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Cerveza y sopas instantáneas: el ajuste fiscal de 2027

Espresso Matutino El Podcast•4 de septiembre de 2026•1052•
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Las tecnológicas grandes jalaron a Wall Street de regreso al verde, el petróleo siguió trepando por la guerra entre Estados Unidos e Irán y la Bolsa Mexicana hiló su segundo día en positivo tras cinco en rojo. El 8 de septiembre el gobierno entrega al Congreso su plan de ingresos y gastos para 2027: no habrá impuestos nuevos, pero sí se discute subirle la tasa a los que ya existen, con la cerveza y las sopas instantáneas en la mira. También: Telcel, Nvidia, Hugging Face, Oura y El Niño.


En este episodio:
• ORO, PLATA Y PEÑOLES: Peñoles subió 4% porque los inversionistas corrieron a refugiarse en metales, entre rumores de que las tasas en Estados Unidos se quedarían igual.
• PAQUETE 2027: LA LETRA CHICA: Se discute cobrar el IEPS de alcohol por contenido, no por precio: entre 60 centavos y un peso más por cerveza. Al cierre de julio entraron 170,000 millones de pesos menos de lo aprobado.
• PRESTAR SIN SER BANCO: Gramercy ve al crédito privado mexicano creciendo hasta 50% al año. El mercado cerró 2025 en 1,100 mdd, contra 675 mdd tres años antes.
• TELCEL Y EL IMPERIO DE SLIM: De los 109,514 millones de pesos de América Móvil en el 4T25, 66,364 salieron del celular. AT&T, el número dos de la industria, apenas juntó 12.57% de los ingresos.
• EL NIÑO FUERA DE ESCALA: La ONU calcula casi 100% de probabilidad de que siga activo hasta el primer trimestre de 2027. El de 2023-2024 le costó al PIB hasta 188,000 millones de pesos, según Banxico.
• OURA VA AL NASDAQ: 1,200 mdd en anillos y membresías en nueve meses, 73% más ingresos y una pérdida de 924.3 millones con ajuste contable dentro. Busca valer más de 16,000 mdd.
• NVIDIA COMPRA HUGGING FACE: 12,900 mdd por la biblioteca donde viven casi tres millones de modelos de IA: casi el triple de lo que valía en 2023.

¿No entiendes nada de la sección de mercados? No te preocupes, acá va nuestra guía: https://www.espressomatutino.com/markets-guide

Si llegaste hasta aquí, ya vas ganando la junta de las 9. Sigue, activa la campanita 🔔 y comparte.

Chapters

  • 00:00:00 INTRO
  • 00:02:13 MERCADOS
  • 00:02:34 EL FOCO
  • 00:03:21 IEPS 2027
  • 00:06:28 AFORE SURA
  • 00:07:14 SIN BANCO
  • 00:08:01 TELCEL
  • 00:09:57 EL NIÑO
  • 00:11:12 OURA
  • 00:12:46 NVIDIA
  • 00:13:52 ¿QUÉ MÁS PASA?
  • 00:16:27 EL NÚMERO

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