Ingeniería Económica

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​From Virtual Reality to Superintelligence: Meta Prunes the Metaverse While Reinforcing its Investments in AI
​Meta's decision to drastically cut the Metaverse budget contrasts with its active strategy in Artificial Intelligence.
​The company aims to strengthen its position against competitors in AI, having launched its Superintelligence Lab and incorporated key figures, such as Alexandr Wang, CEO of Scale AI, as part of a $14,300 million investment that gave it a 49% stake in the startup.
​#Meta #AI #Strategy

📉📈
​Meta Reduces the Metaverse Budget by 30% and its Shares Rise by 4% on Wall Street 🚀
​Meta, the parent company of Facebook, Instagram, and WhatsApp, is making a strategic shift. The company plans to reduce its budget for the Metaverse unit by up to 30%, an initiative that has consumed over $60.000 billion dollars since 2020.
​Wall Street Reaction: The news was well received by the market, causing the tech company's shares to rise by 4% on the stock exchange this morning.
​Adjustment and Risk: The cuts are part of the planning for 2026 and could involve layoffs during the first quarter of next year.
​The AI Focus: The adjustment coincides with Meta's need to remain relevant in the Artificial Intelligence (AI) race, where it has already heavily invested, as seen with the launch of its Superintelligence Lab.
​#Meta #Metaverse #WallStreet #Investment #AI #MarkZuckerberg

🧠🚫
​"Disconnected from Madness": The Oracle Michael Burry Abandons Fund Management Due to the Euphoria of AI
​The famous investor Michael Burry closes his fund Scion Asset Management, frustrated by the total disconnection between the real value of companies and their valuations. His criticism focuses on the technology sector and the euphoria surrounding Artificial Intelligence.
​Burry, who has actively bet against giants like Nvidia and Palantir, argues that the market is inflating an unsustainable bubble and ignoring the evident risks, especially the aggressive accounting practices of many companies.
​#MichaelBurry #AI #AssetValuation #WallStreet

🎬📉
​Michael Burry, from 'The Big Short', Closes His Fund and Predicts a Collapse Worse than 2008 🚨
​Michael Burry, the famous investor who predicted the 2008 crisis, has shaken Wall Street by announcing the closure of his hedge fund, Scion Asset Management. His decision is a warning sign for the global market.
​Reason for Closure: Burry will return the capital to his investors as he believes his way of valuing assets no longer fits with the "current madness of the market," stating that stock prices "make no fundamental sense."
​The AI Bubble: The investor compares the current euphoria for technology, especially during the surge of Artificial Intelligence (AI), to the dot-com bubble.
​Gloomy Forecast: Burry warns that we could be on the brink of a stock market collapse that could be worse than those that occurred in 2000 or 2008.
​By closing his fund, Burry frees himself from SEC regulations and plans to share his unfiltered analyses on the "game he considers rigged and destined to fail" through a subscription newsletter.
​#MichaelBurry #TheBigShort #WallStreet #Collapse #AIBubble #ScionAssetManagement

🗳️🐶
​From Taylor Swift to Political Moderation: The "Black Swans" of SaxoBank in Culture and Democracy
​SaxoBank challenges current trends with two predictions focused on American culture and politics:
​Swiftie Option: Taylor Swift and Travis Kelce's wedding unexpectedly inspires a generation to stop doomscrolling and promote family life and marriage, generating a positive macroeconomic impact and a sudden cultural shift.
​End of Populism: The growing distrust in misinformation and manipulated content in the 2026 midterm elections prompts a shift towards civic dialogue, with voters rejecting political manipulation and the creation of a commission to redraw districts impartially.
​#SaxoBank #PopCulture #TaylorSwift #Politics

🚀💰
​The Biggest Prediction: SaxoBank Contemplates the IPO of SpaceX with a Valuation of US$ 1 Trillion
​Among the eight "black swans" of SaxoBank for 2026, the rise of the space economy stands out. The bank predicts that:
​Record IPO: SpaceX launches its Initial Public Offering (IPO) with an unprecedented valuation, surpassing a trillion dollars.
​Colonization: Elon Musk's company accelerates the space economy by announcing massive reservations for cargo services and construction projects for lunar and Martian bases, fueling speculation for land on the Moon.
​The GLP-1 Revolution: The bank also points to the transformation of weight control, with the massive use of GLP-1 treatments (like Ozempic) in pill form, even for pets ("OzemPup" or "WeeKitty"), negatively affecting food producers and restaurants.
​#SpaceX #IPO #SpaceEconomy #Ozempic #GLP1

