Lunes, 26 de octubre de 2026

Economía Internacional

Argentina: Qué viene para la economía argentina en 2027 – José Luis Daza
Argentina: A un año de las elecciones: cómo llega la economía de Milei – Bloomberg
Lula is re-elected Brazil’s president in knife-edge vote – Financial Times
Brazilian stocks plunge after Lula’s surprising election victory – Yahoo Finance
Lula frena la ola de victorias conservadoras en América Latina – Bloomberg
Brazil’s Real Plunges After Lula Wins Presidential Election – Bloomberg
U.S.-listed Brazilian shares slump after shock Lula election win – Investing
Brazil Markets Set to Plunge on Lula’s Improbable Election Win – Bloomberg
Brazilian Market Carnage: Stocks Collapse, Real Plunges – Zero Hedge
Machado’s Return to Venezuela Fuels Hope for Shift to Democracy – Bloomberg
Lula frena al Ibex 35: Telefónica y Santander se hunden – elEconomista
México sigue aumentando subsidio adicional al diésel para contener el precio – Bloomberg
1 chart explains why the S&P 500 has basically been dead money – Yahoo Finance
Marco Rubio still owes Europe answers about America’s intentions – Financial Times
French bonds rally after Moody’s rating reprieve – Financial Times
Decisión del BCE sobre los tipos de interés: qué esperar este jueves – Morningstar

Wealth Management

Carta trimestral 3T26 – Horos AM
You Only Need to Get Rich Once – Mohnish Pabrai
¿Quién comprará toda la deuda europea? – Álvaro Pérez-Maura
The Market’s Biggest Buyer Is Stepping Back – Michael Lebowitz
Market Winners Stall as Oil Prices Revive Inflation Fears – James Picerno
Why Ed Yardeni says the best market entry points are still to come – Investing
Griffin May Be Right About AI – The Timing Could Be Very Wrong – Lance Roberts
El 90% del fondo apuesta por empresas de calidad y supera en 15 puntos a sus competidores – Xavier Brun