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Events
Databanks
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Argentina databank Mar 13 -
Brazil Economics databank Mar 16
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Central America databank Feb 27
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Chile databank Feb 18
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China databank Mar 21
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Colombia databank Mar 4
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Dominican Republic databank Feb 26
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Ecuador databank Feb 20
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Gulf Countries databank Mar 20
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Hungary databank Mar 17
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India databank Jun 26
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Mexico databank Mar 11
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Panama databank Mar 6
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Peru databank Feb 27
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Philippines databank Mar 9
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Poland databank Feb 19
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Russia Economics databank Mar 17
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South Africa databank Mar 4
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Turkey databank Dec 24
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Ukraine databank Mar 9
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Venezuela databank Mar 5
NEWS FLASH
UPCOMING WEBINAR - HUNGARY ELECTIONS 2026: POLLS, RISKS AND MACRO OUTLO...
COUNTRY INSIGHTS
Politics: Morena prepares for 2027 with strategies aimed at gaining an advantage over the opposition
MEXICO · Report · 16 Mar 2026
Morena is moving aggressively to prepare for the 2027 elections. During its National Political Council on March 7, the party approved an accelerated calendar and rules for selecting candidates for the 17 governorships at stake, while simultaneously strengthening its territorial structure. By laun...
Economics: Pemex posts mixed results for 2025, facing big challenges ahead
MEXICO · Report · 16 Mar 2026
At the end of last month, Pemex released its operating and financial results for the close of 2025. The report was presented under the company’s new legal status as a “public company” — previously known as a “state productive enterprise” — and within the framework of the reforms and new legislati...
Economics: Indicators published in February point to a weak economic recovery for 2026, with inflation above Banxico's target and deteriorating public finances
MEXICO · Report · 09 Mar 2026
Economic indicators published in February suggest that Mexico will experience a moderate recovery in 2026 following the stagnation observed in 2025, although this rebound is shaping up to be weak and constrained by multiple obstacles. Private consumption shows signs of gradual recovery, driven la...
Politics: Electoral Reform proposed by Sheinbaum represents a democratic setback
MEXICO · Report · 09 Mar 2026 · 1 response
On March 4, 2026, President Claudia Sheinbaum submitted her constitutional electoral reform initiative to the Chamber of Deputies, representing the final outstanding component of "Plan C" announced by Andrés Manuel López Obrador in February 2024. Following two previous failed attempts—a rejected ...
Economics: US Supreme Court ruling on tariffs—implications for Mexico
MEXICO · Report · 03 Mar 2026
The recent imposition of 15% across-the-board tariffs by President Trump in response to the U.S. Supreme Court's ruling invalidating prior specific tariffs does not affect Mexico as products entering under the USMCA remain exempt, as they previously were from reciprocal tariffs. Consequently, Mex...
Politics: The death of “El Mencho” reshapes the Mexican security landscape
MEXICO · Report · 02 Mar 2026
On Sunday, February 22, 2026, the Mexican Army carried out a well-planned operation in Tapalpa, Jalisco (130 km from Guadalajara), with support from US intelligence (JITF-CC), to capture Nemesio Oseguera Cervantes, alias "El Mencho," leader of the Jalisco New Generation Cartel (CJNG). The kingpin...
Results of the military operation to arrest Nemesio Oseguera, "El Mencho," Leader of the CJNG
MEXICO · In Brief · 24 Feb 2026
Initial notes on its implications On Sunday, February 22, Mexican armed forces carried out an operation to apprehend Nemesio Oseguera Cervantes, alias “El Mencho,” the leader of the Jalisco New Generation Cartel (CJNG)—Mexico’s most powerful and far-reaching criminal organization, heavily engaged...
Politics: Corruption perception index remains at a low level as scandals continue to emerge
MEXICO · Report · 23 Feb 2026
In 2025, Mexico scored 27 points (out of 100) on Transparency International's Corruption Perceptions Index, ranking 141st out of 182 countries. This represents a minimal improvement of one point compared to 2024 but maintains the negative trend seen since 2014 and positions the country among the ...
Economics: Sheinbaum's new investment plan lacks the foundations to achieve sustainable economic growth
MEXICO · Report · 23 Feb 2026
In early February, President Claudia Sheinbaum presented the Investment Plan for Development with Well-being, which would involve a total amount of $5.6 trillion MX pesos (close to $325.4 billion USD) to be executed between 2026 and 2030. Of that amount, in 2026 $722 billion MX pesos in additiona...
Economics: Annual core inflation rose in January; it will most likely remain above 4% in 2026
MEXICO · Report · 17 Feb 2026
Consumer inflation stood at 3.79% annually in January 2026, 10 basis points above December 2025 (3.69%) and very similar to the 2025 average, in a clear sign that it is not on a downward trend. The annual increase in prices in January was caused by the core component (as has been the case in rece...
Politics: Mexico's growing political vulnerabilities
MEXICO · Report · 17 Feb 2026
In recent years, various domestic policies implemented initially by the López Obrador administration and subsequently maintained by Claudia Sheinbaum's government have exacerbated Mexico's vulnerabilities, deepening the historical power asymmetry with the United States. This has facilitated acqui...
Economics: 2025 Year-end public finance figures signal risks for 2026 and beyond
MEXICO · Report · 10 Feb 2026
The full-year 2025 figures show a fiscal deficit exceeding the official target by MXN $285 billion, closing at MXN $1.7 trillion, which is equivalent to 4.8% of GDP, down from 5.9% of GDP in 2024. This imbalance means the public sector as a whole increased its financial obligations by a non-trivi...
Politics: Recent changes in key political positions imply a new Sheinbaum-AMLO power balance
MEXICO · Report · 09 Feb 2026
Recent changes—first at the Financial Intelligence Unit in early August of last year, then at the Attorney General's Office in late November, and most recently last week on Sunday, February 1st, in the coordination of the Morena's Senate Parliamentary Group—empower President Claudia Sheinbaum vis...
Economics: Q4 2025 GDP grew 1.4% YoY, resulting in weak full-year growth of 0.5%
MEXICO · Report · 02 Feb 2026
According to figures from INEGI, GDP for Q4 2025 increased by 1.6% YoY seasonally adjusted, showing a rebound compared to the previous quarter, when it fell -0.2%. This performance resulted in a total increase of 0.5% for 2025. The secondary sector experienced weak growth in Q4 (0.3%) but is i...
Politics: Some of Mexico's important vulnerabilities vis-à-vis the Trump Administration
MEXICO · Report · 02 Feb 2026
Facing the review and possible renegotiation of the USMCA in 2026, Mexico has some shielding against extreme tariff measures due to its deep integration with North American value chains, but its negotiating capacity is severely undermined by a set of internal economic and structural vulnerabiliti...