Miércoles, 19 de noviembre de 2025
Economía Internacional
El escenario económico de Argentina “es un penal sin arquero”: Zuchovicki – Infobae
Argentina Could Reach Investment Grade Under Milei: Top Macro Fund – Bloomberg
Niall Ferguson is Bullish on Argentina Under Milei: “Nothing is Forever” – Bloomberg
Colombia’s Finance Chief Seeks Fiscal Rule Changes: New Tax Reform – Bloomberg
Trump’s Warships Trigger Rally in Venezuela’s Defaulted Bonds – Bloomberg
The ‘Donroe Doctrine’: Trump’s power play in Latin America – Financial Times
Fed Rate Cuts in US Should Pave Way for LatAm Startup IPOs: Kazah – Bloomberg
Crime and Economic Woes Push South American Voters to the Right – Bloomberg
Selloff Stalls as Markets Wait to See If the AI Play Is a Boom or Bust – Barron’s
Nasdaq, S&P 500 futures rise in countdown to Nvidia – Yahoo Finance
This Was A Major Red Flag In 2008, And Now It Is Happening Again! – ZH
Nvidia shares set for $300bn swing around high-stakes earnings – FT
Gold prices rise as fiscal concerns, U.S. rate uncertainty drive demand – Investing
No, There’s No Such Thing As a “K-Shaped” Economy – John Tamny
Fed Minutes Will Show the Split Over a December Rate Cut – Barron’s
AI: Worth ‘White-Collar Bloodbath’? – Saul Zimet
Bubble or breakout? Nvidia earnings put AI boom under the microscope – Reuters
Lawrence Summers steps down from OpenAI board over Epstein emails – FT
Europe’s defence spending spree must fund domestic AI, official says – FT
UK inflation cools to 3.6% in October, boosting chance of a Christmas rate cut – CNBC
Spain’s booming economy collides with a barren politics – Barney Jopson
Singapore’s Temasek warns weak US dollar is hitting returns – Financial Times
Henry Hazlitt’s Economics in One Lesson at 80 – Richard M. Ebeling
Wealth Management
A Difficult Decision Every Day – Joe Wiggins
Why We Could Use A Good, Long Bear Market – Spencer Jakab
How To Cope With Even More Uncertainty in 2026 – Philip Straehl
The Fed’s Rate Decision Isn’t the Market’s Biggest Worry – Mark Hulbert
Reflexiones en el día de la retirada de Michael Burry – Víctor Alvargonzález
Santander AM ve un entorno favorable para el riesgo en 2026 – Funds Society
Bitcoin queda rezagado frente a bonos, oro y otros activos en 2025 – Bloomberg
Cuatro cuestiones clave para los inversionistas en el entorno actual – Ken Fisher
Qué pasa con el Bitcoin y cómo puede afectar a las bolsas – Víctor Alvargonzález
Nvidia Earnings Preview: Can the AI Juggernaut Keep the Rally Alive? – Jesse Cohen
De “cañones o mantequilla” a “cañones o Inteligencia Artificial” – Víctor Alvargonzález
Rushing into IPOs for Fannie Mae & Freddie Mac would be a mistake: Ackman – Fox Business
