Overview
- Ipsos Talk LATAM 2025 finds 57% of Argentines struggle to reach month‑end versus 43% regionwide and 33% in Mexico, even as optimism for 2026 runs high at 83% in Argentina and 82% in Mexico.
- Argentina’s consumer confidence rose 6.5 points in November to 46.9, the largest monthly gain among 30 countries, though the level remains low relative to regional peers.
- Mexico’s 2026 GDP growth forecasts cluster around 1.2%–1.5%, with CEPAL at 1.3% ranking the country near the bottom of Latin America despite a more upbeat range from the Finance Ministry.
- Analysts say the FIFA World Cup, higher public spending and investment projects could spur a consumption rebound in Mexico after a weak 2025, with exports and nearshoring providing additional support.
- Risks highlighted include the T‑MEC review and possible U.S. tariff pressures, while inflation projections near 3.6%–3.9% and early‑year tax and tariff effects point to a cautious stance from Banxico.