Economy May 22, 2026 09:29 AM

Mexico GDP Contracts 0.6% in Q1 as Manufacturing, Agriculture and Services Weaken

Final figures show a milder decline than earlier estimates but raise concerns about a potential technical recession

By Caleb Monroe

Mexico’s economy shrank 0.6% in the first quarter versus the previous three months, according to final data from the national statistics institute. The outcome was less severe than an earlier preliminary reading and economist median forecasts. Year-on-year GDP rose 0.2%, but activity was pulled down by declines in agriculture, manufacturing and services. The drop is the sharpest since late 2024 and has revived worries that Mexico could see two straight quarters of contraction. Earlier this month, Banxico cut its key interest rate by 25 basis points to 6.50% and said it had ended a two-year easing cycle.

Mexico GDP Contracts 0.6% in Q1 as Manufacturing, Agriculture and Services Weaken

Key Points

  • Q1 GDP contracted 0.6% quarter-on-quarter, according to final data from the national statistics institute.
  • The final reading improved on the preliminary -0.8% and beat the -0.8% median forecast of analysts surveyed by Bloomberg.
  • Activity was held back by weakness in agriculture, manufacturing and services, and annual GDP grew 0.2%.
  • Banxico lowered its key rate by 25 basis points to 6.50% earlier in the month and stated it had completed a two-year easing cycle.

Summary

Mexico’s economy contracted 0.6% in the first quarter compared with the previous three months, final figures released Friday by the national statistics institute show. The closing number improved on a preliminary -0.8% reading issued last month and was better than the -0.8% median estimate from analysts surveyed by Bloomberg.

Quarterly and annual readings

Measured on a year-ago basis, gross domestic product expanded 0.2%. Despite that modest annual gain, quarterly momentum was negative as activity across several key sectors eased during January-to-March.

Sector contributions

The data indicate that agriculture, manufacturing and services all weighed on output in the quarter. Those sectoral weaknesses combined to produce the overall contraction reported for Q1.

Historical context within the available data

The first-quarter decline represents the steepest quarterly drop recorded since the final quarter of 2024. That deterioration in sequential growth has heightened concern among observers that Mexico faces the risk of a technical recession - defined as two consecutive quarters of falling GDP - if weakness persists into the second quarter.

Monetary policy update

Earlier in the month, Banxico trimmed its policy rate by 25 basis points to 6.50%. The central bank said it had concluded a two-year easing cycle, signaling an end to the rate cuts that preceded the latest move.


Implications

The figures underline near-term fragility in Mexico’s growth profile. Weaker manufacturing and services are notable for their potential to affect employment, tradeable output and consumer-facing industries, while agricultural softness can influence rural incomes and related supply chains.

Data limitations

The release contains the final quarterly estimate and aligns with the scope of the national statistics institute’s reporting. Where the underlying sectoral data are limited in granularity within this release, the headline and the sectors named above reflect the institute’s summary of contributing factors.

Risks

  • Risk of a technical recession if GDP contracts again in the second quarter - this would directly impact manufacturing, services and broader market sentiment.
  • Persistent weakness in manufacturing and services could pressure employment and corporate revenues in tradeable and consumer-facing sectors.
  • Agricultural underperformance may strain rural incomes and supply chains, with knock-on effects for related industries.

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