Peso

9 July 2026
Mexico Downgrade Fails to Rattle Bond Yields as High Real Rates Support Peso Carry Trades

Despite Moody’s downgrade, Mexico bonds rally as high real yields support calm markets and peso carry.

7 July 2026
Latin America bond crowding unwinds on rising US yields as investors rotate into equities and carry

Crowded Latin American bond trades unwind as US yields rise; flows rotate to equities, supporting carry currencies.

4 July 2026
Mexico Consumer Confidence Ticks Up in June, Lending Modest Support to Peso and Domestic Demand

Mexico consumer confidence inches up to 43.8 in June, supporting peso strength, steady rates, bullish equities.

4 July 2026
Mexico consumer confidence rises in June, supporting peso carry trades and Mexico equity bullish options view

Mexico consumer confidence rose to 43.8; still pessimistic, but supports bullish peso carry and Mexico equities outlook.

3 July 2026
Mexican peso firms as weak US jobs data drags dollar; USMCA review uncertainty lingers

Mexican peso gains as weak US payrolls sink dollar; USD/MXN 17.48 amid USMCA uncertainty, volatility.

3 July 2026
SocGen sees extended USMCA renegotiations, with annual reviews keeping pressure on rules of origin and China content

Societe Generale expects USMCA renegotiations to drag on, driving headline volatility, but deep integration supports eventual compromise.

3 July 2026
Annual USMCA Reviews Through 2036 Keep Mexico Investment on Hold, Raising Peso Risk Premiums

Annual USMCA reviews until 2036 keep trade stable but prolong uncertainty, dampening Mexico investment, peso outlook.

2 July 2026
Banxico survey shows lower end-2026 inflation forecast as growth expectations steady and peso seen softer

Banxico survey: analysts cut 2026 inflation forecasts, keep growth steady; peso seen weakening to 17.95, rates unchanged.

2 July 2026
Mexican peso slips as USMCA doubts lift trade-risk premium and underpin firmer US dollar

Peso weakens as USMCA extension doubts boost trade-risk premium, pushing USD/MXN higher amid positioning unwind.

2 July 2026
Banco de la República’s surprise 75bp hike to 12% lifts terminal-rate bets and flattens curve

Banco de la República hiked 75bp to 12%, signaling further tightening; expect curve flattening, peso support, volatility.

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