Martes, 3 de noviembre de 2026
Economía Internacional
Bolivia: A junio, la economía registró una contracción del 3,27% – V360
Bolivia: Proyecto PGE 2027 y acuerdo FMI – Germán Molina Díaz
Riesgo país en América Latina en octubre: alza en Argentina y Ecuador – Bloomberg
Colombia: Sin empresas no hay paraíso – Alberto J. Bernal-León
Colombia: Impuestos a clase media: ¿conflicto entre De la Espriella y Congreso?
Argentina: Luis Toto Caputo expuso en la 32° Conferencia Industrial – UIA
Argentina’s US IPO Revival Stalls as Market Rout Chills Debuts – Bloomberg
Lula Victory Adds to Brazil Farm Angst as Defaults Hit Record – Bloomberg
Brazil Rate and Inflation Bets Soar After Lula’s Reelection – Bloomberg
Brazil’s post-election market shock clouds path to cheaper credit – Reuters
Brazil economists raise inflation, rate forecasts after Lula reelection – Reuters
Paraguay Takes Over Ueno as Central Bank Chief Plans to Quit – Bloomberg
Ueno Bank: el BCP anuncia “procedimiento de resolución” – ABC
Prediction markets vs. polls: Election forecasting faces midterm test – Yahoo
Trump faces midterm verdict with control of Congress at stake – Reuters
US Voters Head to Polls in Biggest Referendum on Trump’s Presidency – Bloomberg
Dollar subdued as U.S. midterms get underway – Investing
Gold drops as oil prices climb, U.S. midterms loom large – Investing
Binance hack: CZ warns ‘there’s no 100% security’ in crypto – Yahoo Finance
Bitcoin slips to over 1-mth low of $77.3k as U.S. midterm caution weighs – Investing
El petróleo se hunde ante rumores de acuerdo entre EEUU e Irán – elEconomista
Oil prices slide after Trump comment on stopping Israel aid – Reuters
Could Robot Labor Make the Economy More Human? – Per Bylund
Six reasons Democrats may fall short of a midterm landslide – Reuters
Trump approval near career low, Reuters/Ipsos poll finds – Reuters
Meloni baja los impuestos a la clase media y prepara una tasa para que los ricos no huyan de Italia – elEconomista
Wealth Management
Oaktree’s Marks on Long-term Investing – Howard Marks
Debt Interest Is About to Pass Social Security – Peter Schiff
¿Cómo comprar letras y bonos del Tesoro? – Fernando Luque
QE GDP Shows That Growth Isn’t Out of Gas – Market Minder
Gold Will Be ‘Very Volatile’ but He’s Not Selling – Frank Giustra
The Fed May Be WAY Behind The Inflation Curve – Torsten Slok
The Economy Is Less K-Shaped than You Think – Torsten Slok
‘Massive Upside’ In Oil Stocks & The Iran War Restart – Josef Schachter
The Most Out-of-Favor Stocks Outperform Favorites – Joseph Adinolfi
Just Scratching the Surface: AI’s 3rd ‘Big Bang’ Is Here – Stephen McBride
‘Financial Crisis’ Trigger: What Midterm Elections Will Do To Markets – Steve Hanke
After 6 Years Bearish, I’m Finally Turning on Bonds — Why 5% Is the New Normal – Jim Bianco
