Martes, 10 de noviembre de 2026

Economía Internacional

Paraguay’s New President Overhauls Cabinet After Peña Ouster – Bloomberg
Perú realiza su mayor emisión de bonos en dólares de su historia por $4.500 MM – Bloomberg
Brazil Dealmaker Sees Potential for More China Deals Ahead – Bloomberg
Treasuries slide as ‘hot’ inflation sparks bets on Fed rate rise – Financial Times
Here’s the U.S. inflation breakdown for October 2026 — in one chart – CNBC
EEUU: Inflación subyacente sube 0,3% en octubre; expectativas de alza de tasas – Bloomberg
El IPC de EEUU sube un 0,4% en el mes y respalda la subida de tipos – elEconomista
Top Fed official considers largest rate rise since 2022 – Financial Times
Gold Holds Gain Above $4,100 as Lower Oil Eases Inflation Woes – Bloomberg
Bonds Tumble Most Since Tariff Meltdown on Rising Rate-Hike Bets – Bloomberg
Beware Democrats’ Disastrous Ideas to Fix Social Security – New York Post
Rate-Hike Debate Ignited by Fed Officials as CPI Comes In Hot – Bloomberg
Anthropic says a key AI safety alarm has been triggered – Yahoo Finance
Investors pile into defensive stocks amid fears AI bull market may be over – FT
Oil falls below $90 as Trump pulls back from threat to strike Iran – Financial Times
EEUU se prepara para récord de producción de crudo ante un Brent en $100 – elEconomista

Wealth Management

All-Weather Portfolio, Explained – Ray Dalio
Gold Could Fall Further. Here’s What I’m Buying – Rick Rule
Your Portfolio Does Not Care Who Is In Control – Joseph Calhoun
Japan Poses A “Godzilla”-Level Risk To US Markets – Lyn Alden
My Brutally Honest Thoughts About the AI Bubble – Steve Eisman
Rick Rule Is Buying Gold Stocks as Valuations Collapse – Kitco Mining
Strong Jobs Report Reinforces Outlook and Market Rotation – Jeremy Siegel
Comprar lo que todos odian: mi estrategia tras las últimas caídas – Enrique Roca
Higher Inflation May Be Harder to Fix With Interest Rate Hikes Alone – Michael Ashton
¿Menos inversión en inteligencia artificial? Ni tanto ni tan calvo – Víctor Alvargonzález
Cuando el mercado interpreta una posible desaceleración como un colapso total – Guillermo Santos Aramburo