Banxico survey: private-sector analysts expect headline inflation of 4.20% at end-2026 and 3.84% at end-2027; core inflation projected at 4.18% and 3.80% at those dates.

Several distributors confirmed Yageo has notified clients of immediate price increases across its full capacitor range — including tantalum, MLCC, aluminum electrolytic, solid aluminum, film capacitors and supercapacitors — covering roughly 50% of Yageo’s revenue and, for the first time, extending price adjustments to direct customers (EMS/OEM), signalling concurrent spot and contract price moves. Distributor sources said factory list prices rose about 50%, with spot-market increases larger; one source reported high-end capacitor prices have surged up to tenfold within a month. Distributors also reported frequent delivery delays since May across MLCC brands, not limited to Yageo.

Regulators circulated an internal notice to securities firms identifying four nascent problems in recent branch setups: insufficient necessity, unclear business‑scope delineation, separation of registered address from operating office, and weak implementation of centralized management. The notice sets explicit rules for branch establishment, filing and centralized management and orders three corrective actions: fully assess necessity and establish branches lawfully and orderly; enforce centralized, unified management, operations and controls; and clearly define business scopes to prevent intra‑industry competition and conflicts of interest.