REAL-TIME GLOBAL RESEARCH
Week Ahead in Latin America | Latin America: Mexico: Key takeaways from our trip
Key takeaways
- This week, we share takeaways from our meetings in Mexico City, which reinforced our view of a gradual recovery, a dovish Banxico, and an increasing focus on fiscal discipline.
- Next week, we focus on CPI for Mexico, Brazil IPCA-15, and economic activity index for Colombia, Argentina and Mexico.
- Mexico City reinforced our view of a despite record-lows rates differential gradual recovery, a dovish Banxico, and an increasing focus on fiscal discipline.
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Research evidence excerpt
Morgan Stanley C.T.V.M. S.A.
Week Ahead in Latin America | Latin America
This week, we share takeaways from our meetings in Mexico City, which reinforced our view of a gradual recovery, a dovish Banxico, and an increasing focus on fiscal discipline. Next week, we focus on CPI for Mexico, Brazil IPCA-15, and economic activity index for Colombia, Argentina and Mexico.
Morgan Stanley C.T.V.M. S.A.
Mexico City reinforced our view of a despite record-lows rates differential gradual recovery, a dovish Banxico, and an increasing focus on fiscal discipline.
Investment is recovering, but growth 700 slack, keeping further easing on the table despite above-target inflation and Fed tightening. We retain our on-hold call for remains insufficient to reduce economic expectations and the pace of peso depreciation key to the decision. Preserving investment grade is gaining prominence following recent rating downgrades; the 2027 fiscal targets appear achievable but require spending restraint. Authorities remain optimistic about a bilateral US trade deal that preserves Mexico’s competitive advantages, though progress remains limited. Meanwhile, any eventual loss of the government’s Lower House supermajority in next year’s midterms may matter less for its constitutional reform agenda, which is already well advanced.
Last week in LatAm… In Brazil, Senate approved the constitutional amendment ending the 6x1 workweek, affecting 15mn workers while raising risks of price
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