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# ![@iventuraramirez Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1834415938646532096.png) @iventuraramirez Isaías Ventura

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

### Engagements: [---] [#](/creator/twitter::1834415938646532096/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834415938646532096/c:line/m:interactions.svg)

- [--] Week [---] +54%
- [--] Month [-----] +113%
- [--] Months [------] +1,661%
- [--] Year [------] +1,324,800%

### Mentions: [--] [#](/creator/twitter::1834415938646532096/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834415938646532096/c:line/m:posts_active.svg)

- [--] Month [---] +13%
- [--] Months [---] +4,020%
- [--] Year [---] +21,000%

### Followers: [--] [#](/creator/twitter::1834415938646532096/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834415938646532096/c:line/m:followers.svg)

- [--] Week [--] +16%
- [--] Month [--] +22%
- [--] Months [--] +57%

### CreatorRank: [---------] [#](/creator/twitter::1834415938646532096/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1834415938646532096/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  36.44% [finance](/list/finance)  32.2% [travel destinations](/list/travel-destinations)  6.78% [currencies](/list/currencies)  3.39% [stocks](/list/stocks)  2.54% [technology brands](/list/technology-brands)  1.69%

**Social topic influence**
[mexico](/topic/mexico) 26.27%, [the new](/topic/the-new) 8.47%, [china](/topic/china) 7.63%, [inflation](/topic/inflation) 6.78%, [mano](/topic/mano) 6.78%, [social](/topic/social) 6.78%, [beijing](/topic/beijing) 5.08%, [solo](/topic/solo) 5.08%, [investment](/topic/investment) 4.24%, [cada](/topic/cada) 4.24%

**Top accounts mentioned or mentioned by**
[@isaiasventurar](/creator/undefined) [@abrahamendieta](/creator/undefined) [@juncalssolano](/creator/undefined) [@claudiashein](/creator/undefined) [@sgzagal](/creator/undefined) [@rodriguezvi](/creator/undefined) [@alvarodelgado](/creator/undefined) [@elfisgonmonero](/creator/undefined) [@hernangomezb](/creator/undefined) [@dailypostmexico](/creator/undefined) [@kurthackbarth](/creator/undefined) [@joselsanz](/creator/undefined) [@theeconomist](/creator/undefined) [@foreignpolicy](/creator/undefined) [@ianbremmer](/creator/undefined)

**Top assets mentioned**
[CBRE Group Inc (CBRE)](/topic/$cbre)
### Top Social Posts
Top posts by engagements in the last [--] hours

"(BANXICOS COLD SHOWER) Banxicos Jonathan Heath calls the 3% inflation goal "naive." 🧊 Rates paused at 7%. Message: Inflation is stickier than officials admit. Expect a cautious monetary policy throughout [----]. High rates are the new normal. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2021962954334515574)  2026-02-12T15:01Z [--] followers, [--] engagements


"(THE EXPORT ANOMALY) The Mexican Stock Market (IPC) hits an all-time high driven by heavyweights like Amrica Mvil. 🚀 However industrial production only grew 0.2%. This is an export-driven rally while the domestic sector remains stagnant. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2021962956561690884)  2026-02-12T15:01Z [--] followers, [--] engagements


"Munich [----] confirms the end of unipolar hegemony. As NATO fragments middle powers like India and Brazil are building parallel blocs. Mexico as North Americas "hinge" must manage its autonomy without blind alignments. 🌍⚖"  
[X Link](https://x.com/iventuraramirez/status/2022710025743946010)  2026-02-14T16:30Z [--] followers, [--] engagements


"Energy Realism: Mexico pivots toward domestic gas exploration (fracking) to decouple from volatile imports. 🛢 Combined with the new Portugal-Mexico maritime corridor the Trans-Isthmian bridge is now a global energy bypass. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2019252178934706473)  2026-02-05T03:30Z [--] followers, [--] engagements


"While Abu Dhabi hosts fragile peace talks and Russia faces a 76% economic slump Mexicos private sector aligns with the State. 🤝 Strategy: Coordinated private investment under a national sovereignty framework. Stability is our new currency. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2019252182449856771)  2026-02-05T03:30Z [--] followers, [--] engagements


"(THE LOGISTICS) The Sines-Coatzacoalcos axis is the real game-changer. 🚢 By connecting the Interoceanic Corridor directly to Portugal Mexico creates a sovereign bypass to European markets ensuring mineral exports aren't bottlenecked by regional gatekeepers. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2019780870949711882)  2026-02-06T14:31Z [--] followers, [--] engagements


"(THE FISCAL FORTRESS) President Sheinbaums $300B+ investment plan targets the structural gaps in energy and water. 🏗⚡ As the Renminbi challenges the Dollars dominance Mexico is positioning itself as a fiscally disciplined sanctuary for global capital. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2020339487755403505)  2026-02-08T03:30Z [--] followers, [--] engagements


"(THE DE-RISKING STRATEGY) Banxico holds rates at 7%. 🏛 Amidst global market volatility Mexicos monetary prudence is a deliberate signal to institutional investors: "Stability lives here." A crucial hedge as the USMCA review approaches. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2020339490267820185)  2026-02-08T03:30Z [--] followers, [--] engagements


"📰 STRATEGIC PULSE The Middle Power Resurgence: Navigating a Fractured World. Sunday Feb [--] [----]. By Isaas Ventura R. Strategic Deep-Dive on Threads: @isaias_venturar ✍🏻1/6"  
[X Link](https://x.com/iventuraramirez/status/2020521105841091035)  2026-02-08T15:32Z [--] followers, [--] engagements


"(THE NEW MULTILATERALISM) As Washington and Beijing remain locked in a zero-sum game the real story is the rise of "Middle Powers." 🌍 From Brasilia to New Delhi and Mexico City a new non-aligned front is emerging prioritizing trade resilience over ideological warfare. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2020521107204276258)  2026-02-08T15:32Z [--] followers, [--] engagements


"📰 PULSO DE NACIN El cierre de los ngulos Muertos: Lo que el poder no quiere que analices. Domingo [--] de febrero [----]. Por Isaas Ventura R. Ensayo completo en Threads: @isaias_venturar ✍🏻1/6"  
[X Link](https://x.com/iventuraramirez/status/2020695234477486390)  2026-02-09T03:04Z [--] followers, [--] engagements


"(EL FIN DEL PATRN DLAR) El Renminbi no es solo una moneda es un sistema paralelo respaldado por materias primas. Mientras el mundo mira la inflacin China y los emergentes acumulan oro para desvincularse de la hegemona del dlar. El tablero se est partiendo en dos. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2020695236314538106)  2026-02-09T03:04Z [--] followers, [--] engagements


"Ante la cada externa Sheinbaum acelera: [---] billones de pesos para [----] proyectos. 🏗⚡ No es solo gasto es el motor para subir el PIB al 3%. Si el capital no llega por remesas debe generarse por infraestructura propia. Mxico apuesta por s mismo. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2020858909821452793)  2026-02-09T13:54Z [--] followers, [--] engagements


"Ojo a Japn: Sanae Takaichi gana y el Nikkei vuela a mximos. 📈 Una lder de puo de hierro que sacude el tablero. Las potencias medias dejan de pedir permiso a Washington para marcar su propio rumbo estratgico. Multipolaridad en accin. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2020858911763415139)  2026-02-09T13:54Z [--] followers, [--] engagements


"Mexicos 11-year remittance streak has ended dropping 4.6% in [----]. 📉 From a progressive view this is a forced pivot. Dependency on migratory labor is failing; domestic industrialization is now a survival mandate. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2020862920234602703)  2026-02-09T14:10Z [--] followers, [--] engagements


"President Sheinbaum counters global headwinds with a massive $310B infrastructure push. 🏗⚡ Goal: 3% GDP growth through internal logistics. A bold state-led hedge against US trade uncertainty and border closures. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2020862922331766847)  2026-02-09T14:10Z [--] followers, [--] engagements


"(DE-DOLLARIZATION) Middle Powers are no longer waiting for permission. From India to Mercosur bilateral trade in local currencies is eroding the dollar's dominance. We are transitioning to a multipolar financial system where commodity-backed trade is the new gold standard. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2021064471976747266)  2026-02-10T03:31Z [--] followers, [--] engagements


"(MEXICOS DUALITY) Mexico remains a paradox for progressive observers. Retail giant Coppel invests $800M+ in AI and logistics signaling high corporate confidence. Yet Jan inflation hit 3.79% squeezed by new tariffs. The state must balance growth with price stability. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2021064474090930379)  2026-02-10T03:31Z [--] followers, [--] engagements


"(THE SOCIAL FLOOR) Education remains the progressive priority: the "Rita Cetina" scholarship just issued a triple payment ($330 USD approx). 🎓 This liquidity injection supports the working class as Banxico holds rates at 7% to fight fiscal-driven inflation. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2021064476364243348)  2026-02-10T03:31Z [--] followers, [--] engagements


"📰 PULSO DE NACIN Martes de ajedrez: Mxico frena petrleo a Cuba y apuesta [---] billones al futuro. Martes [--] de febrero [----]. Por Isaas Ventura R. Anlisis completo en Threads: @isaias_venturar ✍🏻1/6"  
[X Link](https://x.com/iventuraramirez/status/2021223317923860911)  2026-02-10T14:02Z [--] followers, [--] engagements


"(EL PLAN MAESTRO) [---] Billones de pesos: El plan de inversin 2026-2030 es la gran apuesta de Sheinbaum. 🏗 [----] proyectos para mover el PIB al 3%. El gobierno mantiene el control pero abre la puerta al capital privado. Si el mundo se frena Mxico acelera desde adentro. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2021223324332765487)  2026-02-10T14:02Z [--] followers, [--] engagements


"(NGULO MUERTO: T-MEC) Cuidado: Fitch advierte un "T-MEC zombie" si no se resuelve la incertidumbre legal. Mientras el Peso rompe rcords de fuerza la falta de claridad regulatoria podra frenar la inversin en alta tecnologa. No basta con geografa; se necesita certeza. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2021223326308323447)  2026-02-10T14:02Z [--] followers, [--] engagements


"📰 STRATEGIC PULSE Tuesday Brief: The Sovereign Pivot and Mexicos $320B Infrastructure Gambit. Tuesday Feb [--] [----]. By Isaas Ventura R. Strategic Deep-Dive on Threads: @isaias_venturar ✍🏻1/6"  
[X Link](https://x.com/iventuraramirez/status/2021230568990552394)  2026-02-10T14:31Z [--] followers, [--] engagements


