Jueves, 11 de diciembre de 2025
Economía Internacional
Bolivian Ex-President Arce Held in Embezzlement Probe – Bloomberg
Bolivia: Diputados debaten hoy PGE 2026 y créditos por $680 MM – BD
Bolivia: Plan económico tiene siete ejes con visión de largo plazo – El Deber
US seizes sanctioned oil tanker off coast of Venezuela: Trump – Reuters
Dark Fleet Oil Tanker Seized Off Venezuela Linked to Iran Trade – Bloomberg
Freedom for Venezuela coming ‘soon’, says opposition leader – FT
Venezuela’s Machado Says She Plans to Return and Hide Soon – Bloomberg
Mexico imposes tariffs of up to 50% on Chinese goods – Financial Times
Mexico Approves Up to 50% Tariffs on China, Other Asian Nations – Bloomberg
Divided Fed approves third rate cut this year, sees slower pace ahead – CNCB
Fed cuts rates to 3-year low after fractious meeting – Financial Times
Stocks Pull Back as AI Fears Overshadow Fed Rate Cut – Barron’s
Why the Fed Might Not Be Done Cutting Rates – Barron’s
Fed dissent shows how much the next leader matters – Yahoo Finance
Nasdaq leads drop in US futures as Oracle sours mood – Yahoo Finance
Deutsche Bank: ‘Reflation is back’. Global central banks diverge from Fed – CNBC
European markets rise; Swiss central bank holds interest rate at 0% – CNBC
We Can Only Wish We Were Living In Our “Gilded Age” – Brian Domitrovic
Oil Falls to Lowest Since October as Market Sentiment Weakens – Bloomberg
ECB considers ditching AT1s to ‘increase quality’ of banks’ capital – FT
Merz offers to host Ukraine talks so deal not done ‘above Europe’s head’ – FT
Germany Says It Will Back Greece to Lead Euro Finance Ministers – Bloomberg
Andy Mayer: “La apuesta energética de España es suicida” – Libre Mercado
China leads objections to Trump carve-out on global minimum tax – FT
How US-China Competition Will Change In The Future – Derek Scissors
Wealth Management
Every Asset Managers’ 2026 Forecasts – Joe Wiggins
Howard Marks Says AI Terrifying for Jobs – Bloomberg
2026 Outlook: U.S. Stocks and Economy – Liz Ann Sonders
FOMC: Divided We Meet, Divided We Cut – Richard Moody
62 Vs. 70 Social Security Debate Misses the Point – Market Minder
A Bond Mystery: Why Is The Yield Curve Steepening? – Torsten Sløk
The Year of Commodities: This One Outshines Them All – Mark Skousen
Why the Stock Market Is Likely To Move Higher In 2026 – Mark Hulbert
¿Qué significa el último recorte de la Fed de cara a 2026? – Funds Society
Berkshire’s Next Boss Confronts Making Buffett’s Empire His Own – Bloomberg
Howard Marks Warns of Little Merit in Further Interest Rate Cuts – Bloomberg
How Monetary Inflation Destroys The Middle Class – Daniel Lacalle & Ryan McMaken
Renta fija global: Ciclos desincronizados y oportunidades atractivas para los bonos globales – Schroders
