History of Mexico
The history of Mexico, a country in the southern portion of North America, covers a period of more than three millennia. First populated more than 13,000 years ago, the territory had complex indigenous civilizations before being conquered and colonized by the Spanish in the 16th century. One of the important aspects of Mesoamerican civilizations was their development of a form of writing, so that Mexico's written history stretches back hundreds of years before the arrival of the Spaniards in 1519. This era before the arrival of Europeans is called variously the prehispanic era or the precolumbian era.
From 1521, the Spanish conquest of the Aztec empire incorporated the region into the Spanish Empire, with New Spain its colonial era name and Mexico City the center of colonial rule. It was built on the ruins of the Aztec capital of Tenochtitlan and became the capital of New Spain. During the colonial era, Mexico's long-established Mesoamerican civilizations mixed with European culture. Perhaps nothing better represents this hybrid background than Mexico's languages: the country is both the most populous Spanish-speaking country in the world and home to the largest number of Native American language speakers in North America. For three centuries Mexico was part of the Spanish Empire, whose legacy is a country with a Spanish-speaking, Catholic and largely Western culture.
After a protracted struggle (1810–21) for independence, New Spain became the sovereign nation of Mexico, with the signing of the Treaty of Córdoba. A brief period of monarchy (1821–23), called the First Mexican Empire, was followed by the founding of the Republic of Mexico, established under a federal constitution in 1824. Legal racial categories were eliminated, abolishing the system of castas. Slavery was not abolished at independence in 1821 or with the constitution in 1824, but was eliminated in 1829. Mexico continues to be constituted as a federated republic, under the Mexican Constitution of 1917.
The Age of Santa Anna is the period of the late 1820s to the early 1850s that was dominated by criollo military-man-turned-president Antonio López de Santa Anna. In 1846, the Mexican–American War was provoked by the United States, ending two years later with Mexico ceding almost half of its territory via the Treaty of Guadalupe Hidalgo to the United States. Even though Santa Anna bore significant responsibility for the disastrous defeat, he returned to office.
The Liberal Reform began with the overthrow of Santa Anna by Mexican liberals, ushering in La Reforma beginning in 1854. The Mexican Constitution of 1857 codified the principles of liberalism in law, especially separation of church and state, equality before the law, that included stripping corporate entities (the Catholic Church and indigenous communities) of special status. The Reform sparked a civil war between liberals defending the constitution and conservatives, who opposed it. The War of the Reform saw the defeat of the conservatives on the battlefield, but conservatives remained strong and took the opportunity to invite foreign intervention against the liberals in order to forward their own cause.
The French Intervention is the period when France invaded Mexico (1861), nominally to collect on defaulted loans to the liberal government of Benito Juárez, but it went further and at the invitation of Mexican conservatives seeking to restore monarchy in Mexico set Maximilian I on the Mexican throne. The US was engaged in its own Civil War (1861–65), so did not attempt to block the foreign intervention. Abraham Lincoln consistently supported the Mexican liberals. At the end of the civil war in the US and the triumph of the Union forces, the US actively aided Mexican liberals against Maximilian's regime. France withdrew its support of Maximilian in 1867 and his monarchist rule collapsed in 1867 and Maximilian was executed.
With the end of the Second Mexican Empire, the period often called the Restored Republic (1867–76) brought back Benito Juárez as president. Following his death from a heart attack, Sebastian Lerdo de Tejada succeed him. He was overthrown by liberal military man Porfirio Díaz, who after consolidating power ushered in a period of stability and economic growth. The half-century of economic stagnation and political chaos following independence ended.
The Porfiriato is the era when army hero Porfirio Díaz held power as president of Mexico almost continuously from 1876–1911. He promoted "order and progress" that saw the suppression of violence, modernization of the economy, and the flow of foreign investment to the country. The period ended with the outbreak of the Mexican Revolution in 1910. Under Díaz, Mexico's industry and infrastructure were modernized by a strong, stable but autocratic central government. Increased tax revenues and better administration brought dramatic improvements in public safety, public health, railways, mining, industry, foreign trade, and national finances.
The Mexican Revolution is the chaotic period between 1910 and 1920 when Mexicans fought to determine their future after the end of the Díaz era. The uncertainty about presidential succession in 1910, when 80 year-old Díaz was re-elected in clearly fraudulent elections, touched off violence in northern Mexico and in the state of Morelos, just south of Mexico City. The sparking forces of the Mexican Revolution were elites outside Díaz's inner circle, such as wealthy estate-owner Francisco I. Madero, plus liberal intellectuals, as well as industrial labor activists and peasants seeking land. Díaz was ousted by force of arms by rebel fighters and went into exile in 1911. Madero was democratically elected later in the year, but was overthrown in February 1913 by reactionary forces, with General Victoriano Huerta seizing power. Anti-Huerta forces in the north of Mexico unified under northern politician and landowner Venustiano Carranza, the leader of the Constitutionalist faction. In Morelos, peasants under Emiliano Zapata independently also opposed Huerta. The conflict was not politically or militarily unified, and violence did not occur in all parts of the country. In northern Mexico, conflict took place with organized armies of movement under Constitutionalist generals such as Pancho Villa and Alvaro Obregón; and in the center of Mexico, particularly the state of Morelos, peasants pursued guerrilla warfare and sought to gain land. The Constitutionalist faction won the civil war and Carranza was elected president in 1917. The war killed a tenth of the nation's population and drove many northern Mexicans across the U.S. border to escape the fighting.
A new legal framework was established in the Constitution of 1917, which reversed the principle established under Porfirio Díaz that gave absolute property rights to individuals. Article 27 of the Constitution empowered the State to expropriate owners and gave the State subsoil rights, which had been the principle during the colonial era. Organized labor's contribution to the revolution was recognized in Article 123, guaranteeing labor unions' rights. In Article 3, the State strengthened its anticlerical measures to control the power of the Roman Catholic Church. Northern revolutionary generals Alvaro Obregón and Plutarco Elías Calles each served a four-year presidential term following the end of the military conflict in 1920. The assassination of president-elect Obregón in 1928 led to a crisis of presidential succession, solved by the creation of a party structure in 1929 by Calles.
The post-revolutionary era is generally marked by political peace whereby conflicts are not resolved by violence. This new period has been marked by changes in policy and amendments to the 1917 Mexican Constitution to allow for neoliberal economic policies. Following the formation in 1929 of the precursor to the Partido Revolucionario Institucional (PRI), this single party controlled most national and state politics after 1929, and nationalized the oil industry in the 1930s. During World War II, Mexico was a strong ally of the United States, and benefited significantly by supplying metals to build war materiel as well as guest farm workers, who freed U.S. American men to fight in the two-front war. Mexico emerged from World War II with wealth and political stability and unleashed a major period of economic growth, often called the Mexican Miracle. It was organized around the principles of import substitution industrialization, with the creation of many state-owned industrial enterprises. The population grew rapidly and became more urbanized, while many people moved to the United States.
A new era began in Mexico following the fraudulent 1988 presidential elections. The Institutional Revolutionary Party barely won the presidential election, and President Carlos Salinas de Gortari began implementing sweeping neoliberal reforms in Mexico. These reforms required the amendment of the Constitution, especially curtailing the power of the Mexican state to regulate foreign business enterprises, but also lifted the suppression of the Roman Catholic Church in Mexico. Mexico's economy was further integrated with that of U.S. and also Canada after the North American Free Trade Agreement or NAFTA agreement began lowering trade barriers in 1994. Seven decades of PRI rule ended in the year 2000 with the election of Vicente Fox of the Partido Acción Nacional (PAN). His successor, Felipe Calderón, also of the PAN, embarked on a war against drug mafias in Mexico, which has resulted in tens of thousands of deaths. In the face of extremely violent drug wars, the PRI returned to power in 2012, under Enrique Peña Nieto, promising that it had reformed itself. Violence and corruption have continued in Mexico, and uncertainty about the fate of the North America Free Trade Agreement, which has brought economic benefits to Mexico, has complicated the situation in Mexico. In July 2018, Andrés Manuel López Obrador won the presidency in a landslide victory.
