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[@Analisis_Fundam](/creator/twitter/Analisis_Fundam)
"Stk mkts(+) govt bond yields skewed(+) and USD(-). Optimism returns on signals of a possible trade agreement between the US and China after comments that they have reached deals on some issues before this weeks meeting between the presidents of both countries"  
[X Link](https://x.com/Analisis_Fundam/status/1982794894264422751) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T13:01Z 17.8K followers, XXX engagements


"Rep Corp en Mxico: Alsea Alfa/Sigma Asur Cuervo Gentera Gruma Lab Lacomer y Orbia.En EUA: AT&T Boston Scientific CME Group Crown Castle FirstEnergy Hilton Worldwide Holdings IBM Kinder Morgan Las Vegas Sands Molina Healthcare Tesla y Thermo Fisher Scientific"  
[X Link](https://x.com/Analisis_Fundam/status/1980976777385345472) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-22T12:37Z 17.8K followers, XXX engagements


"Corp earnings results in Mexico: Alsea Alfa/Sigma Asur Cuervo Gentera Gruma Lab Lacomer & Orbia.In the US: AT&T Boston Scientific CME Group Crown Castle FirstEnergy Hilton Worldwide Holdings IBM Kinder Morgan Las Vegas Sands Molina Healthcare Tesla & Thermo FS"  
[X Link](https://x.com/Analisis_Fundam/status/1980977758294441989) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-22T12:41Z 17.8K followers, XXX engagements


"📊 $ALPEK (Buy) Quarterly Report #3Q25: Challenges remain. 2025 guidance lowered again. #BanorteResearch ➡"  
[X Link](https://x.com/Analisis_Fundam/status/1981029815026147786) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-22T16:08Z 17.8K followers, XXX engagements


"Market attention this week on monetary policy with the decisions from the @federalreserve @ecb and @Bank_of_Japan_e. In line with consensus we expect the former to cut by 25bps with the reference rate range reaching XXXX% - 4.00%"  
[X Link](https://x.com/Analisis_Fundam/status/1982796240409522668) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T13:07Z 17.8K followers, XXX engagements


"💵Mexico: Fixed-Income and FX Weekly. #BanorteResearch"  
[X Link](https://x.com/Analisis_Fundam/status/1981869094401175954) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-24T23:43Z 17.8K followers, XXX engagements


"Rep Corp en Mxico: Kof. En EUA: Edwards Lifesciences General Dynamics HCA Healthcare Illinois Tool Works y Procter&Gamble"  
[X Link](https://x.com/Analisis_Fundam/status/1981694970001269213) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-24T12:11Z 17.8K followers, XXX engagements


"On monetary policy decisions Russia cut its key rate by 50bp to XXXXX% less than expected"  
[X Link](https://x.com/Analisis_Fundam/status/1981695368665686218) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-24T12:12Z 17.8K followers, XXX engagements


"Corp earnings results in Mexico: Kof. In the US: Edwards Lifesciences General Dynamics HCA Healthcare Illinois Tool Works & Procter&Gamble"  
[X Link](https://x.com/Analisis_Fundam/status/1981695370599293053) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-24T12:12Z 17.8K followers, XXX engagements


"In Argentina Javier Mileis party La Libertad Avanza obtained close to XX% of the vote in the legislative elections consolidating the support of his liberal agenda"  
[X Link](https://x.com/Analisis_Fundam/status/1982794897338871914) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T13:01Z 17.8K followers, XX engagements


"In the same vein @federalreserve members will resume their speeches after the decision. Meanwhile the @ecb will publish its surveys related to inflation expectations bank lending and professional forecasters along with the report on negotiated wages"  
[X Link](https://x.com/Analisis_Fundam/status/1982796243521651195) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T13:07Z 17.8K followers, XX engagements


"The US earnings season continues with the results from XXX companies of the S&P XXX. As of Fridays close XXXX% of companies had reported with accumulated earnings per share growth of XXXX% y/y (consensus: 7.0%) with the rate of positive surprises at 81.6%"  
[X Link](https://x.com/Analisis_Fundam/status/1982796245069340762) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T13:07Z 17.8K followers, XX engagements


"In the events we highlight the @APEC annual meeting in South Korea from October XX to XX with all eyes on the scheduled meeting between Presidents Donald Trump and Xi Jinping. Moreover on the @ASEAN summit in Kuala Lumpur"  
[X Link](https://x.com/Analisis_Fundam/status/1982796246826811520) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T13:07Z 17.8K followers, XX engagements


"In other regions 3Q25 #GDP unemployment rate (Sep) and inflation (Oct P) in the Eurozone; PMI indicators (Oct) in China and the unemployment rate (Sep) in Brazil"  
[X Link](https://x.com/Analisis_Fundam/status/1982796250370953332) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T13:07Z 17.8K followers, XX engagements


"Mexico: Trade balance Contraction in exports but with imports higher in September. #BanorteResearch"  
[X Link](https://x.com/Analisis_Fundam/status/1982845882090627332) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T16:24Z 17.8K followers, XXX engagements


"In Mexico released August's GDP-proxy IGAE at XXX% m/m (-0.9% y/y). By sectors industry fell XXX% with agriculture at +14.5% and services up 0.5%"  
[X Link](https://x.com/Analisis_Fundam/status/1980977756252041469) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-22T12:41Z 17.8K followers, XXX engagements


"📊 $AC (Hold PT $218.00) Quarterly Report #3Q25: Challenges remain in Mexico. #BanorteResearch ➡"  
[X Link](https://x.com/Analisis_Fundam/status/1982912391999619110) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-27T20:48Z 17.8K followers, XXX engagements


"Stk mkts mixed w/US fut(+) govt bond yields mixed and USD(+). Optimism prevails on AI and improvement on US-China relations with these countries leaders meeting tomorrow. The session waits for the monetary decision of the @federalreserve and earnings from main tech companies"  
[X Link](https://x.com/Analisis_Fundam/status/1983522858577129515) [@Analisis_Fundam](/creator/x/Analisis_Fundam) 2025-10-29T13:14Z 17.8K followers, XXX engagements