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Events
Databanks
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Argentina databank Dec 29 -
Brazil Economics databank Jan 20
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Central America databank Dec 19
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Chile databank Nov 28
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China databank Mar 21
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Colombia databank Dec 19
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Dominican Republic databank Dec 23
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Ecuador databank Jan 21
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Gulf Countries databank Jan 16
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Hungary databank Dec 17
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India databank Jun 26
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Mexico databank Jan 15
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Panama databank Nov 12
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Peru databank Dec 12
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Philippines databank Jan 8
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Poland databank Nov 3
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Russia Economics databank Jan 16
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South Africa databank Jan 6
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Turkey databank Dec 24
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Ukraine databank Nov 10
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Venezuela databank Jan 7
NEWS FLASH
UPCOMING WEBINAR - VENEZUELA: WHAT'S NEXT?...
COUNTRY INSIGHTS
Economics: The Mexican automotive sector closes 2025 in negative territory, facing considerable challenges for 2026
MEXICO · Report · 20 Jan 2026
On Tuesday, January 13, U.S. President Donald Trump made several statements, first during a visit to a Ford plant in Dearborn, Michigan, and later before the Detroit Economic Club. He referred to the USMCA as "irrelevant" for the US, claiming it offers "no real advantage" and could be renewed or ...
Politics: The prospects for 2026
MEXICO · Report · 20 Jan 2026
2026 will be a decisive year for President Claudia Sheinbaum, who faces multiple crossroads in consolidating the Fourth Transformation (4T) while balancing internal loyalties and external pressures. Politically, the government is pushing an electoral reform aimed at achieving overrepresentation i...
Economics: New tariffs on Chinese products approved, with a big share of intermediate products and M&E
MEXICO · Report · 13 Jan 2026
On December 10th, tariffs on 1,463 products for countries with which Mexico does not have a trade agreement were approved, after the initiative was presented to Congress by the Ministry of the Economy last September. As we mentioned in our September 30 Economic Outlook, these tariffs were propose...
Politics: The repercussions in Mexico of the US intervention in Venezuela
MEXICO · Report · 12 Jan 2026
The U.S. military intervention in Venezuela has shifted the global landscape, increasing pressure on the Mexican government to address the links between politics and organized crime. The repercussions in Mexico will be highly significant becaise this event has exposed—through the stances taken by...
Economics: Third-quarter aggregate demand figures reflect weak private consumption and a deep contraction in fixed investment
MEXICO · Report · 23 Dec 2025
On Friday, December 19, the aggregate supply and demand figures for the third quarter of 2025 were released. They show that aggregate demand (equal to supply) grew by 1.0% YoY according to seasonally adjusted figures and accumulated an increase of 0.7% YoY in the first nine months of the year. ...
Politics: The 2025 balance sheet: a concentration of power, the consolidation of the 4T, and main problems unresolved or getting worse
MEXICO · Report · 22 Dec 2025
With the year 2025 drawing to a close and Claudia Sheinbaum’s first year in office under her belt, this week’s edition of the Political Outlook centers on drawing a balance sheet of the past 12 months. The analysis centers on two levels: a general account of the legislative sessions and governme...
Economics: A stalling 2025 economy foreshadows a slow recovery in subsequent years
MEXICO · Report · 15 Dec 2025 · 1 response
The Mexican economy is sputtering, as underscored by GDP slipping -0.2% yoy in the third quarter, leaving its average performance through September at a paltry 0.4%. Were it not for export growth, the Mexican economy would have fallen into recession during 2025. Even as exports and foreign invest...
Politics: At year-end, Sheinbaum has high marks in general but low scores on specifics
MEXICO · Report · 15 Dec 2025
President Claudia Sheinbaum has gotten through her first year in office and the end of 2025 with remarkably high approval ratings. Yet major and growing problems have taken their toll in terms of public support for her specific policies, to say nothing of governance risks. Although the last few ...
Economics: Credit to the private sector slows despite Banxico's extended easing cycle
MEXICO · Report · 09 Dec 2025
According to figures published recently by Banxico, financing to the non-financial private sector slowed at an annual rate in the domestic currency component in the third quarter. Within domestic financing, the bank loan portfolio, which represents about 60% of the total, is showing slower growth...
Politics: A quick review of the laws passed during the legislature now concluding
MEXICO · Report · 08 Dec 2025
On the economic front, considering the country’s lackluster economic performance, the main pieces of legislation that were approved in the session now concluding—the Federal Revenue Law and Federal Expenditure Law—offered no surprises. The bills ratified excessive spending to maintain social subs...
Economics: November economic news devoid of signs Mexico might see an upturn anytime soon
MEXICO · Report · 01 Dec 2025
Gross fixed investment and private consumption figures through August remain a major obstacle to any chance of an economic rebound through early 2026. At the same time, industrial activity remains on the skids, while 3Q GDP slipped two basis points. Weakness also remains apparent in services cons...
Politics: Changes at the Attorney General's Office, controversial rulings by the Supreme Court, and growing social protests
MEXICO · Report · 01 Dec 2025
A rift has appeared between Sheinbaum and newly elected Supreme Court justices perceived as favorable to the 4T. The judges’ intent was to eliminate a basic judicial principle that legal conflicts must have a definitive conclusion. Without this certainty, disputes would become endless. This woul...
Economics: With the heyday of robust commodity prices long past, Mexico's agriculture struggles amid improvised, dysfunctional policies
MEXICO · Report · 24 Nov 2025
The government’s response to agriculture over the past year traverses an arc similar to other areas of government policy, including energy, health, education, and communications infrastructure. This response is characterized by strategies directly inherited from the previous administration along...
Politics: Anti-government protests fueled by discontented youth pose risks for the 4T and the Sheinbaum government
MEXICO · Report · 24 Nov 2025
A large demonstration on Saturday, November 15 against President Claudia Sheinbaum’s government may be a prelude to a major political realignment. The catalyst for the protest was the November 1 killing of Uruapan, Michoacán Mayor Carlos Manzo, a fierce critic of Sheinbaum’s security policy, whic...
Economics: The non-tariff barriers US cites put Mexico at a disadvantage in the upcoming USMCA review and potential renegotiation
MEXICO · Report · 18 Nov 2025
The positions on non-tariff barriers being cited by the current US administration loom large over the USMCA review and possible renegotiation, a process the three signature countries are scheduled to jointly engage in beginning next July. The barriers Washington points to were outlined in a US Tr...