- 1 Before European arrival
- 2 Major civilizations
- 3 Spanish conquest
- 4 Colonial period (1521–1810)
- 5 Independence (1807–1829)
- 6 Political developments (1830-1854)
- 7 Struggle for liberal reform (1855–1872)
- 8 Porfiriato (1876–1910)
- 9 Revolution of 1910–1920
- 10 Consolidation of revolution, 1920-40
- 11 "Revolution to evolution", 1940-70
- 12 1970–1994
- 13 Contemporary Mexico
- 14 See also
- 15 References
- 16 Further reading
- 16.1 Surveys
- 16.2 Primary sources and readers
- 16.3 Prehistory and Pre-Columbian civilizations
- 16.4 Conquest
- 16.5 The Colonial era
- 16.6 Mexican Independence and the 19th century (1807–1910)
- 16.7 Primary sources
- 16.8 Revolutionary era
- 16.9 Since 1940
- 16.10 Historiography and memory
- 17 External links
Before European arrival
The large and complex civilizations of Mexico developed in the center and southern regions (with the southern region extending into what is now Central America) in what has come to be known as Mesoamerica. The civilizations that rose and declined over millennia were characterized by:
- significant urban settlements;
- monumental architecture such as temples, palaces, and other monumental architecture, such as the ball court;
- the division of society into religious, political, and political elites (such as warriors and merchants) and commoners who pursued subsistence agriculture;
- transfer of tribute and rending of labor from commoners to elites;
- reliance on agriculture often supplemented by hunting and fishing and the complete absence of a pastoral (herding) economy, since there were no domesticated herd animals prior to the arrival of the Europeans;
- trade networks and markets.
These civilizations arose in a region with no major navigable rivers, no beasts of burden, and difficult terrain that impeded the movement of people and goods. Indigenous civilizations developed complex ritual and solar calendars, a significant understanding of astronomy and developed forms of written communication in the form of glyphs.
The history of Mexico prior to the Spanish conquest is known through the work of archaeologists, epigraphers, and ethnohistorians (scholars who study Indigenous history, usually from the Indigenous point of view), who analyze Mesoamerican Indigenous manuscripts, particularly Aztec codices, Mayan codices, and Mixtec codices.
Accounts written by the Spanish at the time of their conquest (the conquistadores) and by Indigenous chroniclers of the post-conquest period constitute the principal source of information regarding Mexico at the time of the Spanish Conquest.
The presence of people in Mesoamerica was once thought to date back 40,000 years, an estimate based on what were believed to be ancient footprints discovered in the Valley of Mexico; but after further investigation using radiocarbon dating, it appears this date may not be accurate. It is currently unclear whether 23,000-year-old campfire remains found in the Valley of Mexico are the earliest human remains uncovered so far in Mexico.
The first people to settle in Mexico encountered a climate far milder than the current one. In particular, the Valley of Mexico contained several large paleo-lakes (known collectively as Lake Texcoco) surrounded by dense forest. Deer were found in this central area, but most fauna were small land animals and fish and other lacustrine animals were found in the lake region. Such conditions encouraged the initial pursuit of a hunter-gatherer existence.
Corn, squash, and beans
Indigenous peoples in western Mexico began to selectively breed maize (Zea mays) plants from precursor grasses (e.g., teosinte) between 5,000 and 10,000 years ago.
The diet of ancient central and southern Mexico was varied, including domesticated corn (or maize), squashes such as pumpkin and butternut squash, common beans (pinto, kidney, navy and other common beans consumed today), tomatoes, peppers, cassavas, pineapples, chocolate, and tobacco. The Three Sisters (corn, squash, and beans) constituted the principal diet.
The Mesoamericans had the concept of god and religion, but their concept was very different from Abrahamic concepts. The Mesoamericans had a belief where everything, every element of the cosmos, the earth, the sun, the moon, the stars, which mankind inhabits, everything that forms part of nature such as animals, plants, water and mountains all represented a manifestation of the supernatural. In most cases gods and goddesses are often depicted in stone reliefs, pottery decoration, wall paintings and in the various Maya, and pictorial manuscripts such as Maya codices, Aztec codices, and Mixtec codices.
The spiritual pantheon was vast and extremely complex. However, many of the deities depicted are common to the various civilizations and their worship survived over long periods of time. They frequently took on different characteristics and even names in different areas, but in effect they transcended cultures and time. Great masks with gaping jaws and monstrous features in stone or stucco were often located at the entrance to temples, symbolizing a cavern or cave on the flanks of the mountains that allowed access to the depths of Mother Earth and the shadowy roads that lead to the underworld.
Cults connected with the jaguar and jade especially permeated religion throughout Mesoamerica. Jade, with its translucent green color was revered along with water as a symbol of life and fertility. The jaguar, agile, powerful and fast, was especially connected with warriors and as spirit guides of shamans. Despite differences of chronology or geography, the crucial aspects of this religious pantheon were shared amongst the people of ancient Mesoamerica.
Thus, this quality of acceptance of new gods to the collection of existing gods may have been one of the shaping characteristics for the success during the Christianization of Mesoamerica. New gods did not at once replace the old; they initially joined the ever-growing family of deities or were merged with existing ones that seemed to share similar characteristics or responsibilities. The Christianization of Europe also followed similar patterns of appropriation and transformation of existing deities.
A great deal is known about Aztec religion due to the work of the early mendicant friars in their work to convert the Indigenous peoples to Christianity. The writings of Franciscans Fray Toribio de Benavente Motolinia and Fray Bernardino de Sahagún and Dominican Fray Diego Durán recorded a great deal about Nahua religion, since they viewed understanding the ancient practices as essential for successfully converting the Indigenous populations to Christianity.
Mesoamerica is the only place in the Americas where Indigenous writing systems were invented and used before European colonization. While the types of writing systems in Mesoamerica range from minimalist "picture-writing" to complex logophonetic systems capable of recording speech and literature, they all share some core features that make them visually and functionally distinct from other writing systems of the world.
Although many indigenous manuscripts have been lost or destroyed, texts known Aztec codices, Mayan codices, and Mixtec codices still survive and are of intense interest to scholars of the prehispanic era.
The fact that there was an existing prehispanic tradition of writing meant that when the Spanish friars taught Mexican Indians to write their own languages, particularly Nahuatl, an alphabetic tradition took hold. It was used in official documents for legal cases and other legal instruments. The formal use of native language documentation lasted until Mexican independence in 1821. Beginning in the late twentieth century, scholars have mined these native language documents for information about colonial-era economics, culture, and language. The New Philology is the current name for this particular branch of colonial-era Mesoamerican ethnohistory.
During the pre-Columbian period, many city-states, kingdoms, and empires competed with one another for power and prestige. Ancient Mexico can be said to have produced five major civilizations: the Olmec, Maya, Teotihuacan, Toltec, and Aztec. Unlike other indigenous Mexican societies, these civilizations (with the exception of the politically fragmented Maya) extended their political and cultural reach across Mexico and beyond.
They consolidated power and exercised influence in matters of trade, art, politics, technology, and religion. Over a span of 3,000 years, other regional powers made economic and political alliances with them; many made war on them. But almost all found themselves within their spheres of influence.
Olmecs (1400–400 BC)
The Olmec first appeared along the Atlantic coast (in what is now the state of Tabasco) in the period 1500–900 BC. The Olmecs were the first Mesoamerican culture to produce an identifiable artistic and cultural style, and may also have been the society that invented writing in Mesoamerica. By the Middle Preclassic Period (900–300 BC), Olmec artistic styles had been adopted as far away as the Valley of Mexico and Costa Rica.
Mayan cultural characteristics, such as the rise of the ahau, or king, can be traced from 300 BC onwards. During the centuries preceding the classical period, Mayan kingdoms sprang up in an area stretching from the Pacific coasts of southern Mexico and Guatemala to the northern Yucatán Peninsula. The egalitarian Mayan society of pre-royal centuries gradually gave way to a society controlled by a wealthy elite that began building large ceremonial temples and complexes.
The earliest known long-count date, 199 AD, heralds the classic period, during which the Mayan kingdoms supported a population numbering in the millions. Tikal, the largest of the kingdoms, alone had 500,000 inhabitants, though the average population of a kingdom was much smaller—somewhere under 50,000 people.
Teotihuacan is an enormous archaeological site in the Basin of Mexico, containing some of the largest pyramidal structures built in the pre-Columbian Americas. Apart from the pyramidal structures, Teotihuacan is also known for its large residential complexes, the Avenue of the Dead, and numerous colorful, well-preserved murals. Additionally, Teotihuacan produced a thin orange pottery style that spread through Mesoamerica.
The city is thought to have been established around 100 BCE and continued to be built until about 250 CE. The city may have lasted until sometime between the 7th and 8th centuries CE. At its zenith, perhaps in the first half of the 1st millennium CE, Teotihuacan was the largest city in the pre-Columbian Americas. At this time it may have had more than 200,000 inhabitants, placing it among the largest cities of the world in this period. Teotihuacan was even home to multi-floor apartment compounds built to accommodate this large population.
