La estrategia del día es traída para ti por BloombergLine.com Muy buenos días. La actividad mundialista parece que no le hizo nada a la inflación en México. Vamos a hablar del dato al cierre de junio. Además, ¿cuántos turistas realmente visitaron México durante la Copa del Mundo? También vamos a desglosar lo más importante que estuvieron discutiendo los miembros de Banxico y de la Fed en su decisión de tasas del mes de junio. Y a todo esto, ¿cómo va la relación entre México, Ecuador y Perú? And we changed the last Sorbo for a Frappuccino with a crazy combination of their preferences, because everything is pointing to that Microsoft and IBM could be without Starbucks as a client. Wednesday June 10, don't forget to click the button to follow the podcast, to activate the bell so that you can receive the alert of a new episode every morning. The inflation in June continued its descent. of having closed in May 3.94%, in June it was located in 3.37% annually, according to the Inegi. This is important because June was a month in which we expected a possible rise in the prices for the beginning of the World of Football, which was since the 11th of June, but also for the holidays of summer, especially in the restaurants, the transport and hotels. What we know, according to the latest data, is that there was an increase in prices, but not enough strong for that the inflation general will disappear. In other words, as you could hear, it goes down and also close to the Bank of Mexico. Do you remember that round of the round of the bank that we had with one of the sub-governors of the central bank a six days ago that the world inauguration, Gabriel Cuadra? Just before the decision of interest rates, he said that his prediction was that the inflation would descend in the next few months and that it would be much less. conclusion then of the inflation in June, Mexico sorted the pressure and in fact was menor to what expected the analysts, which was of 3.50% data extra is the lowest level in which we have seen to the general inflation from December of 2020 entrando al component subyacente and no subyacente also there were descensos the inflation subyacente which is the that eliminates the most volatile inflation se ubicó in 4.03% anual and the The no subyacente, which is the most volatile price, is located at 1.11% annually. We need to know how the inflation comes in this July, which includes the final final of the World. How many tourists visited Mexico during the World? The fact that the numbers that the Mexican government came to give in the moment, prior to the The event of the tournament is very far from what can be the reality. The first data from the industry on the flow of visitors, and according to the National Empresarial Tourist and the Center for Investigations Avancated in Tourism Sostenible of the University of Anahuac, Mexico received around 175,000 international tourists additional. The government calculated how many people calculated? 5.5 million. This contrasted with what other private agencies and consultoría like Moody's, which calculated 800.000 visitors, and Deloitte, which calculated 836.000, mainly nationales. In a conference in the press, the president of the Senate, Antonio Cosío, said that there was a question of the government where they were taken from those data, because they were too high. Another revelatory data is that the hotel occupancy hotel in the three cities sede, Mexico, Guadalajara and Monterrey, fell in June compared to what was seen a year ago in this same month. For example Mexico City registrated a 56 2 lower than June of 2025 The of Guadalajara was also of 56 but 7 less than the last year And Monterrey was a 53 almost a 6 anual less The main reason of the crash, as they said, these institutions are encarged, is to the travelers of business. That is, knowing what was coming, they chose not to travel to these cities during the World Cup, al pensar que sus actividades iban a poderse ver afectadas por los partidos que allí se llevarían a cabo. Ahora, hubo una caída en la ocupación hotelera, pero no por ello menos ingresos, justo por los precios y lo que comentábamos sobre la inflación de junio. Los hoteles en las tres ciudades tuvieron mayores ingresos por los incrementos en la tarifa hotelera, which was 46.7% in Mexico, 41.4% in Guadalajara and 39.8% in Monterrey. But well, we know, let's take these numbers as preliminaries and we'll see more later on a number of visitors from the economic and the hotel economy. In other news. Resume of monetary monetary policy. Because this week, we published the Minutes of Mexico and the Fed. In terms of the US's Banco Central, remember that the conversation, among other things, has