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31st Jul 2025 20:25Latin AmericaWeekly Monitor

  • Mexico’s industrial and service sectors rebounded in Q2, offsetting weak agriculture.
  • The US tariff extension brings near-term relief, supporting manufacturing, exports and capex.
  • Domestic policy volatility, weak sentiment and a real wage slowdown still weigh on broader momentum.

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Keywords for: 4 August 2025 LatAm Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence