
El tren CDMX-Guadalajara se recorre hasta 2027
Descripción del Episodio
El tren de pasajeros entre Ciudad de México y Guadalajara volvió a mover su fecha: ahora 2027, la tercera en menos de siete meses, y los tramos a Jalisco apenas van a licitación. En mercados, Wall Street cerró por feriado en Estados Unidos, la Bolsa Mexicana operó casi sola y cerró en rojo por segunda sesión, mientras el petróleo siguió subiendo por los ataques entre Estados Unidos e Irán.
En este episodio:
• TELEVISA FUERA DEL ÍNDICE: Se desplomó 13%, su peor caída desde 2020, tras la revisión preliminar de S&P Dow Jones. Alpek entraría al índice principal.
• EL TREN A GUADALAJARA: Sin trazo definido no hay terrenos ni maquinaria. Querétaro-Irapuato va en 12% de avance con 36,319 millones de pesos comprometidos.
• LIVERPOOL PAGA RENDIMIENTOS: Con Actinver lanza Activa Liverpool: hasta 7% anualizado desde 20,000 pesos y hasta 7% de cashback en tienda. Ojo a las condiciones.
• CFE COLOCA 20,000 MDP: Tres bonos, el de 40 años paga 6.07% sobre inflación. Recibió ofertas por casi 44,000 millones: su emisión más grande hasta ahora.
• CINCO AFORES, 82% DEL AHORRO: Si se aprueba la compra de Invercap por Coppel, cinco Afores manejarían el 82% del ahorro para el retiro. Menos competencia en comisiones.
• ALERTA MÁXIMA EN TU CELULAR: El regulador suma alertas por huracanes, inundaciones, incendios y volcanes. No requieren saldo ni internet y no se desactivan. Arranca en 2026.
• LA IA MEXICANA ES CAPITAL GRINGO: De 215 inversionistas en startups mexicanas de IA, solo 38 son mexicanos y 89 son de Estados Unidos, según el estudio del CIGI.
• EL IPHONE 18 Y LA MEMORIA CARA: La RAM de un iPhone Pro pasó de 29 a 145 dólares. TechInsights calcula un alza de 270 dólares para no tocar el margen.
¿No entiendes nada de la sección de mercados? No te preocupes, acá va nuestra guía: https://www.espressomatutino.com/markets-guide
Dale a la campanita 🔔 y mándaselo a quien jura que ese tren ya estaba listo.
Chapters
- 00:00:00 INTRO
- 00:01:24 MERCADOS
- 00:01:52 EL FOCO
- 00:02:37 TREN
- 00:05:34 LIVERPOOL
- 00:07:03 CFE
- 00:08:05 AFORES
- 00:09:28 ALERTA MÁXIMA
- 00:11:06 CAPITAL EU
- 00:12:19 IPHONE 18
- 00:14:15 ¿QUÉ MÁS PASA?
- 00:16:44 EL NÚMERO
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