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Titulares seleccionados de economía global, inteligencia artificial, mercados y cripto.

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Financial Posthace 19 h

Invesco and Rathbones Cut Gilts on UK Exposure to Politics, Oil

Fund managers like Invesco and Rathbones have reduced their holdings in UK government debt (gilts) due to concerns over surging inflation, political instability, and rising energy prices following the US-Iran war. Instead, they are investing in government debt from countries like Germany, Japan, Australia, New Zealand, and Canada, which offer better yields or more stability. Despite the reduction, some analysts believe UK yields might be reaching attractive levels, especially if a new political leadership brings fiscal stability.

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BNamericas21 jul

Rating Action: Moody's Ratings upgrades Argentina's ratings to B3, changes outlook to positive

Moody's Ratings has upgraded Argentina's long-term local and foreign-currency issuer ratings to B3 from Caa1, changing the outlook to positive from stable. This upgrade reflects a material decline in Argentina's default risk due to advanced macroeconomic stabilization, sustained fiscal surpluses, declining inflation, and economic liberalization. The positive outlook suggests further strengthening of Argentina's credit profile through structural improvements in external finances and ongoing macroeconomic stability, despite political risks.

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CNBC20 jul

Jamie Dimon says markets underestimate risks and he wouldn't buy stocks or Treasurys at current prices

JPMorgan Chase CEO Jamie Dimon believes investors are underestimating geopolitical and fiscal risks globally, and as such, he would not buy equities or long-dated U.S. Treasurys at their current prices. He pointed to wars, U.S.-China tensions, and rising government deficits as major concerns, suggesting that markets might not be fully accounting for these potential shocks. Dimon also offered a cautious perspective on artificial intelligence, comparing its current boom to the early, sometimes volatile, days of the internet.

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fticommunications.com20 jul

FTI Consulting UK Public Affairs Snapshot: All Roads Lead North: Burnham’s Blueprint for Britain

Andy Burnham has become the UK Prime Minister, making his third successful attempt at Labour leadership. His vision focuses on returning the Labour Party to its roots, addressing the cost of living, and devolving power from Westminster, with a key pledge to end rough sleeping. Burnham faces immediate challenges including forming a Cabinet that balances party unity, navigating a difficult economic climate with rising inflation and potential oil price increases, and making critical decisions on foreign policy and defence spending, all while managing fiscal constraints and internal party tensions over policy ambitions like public ownership and North Sea oil and gas projects.

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Quartr16 jul

Alta Equipment Group (ALTG) Q3 2025 earnings summary

Alta Equipment Group (ALTG) reported a Q3 2025 revenue decrease of 5.8% year-over-year to $422.6 million, with a net loss of $41.6 million, primarily due to lower equipment and rental sales. Despite this, product support revenue grew, and the company completed the divestiture of its Dock and Door division while reiterating its FY2025 adjusted EBITDA guidance of $168–$172 million, anticipating a strong Q4 driven by deferred demand and infrastructure funding.

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Reuters9 jul

Brazil keeps 12% oil export tax, to review measure in 30 days

Brazil's government has decided to extend a 12% tax on crude oil exports for another 60 days, reversing earlier considerations of a reduction due to softer oil prices. The tax, initially introduced in March following the Iran war, aims to fund measures shielding consumers from inflationary impacts, such as fuel subsidies. The foreign trade chamber will review the measure again in 30 days.

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WBTV7 jul

Walmart lowers price of ground beef, other grilling essentials. Trump takes credit for the move

Walmart and Sam's Club are reducing prices on ground beef and other grilling essentials for the summer. Former President Donald Trump claimed his administration was responsible for the price drops, attributing it to his request to celebrate the country's 250th birthday, though Walmart's press release did not mention his statements. The price reductions include significant cuts on items like 73% ground beef roll, fresh red cherries, and corn, aiming to help customers save on everyday products.

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Sahm7 jul

Trump Touts Walmart Price Cuts on White House Request to Mark America 250, Pushes Other Retailers to Follow 'Absolute Patriots'

Former President Donald Trump announced that Walmart Inc. is significantly reducing prices on certain products, including ground beef, at his administration's request to commemorate the 250th anniversary of the United States. Trump urged other retailers to follow suit and used the opportunity to criticize current President Joe Biden's economic policies. This announcement comes amidst concerns about a sales slowdown for Walmart and efforts by the Trump administration to support smaller meatpackers.

