Viernes, 3 de octubre de 2025
Economía Internacional
Bolivia: Reservas suben a $3.275 millones a septiembre de 2025 – El Deber
Ecuador: Es el estatismo, no la dolarización – Gabriela Calderón de Burgos
Argentina: Consultoras esperan una inflación superior al 2% en septiembre – Infobae
Milei’s 48-Hour Tariff Pause Spurs Record Surge in Crop Exports – Bloomberg
Chile: Lo que esconden las cifras del presupuesto 2026 – Luis Larraín
Markets Don’t Care About a Shutdown – Barron’s
Stocks tick up with AI hopes, jobs delay in focus – Yahoo Finance
Shutdown delays jobs report, leaving key questions unanswered – Yahoo
Trump threatens permanent spending cuts as US shutdown continues – FT
Gold stocks trounce AI-driven chip rally with 135% gain in 2025 – Bloomberg
Gold hits record high as investors eye supportive backdrop into 2026 – Investing
Jeff Bezos hails AI boom as ‘good’ kind of bubble – Financial Times
Goldman’s Solomon expects US economy to accelerate – Bloomberg
Gold Set for Seventh Weekly Gain as US Shutdown Clouds Rate Path – Bloomberg
Jim Chanos slams ‘magical machine’ of private credit after First Brands collapse – FT
Apple downgraded, Alibaba upgraded: Wall Street’s top analyst calls – The Fly
Conservatives Go Keynes With Birthrate Obsession – John Tamny
Too Many Bureaucrats in the Kitchen – Julia R. Cartwright
Biggest Retirement Expenses Most People Forget About – Christy Bieber
Higher Education Is Not That Easy – Tyler Cowen
Deutsche Bank needs Germany’s fiscal bazooka to have perfect aim – FT
Christine Lagarde calls for tougher rules on ‘darker corners’ of finance – FT
Meloni to hit 3% deficit target this year after bumper tax haul – Financial Times
Moody’s revisa al alza el rating de la banca española – El Economista
Wealth Management
13 Charts on Q3’s Tech-Driven Stock Rally – Sarah Hansen
Friendly Investor Reminder: October Just a Month – Market Minder
Next Trillion Dollar Artificial Intelligence Opportunity – Stephen McBride
Market trend remains intact despite government shutdown – Jeremy Siegel
Inmobiliario: Miami en riesgo de burbuja, Madrid crece sin freno – Citywire
GDP Stays Strong, but Job Cuts and Shutdown Cloud Q4 Outlook – James Picerno
UBS amenaza con irse si Suiza aumenta las reservas obligatorias de capital – El Economista
Madrid, imán para grandes patrimonios: el 7% de los HNWI la elige para reubicarse – Citywire
Status of US Dollar as Global Reserve Currency: USD Share Plunges to Lowest since 1994 – Wolf Richter
El mérito de la deuda emergente: comparación entre moneda fuerte y divisa local – Colchester Global Investors
