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The Mexico Political Economist

The Mexico Political Economist

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Mexican politics, policy, and markets for a global audience; country/market risk

Mexico Is the Source of US Economic Growth
News•Mar 11, 2026

Mexico Is the Source of US Economic Growth

The Mexican Embassy highlighted that Mexico invested $61.7 billion in the United States in 2025 and that bilateral trade now totals $873 billion—roughly $1.7 million each minute. Mexico’s exports to the U.S. reach $535 billion while imports stand at $338 billion, meaning the U.S. buys more from Mexico than from China, Japan and South Korea combined. These figures were released as the U.S. and Mexico begin official talks for a Joint Review of the USMCA, a move that could reshape the partnership. The data aims to counter economic nationalist narratives that portray Mexico as a weak negotiating partner.

By The Mexico Political Economist
And They’re Off! What Actually Changes as USMCA Talks Officially Begin
News•Mar 10, 2026

And They’re Off! What Actually Changes as USMCA Talks Officially Begin

The Mexican Economy Ministry and the U.S. Trade Representative announced the formal launch of the joint review of the United States‑Mexico‑Canada Agreement, set to begin on March 16. While Mexico and the United States have been holding informal talks for...

By The Mexico Political Economist
Mexico’s Mining Always Got the Silver Spoon Treatment. Now It Must Reinvent Itself to Survive
News•Mar 4, 2026

Mexico’s Mining Always Got the Silver Spoon Treatment. Now It Must Reinvent Itself to Survive

Silver prices exploded from just over $20 an ounce in late 2024 to a peak of $120 in early 2026, driven by geopolitical uncertainty and soaring demand from solar and electric‑vehicle technologies. Mexico, the world’s largest silver producer, extracted roughly...

By The Mexico Political Economist
Disastrously, Mexico’s 2025 Investment Was OK
News•Mar 3, 2026

Disastrously, Mexico’s 2025 Investment Was OK

Mexico’s government hailed 2025 capital investment as reaching historic highs, but the underlying data tells a different story. Year‑over‑year growth was roughly 2%, a modest rise that barely nudges the long‑term trend upward. Critics argue the figures are underwhelming and...

By The Mexico Political Economist
Death and Spreadsheets: Cartel Excels Reveal Narco Wages
News•Mar 2, 2026

Death and Spreadsheets: Cartel Excels Reveal Narco Wages

Mexican authorities seized spreadsheets from the Cartel Jalisco Nueva Generación that detail salaries for each rank, exposing how little the organization pays its members. The leak coincided with a viral AI‑generated video warning youths against joining cartels after the recent...

By The Mexico Political Economist
The Reconfiguration of Mexico’s Supply Chains
News•Feb 24, 2026

The Reconfiguration of Mexico’s Supply Chains

Mexico’s exports to the United States reached record levels last week, yet the country’s trade surplus with its northern neighbor contracted. Analysts attribute the paradox to a strategic reconfiguration of Mexican supply chains, increasingly funneling production toward the U.S. market...

By The Mexico Political Economist
The Battle for Mexico's Mobile Phone Future
News•Feb 18, 2026

The Battle for Mexico's Mobile Phone Future

The episode examines the pivotal crossroads facing Mexico's mobile telecom sector, focusing on three possible futures: AT&T's exit as the second-largest operator, its retention driven by 5G opportunities, or the rise of a new market challenger. Experts analyze the strategic...

By The Mexico Political Economist
Why Can’t Mexico’s Left-Wing Government Pass a Pro-Worker Bill?
News•Feb 17, 2026

Why Can’t Mexico’s Left-Wing Government Pass a Pro-Worker Bill?

The episode examines Mexico’s stalled proposal to shorten the legal workweek from 48 to 40 hours and add an extra day off, a reform that seems at odds with the Morena‑led coalition’s track record of swift, sweeping legislation. Despite holding...

By The Mexico Political Economist
Why Carlos Slim’s Mobile Phone Behemoth Can’t Be Taken on Head First
News•Feb 11, 2026

Why Carlos Slim’s Mobile Phone Behemoth Can’t Be Taken on Head First

The episode examines Mexico’s mobile sector, focusing on América Móvil’s historic monopoly under Carlos Slim and the 2013 telecom reforms that introduced competition, free roaming, lower prices, and better coverage. Guest Jorge F. Negrete explains how those reforms achieved their...

By The Mexico Political Economist
The Capture of Tequila’s Mayor Uncovers a Gruesome Truth
News•Feb 10, 2026

The Capture of Tequila’s Mayor Uncovers a Gruesome Truth

The episode examines Mexico’s Operation Swarm, focusing on the February 12 arrests of more than a dozen officials from the tourist town of Tequila, including its mayor, for colluding with organized crime. It explains how the operation, championed by President‑elect...

By The Mexico Political Economist