IBOV 176,976 ▼ 0.17% IPSA 10,468 ▲ 0.45% IPC MEX 68,405 ▲ 0.63% MERVAL 2,816,245 ▲ 4.00% COLCAP 2,118 ▼ 0.22% BVL PERÚ 19,767 ▲ 0.37% USD/BRL 5.01 ▲ 0.45% USD/MXN 17.34 ▲ 0.29% USD/CLP 900.43 ▲ 0.00% USD/COP 3,797 ▼ 0.02% USD/PEN 3.42 ▼ 0.01% USD/ARS 1,396 ▼ 0.04% USD/UYU 40.30 ▲ 1.72% USD/PYG 6,066 ▼ 0.00% USD/BOB 6.85 ▲ 1.45% USD/DOP 59.01 ▼ 0.28% USD/CRC 451.24 ▲ 1.99% USD/GTQ 7.62 ▼ 0.05% USD/HNL 26.60 ▲ 1.45% USD/NIO 36.62 ▲ 0.50% USD/VES 516.67 ▼ 0.13% USD/PAB 1.00 ▲ 2.00% USD/BZD 2.00 ▲ 1.43% USD/JMD 157.29 ▲ 0.33% USD/TTD 6.71 ▲ 0.58% EUR/BRL 5.82 ▼ 0.82% BRENT 111.16 ▼ 0.84% WTI 104.03 ▼ 4.26% IRON ORE 161.91 — — COPPER 6.25 ▼ 0.43% GOLD 4,539 ▼ 0.29% SILVER 76.47 ▼ 0.79% SOY 1,217 ▲ 0.31% CORN 479.75 ▲ 0.58% WHEAT 672.50 ▲ 1.20% COFFEE 267.95 ▼ 2.99% SUGAR 14.99 ▲ 1.77% ORANGE JUICE 156.15 ▼ 5.05% COTTON 83.04 ▼ 0.79% COCOA 3,842 ▲ 1.35% BEEF 247.13 ▼ 2.67% CATTLE 358.78 ▼ 2.69% LITHIUM 83.03 ▼ 1.25% PETR4 46.44 ▲ 2.13% VALE3 81.83 ▼ 2.00% ITUB4 39.62 ▼ 0.20% BBDC4 17.66 ▼ 0.17% ABEV3 15.81 ▲ 0.76% BBAS3 20.42 ▼ 1.35% B3SA3 16.72 ▲ 0.12% WEGE3 42.34 ▼ 1.83% PRIO3 68.82 ▲ 0.03% SUZB3 41.97 ▲ 0.65% RENT3 42.97 ▼ 0.02% AZZA3 19.34 ▲ 1.52% CSAN3 4.41 — 0.00% RAIZ4 0.43 ▼ 4.44% PCAR3 2.25 ▼ 0.44% GMAT3 4.23 ▼ 2.53% PSSA3 48.70 ▲ 1.63% CVCB3 1.81 — 0.00% POSI3 3.95 ▲ 1.80% SLCE3 17.28 ▲ 0.52% NATU3 9.75 ▼ 1.91% BRKM5 12.41 ▲ 1.64% RANI3 7.85 — 0.00% CSNA3 6.15 ▼ 4.21% CMIN3 4.28 ▼ 9.32% USIM5 9.03 ▼ 0.99% GGBR4 23.26 ▼ 0.34% ENEV3 24.99 ▼ 0.28% NEOE3 33.80 — 0.00% CPFE3 44.72 ▲ 0.45% CMIG4 11.50 ▲ 2.04% EQTL3 38.61 ▲ 0.05% LREN3 13.77 ▲ 1.62% VIVT3 35.29 ▼ 0.65% RAIL3 14.90 ▼ 0.47% KLABIN 16.30 ▼ 0.79% RAIA DROGASIL 19.12 ▼ 2.40% RDOR3 34.77 ▼ 0.20% HAPV3 12.83 ▲ 3.05% FLRY3 15.62 ▲ 0.13% SMTO3 18.39 ▲ 0.77% UGPA3 29.28 ▲ 0.51% VBBR3 33.26 ▲ 0.42% BBSE3 34.12 — 0.00% BPAC11 54.18 ▼ 0.59% CURY3 29.49 ▼ 1.21% AERI3 2.32 ▼ 4.13% VIVARA 22.80 ▼ 0.61% COMPASS 26.10 ▲ 0.77% VAMOS 3.34 ▼ 2.05% SANB11 