Lunes, 24 de noviembre de 2025
Economía Internacional
Argentina firmó un acuerdo de cooperación aduanera con EEUU – Infobae
Argentina está en el top 5 de países a dolarizar como estrategia global – Steve Hanke
Bolivia: Saqueo de $67.000 MM: La real situación de YPFB – Álvaro Ríos
Bolivia: Crisis económica y energética provocan escasez de alimentos – El Diario
Bolivia: Paz Pereira explica el modelo del ‘capitalismo para todos’ – La Razón
Bolivia crearía un banco del oro para controlar el sector – Bloomberg
US Terror Designation Targets Maduro’s Alleged Drug Network – Bloomberg
Banks’ Trading Units Fall Victim to Brazil’s High Interest Rates – Bloomberg
Brazil’s Top Court Upholds Bolsonaro Arrest – Bloomberg
Brazil’s superfood from the Amazon fuels ‘bioeconomy’ – Financial Times
Economistas recortan pronóstico de tasas en Brasil para 2026 – Bloomberg
Mexico Inflation Sped Up More Than Forecast Early This Month – Bloomberg
Markets Rise as Investors Bet on Fed Rate Cuts – Barron’s
Stocks gear up for a tech-led rebound – Yahoo Finance
Nvidia Stock Rises. Why It’s Getting a Double China Boost – Barron’s
Morgan Stanley: US stocks likely nearing end to pullback – Bloomberg
Economists see slightly faster US growth, sticky inflation in 2026 – Reuters
US and Ukraine report progress in talks on peace plan – Financial Times
US peace plan: what could Ukraine compromise on? – FInancial Times
US, Ukraine work on ‘refined’ peace plan to end war with Russia – Reuters
Oil Swings as Prospects for Ukraine Peace Deal Dominate Market – Bloomberg
There Is No Great Stagnation – Tyler Cowen
Could markets be facing an ‘everything bubble’? Investors are divided – CNCB
Trump’s ESG Reforms Will Be Reagan-Like In Impact – James Copland
Governments Can ‘Print’ Money or Spend It, Surely Never Both – John Tamny
Meet The All New “Ice Age,” It’s the Same the Old Ice Age – Issues & Insights
Blockchain: Foundation of a Clearer Financial Future – Jay Rogers
Bitcoin Rebound Stalls, Crypto Selloff Resumes – Barron’s
Bitcoin mining in China rebounds, defying 2021 ban – Reuters
Bitcoin funds head for worst month as $3.5 billion pulled – Bloomberg
Israel defence minister freezes military appointments in October 7 dispute – FT
Amazon’s data center operation is much larger than known – Bloomberg
Píldora de Ozempic de Novo fracasa en estudios sobre Alzheimer – Bloomberg
Novo Nordisk shares plunge 9% after Alzheimer’s drug trial fails – CNBC
How Alibaba overcame Beijing’s crackdown to become an AI giant – CNBC
Alibaba pops as its rival to ChatGPT makes strong debut – Bloomberg
España: la economía tropieza con las piedras de siempre – El Economista
Wealth Management
Newsletter Noviembre 2025 – Cobas AM
Renta variable estadounidense: ¿qué pasará con ella? – Schroders
Five Forces That Make This a Historical Moment – Ray Dalio
Market Eggspectations: Hard, Soft, Scrambled? – Adam Phillips
Asset Location: A Tax-Aware Investment Strategy – Abhijay Gupta
Rotar la cartera elevó la rentabilidad del 14,5% al 23,6% – Horos AM
Fed Uncertain as AI Capex Jitters Shakeout Speculation – Jeremy Siegel
Ray Dalio duda de la longevidad del modelo multiestrategia – Bloomberg
The Retirement Mistakes You Cannot Afford To Make – Maurie Backman
How Bitcoin’s Plunge Relates To a Weakening Market – Philip van Doorn
The Bad Bitcoin History Repeating Itself Is Opportunity – Stephen McBride
Norway’s lesson for Europe on wealth taxes: let some millionaires go – Reuters
Bitcoin Outlook: Swing Low for BTC/USD or Another Fakeout? – David Scutt
Amid Choppy Market, Patience & Discipline Are Your Friends – Market Minder
Mercado más volátil y centrado en las tecnológicas, con una FED dovish – Andbank
Dónde invertir a contracorriente del mercado para ganar en Bolsa – Juan Huerta de Soto
Donde más peligro hay ahora mismo es en la renta fija de gobiernos a largo plazo – TDND
Renta variable global y private equity: las estrellas en términos de rentabilidad a largo plazo – Santander AM
