THE MORNING 30-01-26 | Trump elige a Warsh para la Fed; Apple sorprende; Microsoft acuerda con Perplexity; FEMSA expande OXXO; GCC en The Morning Talks.

Este viernes los mercados despiertan con pérdidas, en una jornada marcada por la nominación de Kevin Warsh como presidente de la Reserva Federal. Además, Trump logra un acuerdo preliminar para evitar el cierre del gobierno. En el mundo corporativo, Apple supera expectativas gracias a China y Servicios, mientras Microsoft firma un millonario acuerdo con Perplexity. En México, FEMSA acelera su expansión de OXXO en Estados Unidos y Sheinbaum refuerza coordinación bilateral con Trump. Además, en The Morning Talks platicamos sobre GCC, una de nuestras Top Picks.Asesoria GBM

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THE MORNING 30-01-26 | Trump elige a Warsh para la Fed; Apple sorprende; Microsoft acuerda con Perplexity; FEMSA expande OXXO; GCC en The Morning Talks.

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