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Events
Databanks
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Argentina databank Jul 11 -
Brazil Economics databank Jun 16
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Central America databank Jun 27
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Chile databank May 27
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China databank Mar 21
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Mexico databank Jul 1
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Panama databank May 13
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Peru databank Jun 27
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Philippines databank Jul 8
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Poland databank Apr 29
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Russia Economics databank Jul 11
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South Africa databank Jul 11
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank Jul 7
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: POLITICAL PASSIONS IN THE...
COUNTRY INSIGHTS
Economics: Activity figures published in June point to stagnation for the rest of 2025
MEXICO · Report · 07 Jul 2025
Following May’s report showing that Q1 GDP edged up only around half a point in the first quarter, this past month’s aggregate supply and demand results filled out the picture as it showed a 25% drop in public investment, private investment turning sharply negative and consumption weakening consi...
Politics: Recently approved bills raise the specter of weakened civil liberties
MEXICO · Report · 07 Jul 2025
The priority of President Claudia Sheinbaum’s administration has been to consolidate her predecessor Andrés Manuel López Obrador’s "Plan C", of obtaining and using an automatic two-thirds majority in congress to be able to pass legislation as well as amend the constitution in order to permanently...
Politics: The concentration of power and populism in the 4T have resulted in little effectiveness in economic development and security
MEXICO · Report · 01 Jul 2025
In her nine months in office, Claudia Sheinbaum’s priorities have been aimed at a) concretizing AMLO’s “Plan C” of enshrining the 4T’s policies in the constitution, thereby altering the country’s political regime and further concentrating power in the presidency and b) limiting the damage caused ...
Economics: Mexican economy expected to stall further this year but could begin to see some minimal growth heading into 2026
MEXICO · Report · 30 Jun 2025
What are the factors behind Mexico's ongoing economic slowdown? Can a strong peso endure? Will there be a satisfactory ending to free trade and foreign investment in Mexico? Those are a few of the questions we attempt to answer in this week’s Economic Outlook as we summarize our macroeconomic fra...
Economics: Latest aggregate demand figures reflect contraction in several areas of the Mexican economy
MEXICO · Report · 24 Jun 2025
On Wednesday, June 18, aggregate demand and supply figures for the first quarter of 2025 were released showing that aggregate demand (equal to supply) contracted an annual -0.1% based on original figures. That slippage came mainly in response to a significant drop in gross fixed capital formation...
Politics: Tension on multiple fronts marks US-Mexican relations
MEXICO · Report · 23 Jun 2025
US-Mexican relations, while always having their ups and downs, are today marked by considerable tensions. Such tensions have been exacerbated in recent weeks due to Washington’s aggressiveness on three fronts. The first is immigration, with intensified ICE raids across the United States, a corres...
Economics: Rising consumer inflation driven by PPI, combined with discordant monetary policy, make for a complex scenario
MEXICO · Report · 16 Jun 2025
Annual inflation in Mexico reached 4.42% in May 2025, with core inflation propelled to 4.06% by rising merchandise and services prices. At the same time, the non-core component increased 5.34% annually, driven especially by meat products (8.25%). Yet despite rising inflation, Banxico has lowered ...
Politics: Morena’s vote was way lower than expected in the Durango and Veracruz municipal elections
MEXICO · Report · 16 Jun 2025
On June 1, the country held its first judicial elections, along with municipal races in Durango and Veracruz. Normally these state elections would not spark much interest nationally. This time, however, the races and their results attracted attention as a possible bellwether to gauge Morena’s for...
Economics: Labor data mirrors struggling economy
MEXICO · Report · 10 Jun 2025
Employment remains in a clear slowdown that began last year and aligned with the weakening of the economy as a whole. The employed population decreased -0.2% yoy in the first quarter and then increased 0.2% in April, bringing the cumulative slippage for the first four months of the year to an ann...
Politics: Judicial elections—a setback for democracy and success for the 4T’s authoritarian impulses
MEXICO · Report · 09 Jun 2025
Mexico’s first ever judicial elections were held on June 1. While they were significant for a variety of reasons, there were no big surprises. The elections were the concretization of Morena, AMLO, and Claudia Sheinbaum’s judicial reform, justified as a way of correcting the “country’s universall...
Politics: High profile CDMX killings spark nationwide concern
MEXICO · Report · 02 Jun 2025 · 1 response
In a country accustomed to alarming levels of violence and a staggering death count, Mexico was nevertheless shocked by the May 20 murder of two close collaborators of Clara Brugada, head of the Mexico City government. The killing of Brugada’s personal secretary and a close advisor was well plann...
Economics: News and indicators as of May point to further economic stalling
MEXICO · Report · 02 Jun 2025
Revised first quarter GDP data showed the economy sputtering to a 0.6% yoy seasonally adjusted rate of growth while all components of industrial activity contracted during the same period. In most branches of activity, the economic indicators for March and those available for April show a greate...
Politics: Ties between organized crime and political figures pose a major challenge to Mexico’s stability and future
MEXICO · Report · 27 May 2025
A key point of contention between the U.S. and Mexican governments has been the link between organized crime and key public officials and politicians. While tariff disputes have their ups and downs, this claim has been a constant for Washington, but has resulted in an unambiguous denial on the pa...
Economics: First quarter GDP and March IGAE anticipate further weakening for the remainder of the year
MEXICO · Report · 27 May 2025
Last week saw the release of revised GDP data for the first quarter of 2025, which showed a 0.6% seasonally adjusted annual rate of growth. The week also saw the IGAE for March, which reported a -0.1% annual decline. In most branches of activity, the economic indicators for March and those availa...
Economics: Familiar official pledges at the Banking Convention fail to address problems in credit access for MSMEs
MEXICO · Report · 19 May 2025
At the latest annual Banking Convention, the Sheinbaum administration served up the familiar petitions to facilitate access to credit for MSMEs (micro, small and medium-sized enterprises) and lower interest rates for that segment of the productive sector. Easier said than done, as history has sho...