Miércoles, 5 de noviembre de 2025

Economía Internacional

Argentina se encamina hacia el éxito económico – Nouriel Roubini
Milei’s Win Is Echoing Across Latin America – Gustavo Medeiros
YPF: “En 2030 esperamos exportar gas argentino al mundo” – El Economista
YPF Hails Milei Agenda as Abu Dhabi Joins Argentina’s LNG Push – Bloomberg
Milei y Caputo buscarán inversiones en reunión privada en Nueva York – Bloomberg
Argentina’s Milei, Caputo to Meet Investors in New York Friday – Bloomberg
Inicia el American Business Forum con Trump, Milei y Machado – Infobae
Perú cerrará el 2025 con una expansión del 3,5%: José Jerí – Reuters
Brazil Rate Cut Bets Fade as Central Bankers Keep Hawkish Tone – Bloomberg
How Chinese EV makers are winning in Brazil – CNBC
La inversión fija bruta de México cae un 10,4 % en agosto – EFE
Minarchism Is Statism Lite – Per Bylund
Selloff Fears as Stocks Fall – Barron’s
Stocks drop, as investors fret over tech valuations; gold rallies – Reuters
Global stocks slip as US sell-off over AI valuations spreads – Financial Times
Trump’s tariffs and power go to the test in Supreme Court – Yahoo Finance
US stock futures slide as techs face more pain – Yahoo Finance
Supreme Court Will Hear Tariffs Case. Bond Investors and Businesses, Beware – Barron’s
Trump’s Strongest Tariff Argument Has A Fatal Flaw – Jack Nicastro
Palantir’s epic run-up gives the market a reason to sell – Yahoo Finance
Jerome Powell’s Successor Will Have to Follow “Rules” – Allison Schrager
Contra Brookings, Tax Increases Won’t Shrink the Debt – Bruce Thompson
Striking Down the Tariffs Won’t Hurt the Economy or Budget – Scott Lincicome
Oil steady amid weak economic data, equity markets – Reuters
Fossil fuel leaders herald the energy addition era – CNBC
Alemania tiembla ante la urgente “renoflación” de sus viviendas – El Economista
Reino Unido se prepara para una subida de impuestos – El Economista
China ends tariffs on US farm goods after fentanyl – Yahoo Finance

Wealth Management

The Coffee Bank and the Speed of Change – Andrew Montgomery
How to Rebalance Your Portfolio in a Lofty Market – Amy C. Arnott
Finding Investing Heirs to Warren Buffett Will Be Difficult – Lewis Braham
El bitcoin se asoma al mercado bajista: ¿Es el fin del ciclo? – El Economista
De paquete con créditos “subprime” a fondos de crédito privado – Víctor Alvargonzález
2 Rock-Solid Dividend Stocks to Anchor Your Portfolio Amid AI Bubble Fears – Jesse Cohen