The civilization and cultural complex associated with the site is also referred to as Teotihuacan or Teotihuacano. Although it is a subject of debate whether Teotihuacan was the center of a state empire, its influence throughout Mesoamerica is well documented; evidence of Teotihuacano presence can be seen at numerous sites in Veracruz and the Maya region. The Aztecs may have been influenced by this city. The ethnicity of the inhabitants of Teotihuacan is also a subject of debate. Possible candidates are the Nahua, Otomi or Totonac ethnic groups. Scholars have also suggested that Teotihuacan was a multiethnic state.
The Toltec culture is an archaeological Mesoamerican culture that dominated a state centered in Tula, Hidalgo, in the early post-classic period of Mesoamerican chronology (ca 800–1000 CE). The later Aztec culture saw the Toltecs as their intellectual and cultural predecessors and described Toltec culture emanating from Tollan (Nahuatl for Tula) as the epitome of civilization; indeed, in the Nahuatl language the word "Toltec" came to take on the meaning "artisan".
The Aztec oral and pictographic tradition also described the history of the Toltec empire giving lists of rulers and their exploits. Among modern scholars it is a matter of debate whether the Aztec narratives of Toltec history should be given credence as descriptions of actual historical events. While all scholars acknowledge that there is a large mythological part of the narrative some maintain that by using a critical comparative method some level of historicity can be salvaged from the sources, whereas others maintain that continued analysis of the narratives as sources of actual history is futile and hinders access to actual knowledge of the culture of Tula, Hidalgo.
Other controversy relating to the Toltecs include how best to understand reasons behind the perceived similarities in architecture and iconography between the archaeological site of Tula and the Maya site of Chichén Itzá – no consensus has emerged yet about the degree or direction of influence between the two sites.
Aztec Empire (1325–1521 AD)
The Nahua peoples began to enter central Mexico in the 6th century AD. By the 12th century, they had established their center at Azcapotzalco, the city of the Tepanecs.
The Mexica people arrived in the Valley of Mexico in 1248 AD. They had migrated from the deserts north of the Rio Grande over a period traditionally said to have been 100 years. They may have thought of themselves as the heirs to the prestigious civilizations that had preceded them. What the Aztec initially lacked in political power, they made up for with ambition and military skill. In 1325, they established the biggest city in the world at that time, Tenochtitlan.
Aztec religion was based on the belief in the continual need for regular offering of human blood to keep their deities beneficent; to meet this need, the Aztec sacrificed thousands of people. This belief is thought to have been common throughout the Nahuatl people. To acquire captives in times of peace, the Aztec resorted to a form of ritual warfare called flower war. The Tlaxcalteca, among other Nahuatl nations, were forced into such wars.
In 1428, the Aztec led a war against their rulers from the city of Azcapotzalco, which had subjugated most of the Valley of Mexico's peoples. The revolt was successful, and the Aztecs became the rulers of central Mexico as the leaders of the Triple Alliance. The alliance was composed of the city-states of Tenochtitlan, Texcoco, and Tlacopan.
At their peak, 350,000 Aztec presided over a wealthy tribute-empire comprising 10 million people, almost half of Mexico's estimated population of 24 million. Their empire stretched from ocean to ocean, and extended into Central America. The westward expansion of the empire was halted by a devastating military defeat at the hands of the Purepecha (who possessed weapons made of copper). The empire relied upon a system of taxation (of goods and services), which were collected through an elaborate bureaucracy of tax collectors, courts, civil servants, and local officials who were installed as loyalists to the Triple Alliance.
Mesoamerica on the eve of the conquest
The first mainland explorations were followed by a phase of inland expeditions and conquest. The Spanish crown extended the Reconquista effort, completed in Spain in 1492, to non-Catholic people in new territories. In 1502 on the coast of present-day Colombia, near the Gulf of Urabá, Spanish explorers led by Vasco Núñez de Balboa explored and conquered the area near the Atrato River.
The conquest was of the Chibcha-speaking nations, mainly the Muisca and Tairona indigenous people that lived here. The Spanish founded San Sebastian de Uraba in 1509—abandoned within the year, and in 1510 the first permanent Spanish mainland settlement in America, Santa María la Antigua del Darién.
The first Europeans to arrive in what is modern day Mexico were the survivors of a Spanish shipwreck in 1511. Only two managed to survive Gerónimo de Aguilar and Gonzalo Guerrero until further contact was made with Spanish explorers years later. On 8 February 1517 an expedition led by Francisco Hernández de Córdoba left the harbor of Santiago de Cuba to explore the shores of southern Mexico.
During the course of this expedition many of Hernández' men were killed, most during a battle near the town of Champotón against a Maya army. He himself was injured, and died a few days shortly after his return to Cuba. This was the Europeans' first encounter with a civilization in the Americas with buildings and complex social organizations which they recognized as being comparable to those of the Old World. Hernán Cortés led a new expedition to Mexico landing ashore at present day Veracruz on 22 April 1519, a date which marks the beginning of 300 years of Spanish hegemony over the region.
In general the 'Spanish conquest of Mexico' denotes the conquest of the central region of Mesoamerica where the Aztec Empire was based. The fall of the Aztec capital of Tenochtitlan in 1521 was a decisive event, but Spaniards conquered other regions of Mexico, such as Yucatán, extended long after Spaniards consolidated control of central Mexico. The Spanish conquest of Yucatán is the much longer campaign, from 1551 to 1697, against the Maya peoples of the Maya civilization in the Yucatán Peninsula of present-day Mexico and northern Central America.
Analysis of defeat
The Alliance ambushed indigenous ceremonies, such as during The Feast of Huitzilopochtli, which allowed the superior Spanish conquerors to avoid fighting the best Aztec warriors in direct armed battle.
Smallpox (Variola major and Variola minor) began to spread in Mesoamerica immediately after the arrival of Europeans. The indigenous peoples, who had no immunity to it, eventually died in the millions. A third of all the natives of the Valley of Mexico succumbed to it within six months of Spaniards arrival.
Aftermath of the conquest
Tenochtitlan, the Aztecs, and the Tlaxcalteca
Tenochtitlan was almost completely destroyed by fire and cannon shots. Those Aztecs who survived were forbidden to live in the city and the surrounding isles, and they went to live in Tlatelolco.
Cortés imprisoned the royal families of the valley. To prevent another revolt, he personally tortured and killed Cuauhtémoc, the last Aztec Emperor; Coanacoch, the King of Texcoco, and Tetlepanquetzal, King of Tlacopan.
The Spanish had no intention to turn over Tenochtitlan to the Tlaxcalteca. While Tlaxcalteca troops continued to help the Spaniards, and Tlaxcala received better treatment than other indigenous nations, the Spanish eventually disowned the treaty. Forty years after the conquest, the Tlaxcalteca had to pay the same tax as any other indigenous community.
- Political. Apparently, Cortes favored maintaining the political structure of the Aztecs, with minor changes.
- Religious. Cortés immediately banned human sacrifice throughout the conquered empire. In 1524, he requested the Spanish king to send friars from the mendicant orders, particularly the Franciscan, Dominican, and Augustinian, to convert the indigenous to Christianity. This has often been called the "spiritual conquest of Mexico". Christian evangelization began in the early-1520s and continued into the 1560s. Many of the mendicant friars, especially the Franciscans and Dominicans, learned the native languages and recorded aspects of native culture, providing a principal source for our knowledge about them. One of the first 12 Franciscans to come to Mexico, Fray Toribio de Benavente Motolinia recorded in Spanish observations of the indigenous. Important Franciscans engaged in collecting and preparing native language materials, especially in Nahuatl are fray Alonso de Molina and fray Bernardino de Sahagún. By 1560, more than 800 clergy were working to convert Indians in New Spain. By 1580, the number grew to 1,500 and by 1650, to 3,000.
- Economics. The Spanish colonizers introduced the encomienda system of forced labor, which in central Mexico built on indigenous traditions of rendering tribute and labor to rulers in their own communities and local rulers rendering tribute to higher authorities. Individual Spaniards were awarded the tribute and labor or particular indigenous communities, with that population paying tribute and performing labor locally. Indigenous communities were pressed for labor services and tribute, but were not enslaved. Their rulers remained indigenous elites, who retained their status under colonial rule and were useful intermediaries. The Spanish also used forced labor, often outright slavery, in mining.