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Reuters6 jul

Trump says Walmart will lower prices on ground beef, other items

Former President Donald Trump announced that Walmart will lower prices on numerous products, including ground beef, following a request from his administration. Walmart confirmed it would reduce prices on meat, produce, and soda at its Walmart and Sam's Club stores this summer, with ground beef prices explicitly declining by about 12% and 3% respectively. This move aims to address high consumer prices, particularly for beef, which soared due to drought and increased cattle feed costs.

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LPL Financial6 jul

LPL Research Team Releases Midyear Outlook 2026: Policy-Driven Markets, AI Evolution and the Case for Balance

LPL Financial has released its Midyear Outlook 2026 report, "Policy, Buildouts and Bottlenecks," which analyzes the economic and market environment for the second half of the year. The report highlights that policy decisions, geopolitical developments, and the evolution of AI will significantly shape markets. It suggests that while economic growth will stabilize and equities may see modest gains, increased volatility is expected, emphasizing the importance of diversified portfolios.

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AD HOC NEWS6 jul

Invesco Municipal Trust focuses on tax-free income as investors weigh closed-end fund dynamics

The Invesco Municipal Trust is a U.S.-listed closed-end fund that invests in municipal bonds to provide tax-advantaged income. It attracts investors seeking steady distributions while navigating the complexities of leverage and discount-to-NAV dynamics inherent in closed-end funds. The article explains how the fund offers exposure to tax-exempt municipal securities, the impact of leverage and interest rates, and the importance of diversification and credit quality in municipal bond investments.

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Reuters6 jul

MUFG CEO warns weak yen inflation may stifle demand, threaten growth

The CEO of Mitsubishi UFJ Financial Group, Junichi Hanzawa, has expressed concerns that sustained inflation fueled by a weak yen could negatively impact consumer sentiment and Japan's import-dependent economy. He warned that if price increases continue to outpace real wages, it would hinder consumption and sustainable economic growth. This comes as the Bank of Japan raised interest rates but failed to stop the yen from hitting a 40-year low.

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TechStock²4 jul

SPDR Portfolio S&P 500 ETF (SPYM) assets up as it joins Trump Accounts debut

The SPDR Portfolio S&P 500 ETF (SPYM) has seen a significant increase in assets, primarily due to its selection as the default ETF for the new Trump Accounts savings plan. The fund's assets under management climbed by $35.77 billion since March 31, with more than half of this growth attributed to new inflows rather than just NAV gains. This development is expected to continue driving flows into SPYM, especially as initial contributions to Trump Accounts are directed solely towards this low-cost S&P 500 ETF.

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Sahm2 jul

Trump Rolls Out $500 Million Lifeline for Smaller Meatpackers as Beeflation Spirals Out of Control — But Tyson Foods and Other Industry Giants Are Left Out

The Trump administration has allocated $500 million in aid to smaller U.S. meatpacking firms to help them cope with rising cattle acquisition costs and "beeflation," which is causing beef prices to skyrocket. This financial support, provided through the USDA, excludes major industry players like Tyson Foods and JBS, which collectively process a significant majority of the nation's beef. The aid aims to stabilize prices and support smaller slaughterhouses facing substantial losses per head of cattle.

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Supply Chain Dive2 jul

McCormick gets $28M tariff refund as Iran war raises costs

McCormick & Co. received a $28 million tariff refund in Q2 2026 and expects another $3 million, which it plans to use to offset inflationary pressures, especially those caused by the Iran war. The conflict has significantly driven up logistics and material costs, contributing to an estimated 6% cost inflation for the fiscal year. Despite these refunds and similar ones received by other companies, McCormick still anticipates additional tariff costs this year.

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AD HOC NEWS2 jul

Invesco Municipal Trust focuses on tax-exempt income as closed-end fund environment evolves

The Invesco Municipal Trust (VKQ) targets tax-exempt income for investors by investing primarily in municipal bonds. As a closed-end fund, its share price is influenced by interest rate expectations, credit conditions in US municipalities, and its fixed number of shares trading on an exchange. The fund's strategy involves balancing duration management, credit research, and leverage to navigate evolving economic conditions and maintain attractive distributions.

