Jueves, 6 de noviembre de 2025

Economía Internacional

Milei defies calls to float Argentine peso freely – Financial Times
Argentina may not need loan, Fed will remain independent: Dimon – Reuters
Bolivia: Industriales promueven cooperación con China en cumbre – La Razón
Bolivia: Subvención a los hidrocarburos: una reforma necesaria – Jubileo
Perú evalúa salvoconducto para exministra asilada en embajada de Mexico – Reuters
Mexico’s Central Bank to Cut Key Rate as Recession Fears Grow – Bloomberg
Why Latin America can’t quit oil – Financial Times
Market Rebound Fizzles Out Amid AI Fears – Barron’s
Stock futures revive with tech concerns, Tesla in focus – Yahoo Finance
U.S. job cuts in October hit highest level for the month in 22 years – CNBC
Job cuts in October hit highest level in over 20 years – Yahoo Finance
Nvidia’s Huang says China ‘will win’ AI race with US – Financial Times
Bitcoin Stabilizes as Risk Appetite Improves – Barron’s
Calm Down Dems, Your Socialist Champagne Will Age quickly – Isaac Schorr
Stablecoin Rewards Are the Shortcut to Financial Trouble – Patrick Brenner
Ray Dalio is back with fresh warning, and it’s about the Fed’s new policy – MW
At Long Last, Bill Gates Gets Mugged by ‘Warming’ Reality – Stephen Moore
No, AI Isn’t Going To Take All The Jobs – James Pethokoukis
Carney’s budget means the Bank of Canada may have to cut interest rates again – FP
BoE keeps rates on hold at 4% in knife-edge decision – Financial Times
BoE keeps rates on hold in knife-edge vote that hints at cut soon – Reuters
BoE holds rates steady in narrow vote ahead of Autumn Budget – CNBC
Switzerland is crossing the crypto Rubicon – Mercedes Ruehl
European stocks lose ground as earnings hold the spotlight – CNBC
El fin de los halcones en el BCE: los países endeudados lo dominan – EE
España: ¡Hay que privatizar! – Lorenzo Bernaldo de Quirós
España: Sin presupuestos no hay política fiscal posible – José Ma. Rotellar
China sells $4 billion of dollar bonds as US tensions ease – Bloomberg

Wealth Management

Surviving The AI Investment Boom – Kai Wu
K-Shaped Economy For Earnings – Torsten Sløk
Literacy Is Your Investment Edge – Anthony Isola
An investment banker’s dream budget – Jack M. Mintz
Here’s what it means to be rich in this economy – Venessa Wong
November Market Outlook: Where We See Opportunities – David Sekera
¿Burbuja tecnológica en 2025? Qué hacer antes de que sea tarde – Enrique Roca
8 High-Quality Stocks That Could Rally Even Higher This Year – David Wagner