Colonial period (1521–1810)
The capture of Tenochtitlan marked the beginning of a 300-year colonial period, during which Mexico was known as "New Spain" ruled by a viceroy in the name of the Spanish monarch. Colonial Mexico had key elements to attract Spanish immigrants: (1) dense and politically complex indigenous populations (especially in the central part) that could be compelled to work, and (2) huge mineral wealth, especially major silver deposits in the northern regions Zacatecas and Guanajuato. The Viceroyalty of Peru also had those two important elements, so that New Spain and Peru were the seats of Spanish power and the source of its wealth, until other viceroyalties were created in Spanish South America in the late 18th century.
This wealth made Spain the dominant power in Europe and the envy of England, France, and (after its independence from Spain) the Netherlands. Spain's silver mining and crown mints created high quality coins, the currency of Spanish America, the silver peso or Spanish dollar that became a global currency.
Continued conquest (1521–50)
Spanish conquerors did not bring all areas of Aztec Empire under its control. After the fall of Tenochtitlan in 1521, it took decades of sporadic warfare to subdue the rest of Mesoamerica, particularly the Maya regions of southern New Spain and into what is now Central America.
Outside the zone of settled Mesoamerican civilizations were nomadic northern indios bárbaros ("wild Indians") who fought fiercely against the Spaniards and their indigenous allies, such as the Tlaxcalans, in the Chichimeca War (1576–1606). The northern indigenous populations had gained mobility via the horses that Spaniards had imported to the New World. The desert in the north was only interesting to Spanish because of its rich silver deposits. The Spanish mining settlements and trunk lines to Mexico City needed to be made safe for supplies to move north and silver to move to south, to central Mexico.
- Economics of the early colonial period
The most important source of wealth in the first years after the conquest of central Mexico was the encomienda, a grant of the labor of a particular indigenous settlement to an individual Spanish and his heirs. Conquerors expected to receive these awards and conqueror Hernán Cortés in his letter to the Spanish king justified his own allocation of these grants. Spaniards were the recipients of traditional indigenous products that had been rendered in tribute to their local lords and to the Aztec empire. The first Spanish viceroy, Don Antonio de Mendoza has his name given to the title of an Aztec manuscript Codex Mendoza, that enumerates in glyphic form the types of tribute goods and amounts rendered from particular indigenous towns under Aztec rule. The earliest holders of encomiendas, the encomenderos were the conquerors involved in the campaign leading to the fall of Tenochtitlan, and later their heirs and people with influence but not conquerors. Forced labor could be directed toward developing land and industry in the area the Spanish encomenderos' Indians lived. Land was a secondary source of wealth during this immediate conquest period. Where indigenous labor was absent or needed supplementing, the Spanish brought African slaves, often as skilled laborers or artisans, or as labor bosses of encomienda Indians.
- Evolution of the race
During the three centuries of colonial rule, fewer than 700,000 Spaniards, most of them men, settled in Mexico. Europeans, Africans, and indigenous intermixed, creating a mixed-race casta population in a process known as mestizaje. Mestizos, people of mixed European-indigenous ancestry, constitute the majority of Mexico's population.
Colonial period (1521-1821)
Colonial Mexico was part of the Spanish Empire and administered by the Viceroyalty of New Spain. The Spanish crown claimed all of the Western Hemisphere west of the line established between Spain and Portugal by the Treaty of Tordesillas. This included all of North America and South America, except for Brazil. The viceroyalty of New Spain had jurisdiction over Spain's northern empire in the Americas. When Spain established a colony in the Philippines in the late sixteenth century, the Viceroyalty of New Spain had jurisdiction over it, since there was more direct contact between the two than the Philippines with Spain.
Hernán Cortés had conquered the great empire of the Aztecs and established New Spain as the largest and most important Spanish colony. During the 16th century, Spain focused on conquering areas with dense populations that had produced Pre-Columbian civilizations. These populations were a disciplined labor force and a population to convert to Christianity.
Territories populated by nomadic peoples were harder to conquer, and although the Spanish explored much of North America, seeking the fabled "El Dorado", they made no concerted effort to settle the northern desert regions in what is now the United States until the end of 16th century (Santa Fe, 1598).
Colonial law with native origins but with Spanish historical precedents was introduced, creating a balance between local jurisdiction (the Cabildos) and the Crown's, whereby upper administrative offices were closed to natives, even those of pure Spanish blood. Administration was based on a racial separation of the population among the Republics of Spaniards, Indians and Mestizos, autonomous and directly dependent on the king. The population of New Spain was divided into four main groups, or classes. The group a person belonged to was determined by racial background and birthplace. The most powerful group was the Spaniards, people born in Spain and sent across the Atlantic to rule the colony. Only Spaniards could hold high-level jobs in the colonial government.
The second group, called creoles, were people of Spanish background but born in Mexico. Many creoles were prosperous landowners and merchants. But even the wealthiest creoles had little say in government.
The third group, the mestizos, were people who had some Spanish ancestors and some Indian ancestors. The word mestizo means "mixed". Mestizos had a much lower position and were looked down upon by both the Spaniards and the creoles, who held the racist belief that people of pure European background were superior to everyone else.
The poorest, most marginalised group in New Spain was the Indians, descendants of pre-Columbian peoples. They had less power and endured harsher conditions than other groups. Indians were forced to work as laborers on the ranches and farms (called haciendas) of the Spaniards and creoles.
In addition to the four main groups, there were also some black Africans in colonial Mexico. These black African were imported as laborers and shared the low status of the Indians. They made up about 4% to 5% of the population, and their mixed-race descendants, called mulattoes, eventually grew to represent about 9%.
From an economic point of view, New Spain was administered principally for the benefit of the Empire and its military and defensive efforts. Mexico provided more than half of the Empire taxes and supported the administration of all North and Central America. Competition with the metropolis was discouraged; for example cultivation of grapes and olives, introduced by Cortez himself, was banned out of fear that these crops would compete with Spain's.
To protect the country from the attacks by English, French and Dutch pirates, as well as the Crown's revenue, only two ports were open to foreign trade—Veracruz on the Atlantic and Acapulco on the Pacific. Pirates attacked, plundered and ravaged several cities like Campeche (1557), Veracruz (1568) and Alvarado (1667).
Education was encouraged by the Crown from the very beginning, and Mexico boasts the first primary school (Texcoco, 1523), first university, the University of Mexico(1551) and the first printing press (1524) of the Americas. Indigenous languages were studied mainly by the religious orders during the first centuries, and became official languages in the so-called Republic of Indians, only to be outlawed and ignored after independence by the prevailing Spanish-speaking creoles.
Mexico produced important cultural achievements during the colonial period, like the literature of Sor Juana Inés de la Cruz and Ruiz de Alarcón, as well as cathedrals, civil monuments, forts and colonial cities such as Puebla, Mexico City, Querétaro, Zacatecas and others, today part of Unesco's World Heritage.
The syncretism between indigenous and Spanish cultures gave rise to many of nowadays Mexican staple and world-famous cultural traits like tequila (since the 16th century), mariachi (18th), jarabe (17th), charros (17th) and the highly prized Mexican cuisine, fruit of the mixture of European and indigenous ingredients and techniques.
American-born Spaniards (creoles), mixed-race castas, and Indians often disagreed, but all resented the small minority of Iberian-born Spaniards who monopolized political power. By the early 1800s, many American-born Spaniards believed that Mexico should become independent of Spain, following the example of the United States. The man who touched off the revolt against Spain was the Catholic priest Father Miguel Hidalgo y Costilla. He is remembered today as the Father of Mexican Independence.
War of Independence
Inspired by the American and French Revolutions, Mexican insurgents saw an opportunity in 1808 as the king abdicated in Madrid and Spain was overwhelmed by war and occupation. The rebellion began as an idealistic peasants' and miners' movement led by a local priest Miguel Hidalgo y Costilla who issued "The Cry of Dolores" on 16 September 1810; the day is celebrated as Independence Day. Shouting "Independence and death to the Spaniards!" they marched on the capital with a very large, poorly organized army. It was routed by the Spanish and Hidalgo was executed.
Another priest, Jose Maria Morelos took over and was more successful in his quest for republicanism and independence. Spain's monarchy was restored in 1814 after Napoleon's defeat, and it fought back and executed Morelos in 1815. The scattered insurgents formed guerrilla bands. In 1820, creoles, led by Agustín de Iturbide, joined the rebellion. The rebels formulated the "Plan of Iguala", demanding an independent constitutional monarchy, a religious monopoly for the Catholic Church, and equality for Spaniards and creoles. On September 27, 1821, Iturbide and the viceroy signed the Treaty of Cordoba whereby Spain granted the demands and withdrew.
After independence (1821–1829)
After independence, Mexican politics was chaotic. The presidency changed hands 75 times in the next 55 years (1821–76).
