Miércoles, 11 de noviembre de 2026

Economía Internacional

Uruguay ofrece a Bolivia una salida al Atlántico – El Deber
Chile reconoce estar en recesión técnica; Quiroz asegura será corta – Bloomberg
Quiroz: recesión en Chile será corta y repunte vendrá rápido – Bloomberg
Paraguay digital bank collapse leaves market traders scrambling for alternatives – Reuters
Colombia: Inflación hizo pausa, pero habría sprint al cierre de 2026 – Bloomberg
Funds Warn Brazil $126 Billion Stock Market Rout Isn’t Over Yet – Bloomberg
US tech stocks gain as AI trade revives – Financial Times
GOP Still Controls Congress If Trump Had Stuck to the Ballroom – John Tamny
Dollar holds gains as Fed hike bets rise after hot U.S. CPI – Investing
Oil up 1% after Iran says no nuclear material will leave the country – Reuters
Gold steadies after selloff as central-bank demand offsets Fed rate hike – Investing
Spain roiled by first general strike in 14 years – Financial Times
IPC de EEUU empuja al euro a mínimos del año ante más subidas de tipos de la Fed – elEconomista
Chinese university bought Nvidia H200 chips despite US blacklist – FT
Anthropic prevé recaudar hasta 90.000 millones en su salida a bolsa – elEconomista

Wealth Management

A Layman Thinks About AI – Howard Marks
European Companies Are Investing Again – Torsten Slok
CPI Inflation Shows Few Signs of Letting Up – Richard Moody
A Steepening Global Yield Curve Supports Growth – Market Minder
Five Reasons I’m Still Bullish After the Midterm Selloff – Louis Navellier
What NVDA Investors Should Be Focused On. Not Huang – Mark Hulbert
4.15% Inflation. $3 Trillion Deficits. We’re in the Final Stages – Peter Schiff
Tenemos el equipo de análisis de value investing más grande de España – Azvalor
Anthropic sale a bolsa en plenas rebajas (y es una buena noticia) – Víctor Alvargonzález
El dólar pierde valor, pero no pierde su trono: la paradoja de la moneda global – Funds Society
Nvidia Looks Cheap at 12 Times Earnings, but Its Growth Outlook Faces New Risks – Lance Roberts