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2026-07-09 20:57 16d ago
2026-07-09 16:47 16d ago
Mexická inflace klesla na pětileté minimum
USDMXN USD/MXN
FMP Forex News 86
Original source text
The Mexican peso continues to face difficult trading sessions. Over the last 3 trading sessions, average USD/MXN movements have posted a gain of more than 1.00% in favor of the U.S. dollar, which continues to reflect weakness around the peso.

This scenario did not fully change after the release of Mexico’s inflation data, which showed a significant decline. This new reading could start to affect expectations for higher interest rates for longer, which in turn could limit the strength of the Mexican peso. In this context, USD/MXN could continue to show a phase of indecision or even more relevant buying pressure over the next few sessions.

Inflation day for Mexico During today’s session, Mexico’s annual average inflation data was released. Initially, the consensus expected a reading near 3.52%, but the official figure surprised to the downside and came in at 3.37%, below expectations and at its lowest level in the last 5 years.

This data is relevant because it marks a significant decline compared to previous months. It also confirms a downward trend in the consumer price index, which has been falling from this year’s high near 4.59%. With this new release, inflation is moving increasingly closer to the central bank’s target of around 3.00%.

Source: TradingEconomics

This scenario could be important for the Mexican peso’s movements, as one of its main advantages against the U.S. dollar has been the wide rate differential between both central banks. While the Bank of Mexico keeps its interest rate around 6.5%, the Federal Reserve maintains a benchmark rate near 3.75%.

For months, this differential has positioned the bond market and Mexican peso-denominated investments as potentially more attractive options compared to dollar-denominated investments. To some extent, this has helped sustain demand for the Mexican peso.

Source: TradingEconomics

However, the outlook could start to change. The latest inflation release marks an important shift in the price dynamic and could reduce the need for additional interest rate increases in Mexico. It could even gradually open room for rate cuts from the current 6.5% level over the coming months.

For this reason, the latest data could point to a calmer Bank of Mexico, with no need to deliver significant additional interest rate increases.

When comparing this potential dynamic with the Federal Reserve, the scenario is different. In the United States, inflation has not shown such significant declines, and CME Group’s probability table still points to a probability above 51.00% that, at the September 16 decision, the interest rate could move from the current 3.75% level toward a new 4.00% reference.

This suggests that the Federal Reserve could still maintain an aggressive stance over the coming months.

Source: CMEGROUP

This point is key because an important difference between both central banks is starting to emerge. While the market could begin to price in a calmer Banxico, the Federal Reserve remains close to a more aggressive scenario.

This combination could reduce the rate differential that has supported the Mexican peso over the last few months. For that reason, rather than strengthening the peso, the latest inflation data could suggest that, over time, peso-denominated investments may become less attractive compared to U.S. dollar-denominated investments.

If this central bank dynamic continues, the peso could struggle to recover ground consistently in the medium term. This could reflect not only a phase of indecision in USD/MXN, but also more relevant buying pressure over the coming trading weeks.

Technical outlook for USD/MXN

Source: StoneX, Tradingview

Sideways range stronger than ever: Since February 2026, USD/MXN has not managed to define a clear direction or consolidate a more structured trend line. This has led to the formation of a relevant sideways range, with resistance near 17.92 and support around 17.10. As long as the pair fails to break out of these barriers, it will be difficult to confirm a firmer trend. For this reason, indecision could remain the dominant technical pattern over the coming trading weeks.
  RSI: movements do not show significant short-term strength and remain close to the neutral 50 area. This suggests a balance between buying and selling impulses in the market, reinforcing the importance of the current indecision phase.
  MACD: shows a similar reading, with the histogram remaining close to the 0 level. This reflects balance in the strength of short-term moving averages and confirms that indecision is still present in average USD/MXN movements. If this behavior persists, neutrality could remain relevant over the next few sessions. Key levels:

17.90 – Main resistance: This recent high zone remains the main bullish barrier above the 200-period simple moving average. Sustained moves toward this zone could mark the beginning of a more consistent buying bias and open room for the possible formation of a bullish trend line over the coming weeks.
  17.52 – Current barrier: This is a relevant retracement level from recent weeks and an important neutral zone to watch. If price fails to move away from this level, the indecision phase could be reinforced, and the sideways range could extend as the dominant chart structure in the medium term.
  17.10 – Relevant support: This zone corresponds to the 2026 lows and is currently the main bearish barrier. Moves toward this level could bring the selling bias back into focus and give continuity to the descending channel that remained the dominant structure months ago.
  Written by Julian Pineda, CFA, CMT – Market Analyst

Follow him on: @julianpineda25
2026-07-07 07:27 18d ago
2026-07-07 01:30 19d ago
JP Morgan čeká silnější mexické peso do roku 2026
USDMXN USD/MXN
FMP Forex News 86
Original source text
The Mexican Peso remains one of JP Morgan's preferred emerging-market currencies, with the bank arguing that improving domestic growth, attractive carry and resilient trade flows continue to support MXN.

USD/MXN is forecast to ease from current levels, with JP Morgan targeting 17.35 by September 2026, 17.30 by December, 17.30 by March 2027 and 17.30 by June 2027.

JP Morgan analysts say Mexico's economic outlook has improved after a weak start to the year.

"Some green shoots point to a more benign picture for growth in 2H26."

The bank notes that stronger-than-expected April GDP, a rebound in construction activity and robust services growth have prompted it to lift its 2026 GDP forecast from 1.0% to 1.2%.

JP Morgan also expects Banxico to keep its benchmark interest rate unchanged at 6.5% over the coming year as inflation remains comfortably within target.

The bank believes the successful conclusion of the latest USMCA review also removes an important source of uncertainty for investors.

Rather than reopening the agreement, the US, Canada and Mexico agreed to continue negotiations under the existing framework, preserving Mexico's privileged access to US markets.

Carry Trade Still Supports the Peso

JP Morgan argues the Peso's biggest strength remains its attractive yield.

"The structural view for MXN remains constructive, anchored by decent volatility-adjusted carry."

With market volatility easing after the Middle East conflict and Mexico's balance of payments remaining resilient, the bank believes the Peso should continue attracting international capital.