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MEXICAN PESO BOLSTERED BY US CPI MEETING EXPECTATIONS BUT NOTHING MORE

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  • The Mexican Peso chalked in a second day of gains against the Greenback on Wednesday.
  • Mexico’s recent rate cut despite an uptick in inflation has left Peso markets in a bind.
  • US CPI figures cooled to expected levels, but investors were hoping for more post-PPI.

The Mexican Peso (MXN) found extra room on the high side on Wednesday, bolstered by a lopsided US Dollar (USD) after US Consumer Price Index (CPI) inflation figures cooled to the expected levels. However, markets were hoping for firmer signs of easing inflation pressure after this week’s US Producer Price Index (PPI) showed a steeper-than-expected decline in business-level price growth.

Mexico continues to grapple with inflation pressure of its own, but the Mexican Central Bank (Banxico) delivered a recent rate cut anyway. Banxico Governor Victoria Rodriguez Ceja cited an 18-straight month decline in core price inflation as an impetus for the quarter-point rate cut earlier this week, stating that an uptick in headline inflation to nearly 5.6% should get smoothed out “at the end of 2025”.


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