@Analisis_Fundam Análisis Banorte

Análisis Banorte posts on X about mexico, inflation, $ipc, china the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance countries stocks currencies technology brands exchanges fashion brands cryptocurrencies automotive brands travel destinations

Social topic influence mexico, inflation, $ipc #3, china, nasdaq #1021, corp #631, federal reserve, brazil, mira, $gap

Top accounts mentioned or mentioned by @federalreserve @inegiinforma @ecb @haciendamexico @umich @banxico @realdonaldtrump @bankofengland @federalreserves @bankofjapane @lagarde @banxicos @bancorepublica @blsgov @realdonaldtrumps @bancocentralbr @nvidia @imfnews @nato @bcrpoficial

Top assets mentioned Gap Inc (GAP) America Movil S.A.B de C.V (AMX) Tesla, Inc. (TSLA) Bank of America (BAC) Dominion Energy Inc (D) Cboe Global Markets, Inc. (CBOE) Abbott Laboratories (ABT) AbbVie Inc (ABBV) Morgan Stanley (MS) Exxon Mobil (XOM) Gilead Sciences, Inc. (GILD) PNC Financial Services Group Inc (PNC) Colgate-Palmolive Company (CL) Citigroup Inc (C) TJX Companies, Inc. (TJX) Metlife Inc (MET) Microsoft Corp. (MSFT) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Duke Energy Corp (DUK) HCA Healthcare Inc (HCA) Charles Schwab Corporation (SCHW) Welltower Inc (WELL) Honeywell International Inc (HON) HOTEL (HOTEL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Rep corp hoy en Mxico: Tlevisa Gap Gcc Mega y Hotel. En EUA: Southern Co Cabot Oil & Gas Henry Schein ViacomCBS Newmont Teleflex Inc Alliant Energy y Hormel Foods"
X Link 2020-02-20T13:25Z 17.7K followers, [--] engagements

"Corp earnings results today in Mexico: Tlevisa Gap Gcc Mega and Hotel. In the US: Southern Co Cabot Oil & Gas Henry Schein ViacomCBS Newmont Teleflex Inc Alliant Energy and Hormel Foods"
X Link 2020-02-20T13:25Z 17.7K followers, [--] engagements

"$FCFE Quarterly report #2Q20 (BUY PT2020 $26.50): Confirms resilience despite difficult environment #TRMX https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/FCFE2Q20.pdf https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/FCFE2Q20.pdf"
X Link 2020-08-03T16:12Z 17.7K followers, [--] engagements

"Flash $FCFE (BUY PT2020 $26.50): 3Q20 distribution reflects resilience to difficult environment #TRMX https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/Flash_FCFE_3Q20distribution.pdf https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/Flash_FCFE_3Q20distribution.pdf"
X Link 2020-09-18T16:44Z 17.7K followers, [--] engagements

"$FCFE (BUY PT $32.50) Quarterly Report #4Q20: Demand turning point in the quarter #TRMX https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/FCFE4Q20.pdf https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/FCFE4Q20.pdf"
X Link 2021-03-03T18:40Z 17.7K followers, [--] engagements

"Last day of corp earnings results in Mexico: Femsa Oma Pemex & Peoles. In the US we continue with: AbbVie Charter Communications Chevron Colgate-Palmolive Exxon Mobil NextEra Energy Aon Church & Dwight DaVita LyondellBasell Industries Newell Brands & WW Grainger"
X Link 2022-10-28T11:32Z 17.7K followers, [--] engagements

"Mdos atentos en EUA a deflactor PCE subyacente ingreso/gasto personal venta de casas pendientes de septiembre y confianza de @UMich final de octubre. En Mxico se publicarn finanzas pblicas mientras que en Colombia habr decisin de poltica monetaria de @BancoRepublica"
X Link 2022-10-28T11:32Z 17.7K followers, [--] engagements

"ltimo da de rep corp en Mxico: Femsa Oma Pemex y Peoles. En EUA continuamos con: AbbVie Charter Communications Chevron Colgate-Palmolive Exxon Mobil NextEra Energy Aon Church & Dwight DaVita LyondellBasell Industries Newell Brands y WW Grainger"
X Link 2022-10-28T11:32Z 17.7K followers, [--] engagements

"📊 $LIVEPO (BUY PT $118.00) Quarterly Report #3Q22: Growth accelerates and margins remain stable. #TRMX $IPC https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/Livepol_PT23.pdf https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/Livepol_PT23.pdf"
X Link 2022-11-03T12:53Z 17.7K followers, [--] engagements

"Mkt attention now focused on corporate earnings in the US after Octobers @BLS_gov employment data. Collins from @federalreserve will discuss the economy & policy outlook. #PMI indicators in the Eurozone remain in contraction territory"
X Link 2022-11-04T12:59Z 17.7K followers, [--] engagements

"Corp earnings results in the US: Duke Energy Corp AES Corp Cardinal Health Inc Cboe Global Markets Inc Dominion Energy Inc Evergy Inc Hershey Co & PPL Corp"
X Link 2022-11-04T12:59Z 17.7K followers, [--] engagements

"Rep corp en EUA: Duke Energy Corp AES Corp Cardinal Health Inc Cboe Global Markets Inc Dominion Energy Inc Evergy Inc Hershey Co y PPL Corp"
X Link 2022-11-04T12:59Z 17.7K followers, [--] engagements

"Rep corp en EUA: Alphabet Apple Bristol-Myers Squibb ConocoPhillips Eli Lilly & Co Ford Motor Gilead Sciences Honeywell International Merck & Co QUALCOMM Starbucks Clorox Estee Lauder Quest Diagnostics Snap-on y WW Grainger http://Amazon.com http://Amazon.com"
X Link 2023-02-02T12:43Z 17.7K followers, [---] engagements

"Mdos atentos en EUA a deflactor PCE subyacente ingreso/gasto personal venta de casas nuevas (ene) y confianza de @UMich final (feb). Tendremos comentarios de Jefferson Mester Bullard Collins y Waller del @federalreserve. Hoy se cumple un ao de la invasin de Rusia a Ucrania"
X Link 2023-02-24T12:21Z 17.7K followers, [---] engagements

"Rep corp en Mxico: Femsa. En EUA: Celanese Corp y Evergy Inc"
X Link 2023-02-24T12:21Z 17.7K followers, [---] engagements

"Mkt focused on Januarys Core PCE deflator personal income/spending new home sales & Februarys final @UMich confidence in the US. Attentive also on comments from Jefferson Mester Bullard Collins & Waller from @federalreserve. Russias invasion of Ukraine hits one year today"
X Link 2023-02-24T12:22Z 17.7K followers, [---] engagements

"Corp earnings results in Mexico: Femsa. In the US: Celanese Corp and Evergy Inc"
X Link 2023-02-24T12:22Z 17.7K followers, [--] engagements

"📊 $LIVEPO (BUY PT $118.00) Quarterly Report #4Q22: Growth continues profitability surprises. #TRMX $IPC https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/LIVEPOL4Q22.pdf https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/LIVEPOL4Q22.pdf"
X Link 2023-03-01T00:09Z 17.7K followers, [---] engagements

"📊 Flash $LIVEPO (BUY) Current price: $114.55 PT $118.00: Approves dividend with a yield of 2.3%. #TRMX $IPC https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/Livepol_Dividend_23.pdf https://www.banorte.com/cms/casadebolsabanorteixe/analisisyestrategia/analisisbursatil/Livepol_Dividend_23.pdf"
X Link 2023-03-22T22:13Z 17.7K followers, [---] engagements

