{"id":77334,"date":"2025-12-24T00:08:01","date_gmt":"2025-12-24T06:08:01","guid":{"rendered":"https:\/\/politicosaldesnudo.com.mx\/?p=77334"},"modified":"2025-12-24T00:08:01","modified_gmt":"2025-12-24T06:08:01","slug":"enfrentara-mexico-un-2026-desafiante-por-lento-crecimiento-de-exportaciones-sp-global","status":"publish","type":"post","link":"https:\/\/politicosaldesnudo.com.mx\/index.php\/2025\/12\/24\/enfrentara-mexico-un-2026-desafiante-por-lento-crecimiento-de-exportaciones-sp-global\/","title":{"rendered":"Enfrentar\u00e1 M\u00e9xico un 2026 desafiante por lento crecimiento de exportaciones: S&#038;P Global"},"content":{"rendered":"<p class=\"nota-justify\" dir=\"ltr\">M\u00e9xico enfrentar\u00e1 un 2026 desafiante debido a un crecimiento lento de las exportaciones, la revisi\u00f3n del T-MEC y un entorno econ\u00f3mico global m\u00e1s restrictivo, seg\u00fan un an\u00e1lisis de S&amp;P Global Market Intelligence difundido este mi\u00e9rcoles.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">La firma dijo que la din\u00e1mica comercial con Estados Unidos ser\u00e1 crucial para M\u00e9xico, ya que presenta riesgos y la necesidad de una adaptaci\u00f3n \u00e1gil.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">\u201cSe pronostica que M\u00e9xico experimentar\u00e1 el crecimiento de exportaciones m\u00e1s lento en 2026 entre las \u00abLatAm-6\u00bb afectado por la incertidumbre global y las restricciones comerciales\u201d.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">El grupo LatAm-6 se conforma por Brasil, M\u00e9xico, Argentina, Per\u00fa, Chile y Colombia.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">En cuanto a la revisi\u00f3n del T- MEC a mediados de 2026, S&amp;P previ\u00f3 la incorporaci\u00f3n de reglas de origen m\u00e1s estrictas, con el objetivo de atraer m\u00e1s segmentos de la cadena de suministro a norteam\u00e9rica, lo que implicar\u00e1 ajustes para la industria nacional.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">Por otra parte, el reporte destaca que la inflaci\u00f3n de servicios en M\u00e9xico limitar\u00e1 la capacidad del banco central para realizar recortes adicionales a las tasas de inter\u00e9s, lo que complicar\u00e1 el panorama de crecimiento y las condiciones de cr\u00e9dito.<\/p>\n<div id=\"article-content-tts\" class=\"nota-contenido mb-5\">\n<div id=\"content_nitf\">\n<p class=\"nota-justify\" dir=\"ltr\">\u201cSi bien la inflaci\u00f3n general en todo el continente se moderar\u00e1 a\u00fan m\u00e1s debido a la ca\u00edda de los precios del petr\u00f3leo, la inflaci\u00f3n r\u00edgida de los servicios, especialmente en Colombia y M\u00e9xico, limitar\u00e1 el ritmo de nuevos recortes de tasas en los pa\u00edses en 2026\u201d, se menciona en el an\u00e1lisis.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">Destac\u00f3 que es probable que las pol\u00edticas monetarias restrictivas en ambos pa\u00edses compliquen a\u00fan m\u00e1s las perspectivas de crecimiento al aumentar el costo de las opciones de refinanciamiento y la probabilidad de deterioro de los activos bancarios.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">En cuanto a los riesgos en infraestructura tecnol\u00f3gica, S&amp;P mencion\u00f3 que si bien M\u00e9xico es un polo de inversi\u00f3n para centros de datos, su alto consumo de agua podr\u00eda generar protestas y desaf\u00edos legales en zonas propensas a la sequ\u00eda, como Quer\u00e9taro.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">\u201cEstos hallazgos sugieren que 2026 ser\u00e1 un a\u00f1o de ajustes estrat\u00e9gicos para M\u00e9xico, donde la agilidad para adaptarse a las nuevas realidades comerciales y los desaf\u00edos internos ser\u00e1 fundamental\u201d, se menciona en el an\u00e1lisis.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">\u201cEn M\u00e9xico y Brasil, los aranceles y las restricciones comerciales relativamente m\u00e1s estrictos a las exportaciones a Estados Unidos, en comparaci\u00f3n con otros pa\u00edses, obstaculizar\u00e1n la actividad econ\u00f3mica\u201d, coment\u00f3 S&amp;P en el reporte.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">Respecto a la disciplina fiscal S&amp;P dijo que M\u00e9xico se prepara para lograr una mejora m\u00e1s consistente, ya que el presupuesto 2026 ha incorporado correcciones para mejorarla.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">En materia de seguridad, la firma destac\u00f3 que la tecnolog\u00eda y los veh\u00edculos a\u00e9reos no tripulados (UAV, por sus siglas en ingl\u00e9s) pueden ayudar a los delincuentes a ajustar sus t\u00e1cticas en tiempo real, as\u00ed como a mejorar la planificaci\u00f3n y la eficiencia de las operaciones de robo de carga.<\/p>\n<p class=\"nota-justify\" dir=\"ltr\">\u201cEn los \u00faltimos dos a\u00f1os, los c\u00e1rteles mexicanos y los grupos insurgentes colombianos han ampliado el despliegue de UAV con dispositivos explosivos improvisados (IED) acoplados para llevar a cabo ataques\u201d, expuso.<\/p>\n<\/div>\n<\/div>\n<div class=\"notas-relacionadas\"><\/div>\n<div 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[&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":77335,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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