thesis With a Fatal Flaw – Lance Roberts
Investors use dotcom era playbook to dodge AI bubble risks – Reuters
Family offices adoptan AI y se preparan para el relevo generacional – Funds Society
Could My Shocking ‘Gold 5,000’ Prediction Come True This Year? – Mark Skousen