"(REALPOLITIK) Mexico halts oil shipments to Cuba following US tariff threats. ⛽ A tough but pragmatic move by the Sheinbaum admin to protect USMCA stability. Its a stark reminder that in a fragmented world regional trade interests often override ideological ties. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2021230570454266137)  2026-02-10T14:31Z [--] followers, [--] engagements


"(MACRONS WARNING) "A profound geopolitical rupture." Macron is signaling the end of European dependency on Washington. As the Munich Security Conference nears the EU is pivoting toward strategic autonomy in defense and energy. The old Atlantic order is fraying. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2021230572966686749)  2026-02-10T14:31Z [--] followers, [--] engagements


"(THE INVESTMENT ENGINE) Mexicos new [---] Trillion MXN Investment Plan ($320B) aims for 3% GDP growth. 🏗⚡ By focusing on energy water and logistics the state is taking the driver's seat in industrial development. A progressive hedge against global economic moderation. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2021230575231664431)  2026-02-10T14:31Z [--] followers, [--] engagements


"(BLIND SPOT: ZOMBIE USMCA) Fitch warns of a "Zombie USMCA" if regulatory uncertainty persists. 🧟♂ Although the Peso remains exceptionally strong high-tech investment requires legal clarity. Geography is an advantage but institutional trust is the real currency of [----]. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2021230577538507248)  2026-02-10T14:31Z [--] followers, [--] engagements


"(RTICO Y SEGURIDAD) ngulo Muerto: NATO lanza "Arctic Sentry". ❄🪖 Mientras la derecha local se enfoca en el ruido el mundo se militariza en el norte por el control de recursos. Mxico debe seguir fortaleciendo su mercado interno ante un orden global cada vez ms hostil. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2021585543679602691)  2026-02-11T14:02Z [--] followers, [--] engagements


"Conclusin: Con un portafolio de [---] mil mdd en inversin Mxico se posiciona como el hub indispensable de Norteamrica. 🦅 El reto es consolidar esta confianza con la poltica fiscal responsable que ya se ejecuta. "Papelito en mano." #PulsoDeNacin #Geopoltica #MoodyS 6/6"  
[X Link](https://x.com/iventuraramirez/status/2021585545663512918)  2026-02-11T14:02Z [--] followers, [--] engagements


"President Sheinbaum is navigating the Cuba energy crisis with strategic balance. ⛽ Providing humanitarian aid while negotiating energy flows shows a sophisticated "Third Way" diplomacy that protects the USMCA without abandoning regional solidarity. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2021593433744240780)  2026-02-11T14:33Z [--] followers, [--] engagements


"🚨 AUTOMOTIVE SPECIAL Beyond the Tariff Scare: A Blueprint for Resilience in Mexicos Industrial Heartland. 🚗⚖ Strategic intelligence for suppliers navigating the [----] USMCA landscape. 👇🧵 1/6"  
[X Link](https://x.com/iventuraramirez/status/2021713916426866701)  2026-02-11T22:32Z [--] followers, [--] engagements


"(THE LEGAL FORTRESS) Regional Value Content (RVC) is your ultimate shield. 🛡 Under USMCA hitting the 75% threshold makes your part legally "North American." This isn't just a metric; it's an insurance policy against tariff-driven populism. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2021713918776033637)  2026-02-11T22:32Z [--] followers, [--] engagements


"(DATA VS RHTETORIC) The FRED data shows the "America First" failure: [-----] US manufacturing jobs lost in [----]. 📉 Detroit is a hostage to Mexican efficiency. Any further tariff escalation by Washington would be industrial suicide for the U.S. consumer market. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2021713923838271851)  2026-02-11T22:32Z [--] followers, [--] engagements


"(THE TECH PIVOT) The future isn't just EV; it's Hybrid. ⚡🔄 Suppliers who invest in flexible manufacturingmoving from internal combustion parts to battery cooling systemswill own the next decade. Agility is the new sovereignty. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2021713925637546493)  2026-02-11T22:32Z [--] followers, [--] engagements


"Aqu est el oro: Mientras la manufactura de EE. UU. se enfra su integracin con Mxico aumenta. 🤝 El Nearshoring est compensando su falta de capacidad interna. Somos el soporte que evita que su inflacin explote. Mxico ya no es el patio es la fbrica. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2021781455521935793)  2026-02-12T03:00Z [--] followers, [--] engagements


"Mientras Norteamrica se integra a la fuerza Europa se rompe. Ursula von der Leyen amenaza con una "Europa de dos velocidades". El ego de Bruselas est fracturando el mercado nico justo cuando el mundo exige bloques slidos. Malas noticias para el euro. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2021781458352742671)  2026-02-12T03:00Z [--] followers, [--] engagements


"🚨 MXICO HOY Rcord histrico en la Bolsa pero alerta roja en Banxico. 📈📉 Realidad econmica o espejismo financiero Jueves [--] de febrero [----]. Abro hilo con los datos que movern tu cartera y la agenda nacional. 👇🧵 1/6"  
[X Link](https://x.com/iventuraramirez/status/2021955490125627890)  2026-02-12T14:32Z [--] followers, [--] engagements


"(EL LABERINTO CHINO) Mxico y China negocian en Beijing tras aranceles del 35%. No es solo comercio; es ajedrez geopoltico. Mxico busca equilibrio: ser el socio fiel de EE. UU. sin cerrar la puerta al gigante asitico. La diversificacin es nuestra nueva soberana. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2021955491350380793)  2026-02-12T14:32Z [--] followers, [--] engagements


"(EL BALDE DE AGUA FRA) Jonathan Heath (Banxico) no se guarda nada: califica de "ingenua" la meta de inflacin del 3%. La pausa en el recorte de tasas al 7% es una seal clara: los precios no van a bajar por decreto. Cuidado con el crdito y el consumo en los prximos meses. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2021955494424842394)  2026-02-12T14:32Z [--] followers, [--] engagements


"🚨 MEXICO STRATEGIC BRIEF Record highs in the Stock Market vs. a reality check from the Central Bank. 📈📉 Thursday Feb [--] [----]. Data-driven insights on the North American engine. 👇🧵 1/6"  
[X Link](https://x.com/iventuraramirez/status/2021962950278627503)  2026-02-12T15:01Z [--] followers, [--] engagements


"(THE CHINA CHESSBOARD) Direct talks in Beijing: Mexico & China negotiate after 35% tariffs. Mexico is threading the needlestaying close to the USMCA while keeping the door open for Chinese investment. Strategic diversification is the new sovereignty. 1/6"  
[X Link](https://x.com/iventuraramirez/status/2021962952002425180)  2026-02-12T15:01Z [--] followers, [--] engagements


"(REMITTANCES UNDER PRESSURE) Red Flag: Remittances fell 4.6% in 2025the sharpest drop since [----]. 📉 The cooling U.S. labor market is finally hitting Mexican households. A critical social pillar is weakening. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2021962958868557852)  2026-02-12T15:01Z [--] followers, [--] engagements


"Bottom Line: Global disorder in Munich massive protests in India and Mexico negotiating its future in Beijing. Sovereignty in [----] is about pragmatic resilience. "Papelito en mano." 🦅⚖🌍 #Mexico2026 #USMCA #Banxico #EmergingMarkets 6/6"  
[X Link](https://x.com/iventuraramirez/status/2021962961443815714)  2026-02-12T15:01Z [--] followers, [--] engagements


"Conclusin: China acumula supervit rcord ($1.19B) mientras Occidente se rearma. Mxico est en el tablero de minerales estratgicos y semiconductores. No es poltica es arquitectura geoeconmica. "Papelito en mano." 🦅⚖📈 #PulsoDeNacin #Geopoltica #Mxico2026 #CBRE 6/6"  
[X Link](https://x.com/iventuraramirez/status/2022143894507729214)  2026-02-13T03:00Z [--] followers, [--] engagements


"Conclusin: Singapur teme fragilidad China acumula supervit y Mxico negocia con Beijing. La economa del [----] es de bloques y resistencia. La poltica monetaria ya no es local es un tablero global. "Papelito en mano." 🦅⚖📊 #PulsoDeNacin #Banxico #CPI #Geopoltica 6/6"  
[X Link](https://x.com/iventuraramirez/status/2022309983455494562)  2026-02-13T14:00Z [--] followers, [--] engagements


"Column: Strategic Pulse Date: February [--] [----] Author: Isaas Ventura R. Follow me on Threads: @isaias_venturar (Thread 🧵👇)"  
[X Link](https://x.com/iventuraramirez/status/2022317507185418633)  2026-02-13T14:30Z [--] followers, [--] engagements


"Banxicos Cautious Stance. 🏦 Jonathan Heaths warning stands: the path to 3% inflation is rocky. While U.S. inflation eases Mexico must maintain high rates (7%) to protect the Peso and manage imported price shocks. Prudence over stimulus. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2022317513720160510)  2026-02-13T14:30Z [--] followers, [--] engagements


"The Blind Spot: Remittances are down 4.6%. The U.S. migrant wage mass is shrinking as automation and policy shifts squeeze the labor force. The social engine of North America is losing steam. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2022513946888900686)  2026-02-14T03:31Z [--] followers, [--] engagements


"En EE.UU. dicen que todo va bien pero a nuestros paisanos all les estn recortando las horas. Maquillan las cifras para que la bolsa suba pero el bolsillo del trabajador no siente ese "crecimiento". Es pura ilusin de papel. 📉💸"  
[X Link](https://x.com/iventuraramirez/status/2022687315261558931)  2026-02-14T15:00Z [--] followers, [--] engagements


"Column: Strategic Pulse Date: February [--] [----] Author: Isaas Ventura R. Follow me on Threads: @isaias_venturar ✍🏻 (Thread 🧵👇)"  
[X Link](https://x.com/iventuraramirez/status/2022513934771851484)  2026-02-14T03:31Z [--] followers, [--] engagements


"🚨 STATISTICAL PURGE U.S. Inflation cools to 2.4% but the labor market tells a darker story. Massive revisions erased 69% of 2025s job growth. Is the "Soft Landing" just a marketing trick 📉 1/6"  
[X Link](https://x.com/iventuraramirez/status/2022513937024233901)  2026-02-14T03:31Z [--] followers, [--] engagements


"The Street View Isaas Ventura R. Deep dive on Threads: @isaias_venturar ✍🏻"  
[X Link](https://x.com/anyuser/status/2023049721040773427)  2026-02-15T15:00Z [--] followers, [--] engagements


