拉美日报：墨西哥国际贸易与秘鲁零售销售回顾

关键论点

• 墨西哥2026年7月出口同比增长43.7%，主要由非汽车制造业和非石油采掘业出口带动，进口同比增长45.0%，由中间产品推动。
• 墨西哥7月失业率稳定在2.9%，但非正规就业率仍高达56.2%。
• 秘鲁2026年上半年零售额同比增长11.5%，为2021年下半年以来最强半年度增长，超过整体商业部门6.2%的增幅。
• 秘鲁零售额增长受就业强劲、索尔升值和零售产能扩张支撑，但受到近期事件引发的通胀压力制约。

对应原文证据

1. For 2H26, we expect retail sales to remain on a positive trajectory, albeit at a slower pace than in 1H26. · 6M
2. Finally, home improvement sales rose 9%, underpinned by the strength of the real estate sector—new mortgage loans increased by nearly 12% in 1H26—and sustained demand for hardware products and goods used in self-construction—domestic cement consumption rose 12% in 1H26, according to INEI. · 6M
3. the sol’s appreciation against the U.S. dollar, which lowered the local currency relative prices of imported goods—the sol appreciated by around 7% against the U.S. dollar in 1H26 · 6M