Martes, 2 de diciembre de 2025
Economía Internacional
Bolivia: BCB mantiene cambio oficial, pero publica valor referencial – El Deber
The hardliner who wants to make Chile great again – Financial Times
Milei’s Election Battle Leaves Argentina’s Banks at Five-Year Low – Bloomberg
Milei’s Approval Rises After Victory in Argentine Midterm Vote – Bloomberg
Argentina: Caída en picado de la pobreza con Milei rompe esquemas – El Economista
Argentina: Reservas BCRA suben $700 MM, máximos de 6 semanas – Bloomberg
Riesgo político de México sube a niveles comparables con Perú – Bloomberg
Venezuela approves migrant repatriation flight from U.S. – Reuters
Oil Holds Near $63 as Traders Focus on Venezuela, Black Sea Risk – Bloomberg
Bonds and bitcoin find some footing, stocks eke out gains – Reuters
The Fed has rarely been so divided over its long-term plan – Bloomberg
Crypto’s Retail Traders Hit Hard as Strategy ETFs Plunge 80% – Bloomberg
Nvidia-backed $4 billion AI startup announces major London expansion – CNBC
Trump Is Right To Expand On Immigrant Investor Program – Stephen Moore
California: The Answer to Alleged Federal Debt Riddle – John Tamny
Meloni’s party pushes to declare Italy’s gold ‘property of the people’ – FT
ECB refuses to provide backstop for €140bn Ukraine loan – Financial Times
Eurozone inflation unexpectedly rises to 2.2% in November – Financial Times
Euro zone inflation up a notch to 2.2% in November, flash data shows – FT
Euro-Zone Inflation Edges Higher, Backing Steady ECB Rates – Bloomberg
Eslovenia ancla en su Constitución el derecho a pagar en efectivo – El Economista
Bank of England to Stop Rate Cuts at 3.5%, OECD Predicts – Bloomberg
Adiós al gas en China: el mayor “electroestado” cambia de rumbo – El Economista
China floods the world with gasoline cars it can’t sell at home – Reuters
Wealth Management
How Much Will the Stock Market Fall in 2026? – Ben Carlson
Extraordinary Results On a Rather Erratic Path – Joseph Calhoun
10 Stocks the Best Fund Managers Have Been Selling – Susan Dziubinski
Why 2026 Could Be a Breakout Year for Dividend Stocks – Dan Lefkovitz
The Greatest Investing Tip I Took From Charlie Munger – Stephen McBride
A un mes de acabar 2025, nadie pensaba esto – Guillermo Santos Aramburo
Atención, Inversores: los Mercados Alcistas no Duran para Siempre – Larry Swedroe
Perspectiva internacional de la economía y mercados financieros para diciembre – Andbank
Multi-Asset Strategies Remain Poised for Above-Average Long-Term Returns – James Picerno