26.85 ▼ 0.26% ASAI3 8.29 ▼ 2.47% SBSP3 29.16 ▲ 0.45% WALMEX 55.96 ▲ 2.23% GMEXICO 200.40 ▼ 0.85% FEMSA 211.08 ▲ 0.32% CEMEX 22.00 ▲ 0.82% GFNORTE 188.03 ▲ 2.06% BIMBO 58.00 ▼ 2.13% TELEVISA 9.81 ▼ 1.01% AMX 23.22 ▲ 0.35% GAP 419.50 ▲ 1.80% ASUR 297.12 ▲ 0.33% OMA 226.41 ▲ 1.76% KOF 182.76 ▲ 1.16% GRUMA 299.28 ▲ 0.39% KIMBER 37.99 ▼ 0.63% SQM-B 74,600 ▼ 2.60% COPEC 6,450 ▲ 4.96% BSANTANDER 69.17 ▲ 0.26% FALABELLA 5,650 ▲ 2.72% ENELAM 76.00 ▲ 0.33% CENCOSUD 2,106 ▲ 2.23% CMPC 1,061 ▲ 0.57% BANCO CHILE 165.00 ▲ 0.79% LATAM AIR 21.35 ▼ 0.88% YPF 70,350 ▲ 8.23% GGAL 6,285 ▲ 3.71% PAMPA 4,890 ▲ 3.60% TXAR 620.00 ▲ 0.81% ALUAR 912.00 ▼ 3.03% TGS 9,115 ▲ 4.17% CEPU 2,116 ▲ 3.27% MIRGOR 17,025 ▼ 1.16% COME 44.50 ▲ 4.66% LOMA NEGRA 3,230 ▲ 4.03% BYMA 277.75 ▲ 2.02% TELECOM ARG 3,560 ▲ 1.57% ECOPETROL 13.81 ▲ 5.50% BANCOLOMBIA 64.02 ▲ 1.36% GRUPO AVAL 4.19 ▲ 4.49% CREDICORP 303.86 ▼ 3.94% SOUTHERN COPPER 171.90 ▼ 2.76% BUENAVENTURA 34.01 ▼ 0.82% MERCADOLIBRE 1,586 ▲ 2.53% NUBANK 12.29 ▲ 0.82% XP 17.34 ▼ 0.74% PAGSEGURO 9.18 ▲ 3.61% STONE 10.21 ▲ 6.24% GLOBANT 39.85 ▲ 2.42% TECNOGLASS 39.46 ▲ 2.20% GAP AIRPORT 243.41 ▲ 2.08% ASUR 297.12 ▲ 0.33% OMA AIRPORT 104.62 ▲ 1.73% AMX ADR 26.88 ▲ 1.09% FEMSA ADR 122.25 ▲ 0.72% CEMEX ADR 12.70 ▲ 1.11% PETROBRAS ADR 20.70 ▲ 3.86% VALE ADR 16.31 ▼ 0.06% ITAU ADR 7.89 ▲ 0.64% SANTANDER BR 5.40 ▲ 1.31% AMBEV ADR 3.15 ▲ 2.44% CSN 1.25 ▼ 0.79% GERDAU 4.64 ▲ 0.76% LATAM ADR 47.06 ▲ 0.32% BTC 76,796 ▼ 0.21% ETH 2,112 ▼ 0.77% SOL 84.48 ▼ 0.96% XRP 1.37 ▼ 1.33% BNB 639.07 ▼ 0.62% ADA 0.25 ▼ 1.06% DOGE 0.10 ▼ 0.70% AVAX 9.12 ▼ 1.23% LINK 9.56 ▼ 0.33% DOT 1.23 ▼ 1.50% LTC 54.09 ▼ 0.41% BCH 373.03 ▼ 1.45% TRX 0.36 ▼ 0.09% XLM 0.15 ▼ 1.38% HBAR 0.09 ▼ 0.78% NEAR 1.60 ▼ 1.19% ATOM 2.06 ▼ 0.60% AAVE 88.35 ▼ 1.12% SELIC 14.50% EMBRAER 70.50 ▼ 1.05% EMBRAER ADR 56.39 ▲ 1.13% JBS 12.86 ▼ 4.60% JBS BDR 68.22 ▼ 0.41% MBRF3 16.81 ▼ 3.50% MBRFY 3.33 ▼ 1.48% INTER 5.82 ▼ 0.51% IBOV 176,976 ▼ 