"Adems mercado vigilante a la reunin de ministros de finanzas y gobernadores de bancos centrales del @G7 en Japn"
X Link 2023-05-11T12:34Z 17.7K followers, [---] engagements

"Rep corp en EUA: Charles River Laboratories International Inc Gen Digital Inc News Corp PerkinElmer Inc y Tapestry Inc"
X Link 2023-05-11T12:34Z 17.7K followers, [---] engagements

"In addition market vigilant to @G7 finance ministers and central bank governors meeting in Japan"
X Link 2023-05-11T12:35Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Charles River Laboratories International Inc Gen Digital Inc News Corp PerkinElmer Inc and Tapestry Inc"
X Link 2023-05-11T12:35Z 17.7K followers, [---] engagements

"@INEGI_INFORMA also announced private consumption for the fifth month of [----]. It fell 0.3% m/m (previous: +0.4%) impacted by the domestic component (0.9%). This implies +3.9%inannualterms"
X Link 2023-08-04T12:27Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Cboe Global Markets Inc Dominion Energy Inc Evergy Inc LyondellBasell Industries NVandPPLCorp"
X Link 2023-08-04T12:27Z 17.7K followers, [---] engagements

"In the agenda today Bostic and Bowman of the @federalreserve will speak at the Fed Listens event. In addition consumer credit (Jun) in the US along with wage negotiations and the banking sector survey in our country. At night China will release the trade balance (Jul)"
X Link 2023-08-07T12:44Z 17.7K followers, [---] engagements

"2Q23 earnings reports today in the US: Celanese Corp Coterra Energy Inc Henry Schein Inc International Flavors & Fragra ONEOK Inc Paramount Global Skyworks Solutions Inc Tyson Foods Inc and Viatris Inc"
X Link 2023-08-07T12:44Z 17.7K followers, [---] engagements

"Today the attention will be on the Treasuries auction and on Harkers comments from @federalreserve about the economic outlook. In data the US will publish Junes trade balance and Julys inflation will be released later in Colombia and China"
X Link 2023-08-08T12:39Z 17.7K followers, [--] engagements

"Corp earnings results in the US: Duke Energy Eli Lilly & Co United Parcel Service Akamai Technologies Axon Enterprise Broadridge Financial Solutions FleetCor Technologies Fox Insulet Jacbos Solutions Take-Two Interactive Solutions TransDigm Group and Zoetis"
X Link 2023-08-08T12:39Z 17.7K followers, [---] engagements

"📊 $LIVEPO (BUY PT $118.00) Quarterly Report #3Q23: The right strategies support profitability. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/3Q23/20231101_Livepol_3Q23.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/3Q23/20231101_Livepol_3Q23.pdf"
X Link 2023-11-01T22:29Z 17.7K followers, [---] engagements

"La agenda de hoy no incluye ms cifras econmicas relevantes en Mxico y Estados Unidos. Por la noche China publicar la balanza comercial de octubre con los inversionistas muy pendientes a la evolucin de la actividad ante mayores estmulos al crecimiento"
X Link 2023-11-06T12:32Z 17.7K followers, [---] engagements

"Por su parte los reportes corporativos en EUA incluyen: Celanese Corp Constellation Energy Corp Coterra Energy Inc Diamondback Energy Inc Eversource Energy International Flavors & Fragra NXP Semiconductors NV Realty Income Corp y Vertex Pharmaceuticals Inc"
X Link 2023-11-06T12:32Z 17.7K followers, [---] engagements

"No more relevant economic data today in Mexico and the US. At night China will release Octobers trade balance with investors focused on the evolution of activity given additional stimulus measures to lift growth"
X Link 2023-11-06T12:33Z 17.7K followers, [---] engagements

"Earnings reports in the US include Celanese Corp Constellation Energy Corp Coterra Energy Inc Diamondback Energy Inc Eversource Energy International Flavors & Fragra NXP Semiconductors NV Realty Income Corp and Vertex Pharmaceuticals Inc"
X Link 2023-11-06T12:33Z 17.7K followers, [---] engagements

"Rep corp en EUA: Walt Disney Ameren Atmos Energy Biogen Charles River Laboratories Corteva Fair Isaac FleetCor Technologies Kellanova MGM Resorts International Ralph Lauren Take-Two Interactive Software y Warner Bros Discovery"
X Link 2023-11-08T12:38Z 17.7K followers, [---] engagements

"Later China will release October inflation consensus expects a reading of -0.1% y/y"
X Link 2023-11-08T12:38Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Walt Disney Ameren Atmos Energy Biogen Charles River Laboratories Corteva Fair Isaac FleetCor Technologies Kellanova MGM Resorts International Ralph Lauren Take-Two Interactive Software and Warner Bros Discovery"
X Link 2023-11-08T12:38Z 17.7K followers, [---] engagements

"In Mexico @INEGI_INFORMA published Octobers inflation at 0.38% m/m with the core at 0.39% mostly in line with expectations. As such annual inflation fell to 4.26% (previous: 4.45%) with the core also lower at 5.50% (previous: 5.76%)"
X Link 2023-11-09T12:28Z 17.7K followers, [---] engagements

"@INEGI_INFORMA public la inflacin de octubre en 0.38% m/m con la subyacente en 0.39% mayormente en lnea con lo esperado. As la inflacin anual cay a 4.26% (previo: 4.45%) con la subyacente tambin ms baja en 5.50% (previo: 5.76%)"
X Link 2023-11-09T12:30Z 17.7K followers, [---] engagements

"En Mxico @Hacienda_Mexico llevar a cabo una subasta extraordinaria de Cetes con plazos de [---] [---] y [---] das as como Bondes F de [---] [---] y [----] das por un monto en conjunto de hasta $30000 millones"
X Link 2023-11-15T12:29Z 17.7K followers, [---] engagements

"Rep corp en EUA: Cisco Systems Inc Target Corp Catalent Inc Palo Alto Networks Inc y TJX Cos Inc"
X Link 2023-11-15T12:29Z 17.7K followers, [---] engagements

"In Mexico the Ministry of Finance (@Hacienda_Mexico) will hold an extraordinary auction of Cetes with maturities of 196- 252- and 448-days as well as 357- 693- and 1071-days Bondes F for a combined amount of up to MXN [--] billion"
X Link 2023-11-15T12:30Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Cisco Systems Inc Target Corp Catalent Inc Palo Alto Networks Inc y TJX Cos Inc"
X Link 2023-11-15T12:30Z 17.7K followers, [---] engagements

"@INEGI_INFORMA tambin anunci el consumo privado del onceavo mes del [----]. ste result en +0.7% m/m (previo: -0.2%) impulsado por el rubro importado (+6.3%). Esto implica +5.6% en trminos anuales"
X Link 2024-02-02T12:11Z 17.7K followers, [---] engagements

"🏢📊Entorno Burstil: $GMXT $LIVEPO y $SITES entraran al $IPC. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/20240202_Reconstitucion%20IPC%201S24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/20240202_Reconstitucion%20IPC%201S24.pdf"
X Link 2024-02-02T19:05Z 17.7K followers, [----] engagements

"Rep corp en EUA: CVS Health Emerson Electric PayPal Holdings Walt Disney Allstate Bunge Global Dayforce Equifax Everest Group FleetCor Technologies Fox Globe Life Hilton Worldwide Holdings Uber Technologies Wynn Resorts y Yum Brands"
X Link 2024-02-07T12:35Z 17.7K followers, [---] engagements

"Focus today on interventions from @federalreserve members with Kugler Collins Barkin and Bowman speaking. In the US trade balance and consumer credit for December will be published the 10Y UST will be auctioned while China releases January CPI"
X Link 2024-02-07T12:35Z 17.7K followers, [---] engagements

