MEXICO
Analysts
Mauricio González
Former Director of Economic Policy, Finance Ministry
Guillermo Valdes
Former Director, Center of Investigation & National SecurityDatabanks
Recent Country Insights
Economics: Indicators for October and November confirm a more pronounced deceleration likely to extend well into 2025
MEXICO · Report · 14 Jan 2025 · 1 response
The seasonally adjusted 0.3% yoy drop in activity the Global Indicator of Economic Activity (IGAE) registered for October marked its first outright contraction since early 2021. The latest result marked an extension of the slowing trend that began in early 2Q 2024. Services continued to decelerat...
Politics: Sheinbaum crafts a new and different public security policy
MEXICO · Report · 13 Jan 2025
Although economic issues remain the main challenge Claudia Sheinbaum’s presidential administration faces, public security is a close second and perhaps more daunting problem and could be its Achilles heel. What appears clear is that former President Andrés Manuel Lopez Obrador’s policy of “hugs ...
Economics: Balance of risks skewed to the upside
MEXICO · Report · 23 Dec 2024
The balance of economic risks for next year is skewed to the upside. Several of the risks anticipated in previous months have materialized. Among them are an institutional weakening, fiscal deterioration, lower business confidence to invest in Mexico, and threats to trade and the external economy...
Politics: As challenges grow and the economy weakens, Sheinbaum is at a crossroads
MEXICO · Report · 23 Dec 2024
While Claudia Sheinbaum is basking in high approval ratings, signs point to potential problems ahead that could spell trouble. In her first 100 days in office, the new President has concentrated on getting legislative approval for AMLO’s constitutional amendments, chief among them the Judicial...
Economics: 3Q and October employment numbers reveal deep downturn
MEXICO · Report · 17 Dec 2024
Employment numbers at the third quarter and October of this year continue reflecting the downturn that began in the second quarter, in line with the economic growth posted in the same period. Wages have experienced a very slight downturn, also since the second quarter, but continue to grow at rel...
Politics: Opposition parties elect new leaderships in bid to reverse falling fortunes
MEXICO · Report · 16 Dec 2024
Mexico’s opposition parties are in serious trouble on all levels following their disastrous performance in the June national elections. All are attempting to come to grips with their rejection by broad sections of the population –they only have the support of 15% of the electorate- promising int...
Economics: Questions raised about the feasibility of strategic plans for the energy sector
MEXICO · Report · 09 Dec 2024
The strategic plans presented by the Federal Government for both Pemex and CFE are insufficient to deal with the structural challenges they face. Pemex is plagued by significant accumulated losses caused by segments such as its Transformación Industrial subsidiary, for which no specific measures ...
Politics: Sheinbaum moves to address Trump’s threats to Mexico
MEXICO · Report · 09 Dec 2024
Even before taking office, US President-elect Donald Trump’s policies toward Mexico indicate a hard-core stance that could potentially inflict considerable harm on the country’s economy. While not coming as a surprise given his past performance and the promises made to his base during the recent ...
Politics: Constitutional reforms pose a direct threat to democratic governance
MEXICO · Report · 02 Dec 2024
Barely two months into Claudia Sheinbaum’s administration, it is clear that Morena and its coalition partners are determined to move full speed ahead with the 4T's proposed constitutional reforms, actively backed by the new president. Taken as a whole, the 20 reforms proposed by AMLO (18 constitu...