0.17% IPSA 10,468 ▲ 0.45% IPC MEX 68,405 ▲ 0.63% MERVAL 2,816,245 ▲ 4.00% COLCAP 2,118 ▼ 0.22% BVL PERÚ 19,767 ▲ 0.37% USD/BRL 5.01 ▲ 0.45% USD/MXN 17.34 ▲ 0.29% USD/CLP 900.43 ▲ 0.00% USD/COP 3,797 ▼ 0.02% USD/PEN 3.42 ▼ 0.01% USD/ARS 1,396 ▼ 0.04% USD/UYU 40.30 ▲ 1.72% USD/PYG 6,066 ▼ 0.00% USD/BOB 6.85 ▲ 1.45% USD/DOP 59.01 ▼ 0.28% USD/CRC 451.24 ▲ 1.99% USD/GTQ 7.62 ▼ 0.05% USD/HNL 26.60 ▲ 1.45% USD/NIO 36.62 ▲ 0.50% USD/VES 516.67 ▼ 0.13% USD/PAB 1.00 ▲ 2.00% USD/BZD 2.00 ▲ 1.43% USD/JMD 157.29 ▲ 0.33% USD/TTD 6.71 ▲ 0.58% EUR/BRL 5.82 ▼ 0.82% BRENT 111.16 ▼ 0.84% WTI 104.03 ▼ 4.26% IRON ORE 161.91 — — COPPER 6.25 ▼ 0.43% GOLD 4,539 ▼ 0.29% SILVER 76.47 ▼ 0.79% SOY 1,217 ▲ 0.31% CORN 479.75 ▲ 0.58% WHEAT 672.50 ▲ 1.20% COFFEE 267.95 ▼ 2.99% SUGAR 14.99 ▲ 1.77% ORANGE JUICE 156.15 ▼ 5.05% COTTON 83.04 ▼ 0.79% COCOA 3,842 ▲ 1.35% BEEF 247.13 ▼ 2.67% CATTLE 358.78 ▼ 2.69% LITHIUM 83.03 ▼ 1.25% PETR4 46.44 ▲ 2.13% VALE3 81.83 ▼ 2.00% ITUB4 39.62 ▼ 0.20% BBDC4 17.66 ▼ 0.17% ABEV3 15.81 ▲ 0.76% BBAS3 20.42 ▼ 1.35% B3SA3 16.72 ▲ 0.12% WEGE3 42.34 ▼ 1.83% PRIO3 68.82 ▲ 0.03% SUZB3 41.97 ▲ 0.65% RENT3 42.97 ▼ 0.02% AZZA3 19.34 ▲ 1.52% CSAN3 4.41 — 0.00% RAIZ4 0.43 ▼ 4.44% PCAR3 2.25 ▼ 0.44% GMAT3 4.23 ▼ 2.53% PSSA3 48.70 ▲ 1.63% CVCB3 1.81 — 0.00% POSI3 3.95 ▲ 1.80% SLCE3 17.28 ▲ 0.52% NATU3 9.75 ▼ 1.91% BRKM5 12.41 ▲ 1.64% RANI3 7.85 — 0.00% CSNA3 6.15 ▼ 4.21% CMIN3 4.28 ▼ 9.32% USIM5 9.03 ▼ 0.99% GGBR4 23.26 ▼ 0.34% ENEV3 24.99 ▼ 0.28% NEOE3 33.80 — 0.00% CPFE3 44.72 ▲ 0.45% CMIG4 11.50 ▲ 2.04% EQTL3 38.61 ▲ 0.05% LREN3 13.77 ▲ 1.62% VIVT3 35.29 ▼ 0.65% RAIL3 14.90 ▼ 0.47% KLABIN 16.30 ▼ 0.79% RAIA DROGASIL 19.12 ▼ 2.40% RDOR3 34.77 ▼ 0.20% HAPV3 12.83 ▲ 3.05% FLRY3 15.62 ▲ 0.13% SMTO3 18.39 ▲ 0.77% UGPA3 29.28 ▲ 0.51% VBBR3 33.26 ▲ 0.42% BBSE3 34.12 — 0.00% BPAC11 54.18 ▼ 0.59% CURY3 29.49 ▼ 1.21% AERI3 2.32 ▼ 4.13% VIVARA 22.80 ▼ 0.61% COMPASS 26.10 ▲ 0.77% VAMOS 3.34 ▼ 2.05% SANB11 26.85 ▼ 0.26% ASAI3 