"Corp earnings results in the US: CVS Health Emerson Electric PayPal Holdings Walt Disney Allstate Bunge Global Dayforce Equifax Everest Group FleetCor Technologies Fox Globe Life Hilton Worldwide Holdings Uber Technologies Wynn ResortsandYumBrands"
X Link 2024-02-07T12:35Z 17.7K followers, [---] engagements

"@INEGI_INFORMA public la produccin industrial de diciembre en -0.7% m/m (0.0% a/a). La debilidad se concentr en las manufacturas (-1.2%) aunque con la construccin tambin negativa (-0.6%). Por el contrario la minera aument 1.4%"
X Link 2024-02-09T12:20Z 17.7K followers, [---] engagements

"In Mexico @INEGI_INFORMA published December's industrial production at -0.7% m/m (0.0% y/y). Weakness centered in manufacturing (-1.2%) albeit with construction also negative (-0.6%). On the contrary mining rose 1.4%"
X Link 2024-02-09T12:21Z 17.7K followers, [---] engagements

"Corp earnings results in the US: PepsiCo & Catalent Inc"
X Link 2024-02-09T12:21Z 17.7K followers, [---] engagements

"Atencin hoy al PIB (segunda estimacin) y consumo personal del 4T23 en EUA. Del @federalreserve intervendrn Bostic Collins y Williams. En Mxico tendremos el Informe Trimestral de @Banxico"
X Link 2024-02-28T12:16Z 17.7K followers, [---] engagements

"Rep corp en EUA: Salesforce Inc HP Inc Monster Beverage Corp NRG Energy Inc Paramount Global TJX Cos Inc y Viatris Inc"
X Link 2024-02-28T12:16Z 17.7K followers, [---] engagements

"Focus today on the 4Q23 GDP (second estimate) and personal consumption in the US. Also from the @federalreserve Bostic Collins and Williams will speak. In Mexico @Banxico will publish its Quarterly Report"
X Link 2024-02-28T12:16Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Salesforce Inc HP Inc Monster Beverage Corp NRG Energy Inc Paramount Global TJX Cos Inc and Viatris Inc"
X Link 2024-02-28T12:16Z 17.7K followers, [---] engagements

"Rep corp en EUA: AbbVie Charter Communications Chevron Colgate-Palmolive Exxon Mobil Aon PLC Ball Centene HCA Healthcare LyondellBasell Industries NV Phillips [--] Roper Technologies y T Rowe Price Group"
X Link 2024-04-26T12:24Z 17.7K followers, [---] engagements

"@INEGI_INFORMA released Marchs trade balance posting a US$2098.1 million surplus. Exports fell 0.2% m/m (-5.3% y/y) dragged by oil goods. Imports declined 0.5% m/m (-7.1% y/y) noting widespread contractions"
X Link 2024-04-26T12:25Z 17.7K followers, [--] engagements

"Corp earnings results in the US: AbbVie Charter Communications Chevron Colgate-Palmolive Exxon Mobil Aon PLC Ball Centene HCA Healthcare LyondellBasell Industries NV Phillips [--] Roper Technologies & T Rowe Price Group"
X Link 2024-04-26T12:25Z 17.7K followers, [---] engagements

"Rep corp en EUA: 3M Advanced Micro Devices Amazon American Tower Coca-Cola Eli Lilly McDonalds Mondelez International PayPal Holdings Starbucks Amcor PLC GE HealthCare Technologies Marathon Petroleum Oneok Paccar Stryker Super Micro Computer y Sysco"
X Link 2024-04-30T12:29Z 17.7K followers, [---] engagements

"Today the US will publish housing prices (Feb) and consumer confidence (Apr). Moreover Eurozones GDP grew 0.3% q/q in 1Q24 above consensus (0.1%); meanwhile April's inflation stood at 2.4% y/y (vs 2.4%e). Later Colombias monetary policy decision (@BancoRepublica)"
X Link 2024-04-30T12:30Z 17.7K followers, [--] engagements

"Corp earnings in the US: 3M Advanced Micro Devices Amazon American Tower Coca-Cola Eli Lilly McDonalds Mondelez International PayPal Holdings Starbucks Amcor PLC GE HealthCare Technologies Marathon Petroleum Oneok Paccar Stryker Super Micro Computer & Sysco"
X Link 2024-04-30T12:30Z 17.7K followers, [---] engagements

"📊 $GMEXIC (HOLD PT $112.00) Quarterly Report #1Q24: Production and copper outlook improves. #TRMX $IPC #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/1Q24/20240506_GMEXICO_1Q24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/1Q24/20240506_GMEXICO_1Q24.pdf"
X Link 2024-05-06T22:00Z 17.7K followers, [---] engagements

"En el frente monetario Kugler del @federalreserve habla en conferencia del NABE en Washington. Adems EUA publicar ventas al menudeo de junio"
X Link 2024-07-16T12:37Z 17.7K followers, [--] engagements

"Rep corp en EUA: Bank of America Charles Schwab Morgan Stanley UnitedHealth Group JB Hunt Transport Services Omnicom Group PNC Financial Services Group Progressive Corp y State Street. En Mxico: Amrica Mvil"
X Link 2024-07-16T12:37Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Bank of America Charles Schwab Morgan Stanley UnitedHealth Group JB Hunt Transport Services Omnicom Group PNC Financial Services Group Progressive Corp & State Street. In Mexico: America Movil"
X Link 2024-07-16T12:38Z 17.7K followers, [---] engagements

"📊 $GMEXIC (Hold PT $112.00) Quarterly Report #2Q24: Mining detonates advances above expectations. #TRMX $IPC #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/2Q24/20240724_GMEXICO_2Q24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/2Q24/20240724_GMEXICO_2Q24.pdf"
X Link 2024-07-24T19:02Z 17.7K followers, [---] engagements

"Mdo atento al reporte de empleo del sector privado ADP (jul) en EUA con una creacin de [---] mil plazas por debajo de lo previsto. En Mxico publicacin del crdito bancario (jun). Por la noche se espera el indicador PMI manufacturero (jul) en China"
X Link 2024-07-31T13:01Z 17.7K followers, [--] engagements

"Rep corp en EUA: Altria Group American International Group Boeing Kraft Heinz Mastercard MetLife Meta Platforms QUALCOMM T-Mobile Aflac AvalonBay Communities eBay Everest Group GE HealthCare Technologies Hess Marriott International y Western Digital"
X Link 2024-07-31T13:01Z 17.7K followers, [--] engagements

"Mkts attentive to the ADP private sector employment report (Jul) in the U.S. with a [---] thousand job creation below expectations. In Mexico banking credit report (Jun). In the evening China's manufacturing PMI (Jul) is expected"
X Link 2024-07-31T13:03Z 17.7K followers, [---] engagements

"Corp earnings results in US: Altria Group American International Group Boeing Kraft Heinz Mastercard MetLife Meta Platforms QUALCOMM T-Mobile Aflac AvalonBay Communities eBay Everest Group GE HealthCare Technologies Hess Marriott International & Western Digital"
X Link 2024-07-31T13:03Z 17.7K followers, [---] engagements

"Adicionalmente en EUA se publicarn rdenes de fbrica y de bienes duraderos de junio junto con reportes corporativos. Atentos a comentarios de Barkin y Goolsbee del @federalreserve"
X Link 2024-08-02T12:11Z 17.7K followers, [--] engagements

"Rep corp en EUA: Chevron Exxon Mobil Linde Cboe Global Markets Church & Dwight LyondellBasell Industries NV y PPL"
X Link 2024-08-02T12:11Z 17.7K followers, [--] engagements

