MEXICO
Analysts
Mauricio González
Former Director of Economic Policy, Finance Ministry
Guillermo Valdés
Former Director, Center of Investigation & National Security
Mariano Ruiz-Funes
Former Director of Financial Policy, Ministry of Finance
Francisco González
Economic Consultant, GEA Grupo de EconomistasDatabanks
Recent Country Insights
Economics: Development banking in Mexico—a persistent deterioration
MEXICO · Report · 15 Jun 2026
Although development banking is one of the main pillars for achieving the goals of Plan México and the Infrastructure Investment Plan for Development with Wellbeing announced by President Sheinbaum as the strategies to reactivate investment and economic growth, in practice development banking has...
Politics: World Cup—Federal government and Mexico City government under heavy pressure
MEXICO · Report · 15 Jun 2026
Mexico’s hosting of the 2026 World Cup—jointly with the United States and Canada—has placed the Sheinbaum government under intense scrutiny at a moment of mounting social discontent. Multiple aggrieved groups—CNTE teachers, farmers and truckers, mothers searching for disappeared relatives, dismis...
Economics: Mexican automotive sector faces high uncertainty ahead of USMCA renegotiation process
MEXICO · Report · 09 Jun 2026
The first formal round of negotiations for the USMCA review took place on May 28 and 29 in Mexico City. According to various official statements and declarations, a significant portion of the agenda focused on automotive sector rules of origin and the current tariff applied to non-U.S. content in...
Politics: The Mexico-U.S. relations crisis and its implications for governance
MEXICO · Report · 08 Jun 2026
President Sheinbaum has chosen confrontation over cooperation, refusing U.S. extradition requests for ten Sinaloa officials — including a sitting governor, senator, and mayor — and framing her decision as a defense of national sovereignty. Her position, reinforced by AMLO's public backing, refra...
Economics: Data published during May confirm the economy remains weak, with higher risks ahead
MEXICO · Report · 01 Jun 2026 · 1 response
Economic indicators published in May reflect a Mexican economy cooling in the first quarter of the year, weighed down by weakness in domestic demand. The economy entered 2026 on a weak footing, with GDP growth virtually flat at 0.2% YoY in the first quarter, suffering from contractions in the pr...
Politics: The quality of public services is in clear decline according to an INEGI survey
MEXICO · Report · 01 Jun 2026
Mexico's municipal governments are failing to deliver the basic public services their citizens need. Satisfaction rates remain below 52% for all services except garbage collection, and have fallen further between 2023 and 2025. Roads and streets are the worst-performing services — fewer than 30% ...
Economics: Mexico's economic environment is deteriorating on multiple fronts
MEXICO · Report · 26 May 2026
The US-Iran conflict has driven Brent crude prices 54% above their 2025 historical average, generating inflationary pressures and threatening to slow global growth by between -0.7% and -1.3% in 2026, according to IMF projections. Mexico enters this adverse international environment from a positio...
Politics: 4T balance sheet — a deteriorating outlook
MEXICO · Report · 26 May 2026
Claudia Sheinbaum's government has been largely consumed by managing the difficult legacy inherited from López Obrador. This legacy includes a stagnant and indebted economy, a public security crisis rooted in the "hugs, not bullets" policy toward organized crime, an authoritarian-leaning politica...
Economics: Demand-side components (consumption and investment) are consistent with first-quarter GDP stagnation
MEXICO · Report · 19 May 2026
Mexico's economy entered 2026 on a weak footing, with first-quarter GDP virtually stagnant at 0.2% year-on-year growth. While the government has attributed the poor performance primarily to external factors, the data point to significant domestic demand weaknesses running alongside sectoral disru...