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Events
Databanks
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Argentina databank Oct 28 -
Brazil Economics databank Sep 15
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Central America databank Oct 29
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Chile databank Oct 29
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China databank Mar 21
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Colombia databank Nov 6
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Dominican Republic databank Oct 21
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Ecuador databank Oct 23
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Gulf Countries databank Nov 7
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Jul 17
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Peru databank Nov 4
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Philippines databank Nov 7
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Poland databank Nov 3
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Russia Economics databank Oct 16
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South Africa databank Nov 3
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Turkey databank Oct 27
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Ukraine databank Aug 15
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Venezuela databank Nov 3
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: AFTER THE GENERAL ELECTIONS...
COUNTRY INSIGHTS
Economics: A sputtering economy and a complex public finance outlook as the monetary policy spread narrows
MEXICO · Report · 03 Nov 2025
Data released in October shows the economy continues to spiral downward under the weight of declining productive investment and private consumption. The same weakness is reflected in the labor market, with declining numbers of formal sector jobs being somewhat offset by more people finding inform...
Politics: PAN at the crossroads, seeking better fortunes with a relaunch and a new face, identity, and organizational style
MEXICO · Report · 03 Nov 2025
Mexico’s largest opposition political party — the PAN —appears to be realizing that it is in an existential crisis and needs a major shakeup, overhaul, and new identity. The evidence is overwhelming: party membership is down to 200,000, which contrasts with Morena’s campaign for 10 million new af...
Economics: The latest IGAE figures project further slowing in the third quarter and stagnation for 2025
MEXICO · Report · 28 Oct 2025
IGAE figures for August show a weak economy with deterioration in the second half of the year, as this index registered zero growth at a seasonally adjusted annual rate for the month, after falling -1.2% in July. This implies that, on average, the economy fell -0.6% at an annual rate in July-Augu...
Politics: The 4T moves to further restrict the power and independence of the judicial system
MEXICO · Report · 27 Oct 2025
In the ongoing battle to defend the role and independence of the judicial branch of government, the latest front involves the legislative decision to amend the Amparo Law. Those in favor of reforming the Amparo Law charge that it has been used to shield the rich and powerful, especially high-end ...
Economics: Stagnant employment sets the stage for further weakening of private consumption in late 2025 and early 2026
MEXICO · Report · 20 Oct 2025
The total employed population in Mexico shrank -0.3% yoy in August and on average for the first eight months of this year it remains flat, according to ENOE figures. This flatlining follows the trend of slowing job growth that began last year and is in line with the sputtering of the economy over...
Politics: Mexico’s foreign policy under Morena's governments
MEXICO · Report · 20 Oct 2025
Since the 1930s, Mexican foreign policy has been based in theory on the Estrada Doctrine as codified in two principles: non-interference in the internal affairs of other countries and national self-determination. Independently of domestic policies and whichever president was in office, Mexico’s a...
Economics: New energy sector regulations open doors to private investment, but the legal uncertainty is too off-putting
MEXICO · Report · 14 Oct 2025
Decrees that appeared in the October 3 Official Gazette of the Federation contain regulations for six secondary laws in the energy sector: the Energy Planning and Transition Law, the Hydrocarbons Sector Law, the Electricity Sector Law, the Biofuels Law, the Geothermal Energy Law, and the Hydrocar...
Politics: Fraud and extortion continue to rise, with a very low percentage of victims reporting these offenses
MEXICO · Report · 14 Oct 2025
Two Mexican government reports reveal the reality of crime in the country, the victims and their responses, and public security perception on the part of the population. INEGI has just published its 2025 Survey on Victimization and Public Security Perception. It is based on household surveys and ...
Politics: USMCA review and the 2027 midterm elections are key to defining Sheinbaum’s second year in office
MEXICO · Report · 06 Oct 2025
Recently we presented an initial balance sheet of the first year of President Claudia Sheinbaum’s government in terms of economic performance and social indicators. In this report, we will consider the main political issues, their ramifications and possible scenarios for her second year in office...
Economics: Further evidence of weaker activity according to September data
MEXICO · Report · 06 Oct 2025
Economic indicators released in September confirmed a slowing economy. Inegi’s industrial activity report for July shows the sector’s most pronounced contraction since October 2024, potentially setting the stage for a negative full-year contribution to GDP. Thus, chances for 2025 GDP growth would...
Economics: The initiative to raise tariffs on 1,463 products will lead to increased costs and a loss of competitiveness in some sectors
MEXICO · Report · 30 Sep 2025
On September 9, one day after the Economic Package was presented, the Ministry of Finance (SHCP) sent an initiative to modify the General Law on Import and Export Taxes (LIGIE). The initiative seeks to increase tariffs on 1,463 items by between 10% and up to 50% for the period from January to Dec...
Politics: Sheinbaum’s first year in office: a balance sheet of achievements and contradictions
MEXICO · Report · 29 Sep 2025
On October 1, Claudia Sheinbaum will have been in office for the first 12 months of her six-year presidency. President Sheinbaum is riding high, with opinion polls putting her approval ratings at between 60% and 80%. The achievements on some fronts have been real: a reduction in poverty and a ...
Webinar replay and slide presentation: Can Mexico maintain macroeconomic stability in 2026?
MEXICO · Presentation · 26 Sep 2025
How realistic is the government's fiscal plan for next year? Will Pemex no longer be a burden for the federal government with its new strategic plan? Could the Banxico dove turn into a hawk? Can free trade and investment between Mexico and the US flourish once the new tariff policy is completed? ...
Politics: The 2026 Budget Proposal advances but is too subordinated to political considerations
MEXICO · Report · 22 Sep 2025
In the 2026 Budget Proposal (PPEF), total net public expenditure for the fiscal year is projected to increase a real 5.9%. Despite the declared need to reduce the fiscal deficit, social spending in politically oriented programs will receive a massive injection of resourses. This reflects the gove...
Economics: Public investment outlook for 2026
MEXICO · Report · 22 Sep 2025
The 2026 Expenditure Budget Proposal (PPEF) anticipates a slight recovery in public investment following a deep contraction in 2025. Physical investment could increase by nearly 10% in real terms (from 888.9 billion to 975.5 billion pesos, ((US$48.30 billion to US$53 billion)), while investment i...