8.29 ▼ 2.47% SBSP3 29.16 ▲ 0.45% WALMEX 55.96 ▲ 2.23% GMEXICO 200.40 ▼ 0.85% FEMSA 211.08 ▲ 0.32% CEMEX 22.00 ▲ 0.82% GFNORTE 188.03 ▲ 2.06% BIMBO 58.00 ▼ 2.13% TELEVISA 9.81 ▼ 1.01% AMX 23.22 ▲ 0.35% GAP 419.50 ▲ 1.80% ASUR 297.12 ▲ 0.33% OMA 226.41 ▲ 1.76% KOF 182.76 ▲ 1.16% GRUMA 299.28 ▲ 0.39% KIMBER 37.99 ▼ 0.63% SQM-B 74,600 ▼ 2.60% COPEC 6,450 ▲ 4.96% BSANTANDER 69.17 ▲ 0.26% FALABELLA 5,650 ▲ 2.72% ENELAM 76.00 ▲ 0.33% CENCOSUD 2,106 ▲ 2.23% CMPC 1,061 ▲ 0.57% BANCO CHILE 165.00 ▲ 0.79% LATAM AIR 21.35 ▼ 0.88% YPF 70,350 ▲ 8.23% GGAL 6,285 ▲ 3.71% PAMPA 4,890 ▲ 3.60% TXAR 620.00 ▲ 0.81% ALUAR 912.00 ▼ 3.03% TGS 9,115 ▲ 4.17% CEPU 2,116 ▲ 3.27% MIRGOR 17,025 ▼ 1.16% COME 44.50 ▲ 4.66% LOMA NEGRA 3,230 ▲ 4.03% BYMA 277.75 ▲ 2.02% TELECOM ARG 3,560 ▲ 1.57% ECOPETROL 13.81 ▲ 5.50% BANCOLOMBIA 64.02 ▲ 1.36% GRUPO AVAL 4.19 ▲ 4.49% CREDICORP 303.86 ▼ 3.94% SOUTHERN COPPER 171.90 ▼ 2.76% BUENAVENTURA 34.01 ▼ 0.82% MERCADOLIBRE 1,586 ▲ 2.53% NUBANK 12.29 ▲ 0.82% XP 17.34 ▼ 0.74% PAGSEGURO 9.18 ▲ 3.61% STONE 10.21 ▲ 6.24% GLOBANT 39.85 ▲ 2.42% TECNOGLASS 39.46 ▲ 2.20% GAP AIRPORT 243.41 ▲ 2.08% ASUR 297.12 ▲ 0.33% OMA AIRPORT 104.62 ▲ 1.73% AMX ADR 26.88 ▲ 1.09% FEMSA ADR 122.25 ▲ 0.72% CEMEX ADR 12.70 ▲ 1.11% PETROBRAS ADR 20.70 ▲ 3.86% VALE ADR 16.31 ▼ 0.06% ITAU ADR 7.89 ▲ 0.64% SANTANDER BR 5.40 ▲ 1.31% AMBEV ADR 3.15 ▲ 2.44% CSN 1.25 ▼ 0.79% GERDAU 4.64 ▲ 0.76% LATAM ADR 47.06 ▲ 0.32% BTC 76,796 ▼ 0.21% ETH 2,112 ▼ 0.77% SOL 84.48 ▼ 0.96% XRP 1.37 ▼ 1.33% BNB 639.07 ▼ 0.62% ADA 0.25 ▼ 1.06% DOGE 0.10 ▼ 0.70% AVAX 9.12 ▼ 1.23% LINK 9.56 ▼ 0.33% DOT 1.23 ▼ 1.50% LTC 54.09 ▼ 0.41% BCH 373.03 ▼ 1.45% TRX 0.36 ▼ 0.09% XLM 0.15 ▼ 1.38% HBAR 0.09 ▼ 0.78% NEAR 1.60 ▼ 1.19% ATOM 2.06 ▼ 0.60% AAVE 88.35 ▼ 1.12% SELIC 14.50% EMBRAER 70.50 ▼ 1.05% EMBRAER ADR 56.39 ▲ 1.13% JBS 12.86 ▼ 4.60% JBS BDR 68.22 ▼ 0.41% MBRF3 16.81 ▼ 3.50% MBRFY 3.33 ▼ 1.48% INTER 5.82 ▼ 0.51%
since 2009
Tuesday, May 19, 2026

