Mexico Stock Exchange (BMV) Outlook: IPC Hits Another Record as Year-End Liquidity Shrinks—What to Watch Before Monday’s Open

Mexico’s stock market heads into the final trading days of 2025 on a fresh record, but with a very familiar late-December twist: thin liquidity. The benchmark S&P/BMV IPC ended the last session at 65,636.36, marking another all-time high close and extending a multi-session advance, while the Mexican peso held below 18 per dollar—a combination that has kept investor sentiment constructive even as activity slows into the holidays. SWI swissinfo.ch+1

28 December 2025

BMV:PEOLES · Stock Market

#1 STRONG BUY

Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆

#2 STRONG BUY

Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆

#3 STRONG BUY

Alphabet Class A

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆

#4 BUY ON WEAKNESS

Applied Materials

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆

#5 ACCUMULATE

JPMorgan Chase

NYSE:JPM • Financials 80/100 • ★★★★☆

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#1

Consumer Confidence • 10:00 ET

A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.

#2

New Home Sales • 10:00 ET

Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.

#3

Intuit earnings • After close

Guidance can influence software multiples and sentiment around U.S. small-business activity.

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