Global Scans · Mexico · Weekly Summary

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WHAT'S NEXT?: Mexico's economy and status with the U.S. faces uncertain times as a result of Donald Trump's recent election as America's next president. The impacts of Donald Trump's pre-election threats are already being felt by Mexico's economy and may have unforeseen consequences for both nations.

• [New] For 2026, the WEO anticipates growth of 1.5% for Mexico, slightly above the 1.4% previously estimated, while for Latin America and the Caribbean it forecasts an advance of 2.3%. Mexican Press Agency
• [New] The average apartment rental price in Mexico City is projected to rise to 21,000 pesos per month by the end of 2025, an increase of between 12 and 15% over 2024. Mexico News Daily
• [New] The Mexican government reaffirmed that there will be no increase in VAT or income tax, with the growth in revenue coming from combating tax evasion, corruption, and smuggling, under the humanist principles guiding Fourth Transformation's economic policy. Mexican Press Agency
• [New] Mexico is projected to remain the top silver-producing country in 2025, contributing nearly 23% of global silver output thanks to prolific mines and dedicated miners like Fresnillo and Penasquito. Farmonaut
• [New] The U.S. is actively pursuing a friend-shoring strategy, creating opportunities for nations like India, Vietnam, and Mexico. TimeTrex
• [New] Mexico strengthened its leadership as an advanced manufacturing platform by presenting regional opportunities to institutions and companies from Germany, France, Korea, Japan, and Taiwan. Riviera Maya News
• [New] With new leadership could come new trade priorities: tighter labour rules, environmental standards, or renewed focus on semiconductor production and nearshoring to Mexico. Medium
• [New] As 2026 approaches, all eyes are turning toward what experts are calling USMCA 2.0 - the potential revision of the trilateral agreement that governs more than $1.5 trillion in trade between the U.S., Mexico, and Canada. Medium
• [New] Mexico has fared better, with resilient exports and easing inflation supporting modest expansion, though weak investment and exposure to US tariff risks have tempered growth momentum. Brookings
• [New] Mexico's trade dynamics are being reshaped by potential revisions to the USMCA, including stricter rules of origin requirements, as the Gramercy note warns. Ainvest
• [New] Mexico is a winner when it comes to warm weather, more affordable living, and long-term growth potential. Bajaproperties.com
• [New] Manufacturing output is projected to grow with a 4.0% Compound Annual Growth Rate through 2028, and nearshoring could add an additional 3% to GDP over the next five years. / Mexico FinancialContent
• [New] Mexican industries must adapt by actively leveraging nearshoring opportunities, increasing domestic content and value-added in their products, embracing technological adoption and innovation (e.g., 5G, AI, robotics), and adopting sustainable practices. FinancialContent
• [New] President Trump's tariff policy on Canadian and Mexican vehicles is disruptive to the North American auto supply chain. Mac's Motor City Garage
• [New] Generative AI alone could contribute up to 6.2% of Mexico's national GDP. Mexico Business
• [New] Requests submitted in May by the American Trailer Manufacturers Coalition explained that rapidly rising imports of foreign-made dry vans and reefers, from Mexico and China in particular, threaten the vitality of the U.S. dry van and reefer industry. Trucking Info
• [New] Chile, Mexico and Peru will improve their agricultural products' access to markets that are highly protected in that sector, such as Japan, Canada and Malaysia. Economic Commission for Latin America and the Caribbean
• [New] Projected Growth & Influences Despite economic hurdles, investment opportunities in Mexico persist due to strategic positioning and real estate potential. Propertydevelopments.com
• [New] Implication: Mexican recovery could lift regional trade, but a firm dollar pressures LatAm currencies like BRL. The Rio Times
• [New] US-based tech firm CloudHQ will invest $4.8 billion to construct six data centers in Mexico City over the next several years. DataCenterKnowledge
• [New] Annual capital spending by hyperscalers has grown at a 25% compound rate over the past decade and is projected to exceed $450 billion in 2025, reaching $2 trillion by 2028 - roughly equivalent to Mexico's GDP. Goelzer Investment Management
• [New] To counter risks, Mexico is pivoting to EVs via Plan Mexico, diversifying into Latin America/Asia, and forming cross-border partnerships like Stellantis-Leapmotor. Ainvest

Last updated: 21 October 2025