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Mexico recorded a $2.4 billion trade deficit in September 2025, widening from $1.5 billion a year earlier and exceeding market forecasts of $1.3 billion gap to mark the widest deficit since the start of the year. Imports surged 15.2% from the previous year to $58.9 billion amid a 19.6% jump in intermediate goods to $45.5 billion. Consumer goods imports rose 5.6% to $8.8 billion, while capital goods purchases fell 3.2% to $4.6 billion. In the meantime, exports increased 13.8% to $56.5 billion, as extractive industry shipments rose to $1.2 billion. Manufacturing exports grew 15.7% to $52.4 billion, offsetting declines in agriculture (-14.5% to $1.3 billion) and oil (-11.8% to $1.7 billion). Exports to the US were 12.4% higher despite the higher tariffs on Mexican goods, which contributed to a 7.2% drop in auto exports. Consequently, auto exports to the rest of the world soared by 51.2%.

Mexico Trade Gap Exceeds Forecasts in September

Solar Energy Index increased to 49.77 USD, the highest since June 2024. Over the past 4 weeks, Solar Energy Index gained 12.64%, and in the last 12 months, it increased 24.04%.

Solar Energy Index Hits 16-month High

Germany’s 10-year Bund yield hovered around 2.63%, its highest level in nearly two weeks, as investors positioned for a busy week of global trade talks, central bank decisions, and key economic data releases. Market sentiment improved amid renewed optimism over US–China trade negotiations, with Presidents Trump and Xi Jinping set to meet on Thursday to finalize the framework of a preliminary deal discussed over the weekend. Meanwhile, the European Central Bank is widely expected to keep interest rates unchanged at its Thursday meeting, while the US Federal Reserve is anticipated to lower borrowing costs in response to a slowing labor market and lower-than-expected inflation. On the domestic front, Germany is set to release flash third-quarter GDP, October inflation, and consumer sentiment data later this week. Notably, the Ifo business climate index came in stronger than expected in October, suggesting some resilience in Europe’s largest economy.

German 10-Year Yield Near Two-Week High

Futures tracking Canada’s S&P/TSX Composite Index edged higher on Monday as renewed hopes for a US-China trade deal lifted North America equities. US and Chinese officials signaled optimism of a trade deal ahead of the meeting between US and Chinese Presidents Trump and Xi Jinping this week, improving risk sentiment across the globe. The broad support for the Canadian stocks were enough to offset pressure for major gold miners, as the reduction in safe-haven demand from improved trade flows lowered bullion prices. Earnings season also drew attention, with five of the “Magnificent Seven” tech giants set to report in the US, potentially supporting Shopify. Canadian Natural, Agnico Eagle Mines, and Celestica also report this week. Central bank decisions in Canada and the US are also in focus. The Bank of Canada is expected to deliver a 25bps cut on Wednesday, its second straight, to support an economy exposed to US tariff risks.

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