{"podcast":{"title":"Market Insights","slug":"market-insights-3596811","podcast_index_feed_id":3596811,"rss_url":"https://anchor.fm/s/4b564b04/podcast/rss","website_url":"https://insigneo.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/12539465/12539465-1779473383417-077347ed96326.jpg","author":"Insigneo","episode_count":340,"summary":"Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today. Important Disclosures: https://lp.insigneo.com/marketing-disclosures/","last_synced_at":"2026-09-09T04:29:34.850204+00:00","page_url":"https://stenobird.com/podcast/market-insights-3596811"},"episode":{"title":"Moderna y Merck: la Vacuna que Ilusiona a Wall Street","slug":"moderna-y-merck-la-vacuna-que-ilusiona-a-wall-street","published_at":"2026-08-19T13:11:51+00:00","page_url":"https://stenobird.com/podcast/market-insights-3596811/moderna-y-merck-la-vacuna-que-ilusiona-a-wall-street","show_page_url":"https://stenobird.com/podcast/market-insights-3596811","url":"https://podcasters.spotify.com/pod/show/insigneo-technology/episodes/Moderna-y-Merck-la-Vacuna-que-Ilusiona-a-Wall-Street-e3nk09q","audio_url":"https://anchor.fm/s/4b564b04/podcast/play/124436218/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-19%2F430133231-44100-2-20dc6350a5cc9.m4a","summary":"En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz revisaron los resultados de Target, que superó expectativas en ingresos con $26,540 millones de dólares y elevó su guía anual, aunque su cifra de ganancias estuvo inflada por un reembolso arancelario extraordinario. Contrastaron ese desempeño con el de Lowe's, cuyas ventas comparables apenas crecieron 0.2% y que mantuvo su proyección, confirmando la tesis de un consumo en forma de K, donde el cliente de clase media se contrae. Finalmente, explicaron por qué la acción de Moderna se disparó más de 80% tras el éxito de la fase 3 de su vacuna personalizada de ARN mensajero contra el melanoma, desarrollada junto a Merck, y qué significa para el futuro de la oncología.","meta_description":"En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz revisaron los resultados de Target, que superó expectativas en ingresos con $26,540 millo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1155,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/market-insights-3596811/episodes/moderna-y-merck-la-vacuna-que-ilusiona-a-wall-street/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/market-insights-3596811/moderna-y-merck-la-vacuna-que-ilusiona-a-wall-street.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}