墨西哥——墨西哥央行维持利率不变，比索压力持续全球经济

关键论点

• 墨西哥央行以一致决定连续第三次会议将利率维持在6.50%，符合市场预期。
• 通胀预计到2027年第四季度才达到3.0%目标，上行风险包括核心通胀顽固、贸易扰动、地缘政治和比索贬值。
• 董事会刻意将墨西哥周期与美国区分，称货币政策不应机械地回应联邦基金利率调整。
• 丰业银行预计2026年和2027年利率将维持不变，关注通胀数据、美元兑比索及相对美联储的政策立场。

对应原文证据

1. • Regarding inflation, the Board maintained its expectation that inflation will converge to target in the fourth quarter of 2027, despite slight revisions to short- term forecasts. · 2027
2. • The Governing Board noted that Mexico's monetary policy should not react mechanically to adjustments in the Federal Reserve's rate path.
3. • During the week, the USDMXN weakened, with the peso depreciating to 17.76 per U.S. dollar.