受中东地缘政治不确定性影响，墨西哥比索本周持续承压，股市亦表现疲弱，两者均料将录得周线下跌。
比索承压的主要原因是投资者对美伊谈判前景持谨慎态度。尽管此前美国总统宣布无限期延长停火协议后，比索一度受提振，但随着谈判缺乏实质性进展，乐观情绪消退，市场避险情绪升温，令比索回吐涨幅。数据显示，比索对美元走弱。
除地缘政治因素外，墨西哥自身经济基本面也面临挑战。市场调查显示，受《美墨加协定》审查不确定性拖累，墨西哥经济预计将连续第三年增长率低于2%。最新数据显示4月上半月通胀有所放缓，这为墨西哥央行继续降息提供了空间，但也反映出内需疲软的现实。
股市方面，墨西哥基准IPC指数本周同样承压。尽管水泥巨头等公司因财报利好股价一度上涨，但仍难以完全抵消地缘政治担忧对整体市场的拖累。
展望后市，市场人士认为短期内市场走势仍将受到美伊谈判进展的主导，同时投资者也在关注《美墨加协定》7月1日启动的联合审查进程。
责任编辑：张俊 SF065
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