Miércoles, 9 de julio de 2025

Economía Internacional

Argentina: ¿Qué pasó con el AL30? – Cash is King
Bolivia puede y debe dolarizar ahora mismo – Mauricio Ríos García
For Brazil’s Criminals, Coffee Beans Are the Target – Bloomberg
La frivolidad de los BRICS – Ian Vásquez
Inflación en México se modera menos de lo previsto en junio – Investing
U.S. stocks climb higher; Trump’s tariffs, Fed minutes in spotlight – Investing
Powell’s Odd Case for Abundant Reserves – Alexander Salter
Stocks Rise Despite Trade Uncertainty – Barron’s
Nvidia becomes first company to reach $4tn in market value – FT
Nvidia Becomes First Company to Hit $4 Trillion Market Cap – Barron’s
Nvidia becomes company to reach $4T market cap – Yahoo Finance
Copper now costs way more in the U.S. than elsewhere – CNBC
Copper market in turmoil as Trump threatens 50% tariff – Bloomberg
More Trump tariff letters on the way after copper surprise – Yahoo Finance
Let the Market Punish Corporate Mistakes, Not the Government – John Tamny
Los mercados están sedientos de más petróleo: OPEP+ – Reuters
WTI Slides After Biggest Crude Build Since January – Zero Hedge
Can the U.S.’s Cities Be Saved From the Left’s Death Grip? – Issues & Insights
The Texas Floods and Political Opportunism – Connor O’Keeffe
Trump deal to leave EU facing higher tariffs than UK – Financial Times
EU to remove UAE and Gibraltar from money laundering ‘grey’ list – FT
Sánchez estudia más subidas de impuestos en 2025 además del diésel – LM

Wealth Management

Is Gold A Safe Asset – Mark Rzepczynski
Invierte como los billonarios – Icaria Capital
Inconsistency: Either Stocks Or Bonds Are Wrong – Torsten Sløk
Trump’s New Tariffs: The Bull Market’s Next Big Test – Jeff Remsburg
Why It’s Not Too Late to Add International Exposure – Amy C. Arnott
10-year yield is evidence budget deficit size doesn’t matter – Steve Eisman
Apple: Can It Catch Up in the AI Race as Rivals Turn Up the Heat? – Lance Roberts
Inteligencia artificial y centros de datos: la nueva revolución – Guillermo Santos Aramburo
Trabaja duro, ahorra e invierte: el tiempo es el factor que más rentabilidad – Luis A. Iglesias
El valor del agente financiero en la gestión y asesoramiento de patrimonios – Alvaro Ximenez de Embún
2025 Economic & Market Outlook | At the Midway Point: Returning to the Fundamentals – WisdomTree