"Also attentive on Junes factory & durable goods orders corporate earnings in the US & comments from Barkin & Goolsbee from the @federalreserve"
X Link 2024-08-02T12:13Z 17.7K followers, [--] engagements

"Corp earnings results in US: Chevron Exxon Mobil Linde Cboe Global Markets Church & Dwight LyondellBasell Industries NV & PPL"
X Link 2024-08-02T12:13Z 17.7K followers, [--] engagements

"In Mexico @INEGI_INFORMA published June's industrial production at 0.4% m/m (-0.7% y/y). The push came from manufacturing (+2.0) albeit with mining (-2.0%) and construction (-2.3%) negative"
X Link 2024-08-09T12:19Z 17.7K followers, [---] engagements

"Corp earnings results in US: Evergy Inc"
X Link 2024-08-09T12:19Z 17.7K followers, [---] engagements

"Mixed economic figures in China cast doubt on the performance of activity going forward and the need for further public policy incentives"
X Link 2024-08-15T13:01Z 17.7K followers, [---] engagements

"Cifras econmicas mixtas en China que ponen en duda el desempeo de la actividad hacia delante y la necesidad de mayores estmulos de poltica pblica"
X Link 2024-08-15T13:02Z 17.7K followers, [---] engagements

"No habr ms datos o eventos relevantes para el resto de la sesin en EUA y Mxico"
X Link 2024-10-28T12:47Z 17.7K followers, [---] engagements

"No more economic data or relevant events today in Mexico and the US during the rest of the trading session"
X Link 2024-10-28T12:49Z 17.7K followers, [---] engagements

"A nivel local tambin se publicar el reporte de finanzas pblicas de septiembre"
X Link 2024-10-30T12:14Z 17.7K followers, [---] engagements

"Rep corp en EUA: AbbVie Amgen Booking Holdings Caterpillar Eli Lilly Kraft Heinz MetLife Meta Platforms Microsoft Starbucks Biogen eBay Clorox Equinix GE HealthCare Technologies Global Payments GoDaddy Prudential Financial y Verisk Analytics"
X Link 2024-10-30T12:14Z 17.7K followers, [---] engagements

"Corp earnings results in the US: AbbVie Amgen Booking Holdings Caterpillar Eli Lilly Kraft Heinz MetLife Meta Platforms Microsoft Starbucks Biogen eBay Clorox Equinix GE HealthCare Technologies Global Payments GoDaddy Prudential Financial & Verisk Analytics"
X Link 2024-10-30T12:16Z 17.7K followers, [---] engagements

"@INEGI_INFORMA public su reporte de empleo de septiembre. La tasa de desempleo disminuy a 2.92% (-11pb) con una prdida de [-----] mil empleos. Con cifras ajustadas por estacionalidad la tasa result en 2.74% (-3pb)"
X Link 2024-11-01T12:12Z 17.7K followers, [---] engagements

"Rep corp en EUA: Charter Communications Chevron Exxon Mobil Simon Property Group Cardinal Health Cboe Global Markets Church & Dwight Dominion Energy LyondellBasell Industries Monster Beverage T Rowe PriceGroupyWaters"
X Link 2024-11-01T12:12Z 17.7K followers, [---] engagements

"Also in Mexico @INEGI_INFORMA released Septembers employment report. The unemployment rate fell to 2.92% (-11bps) with [-----] thousand jobs lost. With seasonally adjusted figures the rate came in at 2.74% (-3bps)"
X Link 2024-11-01T12:13Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Charter Communications Chevron Exxon Mobil Simon Property Group Cardinal Health Cboe Global Markets Church & Dwight Dominion Energy LyondellBasell Industries Monster Beverage T Rowe PriceGroup&Waters"
X Link 2024-11-01T12:13Z 17.7K followers, [---] engagements

"Rep corp en EUA: CVS Health Gilead Sciences QUALCOMM American Electric Power Corteva Johnson Controls International Marathon Oil Match Group McKesson Pinnacle West Capital Sempra Take-Two Interactive Software y Trimble"
X Link 2024-11-06T12:32Z 17.7K followers, [---] engagements

"Corp earnings results in the US: CVS Health Gilead Sciences QUALCOMM American Electric Power Corteva Johnson Controls International Marathon Oil Match Group McKesson Pinnacle West Capital Sempra Take-Two Interactive Software & Trimble"
X Link 2024-11-06T12:33Z 17.7K followers, [---] engagements

"Rep corp en EUA: Abbott Laboratories Johnson & Johnson Procter & Gamble Amphenol Discover Financial Services GE Vernova Halliburton Kinder Morgan Steel Dynamics TE Connectivity Teledyne Technologies Textron y Travelers"
X Link 2025-01-22T12:38Z 17.7K followers, [---] engagements

"In events @ecb President Christine Lagarde and Governing Council members Villeroy and Knot will speak at the World Economic Forum in Davos"
X Link 2025-01-22T12:39Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Abbott Laboratories Johnson & Johnson Procter & Gamble Amphenol Discover Financial Services GE Vernova Halliburton Kinder Morgan Steel Dynamics TE Connectivity Teledyne Technologies Textron & Travelers"
X Link 2025-01-22T12:39Z 17.7K followers, [---] engagements

"Corp earnings results in the US: AbbVie Charter Communications Chevron Colgate-Palmolive Exxon Mobil Aon Broadridge Financial Solutions Church & Dwight Colgate-Palmolive Crown Castle Franklin Resources LyondellBasell Industries Phillips [--] Revvity&WWGrainger"
X Link 2025-01-31T12:17Z 17.7K followers, [---] engagements

"Rep corp en EUA: Emerson Electric Ford Motor MetLife QUALCOMM Walt Disney Aflac Align Technology Bio-Techne Boston Scientific Cencora Corteva Dayforce Illinois Tool Works MetLife O'Reilly Automotive Skyworks Solutions y Uber Technologies"
X Link 2025-02-05T13:00Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Emerson Electric Ford Motor MetLife QUALCOMM Walt Disney Aflac Align Technology Bio-Techne Boston Scientific Cencora Corteva Dayforce Illinois Tool Works MetLife O'Reilly Automotive Skyworks Solutions & Uber Technologies"
X Link 2025-02-05T13:01Z 17.7K followers, [---] engagements

"Rep corp en Mxico: GMexico(T) y Gmxt(T). En EUA: McDonald's Arch Capital Group Cincinnati Financial Incyte Loews ON Semiconductor Rockwell Automation y Vertex Pharmaceuticals"
X Link 2025-02-10T12:19Z 17.7K followers, [---] engagements

"Corp earnings results in Mexico: GMexico(T) & Gmxt(T). US: McDonald's Arch Capital Group Cincinnati Financial Incyte Loews ON Semiconductor Rockwell Automation & Vertex Pharmaceuticals"
X Link 2025-02-10T12:20Z 17.7K followers, [---] engagements

"Hoy la agenda de datos econmicos es escasa por lo que la atencin estar en el informe semestral de Powell ante el Comit Bancario del Senado. Tambin habr intervenciones de Hammack Williams y Bowman del @federalreserve as como de Bailey del @bankofengland"
X Link 2025-02-11T12:39Z 17.7K followers, [--] engagements

"Rep corp en Mxico: Amrica Mvil y Bolsa Mexicana de Valores. En EUA: American International Group Coca-Cola Gilead Sciences Assurant Carrier Global Ecolab Eversource Energy Humana Leidos Holdings Marriott International Masco S&P Global y Welltower"
X Link 2025-02-11T12:39Z 17.7K followers, [---] engagements

