World June 23, 2026 12:03 PM

Banxico poised to keep policy rate at 6.50% as inflation pressures persist

A Reuters survey of 30 economists finds unanimous expectation that Mexico's central bank will pause on June 25 amid mixed price signals and subdued growth

By Ajmal Hussain
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A Reuters poll of 30 economists conducted June 18-22 indicates Mexico's central bank is likely to leave its benchmark interest rate unchanged at 6.50% at the June 25 policy meeting. The expected hold follows the central bank's final rate cut last month and reflects ongoing concerns about elevated core inflation, a recent slowdown in headline consumer price growth, and weaker economic conditions. Banxico has also trimmed its 2026 growth forecast and cited uncertainty related to the USMCA review.

Banxico poised to keep policy rate at 6.50% as inflation pressures persist
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Key Points

  • A Reuters poll of 30 economists (June 18-22) unanimously expects Banxico to hold the benchmark rate at 6.50% at its June 25 meeting.
  • Headline inflation slowed to an annual 3.94% in May, but core inflation remains elevated at 4.19%, keeping price stability concerns on the policy agenda.
  • Banxico lowered its 2026 growth forecast to 1.1% from 1.6% and cited uncertainty related to the USMCA review; sectors tied to finance, consumer spending, and trade are likely to be most affected.

A Reuters poll of 30 economists conducted between June 18 and June 22 shows a unanimous expectation that Mexico's central bank will keep its benchmark interest rate at 6.50% at its policy meeting on June 25.

Banxico implemented what it characterized as its final rate cut last month, bringing to an end a sequence of modest reductions amid concerns over mixed consumer price trends and tepid economic activity. According to the poll, all 30 economists expect the bank to maintain the current policy rate at the upcoming meeting.

Inflation dynamics remain central to the bank's decision-making. While headline consumer price inflation slowed in May, that deceleration followed a spike earlier in 2026 that was driven by higher prices for vegetables and fruit. In May, consumer price increases decelerated to an annual rate of 3.94%, while the central measure of underlying inflation - the core index - stood at 4.19%.

Banxico's formal target for headline inflation is 3% plus or minus one percentage point. In this context, the persistence of elevated core inflation has been a primary consideration for monetary policy, even as headline figures eased slightly in the most recent month.

Mexico is Latin America's second-largest economy. Reflecting caution about near-term prospects, Banxico recently revised down its economic growth projection for this year to 1.1% from a prior forecast of 1.6% and highlighted uncertainty tied to the ongoing review of the USMCA trade agreement between Canada, the United States and Mexico.

The combination of still-elevated core inflation, a slowdown in headline inflation following earlier volatility in food prices, and weaker growth expectations underlines why market forecasters in the poll expect the central bank to pause policy tightening at the June meeting.


Implications and monitoring points

  • Monetary policy on hold would preserve the current path for borrowing costs until new inflation or growth signals emerge.
  • Policymakers are likely to continue watching core price measures and developments related to the USMCA review for guidance on future rate moves.

Risks

  • Persistently elevated core inflation could limit the central bank's room to ease policy further - this is a risk for consumer credit and borrowing costs.
  • Uncertainty around the USMCA review poses a downside risk to economic growth and trade-related sectors, which could influence future monetary policy choices.
  • Weak economic conditions underpinning the recent downgrade in growth forecasts create uncertainty for investment and labor markets until clearer data emerge.

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