Panorama económico 2026 de México: previsiones y retos en adelante

from BBVA Research · host BBVA Podcast

Se revisa a la baja la estimación de crecimiento de la economía mexicana para el 2026 a 1.2% (1.8% previo) debido a un primer trimestre débil y a una notable caída en la inversión. Carlos Serrano, de BBVA Research, comenta en este pódcast las previsiones publicadas en el informe de junio de Situación México. Esta contracción económica está fuertemente ligada a la incertidumbre regulatoria y judicial que vive el país, factores que frenan el desarrollo a medio plazo en un escenario en el que el mercado laboral enfrenta un preocupante aumento de la informalidad. En contraste, la inflación comienza a moderarse tras superar diversos choques temporales de oferta, lo que permite al Banco de México mantener una política monetaria con tasas neutrales y adecuadas. Hacia el futuro, los mayores retos del país serán consolidar el estado de derecho, ejecutar proyectos de infraestructura mixtos y afrontar de forma exitosa la próxima revisión del T-MEC.

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This episode was published on July 2, 2026.

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