"Today the economic agenda is scarce so the attention will be on @federalreserve Chair Powells semiannual monetary policy testimony to Senate Banking Committee. Moreover Hammack Williams and Bowman from @federalreserve will speak as well as Bailey from @bankofengland"
X Link 2025-02-11T12:40Z 17.7K followers, [--] engagements

"Corp earnings results in Mexico: America Movil & Bolsa Mexicana de Valores. US: American International Group Coca-Cola Gilead Sciences Assurant Carrier Global Ecolab Eversource Energy Humana Leidos Holdings Marriott International Masco S&P Global & Welltower"
X Link 2025-02-11T12:40Z 17.7K followers, [---] engagements

"En Mxico el Gobierno Federal presentar el Plan de @Pemex 2030"
X Link 2025-02-12T13:09Z 17.7K followers, [---] engagements

"In Mexico the Federal Government will present @Pemex Plan 2030"
X Link 2025-02-12T13:11Z 17.7K followers, [---] engagements

"📊 $WALMEX (Hold PT $72.00) Quarterly Report #4Q24: Major challenges for growth are confirmed. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/4Q24/20250214_Report_Walmex_4Q24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/4Q24/20250214_Report_Walmex_4Q24.pdf"
X Link 2025-02-14T19:17Z 17.7K followers, [---] engagements

"Hoy EUA publicar el indicador regional de manufactura Empire Manufacturing de febrero. Adems Barr y Daly del @federalreserve hablarn"
X Link 2025-02-18T12:23Z 17.7K followers, [--] engagements

"Rep corp en EUA: Medtronic Allegion Arista Networks Cadence Design Systems Celanese Devon Energy Entergy International Flavors & Fragra Occidental Petroleum y Vulcan Materials. En Mxico: Alfa Alpek Chedraui y Vesta"
X Link 2025-02-18T12:23Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Medtronic Allegion Arista Networks Cadence Design Systems Celanese Devon Energy Entergy International Flavors & Fragra Occidental Petroleum & Vulcan Materials. In Mexico: Alfa Alpek Chedraui & Vesta"
X Link 2025-02-18T12:24Z 17.7K followers, [---] engagements

"📊 $ALPEK (Compra) Resultados #4T24: Contina la recuperacin. Atentos a Gua [----]. #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/4T24/20250218_Alpek_4T24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/4T24/20250218_Alpek_4T24.pdf"
X Link 2025-02-19T03:51Z 17.7K followers, [---] engagements

"📊 Flash $ALPEK (Compra): Gua [----] refleja condiciones todava desafiantes. #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250219_Flash_AlpekGuia2025.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250219_Flash_AlpekGuia2025.pdf"
X Link 2025-02-19T15:52Z 17.7K followers, [---] engagements

"📊 $ALPEK (Buy) Quarterly Report #4Q24: Recovery continues. Attention on [----] guidance. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/4Q24/20250219_Alpek_4Q24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/4Q24/20250219_Alpek_4Q24.pdf"
X Link 2025-02-19T18:29Z 17.7K followers, [---] engagements

"📊 $FMTY (COMPRA PO $13.80) Resultados #4T24: Ao positivo que sienta las bases para un [----] slido. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/4T24/20250219_Reporte_FMTY_4T24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/4T24/20250219_Reporte_FMTY_4T24.pdf"
X Link 2025-02-20T02:51Z 17.7K followers, [---] engagements

"La agenda econmica incluye venta de casas nuevas en EUA. Asimismo comentarios de Bostic del Fed"
X Link 2025-02-26T12:18Z 17.7K followers, [---] engagements

"Rep corp en Mxico: Cuervo Gentera Genomma Lab y LaComer. En EUA: Lowe's NVIDIA Salesforce Agilent Technologies eBay FirstEnergy NRG Energy Paramount Global Synopsys TJX Cos Universal Health Services y Verisk Analytics"
X Link 2025-02-26T12:18Z 17.7K followers, [---] engagements

"Economic agenda includes new home sales in the US. Also comments from Feds Bostic"
X Link 2025-02-26T12:19Z 17.7K followers, [---] engagements

"Corp earnings results in Mexico: Cuervo Gentera Genomma Lab & LaComer. US: Lowe's NVIDIA Salesforce Agilent Technologies eBay FirstEnergy NRG Energy Paramount Global Synopsys TJX Cos Universal Health Services & Verisk Analytics"
X Link 2025-02-26T12:19Z 17.7K followers, [---] engagements

"📊 $LIVEPO (Hold PT $155.00) Quarterly Report #4Q24: Lower dynamism aligned with our estimates. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/4Q24/20250306_Report_LIVEPOL_4Q24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02024/4Q24/20250306_Report_LIVEPOL_4Q24.pdf"
X Link 2025-03-06T21:29Z 17.7K followers, [---] engagements

"📊 Resultados 4T24: Desempeo operativo slido pero con cautela ante desaceleracin y aranceles. Las [--] emisoras con mayor crecimiento en EBITDA: $ALPEK $FIBRAPL $LAB $AC $GMEXIC $VESTA $VOLAR $FMTY $GENTERA y $FEMSA #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/4T24/20250314_Resultados4T24.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02024/4T24/20250314_Resultados4T24.pdf"
X Link 2025-03-14T12:37Z 17.7K followers, [---] engagements

"📊Flash $FMTY: Contina el fortalecimiento del portafolio industrial. #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250324_Flash_AdquisicionFMTY.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250324_Flash_AdquisicionFMTY.pdf"
X Link 2025-03-24T23:56Z 17.7K followers, [---] engagements

"📊Flash ALFA / SIGMA (Compra) Precio Actual sin Alpek: $13.08 PO: $18.40: Controladora Alpek cotizar a partir del [--] de abril . #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250327_Flash_AlfaEscision.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250327_Flash_AlfaEscision.pdf"
X Link 2025-03-28T01:41Z 17.7K followers, [---] engagements

"📊Flash $Walmex Day (Mantener) Precio Actual: $58.39 PO: $72.00. Crecimiento e innovacin aunque los mayores beneficios estarn en el mediano plazo . #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250327_Flash_Walmex_Dia_Invesionistas.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250327_Flash_Walmex_Dia_Invesionistas.pdf"
X Link 2025-03-28T02:43Z 17.7K followers, [---] engagements

"📊Flash: $Walmex Day (Hold) Current Price: $58.39 PT: $72.00. Growth and innovation although the greatest benefits will be in the medium term. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20250328_Flash_Walmex_InvestorDay.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20250328_Flash_Walmex_InvestorDay.pdf"
X Link 2025-03-28T19:04Z 17.7K followers, [---] engagements

"La agenda en EUA incluye el indicador regional de manufactura Empire Manufacturing (abr). Ms tarde China publicar el PIB 1T25 produccin industrial inversin fija y ventas al menudeo (mar). En Mxico no se anunciarn datos econmicos relevantes"
X Link 2025-04-15T11:56Z 17.7K followers, [---] engagements

"📊Preliminar 1T25: Efecto cambiario favorable pero con seales de desaceleracin y retos para la rentabilidad hacia delante. Emisoras con mayor crecimiento esperado en EBITDA: $Fibrap $Gmexic $Fmty $Vesta $Gap $Orbia $Genter $Gcc $Lab y $Cuervo https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250415_Preliminar_1T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250415_Preliminar_1T25.pdf"
X Link 2025-04-15T13:27Z 17.7K followers, [---] engagements

"📊 $ALPEK (Compra) Resultados #1T25: Retos persisten; el enfoque contina en el largo plazo. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250422_Alpek_1T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250422_Alpek_1T25.pdf"
X Link 2025-04-23T04:22Z 17.7K followers, [---] engagements

