Miércoles, 16 de agosto de 2023

Economía Internacional

Chile: Bono soberano con castigos – Francisca Toledo, Tomás Flores
Bolivia: La Gestora invierte el 33% de los fondos del SIP en bonos del Estado – Los Tiempos
Argentina: Milei: ortodoxia liberal convertida en discurso populista – José Carlos Rodríguez
Argentina: Javier Milei: ¿salvador de Argentina o populista? – Manuel Martín
Argentina: ¿Habrá apocalipsis financiero y económico si gana Javier Milei? – Luis F. Quintero
Argentina Vote Shock Leaves Investors Dreading the Next Default
– Bloomberg
Argentine Peso to Slide 70% by Next Year, BofA Says
– Bloomberg
Argentina struggles to avoid economic collapse after shock primary win – Financial Times
Uruguay Delivers Bigger Rate Cut as Inflation Eases to Target
– Bloomberg
La CEPAL presentó el primer Indice Latinoamericano de Inteligencia Artifical – Funds Society
Latin American Startups Turn to Venture Debt With Equity Deals Drying Up
– Bloomberg
Stocks mixed after Target earnings, with Fed minutes on tap – Yahoo Finance
US Stocks Mixed Ahead of Fed Minutes; Yen Weakens: Markets Wrap
– Bloomberg
The Federal Government Is Far Behind Digital Curve – Jon Stephens
Fed Minutes Set to Show Only a Minority Saw End of Tightening
– Bloomberg
State Development Incentives:  The Only Solution is Not to Play – Michael Munger
US Mortgage Rate Climbs to 7.16%, Matching Highest Since 2001
– Bloomberg
US Housing Starts Advanced in July on Single-Family Construction
– Bloomberg
Oil Gives Up Gains Despite Large Crude Draw – Irina Slav
España: Yo, con Lacalle – Ignacio Ruiz-Jarabo
España: Los datos de empleo no reflejan calidad ni estabilidad – Daniel Lacalle
La eurozona vuelve a crecer en el segundo trimestre: el PIB avanza 0,3% – Bolsamanía
Reino Unido: La inflación se ralentiza “notablemente” hasta el 6,8% – Bolsamanía
Rusia sale al rescate del rublo subiendo tipos 350 puntos básicos – El Economista
Chinese stocks in the red, UK inflation moderates – Yahoo Finance Video
Acciones de Nio caen por presión competitiva y desafíos económicos
– Benzinga
Tencent Revenue Disappoints in Warning for China Tech Sector
– Bloomberg
China Markets Approach Grim Milestones as Selloff Spirals
– Bloomberg
China’s Economic Woes Bring Silver Lining for Global Investors
– Bloomberg
China Home Prices Drop at Faster Pace as Downturn Worsens
– Bloomberg
China Shadow Bank Crisis Sparks Protest by Angry Investors
– Bloomberg
China Shadow Bank Misses Dozens of Payments, Sparking Protests
– Bloomberg
Banks Slash China Growth Forecasts, With JPMorgan Seeing 4.8%
– Bloomberg
China Gloom Deepens. Home Prices and Yuan Sink – Barron’s
Furious Investors Protest Outside China’s Insolvent Shadow Banking Giant After It Misses Payments – ZH

Wealth Management

How to Start Investing the Right Way – Jared Dillian
Temporada de resultados en Europa – Michael Field
The Selling Might Be Done For Now – Phoenix Capital Research
Why Negative Earnings Haven’t Hurt U.S. Equities – Market Minder
Biden Admits ‘Inflation Reduction’ Was False Advertising – Issues & Insights
4 ideas de inversión que deberías tener en cuenta hasta que acabe el año – Schroders

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Mauricio Ríos García