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Simply Wall Street1 jul

3 Global Industrial Stocks Tied To Infrastructure And Defense Spending

This article examines how monetary policy signals, trade negotiations, and energy volatility impact large industrial exporters, highlighting three stocks from the Global Industrials and Exporters screener. It focuses on Stantec (TSX:STN), Electro Optic Systems Holdings (ASX:EOS), and Avon Technologies (LSE:AVON), detailing their operations, market capitalization, and the unique opportunities and risks each presents in the current global economic landscape.

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KRIS 6 News Corpus Christi23 jun

Corpus Christi City Council approves $181,405 for four new Harley-Davidson police motorcycles

The Corpus Christi City Council has approved $181,405 for the purchase of four new pursuit-rated Harley-Davidson motorcycles for the police department. These new motorcycles will replace four older 2018 models that have exceeded their service life, maintaining the department's fleet size at 12. The purchase is funded by the Fleet Equipment Replacement Fund, and proceeds from the auction of older units will go towards future replacements.

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TradingView22 jun

Starmer Steps Down as British PM: Time to Reassess Your UK ETF Exposure?

Keir Starmer's resignation as UK Prime Minister, the seventh in a decade, introduces new uncertainty into the British economy, prompting investors to re-evaluate their UK ETF exposure. Despite political instability and post-Brexit challenges, the UK stock market has shown resilience, with the FTSE 100 climbing significantly. Major institutional researchers maintain cautious optimism, focusing on valuation and monetary policy, anticipating GDP growth and interest rate cuts that could boost the stock market.

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TradingView22 jun

Rupiah Eases Ahead of MSCI Review

The Indonesian rupiah (USDIDR) eased slightly against the U.S. dollar, hovering around IDR 17,830, as the dollar index remained strong following the Fed's hawkish stance. Traders are cautious ahead of MSCI's review, which might downgrade Indonesia to frontier market status due to concerns over transparency. However, Bank Indonesia's tightening measures and improved fiscal discipline are limiting the rupiah's losses.

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Seoul Economic Daily21 jun

Woori Financial Adds 10 Trillion Won to Productive, Inclusive Finance

Woori Financial Group is expanding its productive and inclusive finance initiatives by 10 trillion won, increasing its total commitment from 80 trillion to 90 trillion won. This expansion, to be implemented ahead of schedule by next year, focuses on boosting support for advanced industries and providing financial aid to vulnerable groups through increased loans and debt write-offs. Chairman Yim Jong-yong emphasized the group's commitment to supporting the real economy and vulnerable populations, calling for subsidiaries to develop effective systems and products.

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T. Rowe Price20 jun

Geopolitics, fiscal expansion, and the new inflation regime

This article argues that previous disinflation may be fragile due to structural forces like geopolitical fragmentation, fiscal expansion, and supply constraints, which are reshaping the inflation regime. It suggests that traditional policy frameworks and stock-bond correlation dynamics are less reliable in a higher-inflation world, advocating for assets that benefit from inflation variability, such as real assets, to play a valuable role in diversifying portfolios. The author emphasizes that understanding fiscal dynamics and geopolitical alignment is crucial for investors as traditional market relationships may break down if inflation remains elevated.

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T. Rowe Price19 jun

Geopolitics, fiscal expansion, and the new inflation regime

This article discusses how structural forces like geopolitical fragmentation, fiscal expansion, and supply constraints are reshaping the inflation regime, suggesting that recent disinflation may be fragile. It argues that traditional policy frameworks and stock-bond correlations are less reliable in a higher-inflation world, challenging conventional portfolio diversification strategies. The author recommends that investors consider assets that benefit from inflation variability, such as real assets, to navigate this new economic landscape.

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T. Rowe Price19 jun

Geopolitics, fiscal expansion, and the new inflation regime

This article argues that recent disinflation may be fragile due to structural forces like geopolitical fragmentation, fiscal expansion, and supply constraints, which are reshaping the inflation regime. It suggests that traditional policy frameworks and stock-bond correlations are less reliable in a higher-inflation environment. Therefore, investors should rethink portfolio diversification, considering assets that benefit from inflation variability, such as real assets, to navigate this new landscape.

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