Lunes, 29 de junio de 2026

Economía Internacional

Argentina: Economía completó la colocación del Bonar 2028 – Infobae
Argentina: Suben las acciones argentinas y baja el riesgo país – Infobae
Chile caída en población y envejecimiento – Cristian Larroulet
The subsidy trap in Bolivia – Ainvest
Bolivia government to establish flexible exchange-rate regime – Invest
Bolivia Moves to Flexible Exchange-Rate System After 15 Years – Bloomberg
Bolivia ends 15-year dollar peg in attempt to restore economic stability – Reuters
Bolivia: ¿La devaluación del tipo de cambi nominal alivia o agava la crisis? – MRG
Petro entregaría a Abelardo poder sin margen para financiar su gobierno – Bloomberg
Venezuela quake death toll nears 1,500 as rescue work goes on – Reuters
Rig explosion in Venezuela leaves at least 8 workers injured – Reuters
Brazil sees government spending share easing to 19% of GDP this year – Reuters
Stocks rise as communication services names surge, U.S. and Iran halt attacks – Investing
Nasdaq, S&P 500 Look to Snap Five-Day Skids – Barron’s
Sorry, There’s Nothing Stable About Bitcoins OR Stablecoins – John Tamny
California’s Rich Trade Golden State For the Golden Nugget – Ted Jenkin
The Fed’s Favorite Price-Inflation Measure Just Increased Again – Ryan McMaken
On July 4, Will You be Celebrating the Founders or the Status Quo? – George Ford Smith
‘Magnificent 7’ stocks are having a dreadful year – Yahoo Finance
‘Gold is not done’: Goldman Sachs predicts a rise to $4,900 – Yahoo Finance
Trump says U.S. and Iran to hold fresh talks in Qatar on Tuesday – CNBC
Volkswagen’s brutal jobs cull sparks prospect of sale of crown jewels – FT
Euro yields edge up as Middle East tension fuels oil, inflation fears – Investing
El yen cae a su nivel más bajo frente al dólar desde 1986 – Bloomberg
Yen Hits 40-Year Low in Historic Slide That’s Rattled Japan – Bloomberg
Oil prices near pre-war levels — but persistent supply risks could spark a rebound – CNBC

Wealth Management

The Impressive Markets Hypothesis – Larry Swedroe
Why You Need To Experience Bear Markets – Sam Ro
The Case for Value Over Growth Is Building – Torsten Slok 
Why Are Investors Holding So Much Cash? – Ben Carlson
La inflación altera las correlaciones tradicionales – Noah Atlas
Bull, Bear or Bubble? The 9-Inning Market Cycle – Stephen Innes
Growth, Inflation To Slow Further Through 2027 – Preston Caldwel
Record Retail Inflows: Where Is All The Money Coming From? – Lance Roberts
Gold Bulls Remain on the Back Foot Ahead of Key Data – Fawad Razaqzada
Ormuz se normaliza y el crudo responde: los mercados lo celebran – Andbank