Cynthia Pérez

Economist | FP&A | Strategic Financial Planning | Macroeconomic Analysis | Financial Markets Professor

[INEGI INFORMA @INEGI_INFORMA]

⚽🇲🇽 Porque la #PasiónPorLosDatos se vive dentro y fuera de la cancha, acompáñanos a conocer más sobre México a través de la información estadística y geográfica rumbo a la gran fiesta del futbol.

🔗 Entra a https://t.co/7LDfvBYcqw

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says the Trump administration is now desperately "requesting an agreement multiple times a day through various channels," to unilaterally claim a deal has been agreed, with Iran rejecting each of these requests, saying it will not respond until Iran's terms and goals are "fully achieved" and accepted, which is far from current reality, per a source close to Iran's Ghalibaf.

[Bloomberg Línea México @BloombergLineaM]

Última Hora | La agencia S&P Global Ratings cambió la perspectiva de calificación soberana de México (BBB) de estable a negativa.

Entérate de más: https://t.co/Tj9ehMQIwp

📸: Luis Antonio Rojas/Bloomberg

[Cynthia Pérez @Kollet_]

A pesar de que seguimos fuera del rango objetivo.

[Banco de México @Banxico]

Con la presencia de todos sus miembros, la Junta de Gobierno del #BancodeMéxico decidió por mayoría disminuir la Tasa de Interés Interbancaria a 1 día, a un nivel de 6.50% con efectos a partir del 08 de mayo de 2026. Consulta el comunicado en: https://t.co/qT6JMoB3wy

[El Financiero @ElFinanciero_Mx]

El Banco de México registró pérdidas millonarias en 2025, una de las más altas en su historia, por efectos del tipo de cambio 📉💸
https://t.co/QjV6KbPuZ0

[Cynthia Pérez @Kollet_]

@BloombergLineaM La credibilidad del Banco Central se encuentra cada vez más bajo escrutinio 🫠

[Banco de México @Banxico]

Con la presencia de todos sus miembros, la Junta de Gobierno del #BancodeMéxico decidió por mayoría disminuir la Tasa de Interés Interbancaria a 1 día, a un nivel de 6.75% con efectos a partir del 27 de marzo de 2026. Consulta el comunicado en: https://t.co/JKJnzGfjcB

[The Kobeissi Letter @KobeissiLetter]

Oil prices are no longer the biggest threat to markets.

It has become increasingly clear that bond markets will dictate just how long President Trump can continue increase pressure in the Iran War.

The 10Y Note Yield is now up ~45 basis points since the war began on February 28th.

This is in-line with the rapid surge seen around "Liberation Day" in April 2025.

As the 10Y Note Yield surged above 4.50% in April 2025, President Trump began floating a potential tariff "pause."

And, once the 10Y Yield broke above 4.60%, President Trump officially implemented a 90-day pause on his reciprocal tariffs on April 9th, 2025.

With the 10Y Note Yield now up to 4.40%, we believe the 4.50% to 4.60% range will be the "line in the sand" again.

The US economy cannot handle a 5% 10Y Note Yield.

[The White House @WhiteHouse]

"Let us remember the beautiful words of St. Patrick himself:

May the power of God preserve us. May the wisdom of God instruct us. May the hand of God protect us. May the way of God direct us. May the shield of God defend us. & may the host of God guard us." - President Trump 🍀

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran has given approval to the Indian government for two liquified petroleum tankers to pass through the Strait of Hormuz.

Oil prices are falling on the news.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices erase losses and turn positive on the day, now back above $97/barrel, as the Trump Administration does not provide a timeline on when the Iran war will end.

We are nearing $100/barrel as the US appears to have lost control of the oil market again.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices surge above $96/barrel after President Trump says the Iran war will end “when I feel it in my bones."

[Banco de México @Banxico]

Conoce la infografía con los principales indicadores del Reporte sobre las #EconomíasRegionales: octubre-diciembre 2025. 📊 Disponible en la siguiente liga: https://t.co/OLTlOjFo36

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the war with Iran will end "soon" because there is "practically nothing left to target," per Axios.

Details include:

1. Israeli and US officials say they are preparing for "at least" 2 more weeks of strikes in Iran

2. "Little this and that... Any time I want it to end, it will end," Trump says

3. US received intelligence that suggests Iran has started laying mines in the Strait of Hormuz

4. Officials say it's unclear how many mines Iran has deployed

Trump's war timeline puts us at the end of March.

[Secretary Chris Wright @SecretaryWright]

We have implemented short term measures to help keep oil prices down.

We are allowing our friends in India to take oil that is already on ships, refine it, and move those barrels into the market quickly. A practical way to get supply flowing and ease pressure.

[The Kobeissi Letter @KobeissiLetter]

We now have:

1. The 2nd largest monthly job loss since the pandemic

2. Oil prices up +60% in 4 months to a new 2-year high

3. Gas prices up more than +20% since December 2025

4. US PPI inflation unexpectedly rising to its highest since July 2025

5. 10Y Note Yield up +20 basis points this week

6. $600B+ in expected AI investment from Magnificent 7 companies in 2026

Own assets or be left behind.

[Bloomberg Línea México @BloombergLineaM]

Última Hora | Banxico ajusta al alza su pronóstico de crecimiento para la economía mexicana en 2026. https://t.co/brSSF8WCqp

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump raises new global tariff rate from 10% to 15%.

[Joaquín López-Dóriga @lopezdoriga]

#ÚLTIMAHORA

Trump firma un arancel del 10 por ciento para todos los países.

Más en https://t.co/BjdELZkpfR

[The Post Millennial @TPostMillennial]

Trump reacts to Bad Bunny.