🧠💵
​The 8 "Black Swans" of SaxoBank for 2026: Is This the End of Dollar Dominance and an AI as CEO of a Large Company? 🔮
​The Danish investment bank SaxoBank has published its annual list of eight "black swans" (rare and unpredictable events) that could reshape markets in 2026. Two of the most disruptive predictions directly challenge the global economic and corporate structure:
​The Golden Yuan: The most dramatic prediction is the potential fall of the dollar's global dominance. SaxoBank envisions a plan that ties the Chinese yuan to gold, attracting countries from the Gulf and Southeast Asia. This "golden yuan" would reduce global demand for dollars, weakening the U.S. as the sole financial power.
​AI as CEO: An Artificial Intelligence model advances to the point of being appointed CEO of a large corporation, demonstrating its ability to perform at the highest executive level.
​Other Key Scenarios: The list also includes a labor revolution driven by the "Swiftie Option" (a resurgence of family life that alters the macroeconomy) and a shift towards moderation in the midterm elections in the U.S.
​#SaxoBank #BlackSwans #2026 #Dollar #AI #GlobalEconomy

🛒
​Cyber Monday: Electronics, Clothing, and Furniture Will Dominate 57% of Record Spending
​With a forecast of $14.200 million in online spending, most of the purchases on Cyber Monday will be concentrated in three sectors:
​Electronics: $3.600 million
​Clothing: $2.700 million
​Furniture: $1.800 million
​Among the highlighted offers are the Nintendo Switch 2 ($449) and Apple products like the AirPods Pro 3 with a 12% discount. Furthermore, mobile phones will be the preferred purchase device, representing 58% of sales.
​#CyberMonday #Deals #Electronics #Apple #Nintendo

Condition "Weak": S&P Warns that Tether's Opacity Justifies the Risk of Losing Parity with the Dollar
​By assigning a score of 5, S&P Global Ratings classifies USDT as being in a weak condition, which has raised alarms about the stability of the leading stablecoin in the market.
​The agency concludes that the lack of public information about the custodians of the assets, combined with the increase in volatile assets in its reserves, poses a significant risk to investors. Although the issuing company rejects the conclusions, S&P maintains its negative rating.
​#Tether #FinancialStability #Crypto

🇨🇳🚫
​China Returns to Action Against Cryptos: The People's Bank States that Stablecoins are "Illegal" for Money Laundering
​The decision of S&P coincides with a strong reaffirmation of the stance of the People's Bank of China (PBC) against virtual currencies.
​The PBC issued a statement emphasizing that stablecoins and other cryptocurrencies:
​"Do not hold the same legal status as fiat currency".
​Cannot be used as a legitimate means of payment.
​Commercial activities related to them constitute "illegal financial activities," citing their use in money laundering and fraud.
​#China #PBC #Crypto #Regulation

⚠️📉
​S&P Downgrades Tether (USDT) to Lowest Level Due to Exposure to Bitcoin and Gold in Its Reserves 🚨
​The financial services agency S&P Global Ratings has downgraded the stability assessment of the stablecoin Tether (USDT) to its lowest score, 5 (weak condition), from its previous "limited" rating.
​Main Reason: The change is due to the composition of the reserves backing the USDT. S&P criticizes that an increasing portion of these assets consists of higher-risk investments, such as bitcoin and gold, instead of safer and more liquid instruments.
​Warning: This exposure could jeopardize the currency's parity with the dollar if the value of these volatile assets suddenly drops.
​Lack of Transparency: The agency also criticizes the lack of clarity in the company's management, including opacity regarding the custodians of the funds and the absence of complete audits.
​#Tether #USDT #SPGlobalRatings #Stablecoin #Cryptocurrencies #Risk

🌐
​Volatility Returns with Force: Bitcoin Confirms It Is Not Isolated from the FED's Turbulence and Inflation
​This new drop underscores that the largest cryptocurrency in the world is closely linked to risk sentiment and global macroeconomic conditions.
​The rally that took Bitcoin to its all-time high of $126.251 in October was partly based on hopes for rate cuts. Now, the shift in expectations and the persistence of inflation have caused "risk assets" to be "devastated". If uncertainty persists, experts anticipate more price swings.
​#Volatility #Macroeconomics #Cryptocurrencies

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​Crypto Alert: The Drop Accelerates Due to the "Absence of Buyers" that Normally Drive Bitcoin
​The latest wave of massive sales that caused Bitcoin to lose 16.7% in November and start December with another sharp decline has an aggravating factor: the absence of opportunistic buyers.
​Normally, investors enter the market looking for a "good deal" during downturns. This time, the scarce influx of funds and the lack of buyers have accelerated the decline and caused the rapid liquidation of leveraged positions, increasing the bearish pressure.
​#Bitcoin #Investment #Liquidation

