THE MORNING 16-07-26 | EUA e Irán escalan ataques; Fed reafirma independencia; TSMC mejora guía; Uber busca Delivery Hero.

La tensión entre Estados Unidos e Irán sigue marcando el ánimo de los mercados, mientras la Reserva Federal reafirma su independencia y mantiene cautela sobre las tasas. También revisamos los sólidos resultados de TSMC, la posible compra de Delivery Hero por Uber, el desempeño del sistema bancario mexicano y nuestra Idea of the Day, dedicada a Rheinmetall y al auge del gasto en defensa en Europa.The Idea: Rheinmetall

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THE MORNING 16-07-26 | EUA e Irán escalan ataques; Fed reafirma independencia; TSMC mejora guía; Uber busca Delivery Hero.

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