"ngulo Muerto: El colapso de las remesas (-4.6%) en [----] es el sntoma de una fractura social. 📉 Menos masa salarial en EE. UU. = menos consumo en comunidades rurales. La Bolsa (BMV) puede estar en mximos pero el suelo social siente el fro del norte. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2022309981274374557)  2026-02-13T14:00Z [--] followers, [--] engagements


"🚨 STRATEGIC ALERT U.S. Inflation cools to 2.4% (lowest since May '25). 📉 Is this the relief emerging markets needed or just another trap Friday the 13th analysis for Mexico and the world. 1/6"  
[X Link](https://x.com/iventuraramirez/status/2022317508322038038)  2026-02-13T14:30Z [--] followers, [--] engagements


"The Blind Spot: Remittances fell 4.6% in [----]. 📉 A 3.7% drop in migrant wage mass is hitting Mexican households where it hurts. The stock market (BMV) is at record highs but the social engine is losing fuel. Structural fragility is real. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2022317517645971546)  2026-02-13T14:30Z [--] followers, [--] engagements


"Munich [----] is basically a club for rich nations trying to secure minerals like Lithium and Copper. They aren't just "saving the planet" with EVs; they are fighting for control of the new oil. And guess what Mexico is sitting on the treasure. 💎"  
[X Link](https://x.com/iventuraramirez/status/2022702466463134177)  2026-02-14T16:00Z [--] followers, [--] engagements


"Don't buy the "crisis" narrative. Mexico is stable the Peso is holding and we are playing both sides (US & China) to get the best deals. Its a smart quiet game for sovereignty. ⚖🤝"  
[X Link](https://x.com/iventuraramirez/status/2022702468342165996)  2026-02-14T16:00Z [--] followers, [--] engagements


"El ngulo muerto de la poltica: No te creas el cuento de que el pas se desmorona por la polarizacin. El ruido es meditico pero las instituciones siguen jalando. El reto real es que el nuevo contrato social se vuelva ley y no solo discurso. ⚖🏛"  
[X Link](https://x.com/iventuraramirez/status/2022853552083702045)  2026-02-15T02:00Z [--] followers, [--] engagements


"Pemex isn't just an oil company; it's our financial life insurance. Its health decides if the Peso holds up and if investors trust us. Its not ideologyits everyones pocket thats on the line. ⛽💰"  
[X Link](https://x.com/iventuraramirez/status/2022868689972818387)  2026-02-15T03:00Z [--] followers, [--] engagements


"The global risk is no longer just inflation; its "geoeconomic confrontation." With the ECB pushing the Euro as a USD alternative Mexico must navigate a world of parallel supply chains and fragmented financial systems. 🌍🛡"  
[X Link](https://x.com/iventuraramirez/status/2022876282447335807)  2026-02-15T03:31Z [--] followers, [--] engagements


"Monetary Policy: Banxico is increasingly conditioned by external signals (US CPI & global yields) rather than domestic variables. Mexico is absorbing global volatility making fiscal discipline more than a choiceit's a survival mechanism. 🏦📊"  
[X Link](https://x.com/iventuraramirez/status/2022876289409880477)  2026-02-15T03:31Z [--] followers, [--] engagements


"La Verdad de a Pie Isaas Ventura R. El anlisis completo en Threads: @isaias_venturar ✍🏻"  
[X Link](https://x.com/iventuraramirez/status/2023034816460095547)  2026-02-15T14:01Z [--] followers, [--] engagements


"El mundo est de cabeza. En Europa (Mnich) ya no se fan de EE.UU. y cada quien jala para su lado. Mxico es el vecino suertudo pero ojo: si solo servimos para armar cosas de otros y no inventamos nada propio nos vamos a quedar como el "eterno ayudante". 🏭"  
[X Link](https://x.com/iventuraramirez/status/2023034821874975205)  2026-02-15T14:01Z [--] followers, [--] engagements


"Pemex no es solo una empresa es el termmetro de nuestra economa. Si a Pemex le va mal el pas se aprieta el cinturn. No es un tema de polticos peleoneros es un tema de soberana y de que el dinero alcance para medicinas y escuelas. ⛽🏥"  
[X Link](https://x.com/iventuraramirez/status/2023034826568405436)  2026-02-15T14:01Z [--] followers, [--] engagements


"Don't get distracted by the political "noise" you see in the news. The real story is the reshaping of Mexicos social contract. The State is taking back strategic sectors like energy to protect national interests from global volatility. ⚖⛽"  
[X Link](https://x.com/iventuraramirez/status/2023049729936949482)  2026-02-15T15:00Z [--] followers, [--] engagements


"Geopolitics: Munich [----] highlights "Multipolarity without rules." As Europe seeks strategic autonomy Mexicos pragmatic diplomacy allows it to balance USMCA commitments with growing ties to India and the Global South. 🌍🛡"  
[X Link](https://x.com/iventuraramirez/status/2023057418280731061)  2026-02-15T15:30Z [--] followers, [--] engagements


"With $406B in projected investments Mexico is cementing its role as the essential North American hub. 🏗⚡ The states focus on industrial energy and infrastructure is creating a moat against global economic volatility. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2021593435958845572)  2026-02-11T14:33Z [--] followers, [--] engagements


"Blind Spot: NATOs new mission in the High North. ❄🚢 While others focus on minor trade disputes the battle for the minerals of the future is shifting to the Arctic. Mexicos stability is its greatest asset in this fractured world. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2021593437825360359)  2026-02-11T14:33Z [--] followers, [--] engagements


"Bottom Line: Mexicos 1.2% growth projection is a floor not a ceiling. By maintaining fiscal discipline and trade resilience the 4T is proving that sovereignty and growth are not mutually exclusive. "Papelito en mano." 🦅⚖🌍 #StrategicPulse #Mexico2026 #TradeWar 6/6"  
[X Link](https://x.com/iventuraramirez/status/2021593439767281700)  2026-02-11T14:33Z [--] followers, [--] engagements


"🚨 CIERRE ESTRATGICO El mundo entra en "Economa de Guerra" mientras Mxico blinda su industria. 🌍 Estamos ante una purga corporativa global Abrimos hilo con la realidad que Wall Street no quiere que veas. 👇🧵 1/6"  
[X Link](https://x.com/iventuraramirez/status/2022143880205152308)  2026-02-13T03:00Z [--] followers, [--] engagements


"Pnico en Wall Street: $CBRE (el gigante inmobiliario) cae 12%. Solo ha pasado en [----] y COVID. 📉 El mercado grita quiebras corporativas niveles [----]. Mientras el sector servicios de EE. UU. se erosiona la "Careless Economy" pasa factura. @abrahamendieta @juncalssolano 2/6"  
[X Link](https://x.com/iventuraramirez/status/2022143882650431976)  2026-02-13T03:00Z [--] followers, [--] engagements


"Europa en "pie de guerra". Anders Fogh Rasmussen advierte: la UE debe transformar su economa para la defensa. Entre el "Buy European" y los 540M de Londres para misiles Occidente se cierra. El libre mercado global ha muerto; hoy mandan los bloques de seguridad. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2022143885171147016)  2026-02-13T03:00Z [--] followers, [--] engagements


"Ojo al dato del CEMLA: Cada del 3.7% en la masa salarial migrante. 📉 El miedo a redadas y el enfriamiento en EE. UU. est secando las remesas. Mientras la BMV celebra rcords el suelo social siente el fro. La soberana se defiende con estructura propia. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2022143891869438031)  2026-02-13T03:00Z [--] followers, [--] engagements


"Column: Strategic Pulse Date: February [--] [----] Author: Isaas Ventura R. Follow me on Threads: @isaias_venturar ✍🏻"  
[X Link](https://x.com/iventuraramirez/status/2022151761562394735)  2026-02-13T03:32Z [--] followers, [--] engagements


"🚨 NIGHTLY BRIEF Global "War Economy" vs. Mexico's Industrial Sovereignty. 🌍 $CBRE is collapsing Europe is rearming and Mexico is pivoting. Lets dive into the data-driven reality. 👇🧵 1/6"  
[X Link](https://x.com/iventuraramirez/status/2022151763244257544)  2026-02-13T03:32Z [--] followers, [--] engagements


"$CBRE drops 12%a panic level only seen during the GFC and COVID. 📉 Corporate bankruptcies in the U.S. are hitting [----] levels. The "Careless Economy" is hitting home as service sectors erode. High rates are purging the system. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2022151766536860091)  2026-02-13T03:32Z [--] followers, [--] engagements


"Mexicos Strategic Move: @Claudiashein meets with top CEOs. The goal: import substitution and energy sovereignty. Mexico isn't looking for more assembly lines; it's building a sovereign industrial base for the [----] global landscape. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2022151771825877116)  2026-02-13T03:32Z [--] followers, [--] engagements


"Critical Data: 3.7% drop in migrant wage mass in the U.S. 📉 Remittances are drying up as the labor market cools and fear of raids increases. Mexicos domestic stability must rely on production not just external transfers. 5/6"  
[X Link](https://x.com/iventuraramirez/status/2022151773956551085)  2026-02-13T03:32Z [--] followers, [--] engagements


"Bottom Line: China hits a record $1.19T surplus while the West focuses on defense. Mexico is positioning itself in the strategic minerals and semiconductor war. Sovereignty is the ultimate asset. "Papelito en mano." 🦅⚖📈 #StrategicPulse #Economy2026 #USMCA #CBRE 6/6"  
[X Link](https://x.com/iventuraramirez/status/2022151776410251394)  2026-02-13T03:32Z [--] followers, [--] engagements


"Mnich 2026: El Canciller alemn admite que el viejo orden ha muerto. Mientras Europa busca autonoma estratgica EE. UU. nos sorprende con un IPC menor al esperado. Pero ojo: el mercado laboral sigue fuerte. La Fed no tendr prisa por bajar tasas. @abrahamendieta 2/6"  
[X Link](https://x.com/iventuraramirez/status/2022309974186070274)  2026-02-13T14:00Z [--] followers, [--] engagements


"Banxico en guardia. 🏦 Jonathan Heath tiene razn: dudar de la meta del 3% no es pesimismo es prudencia. Con la inflacin de EE. UU. bajando pero el dlar fuerte Mxico mantendr su tasa en 7%. La "inflacin importada" sigue siendo el fantasma a vencer. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2022309976920756264)  2026-02-13T14:00Z [--] followers, [--] engagements


"Soberana o maquila El gobierno acelera proyectos de nearshoring e infraestructura energtica. El objetivo no es solo ensamblar sino integrar valor nacional. En un mundo donde Trump pacta $250 mil MDD con Taiwn Mxico debe ser ms que un vecino barato. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2022309978787184900)  2026-02-13T14:00Z [--] followers, [--] engagements


