Viernes, 11 de agosto de 2023

Economía Internacional

Argentina: ¿Cómo reaccionarán activos argentinos el 14A? – Bloomberg
Argentina: Libertario de pelo rebelde añade imprevisibilidad a carrera electoral – Reuters
Muchos se preguntan si Argentina puede realmente salir de su decadencia – Manuel Adorni
Así caen China, su economía e influencia sobre América Latina y Bolivia – MRG
Brasil lanza un plan para “acelerar el crecimiento” de 350.000 millones de dólares
– Reuters
Peru Holds Key Interest Rate at 7.75% as Inflation Remains Above Target
– Bloomberg
Colombia: Propuestas de Petro por el Amazonas generan incomodidad – Valora
Mexico Keeps Key Rate Steady at 11.25% for Third Meeting as Prices Slow
– Bloomberg
Stocks Drop as China, Fedspeak Unnerve Traders: Markets Wrap – Bloomberg
UK Economy Surprises With Strongest Growth in More Than Year
– Bloomberg
Will a Recession Decide Outcome of Election 2024? – Philip Pilkington
Money Blindness And Money Clarity – Joakim Book
Gold prices to breach all-time highs? Some expect bullion to hit $2,500 – CNBC
AIER’s Everyday Price Index Rises 0.34 percent in July 2023 – Peter C. Earle
Producer Prices Rose More Than Expected In July; Money Management Fees Soar – Zero Hedge
Biden tilda a China de “bomba de tiempo” por sus problemas económicos
– AFP
European Stocks Drop for First Time in Three Days on Policy Risk
– Bloomberg
Bolsas europeas caen por incertidumbre sobre inflación en EEUU y por China
– Reuters
China’s Snoozing Rates Traders Eye Next Round of PBOC Action
– Bloomberg
China sends finance experts to tackle regions’ debts – Financial Times
China’s bank lending plummets in further sign of economic woe – Financial Times
La economía británica crece inesperadamente en el segundo trimestre – Ruters
Emerging Markets Cap Week of Selling Everything With China Link
– Bloomberg
Once China’s Top Builder, Country Garden Turns Into Penny Stock
– Bloomberg
Polonia votará en referéndum la privatización de empresas públicas en octubre
– Reuters

Wealth Management

July CPI Inches Up 0.2 Percent – Richard Moody
Smooth Seas Don’t Make Great Sailors – Charlie Bilello
End of “Disinflation” Honeymoon: CPI Accelerates YoY – Wolf Richter 
The Challenge Is Broad Understanding of the STL Fed Model – Jeffrey Snider
Stocks and Bonds Are Not the Only Way to Save For Retirement – Nicole Dieker
Trillion In Credit Card Debt Doesn’t Mean Consumers are Tapped – Market Minder
Why Interest Rates Would Go To Double Digits, Massive Inflation Will Return – Doug Casey

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Mauricio Ríos García