Economía Internacional
Chile: Rally en bonos depende de cuán “dovish” sea el BCCh el viernes – Bloomberg
Bolivia: Deuda pública creció cada año en promedio $us 2.000 millones – El Diario
Bolivia: YPFB notificó a Argentina que no garantiza envío de gas en 2024 – El Deber
Argentina acelera gasoducto norte para reemplazar el gas de Bolivia – Bloomberg
Argentina Bonds Climb After IMF, Massa Say Deal Is Coming – Bloomberg
Argentina: Medidas inflacionarias, venta de reservas y tensión cambiaria – Bloomberg
Colombia: De falacia en falacia… – Alberto J. Bernal-León
México: IPC sigue bajando en medio de altas tasas, fortaleza peso – Bloomberg
Stocks open higher with Big Tech results, Fed in focus – Yahoo Finance
Get ready for Fed decision, Big Tech earnings ahead – Yahoo Finance
Bond Traders Bet on ‘Nirvana Scenario’ in New Yield-Curve Theory – Bloomberg
US Economic Soft Landing Hinges on Fed’s Tolerance of Inflation – Bloomberg
America’s Prolonged Economic Stagflation – David Stockman
A New, Depressing Survey On Inflation – Ryan Bourne
CBDCs: A Weapon for Debanking the Banked – Emile Phaneuf
Can Fractional Reserve Banking Survive the Twenty-First Century? – Doug French
A ‘momentous week’ ahead as the Fed, ECB and Bank of Japan near pivot point – CNBC
US junk loan market hit with flurry of credit rating downgrades – Financial Times
Why Government Pollution Control Fails – Timothy D. Terrell
Euro-Zone Private Sector Contracts in Dire Start to Quarter – Bloomberg
European central banks could speed up bond sales, say economists – Financial Times
Eurozone downturn deepened in July, business survey indicates – Financial Times
Spain faces uncertain political future after election deadlock – Financial Times
España: ¿Y ahora qué? – Daniel Lacalle
España: Análisis de urgencia del resultado electoral del 23-J – Juan Ramón Rallo
UK economic activity slows as rising interest rates hit spending – Financial Times
Doble golpe en los PMI: la recesión se abre paso y no hay paz con la inflación – El Economista
PMI: Actividad económica de zona euro se desacelera aún más en julio – Bolsamanía
Parlamento israelí inicia votación para limitar poder del Tribunal Supremo – Reuters
El Niño Threat Looks Underpriced in Emerging-Market Rally – Bloomberg
Los gigantes inmobiliarios chinos caen por la falta de liquidez – Reuters
How China’s military is slowly squeezing Taiwan – Financial Times
Here’s How China Is Supporting Economy as Stimulus Awaited – Bloomberg
Twitter rebrands to ‘X’ as Elon Musk loses iconic bird logo – CNBC
Twitter changes logo to X in corporate rebranding – Financial Times
Bye-bye, birdie: Elon Musk says Twitter logo is changing to an ‘X’ – MarketWatch
Wealth Management
The Broadening – Marcelo Perez
Barato, barato… las puts – Enrique Roca
The Liquidity Illusion – Alfonso Peccatiello
Interpretando la curva de tipos – IcariaCap
The Tech Rally’s Next Big Test Is Earnings – Barron’s
Why Higher Rates Haven’t Mattered (Yet) – Ben Carlson
Mid-Year Review and Outlook – Renee Kwok & Brian Presti
Agilidad fintech en el compliance de fondos – Jaime Valverde
Markets Are Counting On Fed To Solve Tricky Puzzle – Jeff Sommer
Inflation Is Here to Stay. What That Means for Investors – Brian Swint
Market strategists get cold feet at the worst possible time – Jeff Snider
España: Expertos dudan del Ibex tras resultado de las elecciones – Bolsamanía
Rumors of the Fed’s Housing Impact Are Greatly Exaggerated – Market Minder
Will the U.S. dollar no longer be the reserve currency? – Goehring & Rozencwajg
The BRICS Won’t Kill the Dollar, US Policy Will – Matthew Piepenburg
Cómo construir resiliencia con asignación de capital de calidad – Alistair Corden-Lloyd
Raising the Minimum Wage Would Be an Investment in Growing the Middle Class – CAP
Just Remember This New Trend Won’t Be a Money Maker Anytime Soon – Therese Poletti
Las grandes preguntas sobre el value investing: qué es y por qué nos gusta tanto – TDND
Renta variable: cautela y sectores defensivos de cara a la segunda mitad del año – Funds Society
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