Lunes, 3 de agosto de 2026
Economía Internacional
Bolivia: Reglamentan importación y comercialización privada de combustible – La Razón
Argentina: Javier Milei defendió el rumbo de la gestión económica – Radio Mitre
Milei’s Money Man Shuns Foreign Markets After Failed Bond Binge – Bloomberg
Chile sorprende con un crecimiento mayor al esperado en junio – Bloomberg
Perú: Las reservas del BCRP podrían amortiguar el impacto de El Niño – Bloomberg
Ecopetrol y Petrobras anuncian descubrimiento de gas en aguas profundas – Bloomberg
Brazil’s Oil Output Hits Record as War Drives Up Non-OPEC Supply – Bloomberg
Brazil central bank to cut rates for fourth straight meeting on August 5 – Reuters
Fed’s Williams expects inflation to ease, says Fed will act if it doesn’t – Reuters
Donald Trump’s Tariffs Aren’t Crushing Global Trade – Matthew Lynn
Japan vows further yen intervention with US if needed – Financial Times
What the market is saying about the U.S. intervention to prop up the yen – CNBC
Gold pares gains as conflicting U.S.-Iran signals cloud outlook – Investing
Oil prices drop 7% to three-week low after Trump cancels attack on Iran – Reuters
How George Washington Won the War – Lawrence Reed
Japanese Yen Surges After Washington Steps In – Bloomberg
Corea quiere pinchar su burbuja de vivienda con duras medidas – El Economista
Spain’s Ceuta overwhelmed as thousands remain after migrant border rush – Reuters
Wealth Management
The Death of Forward Guidance – Joseph Calhoun
AI Lowers Wages But Doesn’t Cut Jobs – Torsten Slok
Iran War Risk Still Important in Background – Torsten Slok
The 3 Pillars of Gold’s Secular Bull Market – Jordan Roy-Byrne
La lección de Iván Martín para no perder dinero por miedo – TDND
$1.4 Trillion In Reversals Later, Time To Buy SpaceX? – Stephen McBride
Deutsche Bank says the rotation into tech is just getting started – Investing
Mohnish Pabrai’s Brutally Honest Thoughts on the Stock Market – New Money
Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move – Lance Roberts
El envejecimiento es un gran argumento a favor de las pensiones de capitalización – Cristián Larroulet
How Leverage Turned 2026’s Best-Performing Hedge Fund Into Its Fastest Unwind – Charles-Henry Monchau
