Updated
Updated · Finimize · Aug 24
Banxico Holds Rate at 6.5% as Mexico's Q2 GDP Rebounds 1.4%
Updated
Updated · Finimize · Aug 24

Banxico Holds Rate at 6.5% as Mexico's Q2 GDP Rebounds 1.4%

2 articles · Updated · Finimize · Aug 24

Summary

  • Mexico’s central bank left its policy rate at 6.5% after Q2 GDP rebounded 1.4% quarter on quarter and early-August inflation rose to 3.26%.
  • INEGI said the expansion was the strongest quarterly gain since early 2022, reversing a revised 0.3% contraction in Q1, with all three major sectors growing despite a 0.1% monthly dip in June.
  • Core inflation ran hotter at 3.93%, reinforcing Banxico’s view that stronger growth and sticky underlying price pressure make near-term rate cuts harder to justify.
  • Minutes from the latest decision signaled officials still favor holding steady for an extended period, a stance that could keep short-term bond yields elevated and support the peso.

Insights

Mexico’s GDP rebounded in 2Q26, but with investment still falling, is this a real recovery or just a temporary export-and-services bounce?
Why are Mexico’s exports rising while manufacturing stays weak, and what does that reveal about nearshoring’s real impact on the economy?