Overview

• Mitofsky’s September reading puts Claudia Sheinbaum’s approval at 71.6%, with stronger backing among women, younger voters and recipients of social programs.
• Security ranks as the top public concern at 55%, as analysts highlight persistent cartel power and violence in states such as Michoacán, Guerrero, Guanajuato and Sinaloa.
• The first year closed with relative macro stability but weak growth after narrowly avoiding recession, alongside rising debt and soft private investment.
• Fiscal plans highlight social spending, with 5.3 trillion pesos in expected tax revenues and 483,000 million pesos earmarked for elderly pensions.
• Mexico signals tighter U.S. economic alignment, and Grupo Carso will finance Pemex drilling of up to 32 Ixachi wells in a roughly $1.991 billion deal with first payment due in January 2027.