The Spanish attempts to reconquer Mexico comprised episodes of war between Spain and the newly born Mexican nation. The designation mainly covers two periods: from 1821 to 1825 in Mexico's waters, and a second period of two stages, including a Mexican plan to take the Spanish-held island of Cuba between 1826 and 1828, and the 1829 landing of Spanish General Isidro Barradas in Mexico to reconquer the territory. Although Spain never regained control of the country, it damaged the fledgling economy.
The newly independent nation was in dire straits after 11 years of war. No plans or guidelines were established by the revolutionaries, so internal struggles for control of the government ensued. Mexico suffered a complete lack of funds to administer a country of over 4.5 million km², and faced the threats of emerging internal rebellions and of invasion by Spanish forces from their base in nearby Cuba.
Mexico now had its own government, but Iturbide quickly became a dictator. He even had himself proclaimed emperor of Mexico, copying the ceremony used by Napoleon when he proclaimed himself emperor of France. No one was allowed to speak against Iturbide. He filled his government with corrupt officials, who became rich by taking bribes and making dishonest business deals.
By 1823, Mexicans of all classes were fed up with emperor Agustin de Iturbide's corrupt and oppressive rule. They overthrew him and 4 October 1824, the United Mexican States (Spanish: Estados Unidos Mexicanos) was established. The new constitution was partly modeled on the constitution of the United States. It guaranteed basic human rights and defined Mexico as a representative federal republic, in which responsibilities of government were divided between a central government and a number of smaller units called states. It also defined Catholicism as the official and unique religion. The Federal Republic of Central America was allowed to re-establish its independence, which it had declared on 1 July 1823.
However, most of the population largely ignored the new constitution. When Guadalupe Victoria was followed in office by Vicente Guerrero, gaining the position through a coup after losing the 1828 elections, the Conservative Party saw an opportunity to seize control and led a counter-coup under Anastasio Bustamante, who served as president from 1830 to 1832, and again from 1837 to 1841.
The new republic's situation did not promote economic growth and development. The British established a network of merchant houses in the major cities. However, according to Hilarie J. Heath, the results were bleak:
- Trade was stagnant, imports did not pay, contraband drove prices down, debts private and public went unpaid, merchants suffered all manner of injustices and operated at the mercy of weak and corruptible governments, commercial houses skirted bankruptcy.
Political developments (1830-1854)
Political Instability in the early Republic
In much of Spanish America soon after its independence, military strongmen or caudillos dominated politics, and this period is often called "The Age of Caudillismo". In Mexico, from the late 1820s to the mid-1850s the period is often called the "Age of Santa Anna", named for the general turned politician, Antonio López de Santa Anna. The federalists asked Santa Anna to overthrow conservative President Anastasio Bustamante. After he did, he declared General Manuel Gómez Pedraza (who won the election of 1828) president. Elections were held thereafter, and Santa Anna took office in 1832. He served as president 11 times. Constantly changing his political beliefs, in 1834 Santa Anna abrogated the federal constitution, causing insurgencies in the southeastern state of Yucatán and the northernmost portion of the northern state of Coahuila y Tejas. Both areas sought independence from the central government. Negotiations and the presence of Santa Anna's army caused Yucatán to recognize Mexican sovereignty. Then Santa Anna's army turned to the northern rebellion.
The inhabitants of Tejas declared the Republic of Texas independent from Mexico on 2 March 1836 at Washington-on-the-Brazos. They called themselves Texans and were led mainly by recent English-speaking settlers. At the Battle of San Jacinto on April 21, 1836, Texan militias defeated the Mexican army and captured General Santa Anna. The Mexican government refused to recognize the independence of Texas.
The northern states grew increasingly isolated, economically and politically, due to prolonged Comanche raids and attacks. New Mexico in particular had been gravitating toward Comancheria. In the 1820s, when the United States began to exert influence over the region, New Mexico had already begun to question its loyalty to Mexico. By the time of the Mexican–American War, the Comanches had raided and pillaged large portions of northern Mexico, resulting in sustained impoverishment, political fragmentation, and general frustration at the inability—or unwillingness—of the Mexican government to discipline the Comanches.
In addition to Comanche raids, the First Republic's northern border was plagued with attacks on its northern border from the Apache people, who were supplied with guns by American merchants. Goods including guns and shoes were sold to the Apache, the latter being discovered by Mexican forces when they found traditional Apache trails with American shoe prints instead of moccasin prints.
Soon after achieving independence from Spain, the Mexican government, in an effort to populate its northern territories, awarded extensive land grants in Coahuila y Tejas to thousands of families from the United States, on condition that the settlers convert to Catholicism and become Mexican citizens. The Mexican government also forbade the importation of slaves. These conditions were largely ignored.
A key factor in the government decision to allow those settlers was the belief that they would (a) protect northern Mexico from Comanche attacks and (b) buffer the northern states against US westward expansion. The policy failed on both counts: the Americans tended to settle far from the Comanche raiding zones and used the Mexican government's failure to suppress the raids as a pretext for declaring independence.
The war lasted from October 2, 1835 to April 21, 1836. However, a war at sea between Mexico and Texas continued into the 1840s. Animosity between the Mexican government and the American settlers in Texas, as well as many Texas residents of Mexican ancestry, began with the Siete Leyes of 1835, when Mexican President and General Antonio López de Santa Anna abolished the federal Constitution of 1824 and proclaimed the more centralizing 1835 constitution in its place.
War began in Texas on October 2, 1835, with the Battle of Gonzales. Early Texian Army successes at La Bahia and San Antonio were soon met with crushing defeat at the same locations a few months later. The war ended at the Battle of San Jacinto where General Sam Houston led the Texian Army to victory over a portion of the Mexican Army under Santa Anna, who was captured soon after the battle. The end of the war resulted in the creation of the Republic of Texas in 1836. In 1845, the U.S. Congress ratified Texas's petition for statehood.
Mexican-American War (1846–1848)
In response to a Mexican massacre of a U.S. army detachment in disputed territory, the U.S. Congress declared war on May 13, 1846; Mexico followed suit on 23 May. The Mexican–American War took place in two theaters: the western (aimed at California) and Central Mexico (aimed at capturing Mexico City) campaigns.
In March 1847, U.S. President James K. Polk sent an army of 12,000 volunteer and regular U.S. Army soldiers under General Winfield Scott to the port of Veracruz. The 70 ships of the invading forces arrived at the city on 7 March and began a naval bombardment. After landing his men, horses, and supplies, Scott began the Siege of Veracruz.
The city (at that time still walled) was defended by Mexican General Juan Morales with 3,400 men. Veracruz replied as best it could with artillery to the bombardment from land and sea, but the city walls were reduced. After 12 days, the Mexicans surrendered. Scott marched west with 8,500 men, while Santa Anna entrenched with artillery and 12,000 troops on the main road halfway to Mexico City. At the Battle of Cerro Gordo, Santa Anna was outflanked and routed.
Scott pushed on to Puebla, Mexico's second largest city, which capitulated without resistance on 1 May—the citizens were hostile to Santa Anna. After the Battle of Chapultepec (13 September 1847), Mexico City was occupied; Scott became its military governor. Many other parts of Mexico were also occupied. Some Mexican units fought with distinction. One of the justly commemorated units was a group of six young Military College cadets (now considered Mexican national heroes), who fought to the death defending their college during the Battle of Chapultepec.
The war ended with the Treaty of Guadalupe Hidalgo, which stipulated that (1) Mexico must sell its northern territories to the US for US $15 million; (2) the US would give full citizenship and voting rights, and protect the property rights of Mexicans living in the ceded territories; and (3) the US would assume $3.25 million in debt owed by Mexico to Americans. The war was Mexico's first encounter with a modern, well-organized, and well-equipped army. Mexico's defeat has been attributed to its problematic internal situation, one of disunity and disorganization.
After the war, Washington discovered that a much easier railroad route to California lay slightly south of the Gila River, in Mexico. In 1853, President Santa Anna sold off the Gadsden Strip to the US for $10 million in the Gadsden Purchase. This loss of still more territory provoked considerable outrage among Mexicans, but Santa Anna claimed that he needed money to rebuild the army from the war. In the end, he kept or squandered most of it.
Struggle for liberal reform (1855–1872)
La Reforma was a period during the mid-19th century characterized by liberal reforms and the transformation of Mexico into a nation-state. The reformers, based in the cities, reached out to educate the largely rural population of eight million, half of them poorly educated Indians. The younger generation of political leaders were shocked at Mexico's poor fight against the United States in 1848, and saw modernization as a way to strengthen the nation.
