Lunes, 27 de julio de 2026
Economía Internacional
IMF chief visits Argentina as 2027 debt hurdle looms – Reuters
IMF Chief Visits Milei As Argentina’s $57 Billion Bill Comes Due – Bloomberg
Peru’s president-elect Fujimori names key ministerial appointments – Reuters
How Peru Can Use a New Commodity Boom to Durably Lift Growth – IMF
El Salvador opposition pitch former lawmaker, doctor to run against Bukele in 2027 – Reuters
Colombia: Dólar no encuentra piso: ¿y por debajo de COP$3.000? – Bloomberg
Flávio Bolsonaro Presses Forward With Chaotic Brazil Presidential Bid – Bloomberg
Durigan says Brazil will press US on tariffs, expects solution after election – Reuters
Dollar slips as oil plunge cools rate-hike bets ahead of Fed, BOE and BOJ meetings – Investing
El petróleo se hunde un 9% con la tregua entre EEUU e Irán y da oxígeno al bono – EE
Crece presión para que la Fed suba tasas a medida que resurge la inflación – Bloomberg
Is Kevin Warsh’s Silence the Beginning of the End for the Fed? – John Tamny
Trump economy at 18 months: shocks, resilience, and signs of stalled progress – Reuters
Global oil stocks tumble as crude prices retreat after U.S. halts Iran strikes – Investing
Let’s Free Our Airwaves, Before China Pulls Ahead – Steve Forbes & Stephen Moore
Oil prices tumble over amid halt to fighting between U.S., Iran – Investing
Stocks Fall as Chip Rout Outweighs US-Iran Hopes – Bloomberg
Nvidia’s $750 Billion in Deals Reignite Circular AI Fears – Bloomberg
Gold rises as Middle East fighting pause weighs on oil – Investing
US Stocks Rally as Brent Crude Drops 6% on Iran Ceasefire Hopes – Ainvest
Drones attack Iran’s neighbours as Tehran appears to test Trump’s latest pause – Reuters
Germany’s sick-note crackdown may be treating the symptoms, not the disease – Reuters
France and Spain brace for more extreme heat as wildfires rage – Financial Times
Wealth Management
The Mess Is Your Moat – Torsten Slok
Oil Market’s Glut Narrative Just Blew Up – Irina Slav
Saying The Quiet Part Out Loud – Joseph Calhoun
Are US Treasuries Still A Safe Asset? – Lance Roberts
Silver for Profit, Gold for Wealth Preservation – Rich Checkan w/ Nomi Prins
Market will have ‘a big correction’ if AI doesn’t succeed – Steve Eisman
I’m still very optimistic on the market, says Wharton’s Jeremy Siegel – CNBC
We Predicted Another DeepSeek Moment. It Happened – Stephen McBride
Resilient Q2 GDP Nowcast Masks Risk for the Rest of the Year – James Picerno
How AI Has Completely Re-Written Rules of Stock Market – Alex Rosenberg
Fed Preview: Uncertainty Takes Center Stage as Markets Await Kevin Warsh’s Biggest Test Yet – Gavin Maguire