"Munich Security Conference: "The world order is dead." As Europe pushes for industrial autonomy the U.S. labor market remains stubbornly strong despite cooling CPI. The Fed won't rush to cut rates. Strategic uncertainty is the new baseline. 2/6"  
[X Link](https://x.com/iventuraramirez/status/2022317510511522046)  2026-02-13T14:30Z [--] followers, [--] engagements


"Mexico's Industrial Pivot. Sheinbaum is focusing on value chains over simple assembly. With the U.S. attracting $250B from Taiwan via new trade deals Mexico must prove its a high-value sovereign partner not just a low-cost backup. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2022317515741819091)  2026-02-13T14:30Z [--] followers, [--] engagements


"Final Take: Singapore flags global fragility China holds a $1.19T surplus and Mexico navigates talks with Beijing. Geopolitics is now the primary driver of capital. "Data doesn't lie." 🦅⚖🌍 #StrategicPulse #Banxico #CPI #Mexico2026 6/6"  
[X Link](https://x.com/iventuraramirez/status/2022317519709655095)  2026-02-13T14:30Z [--] followers, [--] engagements


"🚨 ESPEJISMO ECONMICO Se acaba el "Sueo Americano" Mientras la inflacin en EE. UU. baja al 2.4% una purga estadstica revela que en [----] se crearon 69% MENOS empleos de lo anunciado. La realidad supera a la propaganda. 📉 1/6"  
[X Link](https://x.com/iventuraramirez/status/2022506363105218913)  2026-02-14T03:01Z [--] followers, [--] engagements


"Mnich 2026: El orden mundial ha muerto. 🌍 Mientras Europa busca autonoma EE. UU. vive una economa de "No-hire No-fire". Las revisiones borraron [---] mil empleos del mapa. No es fortaleza es estancamiento oculto. @S_G_Zagal @rodriguez_v_i 2/6"  
[X Link](https://x.com/iventuraramirez/status/2022506366133235752)  2026-02-14T03:01Z [--] followers, [--] engagements


"La "Cuesta de Enero" golpea la subyacente (4.52%). 🌮 Los servicios no bajan y Banxico lo sabe. Jonathan Heath mantiene el freno en 7% porque la inflacin "pegajosa" en fondas y servicios es el impuesto ms caro para el pueblo. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2022506371347026392)  2026-02-14T03:01Z [--] followers, [--] engagements


"ngulo Muerto: El migrante mexicano hoy lucha contra la IA y el recorte de horas en EE. UU. La cada del 4.6% en remesas no es casualidad; es el reflejo de un mercado norteamericano que se enfra mientras el costo de vida sube. 📉💸 5/6"  
[X Link](https://x.com/iventuraramirez/status/2022506373636825116)  2026-02-14T03:01Z [--] followers, [--] engagements


"Sticky Inflation: Mexicos core CPI hit 4.52%. 🏦 Services and food prices remain high forcing Banxico to keep rates at 7%. The "January struggle" is real and the road to 3% is now pushed to [----]. 4/6"  
[X Link](https://x.com/iventuraramirez/status/2022513945068597664)  2026-02-14T03:31Z [--] followers, [--] engagements


"🚨 LO QUE NO TE CUENTAN Te dicen que el mundo est de cabeza La verdad es que los dueos del dinero se estn repartiendo el pastel otra vez. Mientras t te preocupas por la quincena ellos estn rediseando el mapa. Abro hilo de verdades. 🧵👇"  
[X Link](https://x.com/iventuraramirez/status/2022687308311597545)  2026-02-14T15:00Z [--] followers, [--] engagements


"Has odo de las "fbricas que vienen de China" Se llama nearshoring pero la neta es que no llegan solas. Mxico es la "joya de la corona" porque estamos junto al cliente que ms compra (EE.UU.). Pero ojo: si no hay luz ni agua para las fbricas se van a ir. 💡🏭"  
[X Link](https://x.com/iventuraramirez/status/2022687311444742219)  2026-02-14T15:00Z [--] followers, [--] engagements


"Mexico is now the biggest player in North American trade but the "gold rush" of factories (nearshoring) is hitting a wall. Why Because we need more power and better roads. Its not about politics; its about having the juice to run the machines. ⚡🏭"  
[X Link](https://x.com/iventuraramirez/status/2022702463858385361)  2026-02-14T16:00Z [--] followers, [--] engagements


"Bottom Line: The world order is changing and for the first time in a long time Mexico has leverage. Don't listen to the noise; follow the facts. "Data doesn't lie." 🦅⚖🌍 #TheStreetView #Economy2026 #Nearshoring"  
[X Link](https://x.com/iventuraramirez/status/2022702470976118993)  2026-02-14T16:00Z [--] followers, [--] engagements


"🚨 MXICO EN EL OJO DEL HURACN [--] de febrero de [----]. Mientras el mundo celebra los datos dicen que estamos en una transicin peligrosa. Entre el miedo a una guerra mundial y la oportunidad de oro de Mxico. Abro hilo de verdades. 🧵👇"  
[X Link](https://x.com/iventuraramirez/status/2022853545372901695)  2026-02-15T02:00Z [--] followers, [--] engagements


"Sabas que la mitad de la gente en EE.UU. cree que viene una guerra pronto Ese miedo no es solo de pelcula: hace que el dinero se esconda y los precios suban. Mxico es el "refugio" pero si no arreglamos la luz y el agua el tren se nos va. 🌍💸"  
[X Link](https://x.com/iventuraramirez/status/2022853547616850409)  2026-02-15T02:00Z [--] followers, [--] engagements


"Nos dicen que Mxico crece pero la neta es que crece a dos velocidades: el Norte y el Bajo vuelan mientras el Sur sigue esperando el empujn. No basta con armar carros; necesitamos tecnologa propia para que la lana se quede aqu. 🏗"  
[X Link](https://x.com/iventuraramirez/status/2022853549840109872)  2026-02-15T02:00Z [--] followers, [--] engagements


"🚨 MEXICO: THE EYE OF THE STORM Feb [--] [----]. While everyone is celebrating the data shows we are in a dangerous transition. Between global war anxiety and Mexicos golden opportunity. Lets break it down. 🧵👇"  
[X Link](https://x.com/iventuraramirez/status/2022868681051558224)  2026-02-15T03:00Z [--] followers, [--] engagements


"Did you know 50% of people in the U.S. think a world war is coming soon That fear isn't just for moviesit hides capital and drives prices up. Mexico is the "safe harbor" but if we don't fix our power and water grids well miss the boat. 🌍💸"  
[X Link](https://x.com/iventuraramirez/status/2022868683484221905)  2026-02-15T03:00Z [--] followers, [--] engagements


"They tell us Mexico is growing but the truth is it's a "two-speed" country. The North is booming while the South is still waiting for its turn. Assembling cars isn't enough; we need our own tech so the big money stays here. 🏗"  
[X Link](https://x.com/iventuraramirez/status/2022868685401071957)  2026-02-15T03:00Z [--] followers, [--] engagements


"The Political Blind Spot: Don't buy the "state in crisis" narrative. The noise is mostly media drama but the institutions are still running. The real challenge is making the new social contract a reality not just a speech. ⚖🏛"  
[X Link](https://x.com/iventuraramirez/status/2022868687431090390)  2026-02-15T03:00Z [--] followers, [--] engagements


"The Blind Spot: Mexicos macro stability is decoupled from its regional reality. While the North integrates with the US the South remains productivity-starved. Closing this gap is the real test for Mexicos 2026-2030 industrial policy. 📉"  
[X Link](https://x.com/iventuraramirez/status/2022876285660254639)  2026-02-15T03:31Z [--] followers, [--] engagements


"🚨 NOS ESTN CUENTEANDO Domingo [--] de febrero. Nos dicen que Mxico crece y que hay empleo pero la cartera no miente: las cosas siguen caras y los trabajos "buenos" no llegan a todos lados. Abro hilo sobre la realidad detrs de las cifras. 🧵👇"  
[X Link](https://x.com/iventuraramirez/status/2023034817982640612)  2026-02-15T14:01Z [--] followers, [--] engagements


"Sabas que cuando en Nueva York suben las tasas a ti te cuesta ms el crdito Aunque Mxico haga las cosas bien los "peces gordos" de afuera siguen moviendo los hilos. Es una trampa financiera que casi nadie te explica. 💸📉"  
[X Link](https://x.com/iventuraramirez/status/2023034824286683418)  2026-02-15T14:01Z [--] followers, [--] engagements


"El mercado laboral muestra crecimiento nominal pero una degradacin cualitativa. La rotacin y la baja remuneracin en los clsteres industriales revelan que el valor agregado se queda en las matrices extranjeras no en la economa local. 📉🏭"  
[X Link](https://x.com/iventuraramirez/status/2023042235718377695)  2026-02-15T14:30Z [--] followers, [--] engagements


"Bottom Line: From Arctic routes to Mexicos industrial corridors the world is de-coupling from old hegemonies. Sovereignty is the new global currency. "Papelito en mano." 🦅⚖🌍 #StrategicPulse #Geopolitics #Mexico2026 #TradeSecurity #USMCA 6/6"  
[X Link](https://x.com/iventuraramirez/status/2021230579551772749)  2026-02-10T14:31Z [--] followers, [--] engagements


"Labor Blind Spot: The recent BLS revision in the U.S. (69% fewer jobs in 2025) reveals structural stagnation. With the "Sahm Rule" at [----] fragility is evident; GDP growth no longer correlates with real wage mass. 📊"  
[X Link](https://x.com/iventuraramirez/status/2022710027924943265)  2026-02-14T16:30Z [--] followers, [--] engagements


"🏛 STRATEGIC OUTLOOK Feb [--] [----]. Mexico emerges as a geoeconomic hinge in a fragmented world. As Munich [----] highlights a trans-Atlantic "operational divorce" Mexico's role as North America's industrial gateway has never been more critical. 🧵👇"  
[X Link](https://x.com/iventuraramirez/status/2022876278521491907)  2026-02-15T03:31Z [--] followers, [--] engagements


"Monetary Blind Spot: Asymmetric spillover effects. Banxico is forced into a restrictive stance not by domestic CPI alone but by the necessity of managing global capital flows in a high-rate environment dictated by the Fed. 🏦📊"  
[X Link](https://x.com/iventuraramirez/status/2023057420797571371)  2026-02-15T15:30Z [--] followers, [--] engagements


