Lunes, 1 de diciembre de 2025
Economía Internacional
Bolivia: Anuncian llegada de Misión del FMI – El Diario
Bolivia: Entrevista a Mauricio Medinaceli, Ministro de Hidrocarburos – El Deber
Sigue la batalla por el pan: especulación e incertidumbre por el precio – La Razón
Argentina regresará al mercado internacional de deuda tras 8 años – Funds Society
Chile Investors Start to Query What Happens After Kast Wins – Bloomberg
Chile Economy Grows for Second Month Before Expected Rate Cut – Bloomberg
Trump Downplays Venezuelan Airspace Threat as US Mulls New Steps – Bloomberg
Oil Prices Climb 2% on OPEC+ Plan, Venezuela and Ukraine Risks – Barron’s
Stocks fall as risk-off mood greets December – Yahoo Finance
Stock Futures to Fall to Start December – Barron’s
Global stocks slide at start of key month for markets – Financial Times
Dollar Could Fall Further if U.S. Rate-Cut Bets Firm – Barron’s
La Fed en el centro del radar: ¿habrá un recorte inminente? – Funds Society
Trump dijo que ya decidió a quien nombrará para dirigir la Fed – Bloomberg
Treasury yields move higher as traders increase bets on Fed rate cut – Barron’s
Donald Trump Has Blocked a Big IRS Grab For Power – Tudor Dixon
Cryptos Saw Trump As their Savior. Reality Set In – Michael Hiltzik
Bitcoin, Ethereum fall sharply as crypto sell-off resumes – CNBC
Bitcoin plunges to below $86,000 in risk-off start to December – Bloomberg
Apple’s iPhone Eviscerates Federal Reserve’s Phillips Curve – John Tamny
Nato considers being ‘more aggressive’ against Russia’s hybrid warfare – FT
El próximo agujero de las pensiones del que nadie habla: Alemania – El Economista
España: El cuadro macro de Sánchez y el horror del gasto – José María Rotellar
Who killed Europe’s single market dream? – Financial Times
Swiss prosecutors file charges against Credit Suisse and UBS – FT
European markets start December in negative territory; Airbus slides 4% – CNBC
SoftBank founder: ‘I was crying to sell Nvidia shares’ – Bloomberg
Chanos warns of debt risks tied to Nvidia AI chips – Yahoo Finance
Burry: Tesla is ‘ridiculously overvalued’ – Yahoo Finance
Wealth Management
Es natural que haya correcciones en el mercado – Finizens
The best time to buy quality stocks is now – Ruchir Sharma
AI Mania Talk Premature at Best, Wrong at Worst – Market Minder
A Trillion Reasons We’re Not in an AI Bubble – Owen A. Lamont
What Happened to That Bubble? Investor Fears Popped Instead – Barron’s
The Courage to Do Nothing Is an Essential Skill for Investors – Steven Sears
Presentación del fondos y entrevista a Amit Wadhwaney – Azvalor Manages
The Assets You Don’t but Should Hold as 2026 Approaches – Alfonso Peccatiello
Azvalor: Nos equivocamos muy poco. La tasa de errores ha sido de un 7% – El Economista
