Martes, 4 de agosto de 2026
Economía Internacional
Argentina pasa de ser criticada al endeudarse a serlo por no hacerlo – El Economista
Argentina: Aapuesta de Caputo de no volver a Wall Street enfrenta dudas – Bloomberg
Argentina: Decisión de Caputo de no emitir bonos internacionales es riesgosa – Bloomberg
Argentina: Anticipan caída del PBI en el segundo trimestre – Bloomberg
Bolivia: Estado de emergencia por falta de diése en el pollo y cerdo – El Deber
Peru’s New Foreign Minister Is Fujimori’s Clearest Nod to US Over China Yet – Bloomberg
Colombia: Ecopetrol tuvo las mejores utilidades en casi cuatro años – La República
Colombia: Ejecución del presupuesto llega a 41% – La República
In Venezuela, legitimacy matters more than continuity – Financial Times
Cuba’s power grid collapses again during restoration efforts after nationwide blackout – Reuters
Emerging Markets Stay Under Pressure as Iran Impasse Lifts Oil – Bloomberg
Pemex duplica quema de gas natural por falta de infraestructura – Bloomberg
S&P 500 Hits Record as Tech Rally Rages On – Barron’s
Dow Tops 54,000 for the First Time as S&P 500 Sets Record High – Barron’s
Stocks surge on strong earnings, Hormuz hopes – Yahoo Finance
Yen intervention rattles Japan as global stocks barely notice: AlphaCheck – YF
Bessent’s yen intervention signals new era of US ‘currency activism’ – FT
Oil falls after Bessent says deal to reopen Strait of Hormuz is imminent – FT
Oil prices drop after Qatar, Bessent raise hopes of a US-Iran deal – Reuters
Aramco says US-Iran war has cost the global market 2.6 billion barrels of oil – Reuters
Affordable Housing Is Driving Migration to Florida & Texas – Jack Salmon
Paying Down National Debt Will Surely Not Shrink It – John Tamny
Ray Dalio warns AI bubble nearing 1929, 2000 levels – Fortune
Inside Google’s $200bn Wall Street finance machine for Anthropic – FT
Anthropic inks $10 billion computing deal with new cloud startup – Bloomberg
Italy and Germany’s censure of Spain’s migrant amnesty is ‘hypocritical’ – FT
Spain’s Ceuta overwhelmed as thousands remain after migrant border rush – Reuters
Palantir jumps 27% on ‘otherworldly’ commercial revenue – CNBC
China acelera sus compras de carne y el cupo de Brasil – Infobae
Bank of Korea Minutes Back More Hikes on Inflation, Growth – Bloomberg
Wealth Management
Why Everything Today Feels Like Gambling – Joe Pompliano
This Indicator Is Giving Bull Market Another Life Lease – Mark Hulbert
One of the Best Investing Stories That You’ll Hear All Year – Chris Reilly
Family Offices Sidestep AI Fears With Robotics Deal Spree – Bloomberg
US Dollar Dominance Endures as Reserve Trust Slowly Erodes – Marc Chandler
The 3-Criteria Method for Identifying High-Quality Undervalued Stocks – David Wagner
Un robo de 110 millones en cripto rompe el falso mito de las carteras frías – El Economista
