THE MORNING 02-06-26 | EUA-Irán avanzan; Alphabet, Anthropic, CNBV y Geopolítica.

Los mercados hacen una pausa tras nuevos máximos históricos mientras la inteligencia artificial sigue marcando el ritmo de las inversiones globales. Hoy analizamos el avance de las negociaciones entre Estados Unidos e Irán, la fuerte apuesta de Alphabet por la infraestructura de IA, los resultados de HPE y Tencent, y la próxima salida a bolsa de Anthropic. En México, revisamos los preparativos para la revisión del T-MEC, la llegada de hedge funds al mercado local y los movimientos de CEMEX. Además, tenemos un nuevo Geopolitical Outlook con los temas que podrían redefinir el panorama global.Asesoria GBM

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This episode was published on June 2, 2026.

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