Lunes, 26 de enero de 2026
Economía Internacional
US presses Bolivia to expel suspected Iranian spies – Reuters
Bolivia: Economista ve probable devaluación oficial en seis meses – La Razón
Bolivia pledges to honor energy, lithium deals to reassure investors – Reuters
Brasil: Redadas, muertos y elecciones: inseguridad redefine política – Bloomberg
Brasil tuvo el mercado bursátil de mejor rendimiento mundial – Bloomberg
Chilean Corporates Are Looking Local Amid Global Bond Binge – Bloomberg
Argentina, cuarta economía de mayor crecimiento del G20 en 2026 – Infobae
Three Lessons From Venezuela’s Economic Collapse – Matthew D. Mitchell
The combative billionaire challenging Mexico’s ruling party – FT
The Fed is set to hold rates — but that’s not the whole story – Yahoo Finance
US stock futures falter as dollar slides, gold tops $5,000 – Yahoo Finance
An Update On Q3 GDP – Richard Moody
Gold’s Lasting Luster – Pratik Ghansham Salvi, IMF
Dollar Decline Doesn’t Need State Help – Bloomberg
The US Must Return to a Gold Standard – Patrick Barron
Goldman Returns to US Dollar Bond Market After Record Deal – Bloomberg
¿Qué pasa con el yen japonés? El efecto en el dólar – Bloomberg
Dollar Hits Four-Month Low as Gold Tops $5,000 – Bloomberg
Five Reasons Gold Prices Surged Above $5,000 an Ounce – WSJ
Dollar sinks to 4-month low and gold soars past $5,000 as yen leaps – FT
Bitcoin starts week on shaky ground as uncertainty lingers – Bloomberg
Dollar under pressure as ‘debasement’ debate fires up again – Bloomberg
Gold races to $5,100 record peak on frantic safe-haven demand – Reuters
Gold tops $5,000 for the first time in ‘breathtaking’ rally – Yahoo Finance
Stablecoins Are the Future But Banks Will Survive – Niall Ferguson, Rincon-Cruz
The Dark Truth About Trump’s Attack on the Fed – Phoenix Capital Research
Trump Has a Chance to Do What Reagan Wished He Had Done – John Tamny
Build Power at the Pace of Innovation – Let the Markets Lead – Jeff Kupfer
Growing Trade War Fears Remain Unsubstantiated – Market Minder
US Introduces $2.5billion Stockpile Bill for Critical Minerals – VBL
Busiest week of quarter kicks off with Mag 7 earnings ahead – Yahoo Finance
Carney likely to visit India in early March as Canada trade pivot intensifies – Rtrs
Italy’s €2 tax on small parcels misfires – Financial Times
Wealth Management
A Better CAPE Ratio – Toby Nangle
Earnings vs The Stock Market – Ben Carlson
Why Stocks Are A Good Inflation Hedge – Sam Ro
Why Aren’t Bond Yields Falling? – Mark Rzepczynski
The Bullish And Bearish Case For 2026 – Lance Roberts
A Great Decade for Precious Metals is Ahead – Rick Rule
Do Commodities Really Get Cheaper Over Time? – Brian Potter
Cita con la FED este miércoles, ¿qué podemos esperar? – Andbank
Bond Market Drove Trump’s Greenland De-Escalation – Charles Gasparino
¿Hasta dónde puede caer Bitcoin? Señales claras del criptoinvierno – Pablo Gil
El secreto de Warren Buffett: nunca fue solo un inversor de valor – Morningstar
La industria financiera de América Latina en 2026: perspectivas y reflexiones – Ray Ruga
Activos refugio en duda: ¿dónde cubrirse frente a la siguiente sorpresa negativa? – Cecilia Prieto
Dedollarization? Gold over Debt. The End of the Keynesian Paper Promise Mirage – Daniel Lacalle
México: Mucho capital, poco crecimiento: las claves del estancamiento económico – Funds Society
Fuga de millonarios continuará en 2026 en estas cuatro grandes economías de Latinoamérica – Bloomberg
