BBVA is intensifying efforts to derail Julio Carranza's, founder of BanCoppel, aspiration to become the next head of the main business institution. Close to Eduardo Osuna, the head of the Spanish capital bank, they warn that Carranza has a strong desire for prominence and that his high visibility could ultimately affect the entire banking sector. The specific problem: Osuna fears that if Carranza has any disagreement with Claudia Sheinbaum, that tension could translate into greater regulation and taxes for the banking sector. As Sheinbaum usually says, not a single proof was shown. Carranza is one of the options for Francisco Cervantes, although his main card is Sofia Belmar, who, for the moment, has the veto of Antonio Del Valle. The country's largest bank does not want a banker to head the Business Coordinating Council (CCE). An objection about which the other co-chairman of the CCE, Daniel Servitje, seeks to mediate. Thus, both of Cervantes' candidates are in a difficult situation, almost as much as the head of the CCE himself, whose potential arrival at the Carso Group would have the approval of Carlos Slim but would generate displeasure in the rest of the magnate's family. The next head of the CCE will play a vital role in a renegotiation of the USMCA (T-MEC) which is shaping up to be very complex, and certain approaches to Washington could generate antibodies in the presidential palace. Osuna's thesis has adherents in a banking sector that is experiencing high levels of stress, both due to a greater revenue-raising vocation observed in the Government, as well as the fear of a new blow from the Department of the Treasury, which has already demonstrated its firepower: it liquidated three entities just by mentioning them for alleged collaboration with drug trafficking. Mexico is BBVA's best business in the world, in the first nine months of 2025, profits exceeded 85,000 million pesos, an increase of 6.5% compared to the previous year. The moment is not favorable either.