Notable liberal politicians in the reform period include Benito Juárez, Juan Álvarez, Ignacio Comonfort, Miguel Lerdo de Tejada, Sebastián Lerdo de Tejada, Melchor Ocampo, José María Iglesias and Santos Degollado. Their strategy was to sharply limit the traditional privileges and land holdings of the Catholic Church and thereby revitalize the market in land. However, no class of small peasants who identified with the Liberal program emerged. Many merchants acquired land (and control over the associated tenant farmers). Many existing landowners expanded their holdings at peasant expense, and some upwardly mobile ranch owners, often mestizos, acquired land.
The Reforma began with the final overthrow of Santa Anna in the Revolution of Ayutla in 1855. The moderate Liberal Ignacio Comonfort became president. The Moderados tried to find a middle ground between the nation's liberals and conservatives. There is less consensus about the ending point of the Reforma.
Common dates are 1861, after the liberal victory in the Reform War; 1867, after the republican victory over the French intervention in Mexico; and 1876 when Porfirio Díaz overthrew president Sebastián Lerdo de Tejada. Liberalism dominated Mexico as an intellectual force into the 20th century. Liberals championed reform and supported republicanism, capitalism, and individualism; they fought to reduce the Church's conservative roles in education, land ownership and politics. Also importantly, liberals sought to end the special status of indigenous communities by ending their corporate ownership of land.
Constitution of 1857
Colonel Ignacio Comonfort became president in 1855 after a revolt based in Ayutla overthrew Santa Anna. Comonfort was a moderate liberal who tried to maintain an uncertain coalition, but the moderate liberals and the radical liberals were unable to resolve their sharp differences. During his presidency, the Constitution of 1857 was drafted creating the Second Federal Republic of Mexico. The new constitution restricted some of the Catholic Church's traditional privileges, land holdings, revenues and control over education.
It granted religious freedom, stating only that the Catholic Church was the favored faith. The anti-clerical radicals scored a major victory with the ratification of the constitution, because it weakened the Church and enfranchised illiterate commoners. The constitution was unacceptable to the clergy and the conservatives, and they plotted a revolt. With the "Plan of Tacubaya" in December 1857, Comonfort tried to regain the popular support from the growing conservative pro-clerical movement. The liberals failed, however, as conservative General Félix Zuloaga succeeded in a coup in the capital in January, 1858.
War of Reform (1857–1861)
The revolt led to the War of Reform (December 1857 to January 1861), which grew increasingly bloody as it progressed and polarized the nation's politics. Many Moderates, convinced that the Church's political power had to be curbed, came over to the side of the Liberals.
For some time, the Liberals and Conservatives simultaneously administered separate governments, the Conservatives from Mexico City and the Liberals from Veracruz. The war ended with a Liberal victory, and liberal President Benito Juárez moved his administration to Mexico City.
French intervention and Second Mexican Empire (1861–1867)
In 1862, the country was invaded by France which sought to collect debts that the Juárez government had defaulted on, but the larger purpose was to install a ruler under French control. They chose a member of the Habsburg dynasty, which had ruled Spain and its overseas possessions until 1700. Archduke Ferdinand Maximilian of Austria was installed as Emperor Maximilian I of Mexico, with support from the Catholic Church, conservative elements of the upper class, and some indigenous communities. Although the French suffered an initial defeat (the Battle of Puebla on May 5, 1862, now commemorated as the Cinco de Mayo holiday), the French eventually defeated the Mexican army and set Maximilian on the throne. The Mexican-French monarchy set up administration in Mexico City, governing from the National Palace.
Maximilian's consort was Empress Carlota of Mexico and they chose Chapultepec Castle as their home. The Imperial couple noticed the mistreatment of Mexicans, especially Indians, and wanted to ensure their human rights. By contrast, Napoleon III wanted to exploit the mines in the northwest of the country and to grow cotton.
Maximilian was a liberal, a fact that Mexican conservatives seemingly did not know when he was chosen to head the government. He favored the establishment of a limited monarchy that would share power with a democratically elected congress. This was too liberal for conservatives, while liberals refused to accept any monarch, considering the republican government of Benito Juárez as legitimate. This left Maximilian with few enthusiastic allies within Mexico. Meanwhile, Juárez remained head of the republican government. He continued to be recognized by the United States, which was engaged in its Civil War (1861–65) and at that juncture was in no position to aid Juárez directly against the French intervention until 1865.
France never made a profit in Mexico and its Mexican expedition grew increasingly unpopular. Finally in the spring of 1865, after the US Civil War was over, the US demanded the withdrawal of French troops from Mexico. Napoleon III quietly complied. In mid-1867, despite repeated Imperial losses in battle to the Republican Army and ever decreasing support from Napoleon III, Maximilian chose to remain in Mexico rather than return to Europe. He was captured and executed along with two Mexican supporters, immortalized in a famous painting by Eduard Manet. Juárez remained in office until his death in 1872.
Restored Republic (1867–1872)
In 1867 with the defeat of the monarchy and execution of Emperor Maximilian, the republic was restored and Juárez reelected. He continued to implement his reforms. In 1871, he was elected a second time, much to the dismay of his opponents within the Liberal party, who considered reelection to be somewhat undemocratic. Juárez died one year later and was succeeded by Sebastián Lerdo de Tejada.
Part of Juarez's reforms included fully secularizing the country. The Catholic Church was barred from owning property aside from houses of worship and monasteries, and education and marriage were put in the hands of the state.
The rule of Porfirio Díaz (1876–1911) was dedicated to the rule by law, suppression of violence, and modernization of all aspects of the society and economy. Diaz was an astute military leader and liberal politician who built a national base of supporters. To avoid antagonizing Catholics, he avoided enforcement of anticlerical laws. The country's infrastructure was greatly improved, thanks to increased foreign investment from Britain and the US, and a strong, stable central government.
Increased tax revenue and better administration dramatically improved public safety, public health, railways, mining, industry, foreign trade, and national finances. Díaz modernized the army and suppressed some banditry. After a half-century of stagnation, where per capita income was merely a tenth of the developed nations such as Britain and the US, the Mexican economy took off and grew at an annual rate of 2.3% (1877 to 1910), which was high by world standards.
Mexico moved from being a target of ridicule to international pride. As traditional ways were under challenge, urban Mexicans debated national identity, the rejection of indigenous cultures, the new passion for French culture once the French were ousted from Mexico, and the challenge of creating a modern nation by means of industrialization and scientific modernization.
Mexico City was poorer per capita in 1876 than in 1821. Some commentators attribute the slow economic growth to the negative impact of Spanish rule, the concentration of landholding by few families, and the reactionary role of the Catholic Church. Coatsworth rejects those reasons and says the chief obstacles were poor transportation and inefficient economic organization. Under the Porfiriato regime (1876–1910), economic growth was much faster.
Order, progress, and dictatorship
In 1876, Lerdo was reelected, defeating Porfirio Díaz. Díaz rebelled against the government with the proclamation of the Plan de Tuxtepec, in which he opposed reelection, in 1876. Díaz overthrew Lerdo, who fled the country, and Díaz was named president. Thus began a period of more than 30 years (1876–1911) during which Díaz was Mexico's strong man. He was elected president eight times, turning over power once, from 1880 to 1884, to a trusted ally, General Manuel Gonzailez.
This period of relative prosperity is known as the Porfiriate. Diaz remained in power by rigging elections and censoring the press. Possible rivals were destroyed, and popular generals were moved to new areas so they could not build a permanent base of support. Banditry on roads leading to major cities was largely suppressed by the "Rurales", a new police force controlled by Diaz. Banditry remained a major threat in more remote areas, because the Rurales comprised fewer than 1000 men.
The Army was reduced in size from 30,000 to under 20,000 men, which resulted in a smaller percentage of the national budget being committed to the military. Nevertheless, the army was modernized, well-trained, and equipped with the latest technology. The Army was top-heavy with 5,000 officers, many of them elderly, but politically well-connected veterans of the wars of the 1860s.