been in the division of the members for the range of interest rates. What revealed in the minutes of the Fed about what discussed in their meeting on June 16 and 17 is that there were some arguments about raising the tax rates, although finally ended up supporting the decision to keep them without changes. También se vio una preocupación que aumenta sobre la inflación justo cuando las inquietudes sobre el mercado laboral se habían atenuado ligeramente. Recordemos que en las proyecciones sobre las siguientes decisiones de tasas, en la que no participó Kevin Warsh, el mismísimo presidente de la Fed, al menos nueve miembros ven un alza de 25 puntos base este año. Otros nueve no esperan ningún cambio o preven una reducción. Mientras tanto, en Banco de México, las minutas se publicaron este jueves 9 de julio. The first, the inflation is reflected in the between Mexico and the Fed of the United States, which is in historically low levels. One of the members, no one knows who, said that some banks centrales have increased recently their interest rates and prevailing that the Fed does at least once in the next months. This limit the space for a greater relaxation of the tax in Mexico. As a result, this week Kevin Warsh in the Fed already armed the five groups of work that he had announced in his first conference of press in the middle of June. These are the groups that intend to examine the focus of the central bank on the key aspects of the formulation of the monetary policy, with look at the possible implementation of radical changes. Among the responsible of these five groups of work are the academic academics, the former members of the central bank and the executives of companies to analyze the current communication strategy that the Federal Reserve has. Also, its balance of 6.7 billion dollars, the use and dependents of the sources of data exist, as well as the market relative to productivity, employment and inflation. Kevin Warsh arrived with the total mandate of change. America Latina Now that the world's a little bit of the mundialists between Mexico and Ecuador, how is the relationship diplomatically between these two countries Remember that since more than two years the diplomatic relations have been from the Ecuadorian police police in the city of Quito to take detain to the former president George Glass, who was refugee and tramiting asylum. Regardless of the political issue and why Mexico gave asylum, the relationship breaks because irrumped in a embassy in a serious court is a grave violation of international rights, specifically from the Convención de Viena. A embajada is considered an extension of the country of origin, in this case of Mexico, so it is exenta of a local jurisdiction. The police ecuatorian invaded and invaded and attacked the Mexican diplomats. In this case, the president of Manuel López Obrador, in April of 2024, fíjense how much it is, he decided to suspend the diplomatic relations. Well, today, the president of Ecuador, Daniel Novoa, dijo que le gustaría restablecer las relaciones. Sin embargo, la presidenta Sheinbaum, al ser consultada sobre el tema esta semana, dijo que para retomar la relación, primero tiene que haber una disculpa y que se reconozca que la invasión a la Embajada de México en ese país sucedió. Dijo que no ha recibido ninguna solicitud formal del gobierno de Ecuador y que en todo caso tendría que haber un desagravio. De hecho, el ahora canciller Roberto Velasco dijo que hay una serie de violaciones al derecho internacional that they make impossible that they have communication or that they have a restablecimento of the relations. Actualmente, there are two juicios ante the International Court of Justice that are in the process of disembodied argument. One juicio interposed Mexico, in this one, in January, which was the disembodied argument in January, and there will be another disembodied argument in January. And the other juicio is of Ecuador, in which they argument about what they consider that is the authorization of asylum that is contrary to international rights. Así las cosas. Pero este no es el único país de América Latina con el que México no anda muy bien. No nos olvidemos de Perú, este país que, contrario al caso de Ecuador, en el que México suspendió relaciones, aquí Perú las rompió con México. It was under the government of Dina Boluarte after Mexico gave the political asylum to Betsy Chavez, the first-ministration peruanian. Today, the Mexican embassy in Peru is under the protection of Brazil, while Betsy Chavez is waiting for asylum in Mexico. And now, with the new change of government, with the arrival of Keiko Fujimori next 28th of July, the question is if it will return the relationship. Shane