Latin America Mexico

Mexico Stock Market Bounces 0.63% as Banxico Anchor Pulls IPC Off Friday’s Low

By · May 19, 2026 · 4 min read

Live ticker intelligence

Mexico Live Market Board

Live market data
May 19, 08:31

IPC MEX
68,405
+0.63%

USD/MXN
17.34
+0.29%

WALMEX
55.96
+2.23%

GMEXICO
200.40
-0.85%

Instrument Last Change YoY Prev. High Low Volume
IPC MEX 68,405 +0.63% +16.95% 67,977
USD/MXN 17.34 +0.29% -10.89% 17.29 17.34 17.25
WALMEX 55.96 +2.23% -13.42% 54.74 56.72 54.47 8,086,939
GMEXICO 200.40 -0.85% +92.16% 202.11 204.80 196.17 3,347,628
FEMSA 211.08 +0.32% +2.51% 210.40 213.57 210.00 1,207,249
CEMEX 22.00 +0.82% +64.08% 21.82 22.20 21.83 8,423,660
GFNORTE 188.03 +2.06% +6.59% 184.23 189.99 183.88 2,891,956
BIMBO 58.00 -2.13% -0.36% 59.26 59.59 57.87 2,082,393
TELEVISA 9.81 -1.01% +22.32% 9.91 9.96 9.69 1,196,878
AMX 23.22 +0.35% +38.69% 23.14 23.50 23.14 16,942,323
GAP 419.50 +1.80% -5.30% 412.08 421.45 412.52 318,806
ASUR 297.12 +0.33% -14.58% 296.14 299.00 295.87 100,206
OMA 226.41 +1.76% -7.05% 222.50 227.15 222.45 349,742
KOF 182.76 +1.16% +1.21% 180.66 183.06 180.62 234,333
GRUMA 299.28 +0.39% -17.63% 298.12 300.99 297.50 319,918
KIMBER 37.99 -0.63% +8.52% 38.23 38.43 37.55 5,051,793
AMX ADR 26.88 +1.09% +54.93% 26.59 27.15 26.75 716,384

Largest live moves in this report universe

WALMEX
55.96
+2.23%
BIMBO
58.00
-2.13%
GFNORTE
188.03
+2.06%
GAP
419.50
+1.80%
OMA
226.41
+1.76%
KOF
182.76
+1.16%
AMX ADR
26.88
+1.09%
TELEVISA
9.81
-1.01%

Live cross-market prices, session ranges and volume update through the day, giving each report a richer read on the instruments that matter most for the session.

