Martes, 23 de diciembre de 2025
Economía Internacional
América Latina 2026: pleno proceso de recalibración política – JPMorgan
Latin America’s Largest Economies See Annual Inflation Slowdown – Bloomberg
Argentina Will ‘Try Not to’ Sell Bonds in January, Caputo Says – Bloomberg
Argentina’s Economy Grew Less Than Expected Before Midterms – Bloomberg
Argentina: Despido más barato y mayor flexibilidad para cada empresa – El Economista
Brasil: Inflación cede levemente y aviva apuestas por recortes de tasas – Bloomberg
Perú: Gobierno descarta nueva financiación a Petroperú – Bloomberg
México: Inflación se desacelera en la primera quincena de diciembre – Bloomberg
Trump Warns Maduro Not to Play ‘Tough’ But Won’t Threaten Ouster – Bloomberg
Panama Canal ports deal at risk after China’s Cosco demands majority stake – FT
Central banks just cut rates at the fastest pace in a decade – Reuters
US economic growth unexpectedly accelerates – Reuters
Stocks wobble after strong GDP data trims rate-cut bets – Yahoo Finance
U.S. economy grows by 4.3% in third quarter, much more than expected – CNBC
U.S. Economy Grew by 4.3% in the Third Quarter, Its Fastest Rate in Years – Barron’s
US economy grew at 4.3% rate in third quarter – Financial Times
Stock Futures Dip. S&P 500 Sits Just Below High – Barron’s
Canada Economy Grew in November Following October Dip – Bloomberg
US to impose tariffs on chips from China – Reuters
What a Russia-Ukraine peace deal could mean for Europe’s gas supplies – CNBC
France to approve budget rollover to avoid US-style shutdown – Financial Times
España penaliza la inversión en redes; Portugal y UK la incentivan – Daniel Lacalle
España: BdE eleva el crecimiento hasta rozar el 3% en 2025 – El Economista
España: INE confirma desaceleración por ‘frenazo’ de demanda externa – El Economista
Ryanair fined €256mn in Italy for ‘abusive strategy’ against online travel agents – FT
Copper price hits record high on concerns over tariffs and shortages – Financial Times
Gold and Silver Rise to Records on Rate-Cut Bets, Global Risks – Bloomberg
Wealth Management
A benign backdrop – Pictet WM
Nuestra cartera es una grandísima oportunidad – Azvalor
Artificial Intelligence: from a gift to a curse? – Pictet WM
Financial Bubbles: How they Make Us Poorer – Frank Shostak
Argentina: ¿vuelve a ser atractiva para invertir? – Funds Society
Cooling CPI And Resilient Growth Support Stocks – Jeremy Siegel
¿El rebote de las ‘small caps’ tiene opciones de continuar? – John Tidd
Prediction Markets Are Worse Than Sports Gambling – Joe Pompliano
Biggest Investing Lesson of 2025, What to Look For In 2026 – Chris Reilly
Carry Trade at Risk: Japan’s 10-Year JGB Yield Hits 25-Year High – Wolf Street
2026 Will See Worst Market Crash Ever: ‘There’s Nothing Like It In History’ – Harry Dent
La inversión en mercados privados y su perspectiva para 2026 – Guillermo Santos Aramburo