📉🧠
​Cryptocurrencies Plummet at the Start of December: Bitcoin Falls Below US$ 86.000 Due to Global Risk Aversion 🚨
​The cryptocurrency market started December with a strong wave of selling, driven by a climate of risk aversion among investors due to the complex international macroeconomic landscape.
​Key Figures: Bitcoin (BTC) fell by 6%, settling below $86,000. Ether also suffered losses exceeding 7%, falling close to $2,800.
​Macro Reason: The plunge is described as a "risk-off start to December," with investors shedding volatile assets due to:
​Lower expectations that the FED will cut interest rates.
​Persistence of inflation in major economies.
​Critical Floor: Analysts indicate that the range of $80,000-$85,000 is a critical support. If this level is breached, a much deeper decline could begin.
​#Bitcoin #Cryptocurrencies #RiskAversion #FED #BTC #Volatility

🤖💡
​Mercor: The Platform of US$ 10.000 Million that Connects Humans to Train Artificial Intelligence
​Brendan Foody, the youngest billionaire in the world, has identified the most critical bottleneck of technological progress: the need for high-quality human data.
​His company, Mercor, not only uses AI for hiring but focuses on connecting human experts (programmers, lawyers) with large tech companies to teach their AI models. With this, Foody aims to redefine the global labor market, focusing it on more analytical and creative tasks.
​#AI #Mercor #AITraining #Business

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​Caution Continues: A Strong U.S. Economy and Global Risk Reduction Threaten the Gold Rally in 2026
​While the fundamentals of gold remain intact, the ActivTrades report indicates that the main risks for the metal in 2026 are macroeconomic.
​The main risk factor would be an unexpected resistance from the U.S. economy that:
​Keeps inflation low.
​Improves the labor market.
​Delays monetary easing.
​This would increase the opportunity cost of holding gold. Similarly, if geopolitical tensions decrease and appetite for risk returns to stocks, flows into safe havens could reduce.
​#Gold #Risks #FED #USEconomy

📈💰
​Gold Will Exceed US$ 4.200 per Ounce in 2026 After Its Best Year in Over Four Decades ✨
​Gold has had an extraordinary performance in 2025, soaring over 50% and recording its best performance since 1979. After nearing the $4,000 mark, ActivTrades analysts project that the yellow metal will continue to shine in 2026.
​Base Scenario 2026: The price of gold could move between $4,200 and $4,500 per ounce.
​Bullish Scenario: There is a possibility of exceeding $4,500 and challenging the $5,000 mark.
​Fundamental Factors: The rally is supported by high investment demand, purchases by central banks, geopolitical/trade tensions, and the likelihood of lower real yields.
​Despite potential short-term volatility (due to profit-taking or restrictive comments from the Fed), any pullback is likely to be seen as an opportunity to re-enter the bullish trend.
​#Gold #GoldPrices #Investment #ActivTrades #SafeHaven #Geopolitics

🇺🇸
​Mexican Exports to the U.S. Grow 17.1%: The Key to Avoiding the Projected Recession
​Mexico's dependence on its main trading partner remains the key to its success. From the 16.3% growth in non-oil exports, Inegi highlighted that sales channelled to the United States surged by 17.1% year-on-year.
​This performance, along with the contraction of oil imports (-2.6%), allowed the country to record a surplus in October and mitigate the negative balance of $2.321.5 million accumulated in the first ten months of the year.
​#USMCA #Exports #USA #Trade

🇲🇽📈
​Mexico Achieves a Trade Surplus of US$ 606 Millions in October Driven by Non-Petroleum Exports 🚀
​The Mexican economy shows resilience in a context of global uncertainty. The National Institute of Statistics and Geography (Inegi) reported a trade surplus of $606 million dollars in October 2025, reversing the deficit of $2.400 million in September.
​Export Strength: Total exports increased a robust 14.2% year-on-year.
​Key: Non-Petroleum Exports: Non-petroleum sales grew by 16.3%. Of these, those directed to the United States grew an impressive 17.1%, strengthening the role of the T-MEC.
​This result suggests that Mexico has managed to dodge the recession that the IMF and World Bank had predicted due to tariff risks.
​#Mexico #ForeignTrade #Surplus #Exports #MexicanEconomy #Inegi #TMEC

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​ECB Hits the Brakes: They Maintain 2% Despite Projecting Lower Inflation than Target in 2026 and 2027
​Despite projecting that inflation will remain below its 2% target in the coming years (1.7% in 2026 and 1.9% in 2027), the European Central Bank opted for caution.
​The decision to keep rates at 2% at the end of October was based on the need not to act hastily in response to temporary deviations and to await growth data and new macroeconomic projections that will be presented in December.
​#ECB #Inflation #Growth