"📊 $FMTY (Compra PO $13.80) Resultados #1T25: Afianza expectativa positiva. Ocupacin a monitorear. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250423_Reporte_FMTY_1T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250423_Reporte_FMTY_1T25.pdf"
X Link 2025-04-24T04:24Z 17.7K followers, [---] engagements

"En Mxico @INEGI_INFORMA public el IGAE de febrero en 1.0% m/m (-0.7% a/a). Por sectores la industria avanz 2.5% m/m con las actividades primarias en +1.0% y los servicios en +0.6%"
X Link 2025-04-25T12:23Z 17.7K followers, [--] engagements

"Rep Corp en EUA: AbbVie Aon PLC Centene Charter Communications Colgate-Palmolive HCA Healthcare LyondellBasell Industries NV Phillips [--] y Schlumberger"
X Link 2025-04-25T12:23Z 17.7K followers, [---] engagements

"Corp earnings results in the US: AbbVie Aon PLC Centene Charter Communications Colgate-Palmolive HCA Healthcare LyondellBasell Industries NV Phillips [--] & Schlumberger"
X Link 2025-04-25T12:25Z 17.7K followers, [---] engagements

"📊 $FMTY (Buy PT $13.80) Quarterly Report #1Q25: Positive outlook reinforced. Occupancy in focus. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250428_Report_FMTY_1Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250428_Report_FMTY_1Q25.pdf"
X Link 2025-04-28T21:30Z 17.7K followers, [---] engagements

"📊$WALMEX (Mantener PO $72.00) Resultados #1T25: Se confirman importantes desafos en Mxico y CA. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250429_Reporte_Walmex_1T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250429_Reporte_Walmex_1T25.pdf"
X Link 2025-04-30T01:25Z 17.7K followers, [---] engagements

"📊 $LIVEPO (Hold PT $155.00) Quarterly Report #1Q25: Challenges intensify. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250505_Report_LIVEPOL_1Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250505_Report_LIVEPOL_1Q25.pdf"
X Link 2025-05-05T16:24Z 17.7K followers, [---] engagements

"📊 $GMEXIC (Buy) Quarterly Report #1Q25: Mining remains resilient despite global headwinds. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250505_GMEXICO_1Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250505_GMEXICO_1Q25.pdf"
X Link 2025-05-05T21:40Z 17.7K followers, [---] engagements

"En datos econmicos se publicar el crdito al consumo en EUA. La Conferencia Global del Instituto Milken contina en Los ngeles"
X Link 2025-05-07T12:39Z 17.7K followers, [---] engagements

"In economic data consumer credit in the US will be released.Milken Institute Global Conference continues in LA"
X Link 2025-05-07T12:40Z 17.7K followers, [---] engagements

"Por su parte Per tendr decisin de poltica monetaria y ms tarde se conocer la balanza comercial de China (abr)"
X Link 2025-05-08T12:18Z 17.7K followers, [---] engagements

"Rep Corp en EUA: Akamai Technologies Alliant Energy ConocoPhillips EPAM Systems Evergy Expedia Insulet Kenvue Match Group McKesson Microchip Technology Monster Beverage News Paramount Sempra Solventum Tapestry Viatris y Warner Bros Discovery"
X Link 2025-05-08T12:18Z 17.7K followers, [---] engagements

"Peru will have its monetary policy decision and later China will report Aprils trade balance"
X Link 2025-05-08T12:20Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Akamai Technologies Alliant Energy ConocoPhillips EPAM Systems Evergy Expedia Insulet Kenvue Match Group McKesson Microchip Technology Monster Beverage News Paramount Sempra Solventum Tapestry Viatris & Warner Bros Discovery"
X Link 2025-05-08T12:20Z 17.7K followers, [---] engagements

"📊 $WALMEX (Hold PT $72.00) Quarterly Report #1Q25: Important challenges confirmed in Mexico and CA. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250512_Report_Walmex_1Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/1Q25/20250512_Report_Walmex_1Q25.pdf"
X Link 2025-05-12T16:48Z 17.7K followers, [---] engagements

"📊 Resultados 1T25: Se confirma un trimestre positivo mientras mejora gradualmente la percepcin sobre el entorno comercial. Emisoras con mayor crecimiento en EBITDA: $FIBRAP $FMTY $GMEXIC $VESTA $CUERVO $GAP $OMA $AMX $LAB y $GENTER #TRMX https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250514_Resultados1T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/1T25/20250514_Resultados1T25.pdf"
X Link 2025-05-14T12:45Z 17.7K followers, [---] engagements

"📊Preliminar 2T25: Los retos para la rentabilidad se acentan a pesar del efecto cambiario positivo. Emisoras con mayor crecimiento esperado en EBITDA: $Fibrap $Gap $Fmty $Vesta $Oma $Gmexic $Cuervo $Gmxt $Lab y $Genter https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250714_Preliminar_2T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250714_Preliminar_2T25.pdf"
X Link 2025-07-14T17:00Z 17.7K followers, [---] engagements

"En Mxico @Hacienda_Mexico subastar Cetes de [--] [--] [--] y [--] meses el Bono M de [--] aos (Feb30) Udibono de [--] aos (Ago34) y Bondes F de [--] y [--] aos"
X Link 2025-07-15T12:49Z 17.7K followers, [---] engagements

"In Mexico @Hacienda_Mexico will auction 1- 3- 6- and 24-month Cetes the 5-year Mbono (Feb30) the 10-year Udibono (Aug34) and 1- and 3-year Bondes F"
X Link 2025-07-15T12:50Z 17.7K followers, [---] engagements

"📊$WALMEX (Mantener PO $72.00) Resultados #2T25: Los mrgenes caen a niveles no vistos desde [----]. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250716_Reporte_Walmex_2T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250716_Reporte_Walmex_2T25.pdf"
X Link 2025-07-17T03:43Z 17.7K followers, [---] engagements

"📊 Flash $FMTY (Compra) Precio Actual: $13.45 PO: $13.80: Se concreta la venta de la oficina Fortaleza. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250716_Flash_Venta_Oficinas_Fortaleza_FMTY.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250716_Flash_Venta_Oficinas_Fortaleza_FMTY.pdf"
X Link 2025-07-17T04:00Z 17.7K followers, [---] engagements

"📊Flash $FMTY (Buy) Current Price: $13.45 PT: $13.80 closes sale of Fortaleza Office. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20250717_Flash_Fortaleza_Office_FMTY.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20250717_Flash_Fortaleza_Office_FMTY.pdf"
X Link 2025-07-17T16:52Z 17.7K followers, [---] engagements

"📊$WALMEX (Hold PT $72.00) Quarterly Report #2Q25: Margins fall to levels not seen since [----]. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250717_Report_Walmex_2Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250717_Report_Walmex_2Q25.pdf"
X Link 2025-07-18T00:02Z 17.7K followers, [---] engagements

"Mdos atentos en EUA a inicios de casas permisos de construccin de junio y cifras preliminares del sentimiento de los consumidores de @UMich de julio"
X Link 2025-07-18T13:08Z 17.7K followers, [--] engagements

"Rep Corp en Mxico: Qulitas. En EUA: 3M American Express Charles Schwab Huntington Bancshares MarketAxess Holdings Regions Financial Schlumberger y Truist Financial"
X Link 2025-07-18T13:08Z 17.7K followers, [---] engagements

"Mkt attention is focused on Junes housing starts building permits & Julys preliminary @UMich confidence in the US"
X Link 2025-07-18T13:08Z 17.7K followers, [--] engagements