The political skills that Díaz used so effectively before 1900 faded, as he and his closest advisers were less open to negotiations with younger leaders. His announcement in 1908 that he would retire in 1911 unleashed a widespread feeling that Díaz was on the way out, and that new coalitions had to be built. He nevertheless ran for reelection and in a show of U.S. support, Díaz and Taft planned a summit in El Paso, Texas, and Ciudad Juárez, Mexico, for October 16, 1909, an historic first meeting between a Mexican and a U.S. president and also the first time an American president would cross the border into Mexico. Both sides agreed that the disputed Chamizal strip connecting El Paso to Ciudad Juárez would be considered neutral territory with no flags present during the summit, but the meeting focused attention on this territory and resulted in assassination threats and other serious security concerns. On the day of the summit, Frederick Russell Burnham, the celebrated scout, and Private C. R. Moore, a Texas Ranger, discovered a man holding a concealed palm pistol standing at the El Paso Chamber of Commerce building along the procession route. Burnham and Moore captured and disarmed the assassin within only a few feet of Díaz and Taft. Both presidents were unharmed and the summit was held. At the meeting, Diaz told John Hays Hammond, "Since I am responsible for bringing several billion dollars in foreign investments into my country, I think I should continue in my position until a competent successor is found." Díaz was re-elected after a highly controversial election, but he was overthrown in 1911 and forced into exile in France after Army units rebelled.
Population and public health
Under Díaz, the population grew steadily from 11 million in 1877 to 23 million in 1910. Because of very high infant mortality (22% of new babies died) the life expectancy at birth was only 25.0 years in 1900. Few immigrants arrived. Diaz gave enormous power and prestige to the Superior Health Council, which developed a consistent and assertive strategy using up-to-date international scientific standards. It took control of disease certification; required prompt reporting of disease; and launched campaigns against tropical disease such as yellow fever.
Fiscal stability was achieved by José Yves Limantour (1854–1935), Secretary of Finance of Mexico from 1893 until 1910. He was the leader of the well-educated technocrats known as Científicos, who were committed to modernity and sound finance. Limantour expanded foreign investment, supported free trade, and balanced the budget for the first time and generated a budget surplus by 1894. However, he was unable to halt the rising cost of food, which alienated the poor.
The American Panic of 1907 was an economic downturn that caused a sudden drop in demand for Mexican copper, silver, gold, zinc, and other metals. Mexico in turn cut its imports of horses and mules, mining machinery, and railroad supplies. The result was an economic depression in Mexico in 1908–1909 that soured optimism and raised discontent with the Díaz regime, thus helping to set the stage for revolution in 1910.
Mexico was vulnerable to external shocks because of its weak banking system. The banking system was controlled by a small oligarchy, which typically made long-term loans to their own directors. The banks were the financial arms of extended kinship-based business coalitions that used banks to raise additional capital to expand enterprises. Economic growth was largely based on trade with the United States.
Mexico had few factories by 1880, but then industrialization took hold in the Northeast, especially in Monterrey. Factories produced machinery, textiles and beer, while smelters processed ores. Convenient rail links with the nearby US gave local entrepreneurs from seven wealthy merchant families a competitive advantage over more distant cities. New federal laws in 1884 and 1887 allowed corporations to be more flexible. By the 1920s, American Smelting and Refining Company (ASARCO), an American firm controlled by the Guggenheim family, had invested over 20 million pesos and employed nearly 2,000 workers smelting copper and making wire to meet the demand for electrical wiring in the US and Mexico.
The modernizers insisted that schools lead the way, and that science replace superstition. They reformed elementary schools by mandating uniformity, secularization, and rationality. These reforms were consistent with international trends in teaching methods. In order to break the traditional peasant habits that hindered industrialization and rationalization, reforms emphasized the children's punctuality, assiduity, and health. In 1910, the National University was opened as an elite school for the next generation of leaders.
Cities were rebuilt with modernizing architects favoring the latest European styles, especially the Beaux-Arts style, to symbolize the break with the past. A highly visible exemplar was the Federal Legislative Palace, built 1897–1910.
Tutino examines the impact of the Porfiriato in the highland basins south of Mexico City, which became the Zapatista heartland during the Revolution. Population growth, railways and concentration of land in a few families generated a commercial expansion that undercut the traditional powers of the villagers. Young men felt insecure about the patriarchal roles they had expected to fill. Initially, this anxiety manifested as violence within families and communities. But, after the defeat of Díaz in 1910, villagers expressed their rage in revolutionary assaults on local elites who had profited most from the Porfiriato. The young men were radicalized, as they fought for their traditional roles regarding land, community, and patriarchy.
Revolution of 1910–1920
The Mexican Revolution is a broad term to describe political and social changes in the early 20th century. Most scholars consider it to span the years 1910–1920, from the fraudulent election of Porfirio Díaz in 1910 until the December 1920 election of northern general Alvaro Obregón. Foreign powers had important economic and strategic interests in the outcome of power struggles in Mexico, with United States involvement in the Mexican Revolution playing an especially significant role.
The Revolution grew increasingly broad-based, radical and violent. Revolutionaries sought far-reaching social and economic reforms by strengthening the state and weakening the conservative forces represented by the Church, the rich landowners, and foreign capitalists.
Some scholars consider the promulgation of the Mexican Constitution of 1917 as its end point. "Economic and social conditions improved in accordance with revolutionary policies, so that the new society took shape within a framework of official revolutionary institutions," with the constitution providing that framework. Organized labor gained significant power, as seen in Article 123 of the Constitution of 1917. Land reform in Mexico was enabled by Article 27. Economic nationalism was also enabled by Article 27, restricting ownership of enterprises by foreigners. The Constitution also further restricted the Roman Catholic Church in Mexico; implementing the restrictions in the late 1920s resulted in major violence in the Cristero War. A ban on re-election of the president was enshrined in the Constitution and in practice. Political succession was achieved in 1929 with the creation of the Partido Nacional Revolucionario (PNR), the political party that has dominated Mexico since its creation, now called the Institutional Revolutionary Party.
The Mexican Revolution was based on popular participation. At first, it was based on the peasantry who demanded land, water, and a more sympathetic national government. Wasserman finds that:
- "Popular participation in the revolution and its aftermath took three forms. First, everyday people, though often in conjunction with elite neighbors, generated local issues such as access to land, taxes, and village autonomy. Second, the popular classes provided soldiers to fight in the revolution. Third, local issues advocated by campesinos and workers framed national discourses on land reform, the role of religion, and many other questions."
Election of 1910 and popular rebellion
Porfirio Díaz announced in an interview to a US journalist James Creelman that he would not run for president in 1910, at which point he would be 80 years old. This set off a spate of political activity by potential candidates, including Francisco I. Madero, a member of one of Mexico's richest families. Madero was part of the Anti-Re-electionist Party, whose main platform was the end of the Díaz regime. But Díaz reversed his decision to retire and ran again. He created the office of vice president, which could have been a mechanism to ease transition in the presidency. But Díaz chose a politically unpalatable running mate, Ramón Corral, over a popular military man, Bernardo Reyes and popular civilian Francisco I. Madero. He sent Reyes on a "study mission" to Europe and jailed Madero. Official election results declared that Díaz had won almost unanimously and Madero received only a few hundred votes. This fraud was too blatant, and riots broke out. Uprisings against Díaz occurred in the fall of 1910, particularly in Mexico's north and the southern state of Morelos. Helping unite opposition forces was a political plan drafted by Madero, the Plan of San Luis Potosí, in which he called on the Mexican people to take up arms and fight against the Díaz government. The rising was set for November 20, 1910. Madero escaped from prison to San Antonio, Texas, where he began preparing to overthrow Díaz—an action today considered the start of the Mexican Revolution. Diaz tried to use the army to suppress the revolts, but most of the ranking generals were old men close to his own age and they did not act swiftly or with sufficient energy to stem the violence. Revolutionary force—led by, among others, Emiliano Zapata in the South, Pancho Villa and Pascual Orozco in the North, and Venustiano Carranza—defeated the Federal Army.
Díaz resigned in May 1911 for the "sake of the peace of the nation". The terms of his resignation were spelled out in the Treaty of Ciudad Juárez, but it also called for an interim presidency and new elections were to be held. Francisco León de la Barra served as interim president. The Federal Army, although defeated by the northern revolutionaries, was kept intact. Francisco I. Madero, whose 1910 Plan of San Luis Potosí had helped mobilize forces opposed to Díaz, accepted the political settlement. He campaigned in the presidential elections of October 1911, won decisively, and was inaugurated in November 1911.
Madero presidency and its opposition, 1911–1913
Following the resignation of Díaz and a brief interim presidency of a high-level government official from the Díaz era, Madero was elected president in 1911.
The revolutionary leaders had many different objectives; revolutionary figures varied from liberals such as Madero to radicals such as Emiliano Zapata and Pancho Villa. As a consequence, it proved impossible to agree about how to organize the government that emerged from the triumphant first phase of the revolution. This standoff over political principles led quickly to a struggle for control of the government, a violent conflict that lasted more than 20 years.
