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El SAT frena devoluciones de IVA en plena revisión del T-MEC

Espresso Matutino El Podcast•19 de agosto de 2026•1118•
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Invierte en Scotiabank: scotiabank.com.mx/invertir 

Consulta GAT, términos, condiciones, comisiones, requisitos de contratación y Aviso de Privacidad en scotiabank.com.mx/invertir 

El bono del Tesoro de Estados Unidos a 30 años llegó a pagar 5.30%, su nivel más alto desde 2007, y Wall Street lo pagó caro. La Bolsa Mexicana de Valores cayó por cuarta sesión seguida y ya borró su ganancia del año. Y el SAT devolvió 66,822 millones de pesos menos de IVA que el año pasado: 300 empresas estadounidenses llevaron el reclamo al Congreso de EU en plena revisión del T-MEC.


En este episodio:


• DUOLINGO: La acción subió 7% por mejores expectativas de analistas, aunque acumula 20% de caída en el año y está 25% abajo de su máximo de enero por el miedo a la IA.
• SAT E IVA: De cada 100 pesos de IVA devueltos el año pasado, este año devolvió 85. Hacienda dice que ya baja el plazo a menos de 30 días y hace una sola auditoría por contribuyente.
• LIVERPOOL: Mete barberías y salones de uñas a sus tiendas ante el consumo tibio, pero lo que crece casi 10% son sus servicios financieros. Cartera vencida en 4.7%.
• POLLO BRASILEÑO: Los avicultores piden que regrese el arancel: las importaciones pasaron de 90,000 a más de 196,000 toneladas y aseguran que el precio no bajó.
• HIDALGO Y CHIAPAS: Hidalgo crece 3.56% anual y Chiapas 3.32%, mientras los estados promedian una caída de 0.16% al año y solo 17 de 32 crecieron.
• CHATGPT PARA ADOLESCENTES: OpenAI lanza una versión para usuarios de 13 a 17 años que bloquea temas sensibles y le prohíbe al modelo insinuar que siente algo o que es consciente.
• XIAOMI: Su utilidad neta ajustada cayó 43%, a 922 millones de dólares, por la escasez de memoria común: los precios de RAM subieron 500% en 12 meses.
• IA Y EMPLEO: 54% de las empresas británicas dice que la tecnología ya creó puestos nuevos, según Lloyds, y una cuarta parte contrata más gente con habilidades en IA.


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


Si te sirvió para la junta de las 9, sígueme y activa la campanita 🔔 y pásalo

Chapters

  • 00:00:00 INTRO
  • 00:01:22 MERCADOS
  • 00:02:14 EL FOCO
  • 00:03:41 SAT
  • 00:06:34 SCOTIABANK
  • 00:07:19 LIVERPOOL
  • 00:08:27 AVICULTORES
  • 00:09:48 HIDALGO
  • 00:11:20 CHATGPT
  • 00:12:41 XIAOMI
  • 00:14:18 EMPLEOS IA
  • 00:15:14 ¿QUÉ MÁS PASA?
  • 00:16:59 EL NÚMERO

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