Tuesday, May 19, 2026 · Covering Monday May 18 session
Summary

IPC Mexico today reflects Monday’s 0.63% bounce to 68,405.20, recovering part of Friday’s 1.78% drop. Mexico reclaimed the Kijun at 68,222 while Colombia and Argentina kept falling. Banxico done at 6.50% and nearshoring cushioned the Warsh shock. USMCA July 1 and World Cup June 11 remain the binaries.

The Big Three

1.
IPC closed Monday at 68,405.20 (+0.63%, +428.70 pts), recovering 35% of Friday’s 1,230-point drop. Range 67,765–68,461 — dipped to the lower Bollinger early, then bought back through the Kijun at 68,222. Brazil bounced (real reclaimed sub-R$5), Mexico bounced; Colombia (−0.98%) and Argentina kept falling. Same shock, different export-mix exposures.
2.
Mexico cushioned because Banxico ended its 475bp cycle at 6.50% on May 7. Unlike Brazil (still cutting) or Colombia (BanRep rupture with Petro), Mexico has rate certainty into the Warsh era. The peso held below 17.50, nearshoring FDI runs at $40.9B through Q3 2025, and 10% earnings growth underpins the 15.9x forward P/E.
3.
RSI fast 47.09, slow 50.96 — recovering from oversold. MACD histogram −74.20, still bearish but histogram improving. The 50-DMA at 68,873 and 20-DMA at 68,876 cluster sits 0.7% overhead. Lower Bollinger 67,634 is the downside floor; the 200-DMA at 64,716 sits 5.4% below. Two binaries: World Cup June 11 (23 days), USMCA review July 1 (43 days).
IPC Close
68,405.20
+0.63%
From ATH
−2.3%
70,019 May 7
Banxico Rate
6.50%
Cycle ended
USMCA
43 days
July 1 review

02 Session Data

Metric Value Change Context
IPC close 68,405.20 +0.63% Recovered Friday’s low
Intraday range 67,765 – 68,461 696 pts Tagged lower BB then bid
Kijun reclaim 68,222.69 Held Close +182 above
RSI fast / slow 47.09 / 50.96 Recovering Off Friday oversold
MACD histogram −74.20 Narrowing Bear momentum fading
From May 7 ATH 70,019.45 −2.3% Recoverable in one push
US 10Y yield ~4.55% Stalled No Warsh follow-through
Source: BMV, Banxico, TradingView, INEGI. Snapshot: May 19, 2026 06:21 UTC.

03 Why Mexico Bounced

External Trigger: Warsh shock has no Monday follow-through

Friday’s Warsh handover and US April CPI 3.8% drove the 10Y to 4.55% and triggered the LatAm selloff. Monday saw no follow-through: global yields stalled, the dollar bid eased. Mexico-specific channels relaxed: the peso held below 17.50 and nearshoring FDI reasserted. The IPC tagged the lower Bollinger early then bought back through the Kijun.

Local Anchor: Banxico done, USMCA pragmatic stance

Banxico ended its 475bp easing cycle at 6.50% on May 7 — Mexico has rate certainty into the Warsh era. Sheinbaum’s dual-track USMCA approach (domestic procurement decree as leverage, parallel negotiation on tariff quotas) has reframed July 1 from confrontation toward deal. The 1,371-product tariff bill targeting non-FTA imports aligns Mexico with US protectionist goals, easing the review path.

§04 · Market Commentary

Monday split LatAm in two. Recovery: Mexico (+0.63%), Brazil (real reclaimed sub-R$5), Chile (range). Pressure: Colombia (−0.98%, election 12 days), Argentina (below 200-DMA). The dividing line is local political risk versus structural anchor. Mexico’s anchor is the strongest: Banxico done, peso stable, nearshoring intact, USMCA framed as negotiation.

The technical setup is constructive but unconfirmed. IPC reclaimed the Kijun at 68,222 by 182 points; the 20-DMA/50-DMA cluster at 68,873–68,876 sits 0.7% overhead. MACD still negative but narrowing. RSI 47 leaves room either way. Two binaries land within 43 days: World Cup and USMCA review. Both consensus-positive.

