Martes, 25 de noviembre de 2025
Economía Internacional
Boivia: Espinoza prevé paquete de financiamiento de $9.000 MM – La Razón
Bolivia negotiating $9 billion in multilateral loans to spur recovery – Reuters
Bolvia: ‘No hay que apurarse’: el Gobierno mantiene aún la subvención – La Razón
Bolivia: Gobierno modificará PGE 2026 y reduciría el gasto en 30% – El Deber
Harold Hamm’s Argentina Bet Is a Milestone for Milei – Bloomberg
Petrobras CEO Scores Big Win, But Hasn’t Dodged ‘Electric Chair’ – Bloomberg
Brazil’s Junior Miners Unite to Push Critical Minerals Agenda – Bloomberg
Chile Questions Swaps Trade That Stoked Pension Fund Returns – Bloomberg
Colombia pierde margen para sostener el dólar barato y su valor justo – Bloomberg
Nvidia shares fall 3% on report Meta will use Google AI chips – CNBC
Fed Speakers Are Driving the Market, Not AI – Barron’s
Alphabet’s AI Chips, Gemini Model Position It to Rival Nvidia – Bloomberg
Stocks Ease as Nvidia Faces Pressure From Alphabet – Bloomberg
‘Very good chance’ Trump names new Fed chair before Christmas: Bessent – CNBC
Russia signals it could reject modified US peace plan for Ukraine – FT
Europeans scramble to protect their own security after jolt of Ukraine plan – FT
The Fed Doesn’t Determine the Price of Credit. Markets Do – Alex Salter
Why Rates Must Stay Higher For Longer – Torsten Sløk
Filling In the Remaining Pieces From Q3 – Richard Moody
If You’re Desperate, You Likely Don’t Have Much Debt – John Tamny
ECB Officials Lobby for Rival Bank Rule Plans as Deadline Nears – Bloomberg
Alemania se hiela: sufre su peor parón económico desde la IIGM – El Economista
Wealth Management
El programa Value-up de Corea: un gran cambio – Jaemin Shim
Possible Peek at the Future the Last Few Weeks? – Joe Calhoun
A Cooling Wind In October’s UK Inflation Data – Market Minder
Boom, Bust, Boom. Why Should AI Be Different? – Fred Vogelstein
What History Tells Us As Lofty Valuations Spark Anxiety – Ken Fisher
AI Promised Magic, Then Investors Did the Math – Jeff Cunningham
Balance trimestral: tercer trimestre 2025 – Hamco Global Value Fund
Investors Don’t Know How Little They Know Abt Future – Barry Ritholtz
Investors Starting to Place Bets on Brian Moynihan – Charles Gasparino
Nvidia: la relevancia del gigante, aunque muchos sigan sin aceptarlo – Guillermo Santos Aramburo
