Mexico: Sub‑potential growth with delayed easing – Societe Generale
Por FXStreet Insights Team
Atualizado: 31 Mar 2026
ARTIGOS POPULARES
Societe Generale’s Dev Ashish projects Mexico’s 2026 growth to remain below potential, constrained by weak manufacturing, investment and USMCA‑related uncertainty. Higher Oil prices are expected to pass through, lifting inflation risks and expectations.
Societe Generale’s Dev Ashish projects Mexico’s 2026 growth to remain below potential, constrained by weak manufacturing, investment and USMCA‑related uncertainty. Higher Oil prices are expected to pass through, lifting inflation risks and expectations. The Bank of Mexico (Banxico) is described as dovish for now but likely to postpone further easing into 2027, while rising social spending limits fiscal consolidation despite achievable budget goals.
Below‑potential growth and cautious Banxico
"Growth: 2026 growth stays below potential amid weak manufacturing, investment, and USMCA-linked uncertainties."
"Inflation: Oil passthrough likely ahead, pushing inflation risks and expectations higher."
"Monetary Policy: Banxico remains dovish for now but will likely push further easing into 2027."
"Fiscal: Budget goals achievable but rising social spending limits consolidation."
"Risks: Oil, US slowdown, and USMCA uncertainty threaten both inflation and growth paths."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor.)
Mais de um milhão de usuários confiam na FXStreet para dados de mercado em tempo real, ferramentas de gráficos, insights de especialistas e notícias de Forex. Seu calendário econômico abrangente e webinars educacionais ajudam os traders a se manterem informados e tomarem decisões calculadas. A FXStreet conta com uma equipe de cerca de 60 profissionais, divididos entre a sede em Barcelona e diversas regiões globais.
Ler mais
