Economía Internacional
Chile: El Big Bang de las pensiones – Luis Larraín
Brazil’s risky debtors triple since 2019 – central bank – Reuters
Brazil’s Congress Moves to Regulate Crypto Payments – Decrypt Media
Brasil: PIB crece menos de lo previsto en tercer trimestre – Bloomberg
Brasil crece menos de lo previsto en Q3, pero alcanza nivel récord – Reuters
Eased US sanctions on Venezuelan oil provide weak supply boost – FT
Colombia siente la pérdida del grado de inversión en venta de bonos – Bloomberg
Colombia no tuvo la mejor moneda de LatAm en noviembre – Bloomberg
Mexico bill threatens independence of electoral oversight, warns official – FT
The dollar holds the key to a burgeoning bull run in stocks – Yahoo Finance
Stocks wobble to start December after Powell rate rally – Yahoo Finance
US Stock Futures Waver After Rally, Dollar Weakens – Bloomberg
Oil Fluctuates as Traders Look to China Shift, OPEC+ Meeting – Bloomberg
Powell says smaller interest rate hikes could start in December – CNBC
Bankman-Fried Can’t Stop Talking. What to Consider – Barron’s
Who Really Owns Big Digital Tech? – Michael Rectenwald
There’s No Natural ‘Carrying Capacity’ for World Population – Donald Boudreaux
Biden Betrayal of Railroad Union Workers Is Quite Something – Ryan Cooper
Biden’s Awful Promise to Pay Poor Nations for ‘Warming’ – Steve Forbes
Biden’s ‘Windfall’ Tax Would Anger An Angry Electorate – Indraneed Chakrabarty
Lockdowns May Have Created An ‘Urban Doom Loop’ – Thomas Edsall
Congress Should Make a Pledge: No New Debt In 2022 – Maya MacGuineas
Reino Unido: Precios de vivienda ven su mayor caída desde mediados de 2020 – Reuters
Alemania debe ser más independiente comercialmente de China: Habeck – Reuters
BCE: Bancos de la eurozona siguen sin afrontar realidad de recesión – Reuters
ECB Has Done the Easy Rate Hikes. It’s About to Get a Lot Harder – Bloomberg
Credit Suisse Shares on Worst Run Since 1989 as Losses Deepen – Bloomberg
Credit Suisse shares get closer to offer price in $2.4 billion cash call – Reuters
Las bolsas europeas empiezan el mes rebotando – Estrategias de Inversión
JPMorgan Strategists See US Stocks Slumping in First Half of 2023 – Bloomberg
Funds Are Betting on More US Dollar Pain After Brutal November – Bloomberg
BofA warns US economy will start to lose 175,000 jobs per month in Q1 2023 – MW
China’s Covid tsar says fight against virus entering ‘new stage’ – Financial Times
India’s plan to take on China as south Asia’s favourite lender – FInancial Times
Wealth Management
La Fed ayer, en tres frases – Álex Fusté
Análisis corporativo – estratégico 2023 – Andbank
Tesis de inversión de ALD Automotive – Horos AM
How You Can Reasonably Figure Net Worth – Geoff Williams
The ‘Yield Curve’ Is Screaming Recession. The Stock Market Isn’t – Barron’s
On Consumer Spending, Look Past Sentiment Surveys – Fisher Investments
Sorpresas da la vida y sorpresas puede dar la inflación – Víctor Alvargonzález
Let’s Not Be Stupid Macro Investors: Three Principles – Alfonso Peccatiello (Alf)
Defense Is the Best Strategy for a Shaky 2023. Here Is a Winning Lineup – Barron’s
La renta variable y los bonos emergentes son los ganadores del mes – Estrategias de Inversión
No volveremos a ver escándalos en Andorra, la banca se ha transformado – Xavier Cornella, Crèdit Andorrà
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