Overview

• INEGI’s survey put the consumer confidence index at 46.5, down 0.2 points from August and still below the 50 threshold.
• Three of five components fell on the month, led by a 0.8‑point drop in the current ability to buy furniture and appliances.
• Households reported firmer personal finances, with the current personal economic situation rising to 50.4 points.
• An acceleration of headline inflation to 3.74% year over year in mid‑September formed part of the backdrop cited for weaker sentiment.
• The Economy Ministry and retail leaders described consumption as steady even as analysts said a sub‑50 reading reflects ongoing domestic uncertainty.