THE MORNING 10-08-26 | Trump modera postura; IA mantiene impulso; Shein ajusta operaciones; Apple evalúa chips chinos.

Arrancamos la semana con los mercados cerca de máximos y la atención puesta en la Fed, mientras Trump modera su postura hacia Irán, aunque las tensiones en Medio Oriente continúan. Además, la demanda por inteligencia artificial impulsa a TSMC, Shein replantea su operación en Vietnam, Apple busca alternativas ante la escasez de memoria y Nvidia apuesta por infraestructura para centros de datos. En México, esta semana conoceremos la producción industrial, mientras la industria automotriz mostró debilidad en julio.

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THE MORNING 10-08-26 | Trump modera postura; IA mantiene impulso; Shein ajusta operaciones; Apple evalúa chips chinos.

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