"Europe is on a "war footing." From the "Buy European" industrial push to the UKs 540M military package the West is shifting from civil to defense spending. Strategic autonomy is no longer a choice; its a necessity for the EU. 3/6"  
[X Link](https://x.com/iventuraramirez/status/2022151769309294990)  2026-02-13T03:32Z [--] followers, [--] engagements


"Pulso de Nacin Isaas Ventura R. Ensayo tcnico en Threads: @isaias_venturar ✍🏻"  
[X Link](https://x.com/anyuser/status/2023042226813809090)  2026-02-15T14:30Z [--] followers, [--] engagements


"Sector Energtico: Pemex sigue siendo la variable macro crtica. Su estrs fiscal condiciona el riesgo soberano. El nuevo contrato social exige un Estado que no solo administre sino que sea protagonista en la infraestructura estratgica. ⚡⛽"  
[X Link](https://x.com/anyuser/status/2023042238197227936)  2026-02-15T14:30Z [--] followers, [--] engagements


"Conclusin: Mxico practica una diplomacia pragmtica silenciosa pero efectiva. El reto es transitar del volumen de exportacin a la calidad de la innovacin nacional. "Papelito en mano". 🦅⚖📈 @Alvaro_Delgado @elfisgonmonero @HernanGomezB"  
[X Link](https://x.com/iventuraramirez/status/2023042240726315243)  2026-02-15T14:30Z [--] followers, [--] engagements


"Nearshoring is great but we need more than just factories. We need innovation. If Mexico stays as a "screw and bolt" economy the real profits will always fly back to New York or Shanghai. 🏭✈"  
[X Link](https://x.com/anyuser/status/2023049732117922198)  2026-02-15T15:00Z [--] followers, [--] engagements


"Bottom Line: Mexico is playing a quiet pragmatic game. We aren't choosing sides; we are choosing our own growth. Data doesn't lie: quality of growth is the only metric that matters. 🦅⚖🌍 @DailyPostMexico @KurtHackbarth @JoseL_Sanz"  
[X Link](https://x.com/iventuraramirez/status/2023049734122824170)  2026-02-15T15:00Z [--] followers, [--] engagements


"Strategic Pulse Isaas Ventura R. Detailed essay on Threads: @isaias_venturar ✍🏻"  
[X Link](https://x.com/iventuraramirez/status/2023057414690390437)  2026-02-15T15:30Z [--] followers, [--] engagements


"Fiscal Stress: Pemex remains the ultimate macro variable. Its debt profile directly impacts Mexico's sovereign risk. The shift toward a more active State role in energy is a defensive move against global market fragmentation. ⚡⛽"  
[X Link](https://x.com/iventuraramirez/status/2023057425536844035)  2026-02-15T15:30Z [--] followers, [--] engagements


"Final Take: Mexico is navigating the global transition with an adaptive silent insertion strategy. The challenge is converting export volume into national technological sovereignty. "Data doesn't lie." 🦅⚖📈 @TheEconomist @ForeignPolicy @IanBremmer"  
[X Link](https://x.com/iventuraramirez/status/2023057428171178206)  2026-02-15T15:30Z [--] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@iventuraramirez Avatar @iventuraramirez Isaías Ventura

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

Engagements: [---] #

Engagements Line Chart

  • [--] Week [---] +54%
  • [--] Month [-----] +113%
  • [--] Months [------] +1,661%
  • [--] Year [------] +1,324,800%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [---] +13%
  • [--] Months [---] +4,020%
  • [--] Year [---] +21,000%

Followers: [--] #

Followers Line Chart

  • [--] Week [--] +16%
  • [--] Month [--] +22%
  • [--] Months [--] +57%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence countries 36.44% finance 32.2% travel destinations 6.78% currencies 3.39% stocks 2.54% technology brands 1.69%

Social topic influence mexico 26.27%, the new 8.47%, china 7.63%, inflation 6.78%, mano 6.78%, social 6.78%, beijing 5.08%, solo 5.08%, investment 4.24%, cada 4.24%

Top accounts mentioned or mentioned by @isaiasventurar @abrahamendieta @juncalssolano @claudiashein @sgzagal @rodriguezvi @alvarodelgado @elfisgonmonero @hernangomezb @dailypostmexico @kurthackbarth @joselsanz @theeconomist @foreignpolicy @ianbremmer

Top assets mentioned CBRE Group Inc (CBRE)

Top Social Posts

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

"(BANXICOS COLD SHOWER) Banxicos Jonathan Heath calls the 3% inflation goal "naive." 🧊 Rates paused at 7%. Message: Inflation is stickier than officials admit. Expect a cautious monetary policy throughout [----]. High rates are the new normal. 3/6"
X Link 2026-02-12T15:01Z [--] followers, [--] engagements

"(THE EXPORT ANOMALY) The Mexican Stock Market (IPC) hits an all-time high driven by heavyweights like Amrica Mvil. 🚀 However industrial production only grew 0.2%. This is an export-driven rally while the domestic sector remains stagnant. 4/6"
X Link 2026-02-12T15:01Z [--] followers, [--] engagements

"Munich [----] confirms the end of unipolar hegemony. As NATO fragments middle powers like India and Brazil are building parallel blocs. Mexico as North Americas "hinge" must manage its autonomy without blind alignments. 🌍⚖"
X Link 2026-02-14T16:30Z [--] followers, [--] engagements

"Energy Realism: Mexico pivots toward domestic gas exploration (fracking) to decouple from volatile imports. 🛢 Combined with the new Portugal-Mexico maritime corridor the Trans-Isthmian bridge is now a global energy bypass. 4/6"
X Link 2026-02-05T03:30Z [--] followers, [--] engagements

"While Abu Dhabi hosts fragile peace talks and Russia faces a 76% economic slump Mexicos private sector aligns with the State. 🤝 Strategy: Coordinated private investment under a national sovereignty framework. Stability is our new currency. 5/6"
X Link 2026-02-05T03:30Z [--] followers, [--] engagements

"(THE LOGISTICS) The Sines-Coatzacoalcos axis is the real game-changer. 🚢 By connecting the Interoceanic Corridor directly to Portugal Mexico creates a sovereign bypass to European markets ensuring mineral exports aren't bottlenecked by regional gatekeepers. 3/6"
X Link 2026-02-06T14:31Z [--] followers, [--] engagements

"(THE FISCAL FORTRESS) President Sheinbaums $300B+ investment plan targets the structural gaps in energy and water. 🏗⚡ As the Renminbi challenges the Dollars dominance Mexico is positioning itself as a fiscally disciplined sanctuary for global capital. 3/6"
X Link 2026-02-08T03:30Z [--] followers, [--] engagements

"(THE DE-RISKING STRATEGY) Banxico holds rates at 7%. 🏛 Amidst global market volatility Mexicos monetary prudence is a deliberate signal to institutional investors: "Stability lives here." A crucial hedge as the USMCA review approaches. 4/6"
X Link 2026-02-08T03:30Z [--] followers, [--] engagements

"📰 STRATEGIC PULSE The Middle Power Resurgence: Navigating a Fractured World. Sunday Feb [--] [----]. By Isaas Ventura R. Strategic Deep-Dive on Threads: @isaias_venturar ✍🏻1/6"
X Link 2026-02-08T15:32Z [--] followers, [--] engagements

"(THE NEW MULTILATERALISM) As Washington and Beijing remain locked in a zero-sum game the real story is the rise of "Middle Powers." 🌍 From Brasilia to New Delhi and Mexico City a new non-aligned front is emerging prioritizing trade resilience over ideological warfare. 2/6"
X Link 2026-02-08T15:32Z [--] followers, [--] engagements

"📰 PULSO DE NACIN El cierre de los ngulos Muertos: Lo que el poder no quiere que analices. Domingo [--] de febrero [----]. Por Isaas Ventura R. Ensayo completo en Threads: @isaias_venturar ✍🏻1/6"
X Link 2026-02-09T03:04Z [--] followers, [--] engagements

"(EL FIN DEL PATRN DLAR) El Renminbi no es solo una moneda es un sistema paralelo respaldado por materias primas. Mientras el mundo mira la inflacin China y los emergentes acumulan oro para desvincularse de la hegemona del dlar. El tablero se est partiendo en dos. 2/6"
X Link 2026-02-09T03:04Z [--] followers, [--] engagements

"Ante la cada externa Sheinbaum acelera: [---] billones de pesos para [----] proyectos. 🏗⚡ No es solo gasto es el motor para subir el PIB al 3%. Si el capital no llega por remesas debe generarse por infraestructura propia. Mxico apuesta por s mismo. 3/6"
X Link 2026-02-09T13:54Z [--] followers, [--] engagements

"Ojo a Japn: Sanae Takaichi gana y el Nikkei vuela a mximos. 📈 Una lder de puo de hierro que sacude el tablero. Las potencias medias dejan de pedir permiso a Washington para marcar su propio rumbo estratgico. Multipolaridad en accin. 4/6"
X Link 2026-02-09T13:54Z [--] followers, [--] engagements

"Mexicos 11-year remittance streak has ended dropping 4.6% in [----]. 📉 From a progressive view this is a forced pivot. Dependency on migratory labor is failing; domestic industrialization is now a survival mandate. 2/6"
X Link 2026-02-09T14:10Z [--] followers, [--] engagements

"President Sheinbaum counters global headwinds with a massive $310B infrastructure push. 🏗⚡ Goal: 3% GDP growth through internal logistics. A bold state-led hedge against US trade uncertainty and border closures. 3/6"
X Link 2026-02-09T14:10Z [--] followers, [--] engagements

"(DE-DOLLARIZATION) Middle Powers are no longer waiting for permission. From India to Mercosur bilateral trade in local currencies is eroding the dollar's dominance. We are transitioning to a multipolar financial system where commodity-backed trade is the new gold standard. 3/6"
X Link 2026-02-10T03:31Z [--] followers, [--] engagements

"(MEXICOS DUALITY) Mexico remains a paradox for progressive observers. Retail giant Coppel invests $800M+ in AI and logistics signaling high corporate confidence. Yet Jan inflation hit 3.79% squeezed by new tariffs. The state must balance growth with price stability. 4/6"
X Link 2026-02-10T03:31Z [--] followers, [--] engagements

"(THE SOCIAL FLOOR) Education remains the progressive priority: the "Rita Cetina" scholarship just issued a triple payment ($330 USD approx). 🎓 This liquidity injection supports the working class as Banxico holds rates at 7% to fight fiscal-driven inflation. 5/6"
X Link 2026-02-10T03:31Z [--] followers, [--] engagements