Baum said that now has not had communication with Fujimori Y que no lo hace precisamente porque las relaciones están rotas desde el año pasado. Ese es el argumento que da la presidenta de México. Entonces dice, vamos a esperar. Plata. Sí, otra vez plata. Nació, avanzó muy rápido y ya opera como banco en México. Y ahora se estrena oficialmente en un segundo país, Colombia. Ya están iniciando operaciones. Lo que implica que es su primer paso en su expansión en América Latina, tras recibir la autorización como compañía de financiamiento por parte del regulador local que es la superintendencia financiera, algo así como la CNBB en México. The company of Enérito Lardo, which in the same way prepared more products like New Banco Mexicano, a new house of the box, and even even even Cajeros Automáticos Inteligentes. We talked about it last week. No, without forgetting the enormous amount of publicity that they have seen lately, being the most llamative, its launch as a bank in the Zócalo of Mexico City, with a massive concert of Andrea Bocelli and Los Angeles Azules, even with the TV, the main television chain in the country. That's why you have the alcance. The bank indicated in a comunicado that he reparted the afternoon of July, that he enters the Colombian market with in capital and international finance The key is in the resources that he plata Nery Tolardo un emprendedor de origen italiano muy h economista y trotamundos se ha sabido mover bien en el entorno de los inversionistas privados, además de rodearse de la gente correcta desde que llegó a México en 2022 tras dejar su antiguo emprendimiento fintech en Rusia después de que estalló la guerra con Ucrania. Desde entonces se casó con México, pero en serio. The last investment received by Oak Tree Capital Management, Macquarie Group and Banco Cobalto as part of a private credit. Además, he received $405 million in a round of financing. The Colombia is not a coincidence. The same Nery Tolardo told us that this country was expanded since two years ago, and the license received in the summer of 2025, last year. What was the last time was the start of operations, which is what is happening this week. Van a velocity, Speedy González, but with tactics. What's going on, Plata? What's going on? The last sorbo. Agarren your favorite combination of Frappuccino's Starbucks for listening to this, because it turns out that he is developing own tools with the help of the artificial intelligence, that could help replace some software applications that currently buy companies like Microsoft, for example, for control of inventory, and IBM for management management. What tal? We know this because Bloomberg News could see a internal presentation of the company that details all this plan. Part of the software developed by Starbucks could implement at the end of the 2027, depending on the results that you get in the test. And it's interesting this game because companies, for years, have delegated these tasks of management systems to the most advanced providers, like Microsoft and IBM, and, just for a job to do it internally. But now, the artificial intelligence is changing this situation, because it's facilitating the development of applications from scratch, and then companies, also, push their employees to use the technology. Starbucks gasta alrededor de 400 millones de dólares al año solo en software. Es una cifra que dio a conocer su director de tecnología en un foro interno a principios de este año. Y desde entonces ha tenido la idea de que existen claras oportunidades para reducir ese gasto en software. Así lo dijo, según una grabación de la reunión que también fue revisada por los reporteros de Bloomberg News que trabajaron en esta historia. Today, the main companies of software are facing a increasing concern about whether they can make face the competition of products developed by emerging companies or by their own clients that use the artificial intelligence. This phenomenon is affecting the companies like Microsoft and IBM that are registering a lower rate of the S&P 500. Let's see how the chain goes. Today, everything is going to be on the side of the siren. Today, everything is going to be on the side of the coin. Thank you. en La Estrategia del Día. Estamos en Spotify, Apple, Amazon. Recuerden que pueden ver la transmisión diaria en video por YouTube y por Twitter arroba la estrategia MX. En Instagram pueden seguir a La Estrategia del Día y a mí personalmente me encuentran como Jimena Business. Que tengan un gran fin de semana. Nos escuchamos el lunes. Esta fue La Estrategia del Día, escrito y narrado por Jimena Tolama, producido por Arturo Luna y Daniel Hernández. Que tengas un día muy productivo.
