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January 23, 2025
The BBVA Research Multidimensional Manufacturing Indicator fell (-)3.3% YoY in December, the ninth consecutive decline since April; considering the December data, the year-on-year change averages (-)2.6% in 2024, 2.7 pp below the figure observed the previous year.
January 22, 2025
On the first day of the Trump 2.0 administration, at least 7 executive orders or proclamations were issued regarding immigration issues, making clear the importance of this issue for his government.
January 20, 2025
The effects of the exchange rate depreciation and the "Buen fin" influenced the acceleration of current credit to a nominal annual rate of 13.2% in November. This also influenced the acceleration of bank deposits up to 10.5% nominal. Going forward, the weakness of activity and employment points to a slowdown.
January 14, 2025
Formal employment closed the year with an annual variation of 1.0%, well below expectations and the average of the last three years. Sectors such as manufacturing and construction performed poorly or negatively, playing key roles in this sharp slowdown.
January 9, 2025
Nearly seven years after the onset of the nearshoring phenomenon, in the last week of 2024, the National Strategy for Industrialization and Shared Prosperity was unveiled, summarized as "Plan México." The first comprehensive project from Mexico's government focused on strengthening the country's role in global value chains.
January 2, 2025
President-elect Trump has threatened mass deportations and greater border securitization, which could affect remittances to Mexico and LAC. However, it is a very unlikely scenario because it would affect the U.S. economy that depends on migrant labor force and increase inflation in that country.
December 23, 2024
The Senate of the Republic approved a resolution mandating that minimum wages be adjusted annually, at least in line with inflation, to prevent the loss of purchasing power and benefit low-income workers.
December 20, 2024
However, we think that the best timing to cut the policy rate by 50 bps was today, since the window will likely close early next year if Trump imposes tariffs and a context of global risk aversion hits the peso, turning Banxico even more cautious.
December 18, 2024
In October 2024, traditional bank deposits had a real annual variation of 4.7% (9.7% nominal), a figure higher than that of September (4.0% real). While the current credit portfolio granted by commercial banks to the SPNF grew 7.0% real annually (12.1% nominal), below the increase in September (7.2% real).
