Mexico’s Economic Crossroads: Interest Rate Cuts and Trade Agreement Reviews

In this episode, we explore Mexico's strategic economic maneuvers as the central bank cuts interest rates to combat economic challenges. We delve into the early review of the USMCA trade agreement and discuss the potential recession risks facing Mexico. Join us for insights into Mexico's nearshoring strategies and the impact of potential U.S. tariffs on its economy.

Sources:
https://mexiconewsdaily.com/politics/sheinbaum-canada-trade-usmca-review/
https://wdez.com/2025/05/13/mexico-hopes-early-usmca-review-will-give-investors-consumers-clarity/
https://mexicobusiness.news/policyandeconomy/news/trade-shifts-usmca-review-us-china-tariff-tensions?tag=policyandeconomy
https://www.nampa.org/text/22630027
https://www.straitstimes.com/world/mexicos-ebrard-expects-review-of-trilateral-trade-pact-to-kick-off-this-year
https://mexicobusiness.news/trade-and-investment/news/mexico-proposes-usmca-semiconductor-chapter
https://mexicobusiness.news/trade-and-investment/news/plan-mexico-and-shift-globalization-regionalization
https://www.csis.org/analysis/mexicos-telecommunications-law-bolstering-access-or-curtailing-competition
https://www.morningstar.com/news/globe-newswire/9451632/policy-shifts-and-tariffs-clouding-cross-border-commerce-forecasts
https://asiatimes.com/2025/05/time-to-develop-us-industrial-strategy-which-requires-allies/
https://www.bloomberg.com/news/articles/2025-05-15/banxico-delivers-third-straight-half-point-cut-as-growth-slows
https://www.bloomberg.com/news/articles/2025-05-15/banxico-expected-to-deliver-half-point-cut-decision-day-guide
https://www.centralbanking.com/central-banks/monetary-policy/7972904/bank-of-mexico-puts-growth-before-prices-with-rate-cut
https://www.mitrade.com/insights/news/live-news/article-6-815789-20250513
https://menafn.com/1109550329/Goldman-Sachs-Upgrades-MexicoS-2025-GDP-Forecast-Amid-US-Trade-Momentum
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https://www.monex.com.mx/portal/download/reportes/Economic%20Forecasts%20140525.pdf
https://www.mitrade.com/insights/news/live-news/article-6-815789-20250513
https://www.fxstreet.com/news/mexican-peso-set-for-weekly-gains-as-weak-us-data-offsets-banxicos-rate-cut-202505162011
https://www.fxstreet.com/news/mexican-peso-trims-some-of-banxico-related-losses-following-interest-rate-cut-202505161242
https://www.tradingview.com/news/te_news:458999:0-banxico-lowers-interest-rate-by-50bps-as-expected/
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https://www.scotiabank.com/ca/en/about/economics/economics-publications/post.other-publications.latam-flash.latam-flash--may-15--2025-.html
https://www.brookings.edu/articles/the-impact-of-us-tariffs-on-north-american-auto-manufacturing-and-implications-for-usmca/
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https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/
https://en.wikipedia.org/wiki/2025_United_States_trade_war_with_Canada_and_Mexico