"📰 PULSO DE NACIN Martes de ajedrez: Mxico frena petrleo a Cuba y apuesta [---] billones al futuro. Martes [--] de febrero [----]. Por Isaas Ventura R. Anlisis completo en Threads: @isaias_venturar ✍🏻1/6"
X Link 2026-02-10T14:02Z [--] followers, [--] engagements

"(EL PLAN MAESTRO) [---] Billones de pesos: El plan de inversin 2026-2030 es la gran apuesta de Sheinbaum. 🏗 [----] proyectos para mover el PIB al 3%. El gobierno mantiene el control pero abre la puerta al capital privado. Si el mundo se frena Mxico acelera desde adentro. 4/6"
X Link 2026-02-10T14:02Z [--] followers, [--] engagements

"(NGULO MUERTO: T-MEC) Cuidado: Fitch advierte un "T-MEC zombie" si no se resuelve la incertidumbre legal. Mientras el Peso rompe rcords de fuerza la falta de claridad regulatoria podra frenar la inversin en alta tecnologa. No basta con geografa; se necesita certeza. 5/6"
X Link 2026-02-10T14:02Z [--] followers, [--] engagements

"📰 STRATEGIC PULSE Tuesday Brief: The Sovereign Pivot and Mexicos $320B Infrastructure Gambit. Tuesday Feb [--] [----]. By Isaas Ventura R. Strategic Deep-Dive on Threads: @isaias_venturar ✍🏻1/6"
X Link 2026-02-10T14:31Z [--] followers, [--] engagements

"(REALPOLITIK) Mexico halts oil shipments to Cuba following US tariff threats. ⛽ A tough but pragmatic move by the Sheinbaum admin to protect USMCA stability. Its a stark reminder that in a fragmented world regional trade interests often override ideological ties. 2/6"
X Link 2026-02-10T14:31Z [--] followers, [--] engagements

"(MACRONS WARNING) "A profound geopolitical rupture." Macron is signaling the end of European dependency on Washington. As the Munich Security Conference nears the EU is pivoting toward strategic autonomy in defense and energy. The old Atlantic order is fraying. 3/6"
X Link 2026-02-10T14:31Z [--] followers, [--] engagements

"(THE INVESTMENT ENGINE) Mexicos new [---] Trillion MXN Investment Plan ($320B) aims for 3% GDP growth. 🏗⚡ By focusing on energy water and logistics the state is taking the driver's seat in industrial development. A progressive hedge against global economic moderation. 4/6"
X Link 2026-02-10T14:31Z [--] followers, [--] engagements

"(BLIND SPOT: ZOMBIE USMCA) Fitch warns of a "Zombie USMCA" if regulatory uncertainty persists. 🧟♂ Although the Peso remains exceptionally strong high-tech investment requires legal clarity. Geography is an advantage but institutional trust is the real currency of [----]. 5/6"
X Link 2026-02-10T14:31Z [--] followers, [--] engagements

"(RTICO Y SEGURIDAD) ngulo Muerto: NATO lanza "Arctic Sentry". ❄🪖 Mientras la derecha local se enfoca en el ruido el mundo se militariza en el norte por el control de recursos. Mxico debe seguir fortaleciendo su mercado interno ante un orden global cada vez ms hostil. 5/6"
X Link 2026-02-11T14:02Z [--] followers, [--] engagements

"Conclusin: Con un portafolio de [---] mil mdd en inversin Mxico se posiciona como el hub indispensable de Norteamrica. 🦅 El reto es consolidar esta confianza con la poltica fiscal responsable que ya se ejecuta. "Papelito en mano." #PulsoDeNacin #Geopoltica #MoodyS 6/6"
X Link 2026-02-11T14:02Z [--] followers, [--] engagements

"President Sheinbaum is navigating the Cuba energy crisis with strategic balance. ⛽ Providing humanitarian aid while negotiating energy flows shows a sophisticated "Third Way" diplomacy that protects the USMCA without abandoning regional solidarity. 3/6"
X Link 2026-02-11T14:33Z [--] followers, [--] engagements

"🚨 AUTOMOTIVE SPECIAL Beyond the Tariff Scare: A Blueprint for Resilience in Mexicos Industrial Heartland. 🚗⚖ Strategic intelligence for suppliers navigating the [----] USMCA landscape. 👇🧵 1/6"
X Link 2026-02-11T22:32Z [--] followers, [--] engagements

"(THE LEGAL FORTRESS) Regional Value Content (RVC) is your ultimate shield. 🛡 Under USMCA hitting the 75% threshold makes your part legally "North American." This isn't just a metric; it's an insurance policy against tariff-driven populism. 2/6"
X Link 2026-02-11T22:32Z [--] followers, [--] engagements

"(DATA VS RHTETORIC) The FRED data shows the "America First" failure: [-----] US manufacturing jobs lost in [----]. 📉 Detroit is a hostage to Mexican efficiency. Any further tariff escalation by Washington would be industrial suicide for the U.S. consumer market. 4/6"
X Link 2026-02-11T22:32Z [--] followers, [--] engagements

"(THE TECH PIVOT) The future isn't just EV; it's Hybrid. ⚡🔄 Suppliers who invest in flexible manufacturingmoving from internal combustion parts to battery cooling systemswill own the next decade. Agility is the new sovereignty. 5/6"
X Link 2026-02-11T22:32Z [--] followers, [--] engagements

"Aqu est el oro: Mientras la manufactura de EE. UU. se enfra su integracin con Mxico aumenta. 🤝 El Nearshoring est compensando su falta de capacidad interna. Somos el soporte que evita que su inflacin explote. Mxico ya no es el patio es la fbrica. 3/6"
X Link 2026-02-12T03:00Z [--] followers, [--] engagements

"Mientras Norteamrica se integra a la fuerza Europa se rompe. Ursula von der Leyen amenaza con una "Europa de dos velocidades". El ego de Bruselas est fracturando el mercado nico justo cuando el mundo exige bloques slidos. Malas noticias para el euro. 4/6"
X Link 2026-02-12T03:00Z [--] followers, [--] engagements

"🚨 MXICO HOY Rcord histrico en la Bolsa pero alerta roja en Banxico. 📈📉 Realidad econmica o espejismo financiero Jueves [--] de febrero [----]. Abro hilo con los datos que movern tu cartera y la agenda nacional. 👇🧵 1/6"
X Link 2026-02-12T14:32Z [--] followers, [--] engagements

"(EL LABERINTO CHINO) Mxico y China negocian en Beijing tras aranceles del 35%. No es solo comercio; es ajedrez geopoltico. Mxico busca equilibrio: ser el socio fiel de EE. UU. sin cerrar la puerta al gigante asitico. La diversificacin es nuestra nueva soberana. 2/6"
X Link 2026-02-12T14:32Z [--] followers, [--] engagements

"(EL BALDE DE AGUA FRA) Jonathan Heath (Banxico) no se guarda nada: califica de "ingenua" la meta de inflacin del 3%. La pausa en el recorte de tasas al 7% es una seal clara: los precios no van a bajar por decreto. Cuidado con el crdito y el consumo en los prximos meses. 3/6"
X Link 2026-02-12T14:32Z [--] followers, [--] engagements

"🚨 MEXICO STRATEGIC BRIEF Record highs in the Stock Market vs. a reality check from the Central Bank. 📈📉 Thursday Feb [--] [----]. Data-driven insights on the North American engine. 👇🧵 1/6"
X Link 2026-02-12T15:01Z [--] followers, [--] engagements

"(THE CHINA CHESSBOARD) Direct talks in Beijing: Mexico & China negotiate after 35% tariffs. Mexico is threading the needlestaying close to the USMCA while keeping the door open for Chinese investment. Strategic diversification is the new sovereignty. 1/6"
X Link 2026-02-12T15:01Z [--] followers, [--] engagements

"(REMITTANCES UNDER PRESSURE) Red Flag: Remittances fell 4.6% in 2025the sharpest drop since [----]. 📉 The cooling U.S. labor market is finally hitting Mexican households. A critical social pillar is weakening. 5/6"
X Link 2026-02-12T15:01Z [--] followers, [--] engagements

"Bottom Line: Global disorder in Munich massive protests in India and Mexico negotiating its future in Beijing. Sovereignty in [----] is about pragmatic resilience. "Papelito en mano." 🦅⚖🌍 #Mexico2026 #USMCA #Banxico #EmergingMarkets 6/6"
X Link 2026-02-12T15:01Z [--] followers, [--] engagements

"Conclusin: China acumula supervit rcord ($1.19B) mientras Occidente se rearma. Mxico est en el tablero de minerales estratgicos y semiconductores. No es poltica es arquitectura geoeconmica. "Papelito en mano." 🦅⚖📈 #PulsoDeNacin #Geopoltica #Mxico2026 #CBRE 6/6"
X Link 2026-02-13T03:00Z [--] followers, [--] engagements

"Conclusin: Singapur teme fragilidad China acumula supervit y Mxico negocia con Beijing. La economa del [----] es de bloques y resistencia. La poltica monetaria ya no es local es un tablero global. "Papelito en mano." 🦅⚖📊 #PulsoDeNacin #Banxico #CPI #Geopoltica 6/6"
X Link 2026-02-13T14:00Z [--] followers, [--] engagements

"Column: Strategic Pulse Date: February [--] [----] Author: Isaas Ventura R. Follow me on Threads: @isaias_venturar (Thread 🧵👇)"
X Link 2026-02-13T14:30Z [--] followers, [--] engagements

"Banxicos Cautious Stance. 🏦 Jonathan Heaths warning stands: the path to 3% inflation is rocky. While U.S. inflation eases Mexico must maintain high rates (7%) to protect the Peso and manage imported price shocks. Prudence over stimulus. 3/6"
X Link 2026-02-13T14:30Z [--] followers, [--] engagements

"The Blind Spot: Remittances are down 4.6%. The U.S. migrant wage mass is shrinking as automation and policy shifts squeeze the labor force. The social engine of North America is losing steam. 5/6"
X Link 2026-02-14T03:31Z [--] followers, [--] engagements

"En EE.UU. dicen que todo va bien pero a nuestros paisanos all les estn recortando las horas. Maquillan las cifras para que la bolsa suba pero el bolsillo del trabajador no siente ese "crecimiento". Es pura ilusin de papel. 📉💸"
X Link 2026-02-14T15:00Z [--] followers, [--] engagements

"Column: Strategic Pulse Date: February [--] [----] Author: Isaas Ventura R. Follow me on Threads: @isaias_venturar ✍🏻 (Thread 🧵👇)"
X Link 2026-02-14T03:31Z [--] followers, [--] engagements

