Overview

• Ricardo Monreal confirmed the Chamber of Deputies will formally receive the Paquete Económico 2026 on Monday, including the Criterios, Ley de Ingresos, Presupuesto de Egresos and Miscelánea Fiscal.
• Morena leaders reiterated there will be no fiscal reform or new taxes, with priorities to curb tax evasion, stop fake invoicing and tighten customs rules.
• Legislators signaled a near one trillion peso allocation for social programs in the 2026 budget to support household incomes.
• Banamex and other analysts expect a proposed public-deficit target near 3.2% of GDP and urge a credible consolidation path, warning growth assumptions look optimistic given recent weakness and subejercicio.
• Observers anticipate a Miscelánea Fiscal and a customs law reform aimed at improving collection, after which congressional committees will review the full package under the standard timetable.