Economía Internacional
Bolivia: El avance de China en la economía boliviana, corazón de Suramérica – EFE
Bolivia: Importación de combustibles crece 15% en mayo – Los Tiempos
Nrasil: Leve alza de producción industrial previo a recorte tasas – Bloomberg
Brasil: Producción industrial sorprende con ligera subida en junio – Reuters
Brazil Beat the World to Rate Hikes. Now, It’s Leading on Rate Cuts – Bloomberg
Central Bankers in Brazil Irk Critics Who Say They Talk Too Much – Bloomberg
Brasil: Banco Central prepara baja de tasa de referencia, invariable en último año – AFP
Brasil: Lula se muestra “muy confiado” en la economía brasileña – Reuters
Argentina: Las opciones para salir del cepo cambiario – Roberto Cachanosky
Argentina Reserves Fall to 17-Year Low After $2.6 Billion Payment to IMF – Bloomberg
Chile marca cambio de ciclo en emergentes con cambio de tasas – Reuters
Chile: Economía cerraría el primer semestre con una baja en torno al 1% – Pulso
Colombia: Alto endeudamiento preocupa al sistema financiero – Valora
Colombia Holds Key Rate at 13.25% as Inflation Exceeds Regional Peers – Bloomberg
México: Dinamismo económico alienta expectativas de un PIB del 3% – El Economista
Mexico Economic Growth Tops Forecasts on Services and Exports – Bloomberg
Stock futures droop amid mixed earnings after blazing July – Yahoo Finance
Markets Mixed After Stellar First 7 Months – Barron’s
Investors are entering August in a bullish mood – Yahoo Finance
Inflation: A Speculation On Who’s Really at Fault? – Peter St Onge
The Money Trails of the Covid Planning Racket – Jeffrey Tucker
Inflation: Don’t Pop the Champagne (Yet) – Rob Arnott & Omid Shakernia
El oro cae por el optimismo ante un aterrizaje suave de la economía de EEUU – Reuters
Wall Street Economists Are Looking at a September Rate Pause – Bloomberg
Biden’s victory lap is good politics. Cheering is bad economics – Álvaro Vargas Llosa
El sector manufacturero de EEUU se contrae por noveno mes consecutivo – Bolsamanía
Caterpillar Defies Slowdown Fears as Profit Tops Estimates – Bloomberg
Eurozone unemployment rate hits record low – Financial Times
Eurozona: El paro se mantiene en junio en el 6,4%, mínimos históricos – Bolsamanía
Italy’s Economy Was Still Blighted by Factory Weakness in July – Bloomberg
El desempleo alemán cae inesperadamente en julio – Reuters
China’s Economic Woes Weigh On Oil Prices Once Again – Michael Kern
China Vows More Economic Support as Recovery Continues to Wane – Bloomberg
Tencent Becomes Market Laggard as China Traders Sell – Bloomberg
China’s Stock Rally Holds Promise as Bullish Indicators Emerge – Bloomberg
China pide reducir o retrasar la compra de dólares para aliviar presión sobre el yuan – Reuters
Wealth Management
Profiting on Chaos – Doug French
Delayed again – Pictet Wealth Management
Market Signals Lie In The Extremes – James Picerno
We Spend a Lot of Time Avoiding What’s Rare – Joseph Calhoun
La renta variable europea podría sufrir a corto plazo – Lazard AM
Details Beneath July Headline Will Tell the Story – Richard Moody
A Funny Thing Happened On the Way to Recession – Market Minder
An Austrian Critique of Passive Investing – Trevor Daher, David J. Rapp
Investors should still expect a bumpy road ahead – Mohamed El-Erian
What Will It Take for Cryptocurrencies to Become Full-Fledged Money? – Thorsten Polleit
‘Worst Kept Secret’ Is Keeping Economy Alive, But Not For Long – Danielle DiMartino Booth
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