"Corp earnings results in Mexico: Qualitas. In the US: 3M American Express Charles Schwab Huntington Bancshares MarketAxess Holdings Regions Financial Schlumberger & Truist Financial"
X Link 2025-07-18T13:08Z 17.7K followers, [---] engagements

"📊$ALPEK (Compra) Resultados #2T25: Difcil visualizar el punto de inflexin. Baja Gua [----]. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250722_Alpek_2T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250722_Alpek_2T25.pdf"
X Link 2025-07-23T03:49Z 17.7K followers, [---] engagements

"📊$FMTY (Compra PO $15.60) Resultados #2T25: En buen camino para cumplir su gua [----]. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250723_Reporte_FMTY_2T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250723_Reporte_FMTY_2T25.pdf"
X Link 2025-07-24T03:26Z 17.7K followers, [---] engagements

"📊 $ALPEK (Buy) Quarterly Report #2Q25: Hard to see a turning point. [----] guidance lowered. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250725_Alpek_2Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250725_Alpek_2Q25.pdf"
X Link 2025-07-25T14:59Z 17.7K followers, [---] engagements

"El resto de la sesin no habr ms datos econmicos en EUA o Mxico. Estaremos atentos al posible anuncio del monto recaudado por el gobierno de Mxico en la oferta de P-Caps como parte de la estrategia de financiamiento de @Pemex"
X Link 2025-07-28T12:38Z 17.7K followers, [--] engagements

"Reportes corporativos en EUA: Brown & Brown Cadence Design Systems Cincinnati Financial Hartford Insurance Group Nucor Principal Financial Group Universal Health Services Veralto Waste Management y Welltower"
X Link 2025-07-28T12:38Z 17.7K followers, [---] engagements

"No relevant data will be released today in the US and Mexico. We are attentive to the possible announcement of the resources obtained by the government of Mexico from the P-Caps offering that is part of @Pemexs financing strategy"
X Link 2025-07-28T12:41Z 17.7K followers, [--] engagements

"US earnings: Brown & Brown Cadence Design Systems Cincinnati Financial Hartford Insurance Group Nucor Principal Financial Group Universal Health Services Veralto Waste Management y Welltower"
X Link 2025-07-28T12:41Z 17.7K followers, [---] engagements

"Rep Corp en EUA: American Tower Boeing Booking Holdings DTE Energy Ecolab Expand Energy Merck Mondelez International PayPal Holdings Procter & Gamble Regency Centers Royal Caribbean Cruises Starbucks UPS UnitedHealth Group y Visa"
X Link 2025-07-29T12:09Z 17.7K followers, [---] engagements

"📊 $FMTY (Buy PT $15.60) Quarterly Report #2Q25: On track to meet its [----] guidance. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250730_Report_FMTY_2Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250730_Report_FMTY_2Q25.pdf"
X Link 2025-07-30T22:19Z 17.7K followers, [---] engagements

"En Mxico se publicarn remesas familiares de junio #PMIs de julio (@IndicadorIMEF) y la encuesta de expectativas de @Banxico"
X Link 2025-08-01T12:20Z 17.7K followers, [---] engagements

"📊 $OMA (Hold PT $240.30) Quarterly Report #2Q25: Oma leads in passenger traffic. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250801_Oma_2Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250801_Oma_2Q25.pdf"
X Link 2025-08-01T17:56Z 17.7K followers, [---] engagements

"📊 $FIBRAP (Hold PT $78.00) Quarterly Report #Q25: Rents rise while margins normalize. #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250801_FIBRAPL_2Q25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250801_FIBRAPL_2Q25.pdf"
X Link 2025-08-01T22:23Z 17.7K followers, [---] engagements

"📊 $LIVEPO (Hold PT $120.00) Quarterly Report #2Q25: We adjust our PT lower in light of [----] challenges. https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250801_Report_LIVEPOL_PT2025.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/2Q25/20250801_Report_LIVEPOL_PT2025.pdf"
X Link 2025-08-02T01:37Z 17.7K followers, [---] engagements

"La agenda econmica en EUA y Mxico hoy estar vaca. Del @federalreserve tendremos intervenciones de Cook Collins y Daly. Ms tarde China publicar su balanza comercial de julio"
X Link 2025-08-06T12:34Z 17.7K followers, [---] engagements

"Rep Corp en EUA: American International APA Airbnb Atmos Energy Bio-Techne DoorDash Emerson Electric Global Payments Iron Mountain McDonald's MetLife NiSource NRG Energy Occidental Petroleum Rockwell Automation Uber Technologies y Walt Disney"
X Link 2025-08-06T12:34Z 17.7K followers, [---] engagements

"The economic agenda in the US and Mexico will be empty today. From the @federalreserve we expect remarks from Cook Collins and Daly. Later China will publish its trade balance for July"
X Link 2025-08-06T12:38Z 17.7K followers, [---] engagements

"Corp earnings results in the US: American International APA Airbnb Atmos Energy Bio-Techne DoorDash Emerson Electric Global Payments Iron Mountain McDonald's MetLife NiSource NRG Energy Occidental Petroleum Rockwell Automation Uber Technologies & Walt Disney"
X Link 2025-08-06T12:38Z 17.7K followers, [---] engagements

"@INEGI_INFORMA public la inflacin de julio en 0.27% m/m en lnea con lo esperado con la subyacente en 0.31%. As la mtrica anual se moder a 3.51% desde 4.32% el mes previo con un efecto de base positivo y con la subyacente en 4.23% (previo: 4.24%)"
X Link 2025-08-07T12:11Z 17.7K followers, [---] engagements

"Rep Corp en EUA: Akamai Technologies Alliant Energy ConocoPhillips Constellation Energy Eli Lilly EOG Resources EPAM Systems Expedia Group Gilead Sciences Monster Beverage Motorola Solutions Ralph Lauren Sempra Warner Bros Discovery y Wynn Resorts"
X Link 2025-08-07T12:11Z 17.7K followers, [---] engagements

"In Mexico @INEGI_INFORMA released Julys inflation at 0.27% m/m in line with expectations with the core at 0.31%. As such the annual print moderated to 3.51% from 4.32% in the previous month with a positive base effect and with the core at 4.23% (previous: 4.24%)"
X Link 2025-08-07T12:12Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Akamai Technologies Alliant Energy ConocoPhillips Constellation Energy Eli Lilly EOG Resources EPAM Systems Expedia Group Gilead Sciences Monster Beverage Motorola Solutions Ralph Lauren Sempra Warner Bros Discovery & Wynn Resorts"
X Link 2025-08-07T12:12Z 17.7K followers, [---] engagements

"📊Resultados 2T25. Seales mixtas entre sectores con los principales retos en mejorar la rentabilidad. En EBITDA sobresalieron: $Cuervo $Fibrap $Fmty $Gap $Gmxt $Oma y $Vesta. #TRMX https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250812_Resultados2T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/2T25/20250812_Resultados2T25.pdf"
X Link 2025-08-12T19:42Z 17.7K followers, [---] engagements

"En actividad de bancos centrales decisin de poltica monetaria en Per. Tambin comentarios de Barkin y Musalem del @federalreserve"
X Link 2025-08-14T12:11Z 17.7K followers, [---] engagements

"Rep Corp en EUA: Amcor PLC Applied Materials Deere y Tapestry"
X Link 2025-08-14T12:11Z 17.7K followers, [---] engagements

"In central banks monetary policy decision in Peru. Also comments from @federalreserves Barkin and Musalem"
X Link 2025-08-14T12:12Z 17.7K followers, [---] engagements

"Corp earnings results in the US: Amcor PLC Applied Materials Deere & Tapestry"
X Link 2025-08-14T12:12Z 17.7K followers, [---] engagements

