Economía Internacional
El efecto Milei – Alberto J. Bernal-León
Milei: los zorros y los erizos – Lucía Santa Cruz
What’s in store for Argentina’s economy? – Focus Economics
Argentina: Massa anuncia medidas contra efectos de la devaluación monetaria – EFE
Argentina: El FMI no está de acuerdo con el dólar a 350 pesos – Infobae
La nueva geopolítica de la droga en Bolivia – Humberto Vacaflor Ganam
Portal brasileño subraya declinación de Bolivia como productora de gas natural – El Diario
Latin America must resist the siren call of the strongman Bukele – Financial Times
Chile: Todos los multifondos de pensiones registran pérdidas en agosto – DF
Chile Central Bank Vice President: Policy Outlook Unaltered by Currency Drop – Bloomberg
México: ¿Tiene solución Pemex? – Eduardo Quintana
Nvidia faces not-so-subtle risk out of China – Yahoo Finance
Inflation and jobs data on tap as Fed’s path remains in focus – Yahoo Finance
Treasuries Woo Buyers as Juicy Yields Offset Powell Warning – Bloomberg
Traders Have S&P 500 Comebacks Fading at Historic Pace – Bloomberg
Futures rise as focus shifts to inflation, jobs data – Bloomberg
Whipped Inflation Now – William J. Luther
Why We Need a Crash Landing – Mark Thornton
Gold Will Destroy the Keynesian Fallacies – Patrick Barron
We’re now in a world where it’s about the supply side – Mohamed El-Erian
PIB de las economías desarrolladas se frena al 0,4% en el 2QT – El Economista
Economists, & Their Odd Search For a Higher ‘Inflation Target’ – John Tamny
The Encouraging Entrepreneurial Culture of Our Times – Titus Techera
America’s Big Three Entitlement Bankruptcies Are Inevitable – Stephen Anderson
When Financial Institutions Play Politics With Your Money – Jeremy Tedesco
Did Banks Hand Private Financial Data to the FBI Without Legal Process? – Reason
Lagarde Policy Silence Keeps ECB Interest-Rate Debate Raging – Bloomberg
Eurozone money supply shrinks for first time in 13 years as lending slows – FT
Los masivos estímulos de los bancos centrales alimentaron la alta inflación actual – Daniel Gros
The Problems With China’s Economy Start at the Top – Eswar Prasad
Powell Keeps It Vague at Jackson Hole. That’s No Accident – Barron’s
China’s Worsening Economic Slowdown Is Rippling Across the Globe – Bloomberg
Emerging-Market Rally Runs Into Doubts Over China and Fed Policy – Bloomberg
China’s 5.5% Stock Rally Fizzles in Blow to Market Rescue Effort – Bloomberg
China Asks Some Funds to Avoid Net Equity Sales to Boost Market – Bloomberg
Evergrande Delays Restructuring Votes Just Hours Before Start – Bloomberg
Evergrande shares plunge as much as 87% as trading resumes after 17 months – CNBC
Evergrande, el gigante inmobiliario chino, se desploma 87% en su vuelta a bolsa – AFP
Evergrande pierde un 87% al volver a cotizar en bolsa, tras 17 meses de suspensión – EFE
El debilitamiento de la economía china ya se extiende por el mundo – El Economista
The Problems With China’s Economy Start at the Top – Eswar Prasad
China’s Debt Problem Could Trigger a Financial Crisis, Analyst Says – Barron’s
Chinese companies’ earnings to lay bare impact of economic slowdown – Financial Times
China Stocks Surge After New Measures to Boost Markets – Bloomberg
Chinese stock rally fades after Beijing cuts trading levy – Financial Times
Everything China Is Doing to Juice Its Flagging Economy – Bloomberg
Markets show China needs stimulus ‘bazooka’ – Bloomberg
Has Xi Jinping Bankrupted China? – Edward Luttwak
China’s Slow Moving Economic Disaster – Neil Irwin
Wealth Management
Los exegetas – Enrique Roca
Market Timing Is Hard – Robin Wigglesworth
The Fault Is Not In R-Star – Joseph Y. Calhoun III
Consultorio Bursátil – Agosto 2023 – Value Investing FM
For Investors, There’s No Need to Debate 2024 Yet – Market Minder
Only a Matter of Time Until ESG Movement Will RIP – Charles Gasparino
El primer recorte de tipos de la Fed no llegará antes de marzo de 2024 – Generali
¿Están los inversores preparados para la deseada caída de la inflación? – John Tidd
Investors warn ‘fluffy’ ESG metrics are being gamed to boost bonuses – Financial Times
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