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Mexico Manufacturing Stalls as September Output Inches Up 0.2%

Analysts cite soft U.S. demand, forecasting a slight full‑year contraction despite the monthly rebound.

Overview

  • INEGI reported that manufacturing output rose 0.2% in September from August after two monthly declines.
  • Production fell 2.0% year over year in September, marking a third consecutive annual drop.
  • Sector payrolls decreased 0.1% month over month and 2.6% year over year, extending a 31‑month stretch of contraction.
  • Hours worked fell 0.4% on the month, and real average remunerations declined 0.9% monthly and 3.7% annually.
  • Job losses were steepest in transport equipment, wood, textile inputs and finishing, leather and clothing; capacity use was 80.8%, and Banamex projects a 0.4% contraction for 2025.