THE MORNING 01-06-26 | EUA-Irán negocian; Nvidia, SoftBank y Berkshire. México: FMTY y Cemex.

En este episodio revisamos el avance de las negociaciones entre Estados Unidos e Irán y su impacto en los mercados y el petróleo. También hablamos de la entrada de Nvidia al mercado de computadoras personales, el sorpresivo ascenso de SoftBank como la empresa más valiosa de Japón y la nueva apuesta de Berkshire Hathaway por el sector vivienda. En México, analizamos una semana cargada de indicadoreseconómicos, la toma de control de Fibra Macquarie por parte de Fibra Monterrey, la expansión de Cemex en Florida y las señales de desaceleración en el crédito bancario.Asesoría GBM

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This episode was published on June 1, 2026.

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