Lunes, 15 de diciembre de 2025
Economía Internacional
Bolivia: Con cielos abiertos, BoA debe ser competitiva – El Deber
The Problem with Defaulting in Argentina – Manuel García Gojon
Argentina’s Rocky Road to Economic Freedom – Finn Andreen
Chilean investors cheer election of Kast as president – Reuters
Chile Stocks Hit Fresh Record on Right-Wing Election Landslide – Bloomberg
Conservative hardliner wins Chile’s presidency in election landslide – FT
Kast’s Landslide Win Propels Chile Into US-Led Conservative Orbit – Bloomberg
Bitcoin investor plans Caribbean community — with its own court system – FT
Bitcoin Falls Below $90k. What Can Start a Rebound – Barron’s
Gold Heads for Record. These Stocks Benefit – Barron’s
US Stock Futures Rise Amid Bullish Calls for 2026 – Bloomberg
US stocks rise as big week of data kicks off – Yahoo Finance
Stocks Are Rebounding After Brutal Tech Selloff – Barron’s
Global Debt Addiction – John Mauldin
Can the Fed Do What Economists Think It Can Do? – Alexander Salter
Call Me a Heretic or Judas, I Don’t Buy the Fed Religion – Rob Smith
Herculean Power Of Compounding Runs Roughshod Over Fed – John Tamny
Spain’s Government Cozies Up to Maduro – Mary Anastasia O’Grady
España: La productividad se hunde y desmonta el discurso del Gobierno – LM
Brussels plans to scrap 2035 combustion engine ban – Financial Times
German regulator hits digital bank N26 with new sanctions – Financial Times
ECB criticises Italy over budget measures affecting banks – Reuters
Old meets new economy: AI boom to supercharge European banks’ rally – Reuters
Oil slips with surplus outlook, China data in focus – Bloomberg
China investment decline deepens as Xi attacks ‘reckless’ spending – FT
China’s retail sales growth sharply misses estimates in November – CNBC
China’s economy stalls in November as calls grow for reform – Reuters
Wealth Management
Is the 60/40 Portfolio Still Relevant? – George Smith
BIS Warns Of Rare “Double Bubble” – Lance Roberts
Bull Market Genius Is A Dangerous Thing – Lance Roberts
What Do Valuations Tell You About 2026? Nothing – Sam Ro
Posible burbuja en IA y el superciclo de las “stablecoins” – IcariaCap
Best International Companies to Own: 2026 Edition – Margaret Giles
Avoid Disaster with Superinvestor Howard Marks – We Study Billionaires
The Biggest Risk To Artificial Intelligence Bull Market – Stephen McBride
Investors will have to wait until new year for clear data on US economy – FT
Invitación Market Watch webconference series | Diciembre 2025 – JPMorgan AM
La incertidumbre sobre la trayectoria de la política de la Fed es alta – JPMorgan AM
Renta variable europea: mantiene el atractivo, pero pierde el liderazgo – Funds Society
Tras la FED, continuamos con las últimas reuniones del año de los bancos centrales – Andbank
Treasury Yield Curve Steepens Sharply, Yields from 2 Years to 30 Years Have Risen as the Fed Cut Three Times this Year – Wolf Richter
