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THE RECAP 16-10-26 |Mercados cierran la semana negativos
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THE MORNING 16-10-26 | Irán enfrenta ataques; Tesla repunta; Anthropic genera dudas; México sufre rebaja; crédito y AFORES crecen.
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¿El próximo movimiento de Banxico será un alza?
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THE RECAP 15-10-26 |Mercados positivos, rotación y Rocket Lab
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THE MORNING 15-10-26 | La IA presiona los mercados; CoreWeave cae, Anthropic desacelera, TSMC sorprende y Zelenskyy desafía a Trump.
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Llegaste a tu meta financiera: ¿qué sigue?
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THE RECAP 14-10-26 | Mercados negativos, inflación en EUA y Televisa compra AT&T
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¿Dónde espera GBM el mayor crecimiento?
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THE MORNING 14-10-26 | Escalan tensiones geopolíticas; FMI mejora perspectivas globales; Bumble anuncia privatización. En México, Televisa adquiere AT&T.
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¿Qué tan sólidas son las finanzas de México?
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THE RECAP 13-10-26 | Mercados débiles, bancos en EUA y Bumble
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THE MORNING 13-10-26 | IA bajo presión, tensiones energéticas y resultados corporativos; México impulsa renovables
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Gas natural: una nueva oportunidad de inversión
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THE RECAP 12-10-26 | Mercados mixtos, Muse y tipo de cambio
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THE MORNING 12-10-26 | Hutíes, Rusia-Ucrania, Amazon y NVIDIA destacan; en México, Fibra MTY.
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Seis megatendencias para invertir
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THE STORY | Substack y el valor de una audiencia que sí quiere leerte.
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THE RECAP 09-10-26 |Mercados positivos, SpaceX, telecomunicaciones y FX
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THE MORNING 09-10-26 | Trump modera tensiones; SpaceX y OpenAI avanzan; Banxico sorprende; Afores negocian fusión y Nestlé invierte.
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México ante una nueva etapa de inversión
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THE RECAP 08-10-26 | Mercados negativos, Banxico y el tipo de cambio
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THE MORNING 08-10-26 | Petróleo sube por tensiones con Irán, Fed mantiene postura restrictiva y la IA impulsa a Samsung y TSMC.
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¿Qué te hace realmente un buen inversionista?
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THE RECAP 07-10-26 |Mercados negativos, tráfico de aeropuertos y Francia en problemas
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De FUD a Yoplait: el negocio global de Sigma
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¿Nómina u honorarios? Lo que debes considerar
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THE MORNING 07-10-26 | Fed, Ormuz, SpaceX y Warner dominan; en México, crecimiento, Banxico, GAP y América Móvil.
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La Fed tiene razones para esperar
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THE RECAP 06-10-26 |Mercados positivos, SK Hynix y Marvell
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THE MORNING 06-10-26 | Irán descarta diálogo; Trump aborda diésel; Nvidia avanza; T-MEC se extiende; inversión mexicana gana dinamismo.
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El futuro de Norteamérica: oportunidades, retos y el rol de México
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THE RECAP 05-10-26 |Mercados positivos, elecciones en Brasil impulsan activos en LATAM
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¿Por qué los bonos vuelven a ser atractivos?
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THE MORNING 05-10-26 | Yemen escala; Trump impulsa IA; Bolsonaro sorprende; Schneider busca PTC; FMI mejora perspectiva de México.
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Elecciones en Brasil: ¿qué está en juego para la economía?
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THE STORY | La reconstrucción alemana: de las ruinas a potencia económica.
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THE RECAP 02-10-26 | Mercados positivos, empleo en EUA y Nvidia
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THE MORNING 02-10-26 | Empleo de EUA en foco, Fed dividida; Nike decepciona y avanza Ley de Economía Digital
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¿Por qué se debilitó el peso mexicano?
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THE RECAP 01-10-26 | Mercados positivos, Medio Oriente y Tipo de cambio
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THE MORNING 01-10-26 | Mercados miran a Micron; la Fed mantiene cautela y México busca avances comerciales
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De millones de usuarios a rentabilidad: el reto de las fintech
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THE RECAP 30-09-26 |Mercados mixtos, Ara y Moderna
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Tener hijos cambia tu vida. ¿También tus inversiones?
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THE MORNING 30-09-26 | PCE, Fed e inteligencia artificial: las claves para los mercados
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La Fed sube tasas, ¿qué hará Banxico?
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THE RECAP 29-09-26 |Mercados negativos, Carnival y Tipo de cambio
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THE MORNING 29-09-26 | Petróleo, Fed y nueva inversión en IA: las claves para los mercados
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• Investor Day: la hoja de ruta de Oscar y Brookfield
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THE RECAP 28-09-26 |Mercados negativos, alzas en bonos y tipo de cambio
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THE MORNING 28-09-26 | Petróleo, Fed e Irán: los temas que marcarán el inicio de semana
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¿Por qué te descuentan ISR antes de pagarte?