"🚨 STATISTICAL PURGE U.S. Inflation cools to 2.4% but the labor market tells a darker story. Massive revisions erased 69% of 2025s job growth. Is the "Soft Landing" just a marketing trick 📉 1/6"
X Link 2026-02-14T03:31Z [--] followers, [--] engagements

"The Street View Isaas Ventura R. Deep dive on Threads: @isaias_venturar ✍🏻"
X Link 2026-02-15T15:00Z [--] followers, [--] engagements

"ngulo Muerto: El colapso de las remesas (-4.6%) en [----] es el sntoma de una fractura social. 📉 Menos masa salarial en EE. UU. = menos consumo en comunidades rurales. La Bolsa (BMV) puede estar en mximos pero el suelo social siente el fro del norte. 5/6"
X Link 2026-02-13T14:00Z [--] followers, [--] engagements

"🚨 STRATEGIC ALERT U.S. Inflation cools to 2.4% (lowest since May '25). 📉 Is this the relief emerging markets needed or just another trap Friday the 13th analysis for Mexico and the world. 1/6"
X Link 2026-02-13T14:30Z [--] followers, [--] engagements

"The Blind Spot: Remittances fell 4.6% in [----]. 📉 A 3.7% drop in migrant wage mass is hitting Mexican households where it hurts. The stock market (BMV) is at record highs but the social engine is losing fuel. Structural fragility is real. 5/6"
X Link 2026-02-13T14:30Z [--] followers, [--] engagements

"Munich [----] is basically a club for rich nations trying to secure minerals like Lithium and Copper. They aren't just "saving the planet" with EVs; they are fighting for control of the new oil. And guess what Mexico is sitting on the treasure. 💎"
X Link 2026-02-14T16:00Z [--] followers, [--] engagements

"Don't buy the "crisis" narrative. Mexico is stable the Peso is holding and we are playing both sides (US & China) to get the best deals. Its a smart quiet game for sovereignty. ⚖🤝"
X Link 2026-02-14T16:00Z [--] followers, [--] engagements

"El ngulo muerto de la poltica: No te creas el cuento de que el pas se desmorona por la polarizacin. El ruido es meditico pero las instituciones siguen jalando. El reto real es que el nuevo contrato social se vuelva ley y no solo discurso. ⚖🏛"
X Link 2026-02-15T02:00Z [--] followers, [--] engagements

"Pemex isn't just an oil company; it's our financial life insurance. Its health decides if the Peso holds up and if investors trust us. Its not ideologyits everyones pocket thats on the line. ⛽💰"
X Link 2026-02-15T03:00Z [--] followers, [--] engagements

"The global risk is no longer just inflation; its "geoeconomic confrontation." With the ECB pushing the Euro as a USD alternative Mexico must navigate a world of parallel supply chains and fragmented financial systems. 🌍🛡"
X Link 2026-02-15T03:31Z [--] followers, [--] engagements

"Monetary Policy: Banxico is increasingly conditioned by external signals (US CPI & global yields) rather than domestic variables. Mexico is absorbing global volatility making fiscal discipline more than a choiceit's a survival mechanism. 🏦📊"
X Link 2026-02-15T03:31Z [--] followers, [--] engagements

"La Verdad de a Pie Isaas Ventura R. El anlisis completo en Threads: @isaias_venturar ✍🏻"
X Link 2026-02-15T14:01Z [--] followers, [--] engagements

"El mundo est de cabeza. En Europa (Mnich) ya no se fan de EE.UU. y cada quien jala para su lado. Mxico es el vecino suertudo pero ojo: si solo servimos para armar cosas de otros y no inventamos nada propio nos vamos a quedar como el "eterno ayudante". 🏭"
X Link 2026-02-15T14:01Z [--] followers, [--] engagements

"Pemex no es solo una empresa es el termmetro de nuestra economa. Si a Pemex le va mal el pas se aprieta el cinturn. No es un tema de polticos peleoneros es un tema de soberana y de que el dinero alcance para medicinas y escuelas. ⛽🏥"
X Link 2026-02-15T14:01Z [--] followers, [--] engagements

"Don't get distracted by the political "noise" you see in the news. The real story is the reshaping of Mexicos social contract. The State is taking back strategic sectors like energy to protect national interests from global volatility. ⚖⛽"
X Link 2026-02-15T15:00Z [--] followers, [--] engagements

"Geopolitics: Munich [----] highlights "Multipolarity without rules." As Europe seeks strategic autonomy Mexicos pragmatic diplomacy allows it to balance USMCA commitments with growing ties to India and the Global South. 🌍🛡"
X Link 2026-02-15T15:30Z [--] followers, [--] engagements

"With $406B in projected investments Mexico is cementing its role as the essential North American hub. 🏗⚡ The states focus on industrial energy and infrastructure is creating a moat against global economic volatility. 4/6"
X Link 2026-02-11T14:33Z [--] followers, [--] engagements

"Blind Spot: NATOs new mission in the High North. ❄🚢 While others focus on minor trade disputes the battle for the minerals of the future is shifting to the Arctic. Mexicos stability is its greatest asset in this fractured world. 5/6"
X Link 2026-02-11T14:33Z [--] followers, [--] engagements

"Bottom Line: Mexicos 1.2% growth projection is a floor not a ceiling. By maintaining fiscal discipline and trade resilience the 4T is proving that sovereignty and growth are not mutually exclusive. "Papelito en mano." 🦅⚖🌍 #StrategicPulse #Mexico2026 #TradeWar 6/6"
X Link 2026-02-11T14:33Z [--] followers, [--] engagements

"🚨 CIERRE ESTRATGICO El mundo entra en "Economa de Guerra" mientras Mxico blinda su industria. 🌍 Estamos ante una purga corporativa global Abrimos hilo con la realidad que Wall Street no quiere que veas. 👇🧵 1/6"
X Link 2026-02-13T03:00Z [--] followers, [--] engagements

"Pnico en Wall Street: $CBRE (el gigante inmobiliario) cae 12%. Solo ha pasado en [----] y COVID. 📉 El mercado grita quiebras corporativas niveles [----]. Mientras el sector servicios de EE. UU. se erosiona la "Careless Economy" pasa factura. @abrahamendieta @juncalssolano 2/6"
X Link 2026-02-13T03:00Z [--] followers, [--] engagements

"Europa en "pie de guerra". Anders Fogh Rasmussen advierte: la UE debe transformar su economa para la defensa. Entre el "Buy European" y los 540M de Londres para misiles Occidente se cierra. El libre mercado global ha muerto; hoy mandan los bloques de seguridad. 3/6"
X Link 2026-02-13T03:00Z [--] followers, [--] engagements

"Ojo al dato del CEMLA: Cada del 3.7% en la masa salarial migrante. 📉 El miedo a redadas y el enfriamiento en EE. UU. est secando las remesas. Mientras la BMV celebra rcords el suelo social siente el fro. La soberana se defiende con estructura propia. 5/6"
X Link 2026-02-13T03:00Z [--] followers, [--] engagements

"Column: Strategic Pulse Date: February [--] [----] Author: Isaas Ventura R. Follow me on Threads: @isaias_venturar ✍🏻"
X Link 2026-02-13T03:32Z [--] followers, [--] engagements

"🚨 NIGHTLY BRIEF Global "War Economy" vs. Mexico's Industrial Sovereignty. 🌍 $CBRE is collapsing Europe is rearming and Mexico is pivoting. Lets dive into the data-driven reality. 👇🧵 1/6"
X Link 2026-02-13T03:32Z [--] followers, [--] engagements

"$CBRE drops 12%a panic level only seen during the GFC and COVID. 📉 Corporate bankruptcies in the U.S. are hitting [----] levels. The "Careless Economy" is hitting home as service sectors erode. High rates are purging the system. 2/6"
X Link 2026-02-13T03:32Z [--] followers, [--] engagements

"Mexicos Strategic Move: @Claudiashein meets with top CEOs. The goal: import substitution and energy sovereignty. Mexico isn't looking for more assembly lines; it's building a sovereign industrial base for the [----] global landscape. 4/6"
X Link 2026-02-13T03:32Z [--] followers, [--] engagements

"Critical Data: 3.7% drop in migrant wage mass in the U.S. 📉 Remittances are drying up as the labor market cools and fear of raids increases. Mexicos domestic stability must rely on production not just external transfers. 5/6"
X Link 2026-02-13T03:32Z [--] followers, [--] engagements

"Bottom Line: China hits a record $1.19T surplus while the West focuses on defense. Mexico is positioning itself in the strategic minerals and semiconductor war. Sovereignty is the ultimate asset. "Papelito en mano." 🦅⚖📈 #StrategicPulse #Economy2026 #USMCA #CBRE 6/6"
X Link 2026-02-13T03:32Z [--] followers, [--] engagements

"Mnich 2026: El Canciller alemn admite que el viejo orden ha muerto. Mientras Europa busca autonoma estratgica EE. UU. nos sorprende con un IPC menor al esperado. Pero ojo: el mercado laboral sigue fuerte. La Fed no tendr prisa por bajar tasas. @abrahamendieta 2/6"
X Link 2026-02-13T14:00Z [--] followers, [--] engagements

"Banxico en guardia. 🏦 Jonathan Heath tiene razn: dudar de la meta del 3% no es pesimismo es prudencia. Con la inflacin de EE. UU. bajando pero el dlar fuerte Mxico mantendr su tasa en 7%. La "inflacin importada" sigue siendo el fantasma a vencer. 3/6"
X Link 2026-02-13T14:00Z [--] followers, [--] engagements

"Soberana o maquila El gobierno acelera proyectos de nearshoring e infraestructura energtica. El objetivo no es solo ensamblar sino integrar valor nacional. En un mundo donde Trump pacta $250 mil MDD con Taiwn Mxico debe ser ms que un vecino barato. 4/6"
X Link 2026-02-13T14:00Z [--] followers, [--] engagements

"Munich Security Conference: "The world order is dead." As Europe pushes for industrial autonomy the U.S. labor market remains stubbornly strong despite cooling CPI. The Fed won't rush to cut rates. Strategic uncertainty is the new baseline. 2/6"
X Link 2026-02-13T14:30Z [--] followers, [--] engagements

"Mexico's Industrial Pivot. Sheinbaum is focusing on value chains over simple assembly. With the U.S. attracting $250B from Taiwan via new trade deals Mexico must prove its a high-value sovereign partner not just a low-cost backup. 4/6"
X Link 2026-02-13T14:30Z [--] followers, [--] engagements

