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What we are watching.

Longer-form analysis on Mexican and Latin American markets. Extended coverage of the themes, companies, and macro developments we follow.

16 Articles

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Macro Mar 21, 2026 6 min read

Banxico Cuts to 6.75%: What the 3-2 Vote Tells You About What Comes Next

The split decision signals a board more divided than the market assumes.

Latest

Market Commentary Apr 27, 2026 7 min read

One Year of Tariffs: Mexico Exported More, But the Easy Part Is Over

Mexico posted record exports under a year of Trump tariffs. The reconfiguration worked. The question now is whether it survives the USMCA renegotiation.

Showing 16 articles

April 2026

Apr 27 Market Commentary One Year of Tariffs: Mexico Exported More, But the Easy Part Is Over 7 min

Apr 22 Sector Analysis The USMCA Negotiation Is Sector-by-Sector. Your Portfolio Should Be Too. 9 min

Apr 11 Market Commentary What the Ceasefire Trade Looks Like Across Latin America 9 min

Apr 4 Sector Analysis The Iran Oil Shock Is a Banxico Story, Not an IPC Story 7 min

March 2026

Mar 28 Market Commentary Q1 2026 in Review: What Actually Happened in Mexican Markets 8 min

Mar 21 Macro Banxico Cuts to 6.75%: What the 3-2 Vote Tells You About What Comes Next 6 min

Mar 14 Sector Analysis Mexico's Oil Paradox: Why OPEC Turmoil Barely Moves the IPC 7 min

Mar 7 Market Commentary Three Central Banks, One Week: What the Fed, ECB, and Banxico Decisions Mean Together 9 min

February 2026

Feb 28 Macro Mexico's FDI Numbers Look Strong. Here Is What They Are Not Telling You. 6 min

Feb 21 Earnings Analysis Alsea Q4 2025: The Refinancing Changes Everything 10 min

Feb 14 Market Commentary The Peso Is Holding. That Is the Story Nobody Is Writing. 5 min

Feb 7 Sector Analysis Airport Concessions in Mexico: Three Operators, Three Different Bets 8 min

January 2026

Jan 31 Macro USMCA Review: What Investors Should Expect (and What to Ignore) 7 min

Jan 24 Market Commentary 2026 Outlook: Five Trades We Are Watching in Mexico 11 min

Jan 17 Earnings Analysis Gentera FY 2025: Loan Book Growth Is Slowing. Is That Actually Bad? 7 min

Jan 10 Sector Analysis Industrial FIBRAs: The Nearshoring Play Hiding in Plain Sight 9 min