"📊Flash $FMTY (Compra) Precio Actual: $13.10 PO: $15.60: Contina la estrategia de desinversin de oficinas. #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250821_Flash_Desinversin_Oficinas_FMTY.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20250821_Flash_Desinversin_Oficinas_FMTY.pdf"
X Link 2025-08-21T16:30Z 17.7K followers, [---] engagements

"📊Flash $FMTY (Buy) Current Price: MXN [-----] PT: MXN 15.60: Continuing the office divestment strategy. #BanorteResearch https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20250822_Flash_Office_Divestment_FMTY.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20250822_Flash_Office_Divestment_FMTY.pdf"
X Link 2025-08-22T17:45Z 17.7K followers, [---] engagements

"@INEGI_INFORMA public la balanza comercial de julio con un dficit de US$16.7 millones. Las exportaciones resultaron en 0.0% m/m (4.0% a/a) destacando retrocesos en las no petroleras. Las importaciones crecieron 0.7% m/m (1.7% a/a) impulsadas por las no petroleras"
X Link 2025-08-27T13:00Z 17.7K followers, [---] engagements

"@INEGI_INFORMA released Julys trade balance posting a US$16.7 million deficit. Exports came in at 0.0% m/m (4.0% y/y) noting declines in non-oil. Imports grew 0.7% m/m (1.7% y/y) boosted by non-oil"
X Link 2025-08-27T13:02Z 17.7K followers, [--] engagements

"📊$ALPEK (Compra) Resultados #3T25: Los retos persisten. Nuevamente baja Gua [----]. #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251021_Alpek_3T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251021_Alpek_3T25.pdf"
X Link 2025-10-22T01:22Z 17.7K followers, [---] engagements

"📊$FMTY (Compra PO $15.60) Resultados #3T25: Mrgenes elevados refuerzan su liderazgo. #TRMX #AnlisisBanorte https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251022_Reporte_FMTY_3T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251022_Reporte_FMTY_3T25.pdf"
X Link 2025-10-23T03:33Z 17.7K followers, [---] engagements

"On monetary policy decisions Russia cut its key rate by 50bp to 16.50% less than expected"
X Link 2025-10-24T12:12Z 17.7K followers, [---] engagements

"📊 $GMEXICO (En Revisin) Resultados #3T25: Minera impulsa la mayor rentabilidad. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251028_GMEXICO_3T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251028_GMEXICO_3T25.pdf"
X Link 2025-10-28T21:17Z 17.7K followers, [---] engagements

"📊 $WALMEX (Mantener PO $72.00) Resultados# 3T25: Se observan mejoras pero no son suficientes. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251028_Reporte_Walmex_3T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251028_Reporte_Walmex_3T25.pdf"
X Link 2025-10-29T03:35Z 17.7K followers, [---] engagements

"📊Resultados 3T25. Recuperacin en mrgenes pero con desaceleracin del crecimiento. En EBITDA sobresalieron $Cemex $Fibrapl $Fmty $Gap $Lacomer $Vesta. $Pinfra y $Cuervo por ingresos no recurrentes $Gentera mayor avance financiero y utilidad neta #TRMX https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251106_Resultados3T25.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/3T25/20251106_Resultados3T25.pdf"
X Link 2025-11-06T18:33Z 17.7K followers, [---] engagements

"📊 Flash $FMTY (Compra) Precio Actual: $13.89 PO: $15.60: Suma otra venta de oficina en el ao. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20251120_Flash_Venta_Oficinas_Jalisco.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20251120_Flash_Venta_Oficinas_Jalisco.pdf"
X Link 2025-11-20T13:20Z 17.7K followers, [---] engagements

"La inflacin de la primera quincena de noviembre en Mxico se ubic en 0.47% 2s/2s por encima del consenso de analistas. Con ello la tasa anual se ubica en 3.61% desde 3.50% en el periodo inmediato anterior"
X Link 2025-11-24T12:55Z 17.7K followers, [--] engagements

"Mexicos inflation in the 1st half of November stood at 0.47% 2w/2w above consensus expectations. Hence the annual rate reached 3.61% from 3.50% in the previous fortnight"
X Link 2025-11-24T12:57Z 17.7K followers, [---] engagements

"📊 Flash $FMTY (Buy) Current Price: MXN [-----] PT: MXN 15.60: Adds another office sale in the year. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251124_Flash_Office_Divestment_Jalisco.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251124_Flash_Office_Divestment_Jalisco.pdf"
X Link 2025-11-24T22:17Z 17.7K followers, [---] engagements

"📊 Flash $ALPEK (Compra): Se aprueba la fusin de Ctalpek y Alpek. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20251125_Flash_Asamblea_accionistas.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20251125_Flash_Asamblea_accionistas.pdf"
X Link 2025-11-26T00:58Z 17.7K followers, [---] engagements

"📊 Flash $ALPEK (Buy): Merger of Ctalpek and Alpek is approved. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251126_Flash_Shareholders_meetings.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251126_Flash_Shareholders_meetings.pdf"
X Link 2025-11-26T17:57Z 17.7K followers, [---] engagements

"📊 Flash $FMTY (Buy) Current Price: MXN [-----] PT: MXN 15.60: Sells industrial real estate in Nuevo Leon. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251205_Flash_Office_Divestment_Catacha.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251205_Flash_Office_Divestment_Catacha.pdf"
X Link 2025-12-05T19:16Z 17.7K followers, [---] engagements

"Stk mkts mixed USD(-) and govt bond yields(-) with increased concerns on spending on AI investments after Oracle reported lower-than-expected revenue and increased capital expenditures outlook paring gains in stocks following yesterdays Feds decision"
X Link 2025-12-11T12:56Z 17.7K followers, [--] engagements

"📊 Flash $OMA (Hold) Current Price: MXN [------] PT: MXN 240.30: Master Development Program and Maximum tariffs for 2026-2030 approved. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251219_Flash_Oma_MDP.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251219_Flash_Oma_MDP.pdf"
X Link 2025-12-19T17:14Z 17.7K followers, [---] engagements

"📊 Flash $FMTY (Compra) Precio Actual: $15.04 PO: $15.60: Vende la mayora de su portafolio comercial. #TRMX #AnlisisBanorte ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20251224_Flash_Venta_Portafolio_Comercial.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/analisis/Mercados/Equity/02025/20251224_Flash_Venta_Portafolio_Comercial.pdf"
X Link 2025-12-24T15:11Z 17.7K followers, [---] engagements

"📊 Flash $FMTY (Buy) Current Price: MXN [-----] PT: MXN 15.60: Sells the majority of its commercial portfolio. #BanorteResearch ➡ https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251224_Flash_Sale_Commercial_Portfolio.pdf https://banorte-v2.cd.invdcloud-is.us//media/Files/B/Banorte-V2/Analisis%20Ingles/Markets/Equity/02025/20251224_Flash_Sale_Commercial_Portfolio.pdf"
X Link 2025-12-24T17:14Z 17.7K followers, [---] engagements

"Market attention this week on Januarys PMIs in the US Eurozone and United Kingdom. The former country keeps showing a stronger relative performance so it will be relevant to see if this trend continues. Moreover services remain stronger than manufacturing"
X Link 2026-01-19T13:04Z 17.7K followers, [--] engagements

"in addition the monetary policy decision of the @Bank_of_Japan_e. Consensus expects an unchanged interest rate at 0.75%. Nevertheless recent yen depreciation and a new fiscal stimulus package have increased the pressure for new hikes"
X Link 2026-01-19T13:04Z 17.7K followers, [--] engagements

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