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China cotiza con descuento: ¿oportunidad o value trap?
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THE STORY | Xbox vs. PlayStation: ¿quién gana realmente la guerra de consolas?
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THE RECAP 25-09-26 |Mercados positivos, optimismo en Medio Oriente y Qualcomm
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THE MORNING 25-09-26 | Optimismo por abrir Ormuz y nuevas señales para México en tasa y deuda
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THE RECAP 24-09-26 |Mercados indecisos, inflación, Banxico y el peso
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THE MORNING 24-09-26 | Cumbre Trump-Xi, decisión de Banxico y nuevas señales para la economía global.
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THE RECAP 23-09-26 |Mercados negativos, bonos y depreciación del peso
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¿Cuándo deberías empezar a tener asesoría financiera?
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THE MORNING 23-09-26 | Trump, Irán y China: las señales que moverán a los mercados
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¿Puede EUA seguir creciendo con tasas altas por más tiempo?
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THE RECAP 22-09-26 | Mercados Mixtos, Shopify, Muse y Tipo de cambio
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THE MORNING 22-09-26 | Irán propone reabrir Ormuz; Trump ante ONU; EUA-China negocian; Alibaba y Paramount avanzan; México: Revolut y Axo.
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¿Quién está capturando el valor detrás de las grandes tendencias?
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THE RECAP 21-09-26 |Mercados positivos, Meta, Warner y FX
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Tasas al alza y mercados firmes: ¿qué está pasando?
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THE MORNING 21-09-26 | EUA y China avanzan en negociaciones; cae el petróleo; Buffett deja presidencia y México espera a Banxico.
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THE STORY | Proteína en todo.
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THE RECAP 18-09-26 |mercados mixtos, Netflix y tipo de cambio
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THE MORNING 18-09-26 | EUA aplaza aranceles a China; Japón sube tasas y México avanza en diálogo commercial. Además, señal positiva de Fitch y FMTY.
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México ante el boom de IA: ¿cuánto valor se queda en el país?
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THE RECAP 17-09-26 |Mercados positivos, decisión de la Fed y tipo de cambio
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THE MORNING 17-09-26 | Fed anticipa otra alza; Trump amenaza a Europa; OpenAI refuerza seguridad; AFORES crecen.
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¿Vender, comprar o esperar cuando cae el mercado?
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¿Qué propone cambiar la reforma fiscal para 2027?
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¿Qué cambia para México con el Paquete Económico 2027?
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THE RECAP 15-09-26 |Mercados negativos, Bonos del Tesoro y Amkor
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THE MORNING 15-09-26 | Fed se prepara para subir tasas, petróleo supera los 100 dólares, México investiga futbol y anuncian potencial OPA por TRAXION.
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El mercado cambia: ¿dónde está el valor para el inversionista?
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THE RECAP 14-09-26 |Mercados negativos, Medio Oriente, Temores en IA y Femsa
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THE MORNING 14-09-26 | Ormuz aplazado; petróleo presionado; IA desacelera; Anthropic prepara IPO; Volkswagen enfrenta huelga; Claro impugna acuerdo 5G.
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THE STORY | Cómo Morgan Housel convirtió el dinero en una historia sobre la vida .
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THE RECAP 11-09-26 |Mercados negativos, inflación en EUA y Oracle
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THE MORNING 11-09-26 | Mercados esperan inflación; IA impulsa Oracle y OpenAI. México avanza negociación; Liverpool trae Primark.
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México frente al mundo: oportunidades, riesgos y futuro
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THE RECAP 10-09-26 |Mercados negativos, petróleo, bonos y Medio Oriente
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THE MORNING 10-09-26 | Irán escala; Tesoro recompra; Trump promete dividendo; Apple plegable. México: diálogo comercial y consolidación fiscal.
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THE RECAP 09-09-26 |Mercados negativos, Paquete Económico y Medio Oriente
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THE MORNING 09-09-26 | Brent supera US$100; tensión comercial EUA-Canadá; Apple innova y México presenta el Paquete Económico 2027
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¿Qué nos dice el Paquete Económico 2027 sobre las finanzas de México?
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THE RECAP 08-09-26 |Mercados negativos, Netflix y crédito en México
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THE MORNING 08-09-26 | Hutíes, Canadá y ByteDance marcan agenda; México espera Paquete Económico, con banca sólida y autos mixtos.
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Stock picking vs. inversión pasiva: ¿quién tiene razón?
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THE RECAP 07-09-26 |Feriado en EUA, Televisa y Medio Oriente
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THE MORNING 07-09-26 | EUA cerrado; Ormuz avanza; Anthropic retrasa OPI; Apple plegable; México espera el Paquete Económico 2027.
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Pedir factura no significa que puedas deducir
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¿Qué sostuvo a los mercados durante agosto?
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THE STORY | El mall: La ciudad que terminó convertida en un negocio.
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THE RECAP 04-09-26| Mercados negativos, empleo en EUA y Lululemon.
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