February 22: Tapalpa Jalisco Unrest Elevates Mexico Retail, Travel Risk
Tapalpa Jalisco is back in focus after reports of CJNG violence following the reported El Mencho death. Jalisco Code Red alerts, transit suspensions, and arson on OXXO stores point to short-term disruption across retail and travel tied to Guadalajara and Puerto Vallarta. For US investors, this raises near-term Mexico risk, from store closures to corridor delays. We outline what changed, who faces the most pressure, and the signals to monitor as conditions shift by the day.
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