Jueves, 21 de septiembre de 2023

Economía Internacional

Arce se entrevista con Maduro en un fugaz pasaje por Venezuela – AFP
Chile: Tenemos un problema, Houston – Luis Larraín
Fondos globales salen de Colombia pero el peso no lo resiente – Bloomberg
Brasil: Banco Central recorta tasa de interés por segunda vez consecutiva: 12,75%
– AFP
Brazil Cuts Interest Rates by 50 Basis Points Again, Services Inflation Wanes – Bloomberg
Los BRICS y el difícil camino de crear el ‘gran enemigo’ del dólar – El Economista
Rates staying ‘higher for longer’: at least through 2026 for the Fed – Yahoo Finance
Bullard Says Rates May Need to Rise Further Amid Strong Growth
– Blomberg
Bitcoin Falls After Fed Skips Rate Hike – Barron’s
Stocks fall as Fed’s hawkish tone preys on Wall Street – Yahoo Finance
U.S. Recession Probability Starts to Recede – Ironman
¿Por qué los bancos centrales se empeñan en un objetivo de inflación del 2%? – Cinco Días
Is the Fed Ignoring Signs of Coming Financial Collapse? – Desmond Lachman
If Economy ‘Collapses,’ Biden Should Sleep, Trump Should Golf – John Tamny
Trudeau’s Mega Pipeline Promises to Redraw Global Oil Flows
– Bloomberg
Oil, Cracks Soar After Russia Bans Diesel, Gasoline Exports – Zero Hedge
Rich, But Bankrupt: Entrepreneurs Make Us Richer – Richard Rahn
Rupert Murdoch deja la presidencia de Fox y News Corp
– Reuters
El BoE pausa las subidas y deja los tipos en el 5,25% – Bolsamanía
BOE Keeps Rates Unchanged for First Time in Almost Two Years
– Bloomberg
SNB Surprises With Rate Pause as Tightening Tames Inflation
– Bloomberg
German 10-Year Government Bond Yield Jumps to Highest Since 2011
– Bloomberg

Wealth Management

The Next 100 Years – Jared Dillian
GDP When? (Not Now) – Barry Ritholtz
What happened to the wealth tax? – Financial Times
FOMC Surprised No One Yesterday – Richard Moody
Comentarios sobre la dolarización – Ángel Ruiz, IcariaCap
Esperamos recortes agresivos de tipos en 2024 – Preston Caldwell
Future Market Returns Don’t Hinge on Fed Rate Cuts – Market Minder
What is the Greatest Threat to Your Investments Today? – Mark Skousen
Magallanes Value Investors. Un encuentro con Iván Martín – Value School
¿Seguirá el auge de la IA impulsando el rendimiento de las bolsas? – Chris Gannatti
Don’t Time the Market: Time Your Opportunities with Great Dividend Stocks – Kelly Green

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Mauricio Ríos García