La economía sigue cojeando

diciembre 20, 2025

TL;DR

The economic indicator for October shows a 2.95% annual increase, indicating improvement but still insufficient for year-end stability.
The economy is characterized by two speeds: services are growing, while primary and secondary production sectors are losing traction.
Public administration, education, health, and commerce/transportation/accommodation/food contributed positively, while information/communications saw a decline.
Agriculture, mining, industry, and construction showed minimal growth, with monthly declines indicating fragile momentum.
Economic growth is increasingly dependent on public spending and urban services, rather than tradable goods like agriculture and industry.
Macroeconomic risks include vulnerability to budget adjustments due to concentration in public and social services, and limitations in productivity, investment, and quality employment due to persistent weakness in agriculture, industry, and mining.
Measures are needed for reactivation, focusing on agriculture and industry with quarterly goals, by streamlining permits, improving regional logistics, and prioritizing high-multiplier sectors.
Energy and mining require clear rules, realistic transition timelines, and investment visibility.
The challenge is to rebalance the growth basket, reducing dependence on public spending and increasing tradable supply with productivity and linkages.
Without an investment strategy and facilitation for the private sector, economic progress will remain mediocre.

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