Thursday Apr 17, 2025

Mexico’s Economic Crossroads: Trade Tensions and Future Prospects

In today's episode, we explore the growing economic uncertainty in Mexico amid escalating trade tensions with the United States. We discuss the implications of new tariffs, the country's National Development Plan 2025–2030, and Fitch Ratings' forecast of a potential recession. Join us as we analyze the critical factors shaping Mexico's economic trajectory and the government's response to these challenges.

Sources:
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2679639-risks-rising-for-possible-recession-in-mexico-analysts
https://mexicobusiness.news/finance/news/mexico-lowers-growth-forecast-amid-trade-uncertainty
https://www.latinnews.com/component/k2/item/105420.html?archive=3&Itemid=6&cat_id=836243%3Ain-brief-fitch-affirms-mexico-s-stable-outlook-but-notes-risks
https://macroattachment.cloud.itau.com.br/attachments/2b44fe9f-d2ab-42fa-b591-0bfe1fba35d7/MacroScenario-MX_Apr25.pdf
https://www.argusmedia.com/zh/news-and-insights/latest-market-news/2679639-risks-rising-for-possible-recession-in-mexico-analysts
https://www.fxstreet.com/news/mexican-peso-surges-as-trump-sheinbaum-call-eases-trade-tensions-202504171925
https://smpslegal.com/en/mexico-opportunity-trump-tariffs/
https://www.monex.com.mx/portal/download/reportes/Economic%20Forecasts%20110425.pdf
https://www.aoshearman.com/insights/a-new-era-of-global-trade-tensions
https://www.latimes.com/world-nation/story/2025-04-17/forget-iphones-trumps-tariff-war-could-reshape-us-economy-and-usher-in-a-new-world-order
https://english.news.cn/northamerica/20250417/8678f429418e4655bf16711e488c232e/c.html
https://www.riotimesonline.com/fitch-affirms-mexicos-rating-as-us-tariffs-loom-over-key-exports/
https://www.mitrade.com/insights/news/live-news/article-6-764768-20250417
https://www.latinnews.com/component/k2/item/105420.html?archive=3&Itemid=6&cat_id=836243%3Ain-brief-fitch-affirms-mexico-s-stable-outlook-but-notes-risks
https://www.fitchratings.com/research/corporate-finance/total-plays-ratings-unaffected-by-tap-issuance-16-04-2025
http://www.china.org.cn/world/Off_the_Wire/2025-04/17/content_117829934.htm
https://www.fitchratings.com/research/sovereigns/fitch-affirms-mexico-at-bbb-outlook-stable-16-04-2025
https://www.fitchratings.com/research/sovereigns/global-economic-outlook-april-2025-update-16-04-2025
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2679639-risks-rising-for-possible-recession-in-mexico-analysts
https://www.zawya.com/en/press-release/research-and-studies/s-and-p-global-market-intelligence-april-global-economic-forecast-update-growth-prospects-still-deteriorating-despite-tariff-pause-m7de7ljf
https://blogs.cfainstitute.org/investor/2025/04/14/how-tariffs-and-geopolitics-are-shaping-the-2025-global-economic-outlook/
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2679767-imf-anticipates-lower-growth-from-us-tariffs
https://www.thenationalnews.com/business/economy/2025/04/17/imf-chief-delivers-warning-on-cost-of-tariffs/
https://www.mandg.com/investments/professional-investor/en-ch/insights/mandg-insights/latest-insights/2025/04/fixed-income-our-monthly-review-april-2025
https://www.capitaleconomics.com/publications/emerging-markets-economics-update/imf-world-bank-meet-trumps-shadow
https://databank.worldbank.org

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