Mexico
Exclusive MXN Market Musings: Technically Speaking
USD/MXN recently confirmed a close below 17 for the first time since May 2024. This break has led us to revise our forecasts lower and we now expect a move to 16.5.
Research
Exclusive Deal on the Horizon?
The Trump Administration has granted Canada a three-day extension before enforcing new tariffs under Section 338, citing progress toward a potential deal.
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Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
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Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
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Mexico sugar outlook 2026/27: Improved access to US market should improve industry margins
Improved access to the US market could strengthen margins across Mexico’s sugar sector in 2026/27.
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Exclusive Banxico Post-Decision Report: Nothing to see here...
Banxico left the policy rate unchanged at 6.50% at the June 25 meeting.
Research