"Final Take: Singapore flags global fragility China holds a $1.19T surplus and Mexico navigates talks with Beijing. Geopolitics is now the primary driver of capital. "Data doesn't lie." 🦅⚖🌍 #StrategicPulse #Banxico #CPI #Mexico2026 6/6"
X Link 2026-02-13T14:30Z [--] followers, [--] engagements

"🚨 ESPEJISMO ECONMICO Se acaba el "Sueo Americano" Mientras la inflacin en EE. UU. baja al 2.4% una purga estadstica revela que en [----] se crearon 69% MENOS empleos de lo anunciado. La realidad supera a la propaganda. 📉 1/6"
X Link 2026-02-14T03:01Z [--] followers, [--] engagements

"Mnich 2026: El orden mundial ha muerto. 🌍 Mientras Europa busca autonoma EE. UU. vive una economa de "No-hire No-fire". Las revisiones borraron [---] mil empleos del mapa. No es fortaleza es estancamiento oculto. @S_G_Zagal @rodriguez_v_i 2/6"
X Link 2026-02-14T03:01Z [--] followers, [--] engagements

"La "Cuesta de Enero" golpea la subyacente (4.52%). 🌮 Los servicios no bajan y Banxico lo sabe. Jonathan Heath mantiene el freno en 7% porque la inflacin "pegajosa" en fondas y servicios es el impuesto ms caro para el pueblo. 4/6"
X Link 2026-02-14T03:01Z [--] followers, [--] engagements

"ngulo Muerto: El migrante mexicano hoy lucha contra la IA y el recorte de horas en EE. UU. La cada del 4.6% en remesas no es casualidad; es el reflejo de un mercado norteamericano que se enfra mientras el costo de vida sube. 📉💸 5/6"
X Link 2026-02-14T03:01Z [--] followers, [--] engagements

"Sticky Inflation: Mexicos core CPI hit 4.52%. 🏦 Services and food prices remain high forcing Banxico to keep rates at 7%. The "January struggle" is real and the road to 3% is now pushed to [----]. 4/6"
X Link 2026-02-14T03:31Z [--] followers, [--] engagements

"🚨 LO QUE NO TE CUENTAN Te dicen que el mundo est de cabeza La verdad es que los dueos del dinero se estn repartiendo el pastel otra vez. Mientras t te preocupas por la quincena ellos estn rediseando el mapa. Abro hilo de verdades. 🧵👇"
X Link 2026-02-14T15:00Z [--] followers, [--] engagements

"Has odo de las "fbricas que vienen de China" Se llama nearshoring pero la neta es que no llegan solas. Mxico es la "joya de la corona" porque estamos junto al cliente que ms compra (EE.UU.). Pero ojo: si no hay luz ni agua para las fbricas se van a ir. 💡🏭"
X Link 2026-02-14T15:00Z [--] followers, [--] engagements

"Mexico is now the biggest player in North American trade but the "gold rush" of factories (nearshoring) is hitting a wall. Why Because we need more power and better roads. Its not about politics; its about having the juice to run the machines. ⚡🏭"
X Link 2026-02-14T16:00Z [--] followers, [--] engagements

"Bottom Line: The world order is changing and for the first time in a long time Mexico has leverage. Don't listen to the noise; follow the facts. "Data doesn't lie." 🦅⚖🌍 #TheStreetView #Economy2026 #Nearshoring"
X Link 2026-02-14T16:00Z [--] followers, [--] engagements

"🚨 MXICO EN EL OJO DEL HURACN [--] de febrero de [----]. Mientras el mundo celebra los datos dicen que estamos en una transicin peligrosa. Entre el miedo a una guerra mundial y la oportunidad de oro de Mxico. Abro hilo de verdades. 🧵👇"
X Link 2026-02-15T02:00Z [--] followers, [--] engagements

"Sabas que la mitad de la gente en EE.UU. cree que viene una guerra pronto Ese miedo no es solo de pelcula: hace que el dinero se esconda y los precios suban. Mxico es el "refugio" pero si no arreglamos la luz y el agua el tren se nos va. 🌍💸"
X Link 2026-02-15T02:00Z [--] followers, [--] engagements

"Nos dicen que Mxico crece pero la neta es que crece a dos velocidades: el Norte y el Bajo vuelan mientras el Sur sigue esperando el empujn. No basta con armar carros; necesitamos tecnologa propia para que la lana se quede aqu. 🏗"
X Link 2026-02-15T02:00Z [--] followers, [--] engagements

"🚨 MEXICO: THE EYE OF THE STORM Feb [--] [----]. While everyone is celebrating the data shows we are in a dangerous transition. Between global war anxiety and Mexicos golden opportunity. Lets break it down. 🧵👇"
X Link 2026-02-15T03:00Z [--] followers, [--] engagements

"Did you know 50% of people in the U.S. think a world war is coming soon That fear isn't just for moviesit hides capital and drives prices up. Mexico is the "safe harbor" but if we don't fix our power and water grids well miss the boat. 🌍💸"
X Link 2026-02-15T03:00Z [--] followers, [--] engagements

"They tell us Mexico is growing but the truth is it's a "two-speed" country. The North is booming while the South is still waiting for its turn. Assembling cars isn't enough; we need our own tech so the big money stays here. 🏗"
X Link 2026-02-15T03:00Z [--] followers, [--] engagements

"The Political Blind Spot: Don't buy the "state in crisis" narrative. The noise is mostly media drama but the institutions are still running. The real challenge is making the new social contract a reality not just a speech. ⚖🏛"
X Link 2026-02-15T03:00Z [--] followers, [--] engagements

"The Blind Spot: Mexicos macro stability is decoupled from its regional reality. While the North integrates with the US the South remains productivity-starved. Closing this gap is the real test for Mexicos 2026-2030 industrial policy. 📉"
X Link 2026-02-15T03:31Z [--] followers, [--] engagements

"🚨 NOS ESTN CUENTEANDO Domingo [--] de febrero. Nos dicen que Mxico crece y que hay empleo pero la cartera no miente: las cosas siguen caras y los trabajos "buenos" no llegan a todos lados. Abro hilo sobre la realidad detrs de las cifras. 🧵👇"
X Link 2026-02-15T14:01Z [--] followers, [--] engagements

"Sabas que cuando en Nueva York suben las tasas a ti te cuesta ms el crdito Aunque Mxico haga las cosas bien los "peces gordos" de afuera siguen moviendo los hilos. Es una trampa financiera que casi nadie te explica. 💸📉"
X Link 2026-02-15T14:01Z [--] followers, [--] engagements

"El mercado laboral muestra crecimiento nominal pero una degradacin cualitativa. La rotacin y la baja remuneracin en los clsteres industriales revelan que el valor agregado se queda en las matrices extranjeras no en la economa local. 📉🏭"
X Link 2026-02-15T14:30Z [--] followers, [--] engagements

"Bottom Line: From Arctic routes to Mexicos industrial corridors the world is de-coupling from old hegemonies. Sovereignty is the new global currency. "Papelito en mano." 🦅⚖🌍 #StrategicPulse #Geopolitics #Mexico2026 #TradeSecurity #USMCA 6/6"
X Link 2026-02-10T14:31Z [--] followers, [--] engagements

"Labor Blind Spot: The recent BLS revision in the U.S. (69% fewer jobs in 2025) reveals structural stagnation. With the "Sahm Rule" at [----] fragility is evident; GDP growth no longer correlates with real wage mass. 📊"
X Link 2026-02-14T16:30Z [--] followers, [--] engagements

"🏛 STRATEGIC OUTLOOK Feb [--] [----]. Mexico emerges as a geoeconomic hinge in a fragmented world. As Munich [----] highlights a trans-Atlantic "operational divorce" Mexico's role as North America's industrial gateway has never been more critical. 🧵👇"
X Link 2026-02-15T03:31Z [--] followers, [--] engagements

"Monetary Blind Spot: Asymmetric spillover effects. Banxico is forced into a restrictive stance not by domestic CPI alone but by the necessity of managing global capital flows in a high-rate environment dictated by the Fed. 🏦📊"
X Link 2026-02-15T15:30Z [--] followers, [--] engagements

"Europe is on a "war footing." From the "Buy European" industrial push to the UKs 540M military package the West is shifting from civil to defense spending. Strategic autonomy is no longer a choice; its a necessity for the EU. 3/6"
X Link 2026-02-13T03:32Z [--] followers, [--] engagements

"Pulso de Nacin Isaas Ventura R. Ensayo tcnico en Threads: @isaias_venturar ✍🏻"
X Link 2026-02-15T14:30Z [--] followers, [--] engagements

"Sector Energtico: Pemex sigue siendo la variable macro crtica. Su estrs fiscal condiciona el riesgo soberano. El nuevo contrato social exige un Estado que no solo administre sino que sea protagonista en la infraestructura estratgica. ⚡⛽"
X Link 2026-02-15T14:30Z [--] followers, [--] engagements

"Conclusin: Mxico practica una diplomacia pragmtica silenciosa pero efectiva. El reto es transitar del volumen de exportacin a la calidad de la innovacin nacional. "Papelito en mano". 🦅⚖📈 @Alvaro_Delgado @elfisgonmonero @HernanGomezB"
X Link 2026-02-15T14:30Z [--] followers, [--] engagements

"Nearshoring is great but we need more than just factories. We need innovation. If Mexico stays as a "screw and bolt" economy the real profits will always fly back to New York or Shanghai. 🏭✈"
X Link 2026-02-15T15:00Z [--] followers, [--] engagements

"Bottom Line: Mexico is playing a quiet pragmatic game. We aren't choosing sides; we are choosing our own growth. Data doesn't lie: quality of growth is the only metric that matters. 🦅⚖🌍 @DailyPostMexico @KurtHackbarth @JoseL_Sanz"
X Link 2026-02-15T15:00Z [--] followers, [--] engagements

"Strategic Pulse Isaas Ventura R. Detailed essay on Threads: @isaias_venturar ✍🏻"
X Link 2026-02-15T15:30Z [--] followers, [--] engagements

"Fiscal Stress: Pemex remains the ultimate macro variable. Its debt profile directly impacts Mexico's sovereign risk. The shift toward a more active State role in energy is a defensive move against global market fragmentation. ⚡⛽"
X Link 2026-02-15T15:30Z [--] followers, [--] engagements

"Final Take: Mexico is navigating the global transition with an adaptive silent insertion strategy. The challenge is converting export volume into national technological sovereignty. "Data doesn't lie." 🦅⚖📈 @TheEconomist @ForeignPolicy @IanBremmer"
X Link 2026-02-15T15:30Z [--] followers, [--] engagements

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@iventuraramirez
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