05 Technical Snapshot

Mexico IPC S&P BMV daily chart May 18 2026 close 68405.20 +0.63% bounce reclaim Kijun 68222 Banxico 6.50 done nearshoring USMCA July 1 World Cup June 11 RSI 47 recovering

S&P/BMV IPC daily, BMV. TradingView · May 19, 2026 06:21 UTC

IPC closed Monday at 68,405.20 above the Kijun (68,222) after tagging the lower Bollinger 67,634 area intraday (low 67,765). The 50-DMA at 68,873 and 20-DMA at 68,876 cluster 0.7% overhead is the next gate; cloud bottom 66,817 is the 2.3% downside floor. MACD histogram −74.20, line 135.32 vs signal 209.52 — still bearish but histogram narrowing. RSI fast 47.09, slow 50.96 — recovering from Friday’s oversold.

Resistance: 68,873 (50-DMA) → 69,090 (cloud top) → 70,019 (ATH May 7)
Support: 68,222 (Kijun) → 67,634 (lower BB) → 66,817 (cloud bottom)
Invalidation: A daily close below 66,817 breaks the cloud and opens the 200-DMA at 64,716.

06 Forward Look

This week · US yields
10Y at 4.55% capped Friday. A fade below 4.45% confirms Monday’s bounce; a push above 4.70% resumes the Warsh trade and IPC retests 67,634.
May 22 · Q1 GDP final
INEGI’s final Q1 print confirms or revises −0.8% contraction. Worse pressures peso; upward revision unlocks the 50-DMA reclaim toward 68,873.
June 11 · World Cup (23 days)
Mexico co-hosts. Consumer (Walmex, Femsa) and airport (ASUR, OMA, GAP) names have known tailwind. 5M projected tourists.
July 1 · USMCA (43 days)
Dominant binary. Clean rollover unlocks 70,019 ATH retest; tariff escalation hits Cemex, Bimbo, auto-supply hardest.

07 Questions & Answers

Why did Mexico bounce while Colombia and Argentina kept falling?
Different anchors. Mexico has Banxico-done rate certainty at 6.50%, a stable peso below 17.50, and nearshoring FDI. Colombia faces a binary election in 12 days; Argentina digests above-target CPI on the highest forward P/E in LatAm. Mexico’s structural anchor handled the Warsh shock; Colombia and Argentina don’t have one.
Is the Mexico IPC bounce sustainable?
Constructive but not confirmed. The Kijun reclaim at 68,222 is the first positive. The 50-DMA/20-DMA cluster at 68,873–68,876 is the next gate; clearing it targets the 70,019 ATH. MACD still negative says momentum has not flipped. Two binaries land within 43 days: World Cup June 11, USMCA July 1.
What is the USMCA July 1 review base case?
Scotiabank frames three scenarios: ratification (bull), partial renegotiation with parallel deals (base), or delay (bear). Sheinbaum’s dual-track approach — procurement decree as leverage plus tariff-quota negotiation — frames the review toward base case. Auto-supply, Cemex, Bimbo carry the highest beta to bear outcome.

Verdict

Monday’s 0.63% bounce recovered 35% of Friday’s damage and reclaimed the Kijun at 68,222. Mexico joined Brazil in the recovery camp while Colombia and Argentina kept selling — same shock, different anchors. Banxico done at 6.50%, peso below 17.50, and the pragmatic USMCA stance pulled IPC off the lower Bollinger. The 50-DMA/20-DMA cluster at 68,873–68,876 is the next gate; clearing it targets the 70,019 ATH retest.

Related: Friday’s Warsh-shock breakdown · Colombia keeps falling on election risk · Brazil real reclaims sub-R$5.

Gate ahead: 68,873–68,876 cluster. Clear = ATH retest path; reject = Kijun retest at 68,222.

Disclaimer: This report is editorial market analysis based on publicly available data. It is not investment advice. Markets carry risk; consult a licensed professional before trading.

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