Miércoles, 10 de diciembre de 2025

Economía Internacional

Argentina: Desplome de deuda pública permite volver a mercados – El Economista
Argentina monthly inflation pushed up by higher beef prices in November – Reuters
Argentina’s Dollar Bond Sale Will Test Foreign Demand Under Milei – Bloomberg
Bolivia: Daño económico por contratos con Botrading: $857 MM – El Deber
Bolivia: Gobierno prepara medidas económicas para los próximos días – Fides
Brazil Inflation Dips Again as Central Bank Expected to Hold – Bloomberg
Brazil Lawmakers Back Bill to Reduce Jair Bolsonaro’s Time in Prison – Bloomberg
Colombia: Habrá menos recursos disponibles para pagar deuda pública – Bloomberg
U.S. stock futures slip slightly ahead of Fed decision – Investing
There’s no guarantee the Fed’s cuts will lower the rates that matter – Yahoo Finance
The Fed Will Cut Rates. What It Plans to Do Next Year Is the Question – Barron’s
Powell’s Comments Will Be Vital for Markets Today – Barron’s
There’s An Inevitable Quality To the FOMC Meeting – Richard Moody
Silver surges above $60 for first time on global supply squeeze – FT
Does a growing economy require increase in money supply? – Frank Shostak
Trump Is Cleaning Up Biden’s Affordability Disaster – Larry Kudlow
Tariff Revenue Used To Bail Out Farmers Harmed By Tariffs – Eric Boehm
EU races to bypass Orbán on Russian assets before summit – FT
Lagarde says ECB will probably lift growth forecasts – Financial Times
Germany sees high hurdles to winning ECB presidency – FT
Meloni’s party seeks to double limit for cash payments in Italy – FT
ECB’s Kazaks Says Inflation Near Target But Momentum Picking Up – Bloomberg
DeepSeek vuelve con otro modelo de IA con superchips prohibidos de Nvidia – El Economista

Wealth Management

Is It a Bubble? – Howard Marks
Wall Street’s 2026 Outlook For Stocks – Sam Ro
The ‘Epicenter’ of the Next Crash Is Not Banks – James Grant
Big global investors see gold in AI but don’t buy the rush – Reuters
Hassett to Replace Powell: Betting Markets Are Confident – Lance Roberts
¿Traerá la semana de la Fed el rally de fin de año? – Guillermo Santos Aramburo
Estrategia de inversión 2026: la encrucijada de la inflación – Víctor Alvargonzález