Counter-revolution and civil war, 1913–1915
Madero was ousted and killed in February 1913 during the Ten Tragic Days. General Victoriano Huerta, one of Díaz's former generals, and a nephew of Díaz, Félix Díaz, plotted with the US ambassador to Mexico, Henry Lane Wilson, to topple Madero and reassert the policies of Díaz.
Within a month of the coup, rebellion started spreading in Mexico, most prominently by the governor of the state of Coahuila, Venustiano Carranza along with old revolutionaries demobilized by Madero, such as Pancho Villa. The northern revolutionaries fought under the name of the Constitutionalist Army, with Carranza as the "First Chief" (primer jefe).
In the south, Emiliano Zapata continued his rebellion in Morelos under the Plan of Ayala, calling for the expropriation of land and redistribution to peasants. Huerta offered peace to Zapata, who rejected it.
Huerta convinced Pascual Orozco, whom he fought while serving the Madero government, to join Huerta's forces. Supporting the Huerta regime were business interests in Mexico, both foreign and domestic; landed elites; the Roman Catholic Church; as well as the German and British governments. The Federal Army became an arm of the Huerta regime, swelling to some 200,000 men, many pressed into service and most ill-trained.
The US did not recognize the Huerta government, but from February to August 1913 it imposed an arms embargo on exports to Mexico, exempting the Huerta government and thereby favoring the regime against emerging revolutionary forces. However, President Woodrow Wilson sent a special envoy to Mexico to assess the situation, and reports on the many rebellions in Mexico convinced Wilson that Huerta was unable to maintain order. Arms ceased to flow to Huerta's government, which benefited the revolutionary cause.
The US Navy made an incursion on the Gulf Coast, occupying Veracruz in April 1914. Although Mexico was engaged in a civil war at the time, the US intervention united Mexican forces in their opposition to the US. Foreign powers helped broker US withdrawal in the Niagara Falls peace conference. The US timed its pullout to throw its support to the Constitutionalist faction under Carranza.
Initially, the forces in northern Mexico were united under the Constitutionalist banner, with able revolutionary generals serving the civilian First Chief Carranza. Pancho Villa began to split from supporting Carranza as Huerta was on his way out. The break was not simply on personalist grounds, but primarily because Carranza was politically too conservative for Villa. Carranza was not only a political holdover from the Díaz era, but was also a rich hacienda owner whose interests were threatened by the more radical ideas of Villa, especially on land reform. Zapata in the south was also hostile to Carranza due to his stance on land reform.
In July 1914, Huerta resigned under pressure and went into exile. His resignation marked the end of an era since the Federal Army, a spectacularly ineffective fighting force against the revolutionaries, ceased to exist.
With the exit of Huerta, the revolutionary factions decided to meet and make "a last ditch effort to avert more intense warfare than that which unseated Huerta." Called to meet in Mexico City in October 1914, revolutionaries opposed to Carranza's influence successfully moved the venue to Aguascalientes. The Convention of Aguascalientes did not reconcile the various victorious factions in the Mexican Revolution, but was a brief pause in revolutionary violence. The break between Carranza and Villa became definitive during the Convention. Rather than First Chief Carranza being named president of Mexico, General Eulalio Gutiérrez was chosen. Carranza and Obregón left Aguascalientes, with far smaller forces than Villa's. The convention declared Carranza in rebellion against it and civil war resumed, this time between revolutionary armies that had fought in a united cause to oust Huerta.
Villa went into alliance with Zapata to form the Army of the Convention. Their forces separately moved on the capital and captured Mexico City in 1914, which Carranza's forces had abandoned. The famous picture of Villa, sitting in the presidential chair in the National Palace, and Zapata is a classic image of the Revolution. Villa is reported to have said to Zapata that the presidential "chair is too big for us." The alliance between Villa and Zapata did not function in practice beyond this initial victory against the Constitutionalists. Zapata returned to his southern stronghold in Morelos, where he continued to engage in guerrilla warfare under the Plan of Ayala. Villa prepared to win a decisive victory against the Constitutionalist Army under Obregón.
The two rival armies of Villa and Obregón met in April 6–15, 1915 in the Battle of Celaya. The frontal cavalry charges of Villa's forces were met by the shrewd, modern military tactics of Obregón. Constitutionalist victory was complete. Carranza emerged in 1915 as the political leader of Mexico with a victorious army to keep him in that position. Villa retreated north, seemingly into political oblivion. Carranza and the Constitutionalists consolidated their position as the winning faction, with Zapata remaining a threat until his assassination in 1919.
Constitutionalists in power, 1915–1920
Venustiano Carranza promulgated a new constitution on February 5, 1917. The Mexican Constitution of 1917, with significant amendments in the 1990s, still governs Mexico.
On 19 January 1917, a secret message (the Zimmermann Telegram) was sent from the German foreign minister to Mexico proposing joint military action against the United States if war broke out. The offer included material aid to Mexico to reclaim the territory lost during the Mexican–American War, specifically the American states of Texas, New Mexico and Arizona. Carranza's generals told him that Mexico would lose to its much more powerful neighbor. However, Zimmermann's message was intercepted and published, and outraged American opinion, leading to a declaration of war in early April. Carranza then formally rejected the offer, and the threat of war with the US eased.
Carranza was assassinated in 1920 during an internal feud among his former supporters over who would replace him as president.
Consolidation of revolution, 1920-40
Northern revolutionary generals as presidents
Three Sonoran generals of the Constitutionalist Army, Álvaro Obregón, Plutarco Elías Calles, and Adolfo de la Huerta dominated Mexico in the 1920s. Their life experience in Mexico's northwest, described as a "savage pragmatism" was in a sparsely settled region, conflict with Indians, secular rather than religious culture, and independent, commercially oriented ranchers and farmers. This was different from subsistence agriculture of the dense population of the strongly Catholic indigenous and mestizo peasantry of central Mexico. Obregón was the dominant member of the triumvirate, as the best general in the Constitutionalist Army, who had defeated Pancho Villa in battle. However, all three men were skilled politicians and administrators, who had honed their skills in Sonora. There they had "formed their own professional army, patronized and allied themselves with labor unions, and expanded the government authority to promote economic development." Once in power, they scaled this up to the national level.
Obregón presidency, 1920–24
Obregón, Calles, and de la Huerta revolted against Carranza in the Plan of Agua Prieta in 1920. Following the interim presidency of Adolfo de la Huerta, elections were held and Obregón was elected for a four-year presidential term. As well as being the Constitutionalists' most brilliant general, Obregón was a clever politician and successful businessman, farming chickpeas. His government managed to accommodate many elements of Mexican society except the most conservative clergy and big land owners. He was not an ideologue, but was a revolutionary nationalist, holding seemingly contradictory views as a socialist, a capitalist, a Jacobin, a spiritualist, and an Americanopphile. He was able to successfully implement policies emerging from the revolutionary struggle; in particular, the successful policies were: the integration of urban, organized labor into political life via CROM, the improvement of education and Mexican cultural production under José Vasconcelos, the movement of land reform, and the steps taken toward instituting women's civil rights. He faced several main tasks in the presidency, mainly political in nature. First was consolidating state power in the central government and curbing regional strongmen (caudillos); second was obtaining diplomatic recognition from the United States; and third was managing the presidential succession in 1924 when his term of office ended. His administration began constructing what one scholar called "an enlightened despotism, a ruling conviction that the state knew what ought to be done and needed plenary powers to fulfill its mission." After the nearly decade-long violence of the Mexican Revolution, reconstruction in the hands of a strong central government offered stability and a path of renewed modernization.
Obregón knew it was necessary for his regime to secure the recognition of the United States. With the promulgation of the Mexican Constitution of 1917, the Mexican government was empowered to expropriate natural resources. The U.S. had considerable business interests in Mexico, especially oil, and the threat of Mexican economic nationalism to big oil companies meant that diplomatic recognition could hinge on Mexican compromise in implementing the constitution. In 1923 when the Mexican presidential elections were on the horizon, Obregón began negotiating with the U.S. government in earnest, with the two governments signing the Bucareli Treaty. The treaty resolved questions about foreign oil interests in Mexico, largely in favor of U.S. interests, but Obregón's government gained U.S. diplomatic recognition. With that arms and ammunition began flowing to revolutionary armies loyal to Obregón.
Since Obregón had named his fellow Sonoran general, Plutarco Elías Calles, as his successor, Obregón was imposing a "little known nationally and unpopular with many generals," thereby foreclosing the ambitions of fellow revolutionaries, particularly his old comrade Adolfo de la Huerta. De la Huerta staged a serious rebellion against Obregón. But Obregón once again demonstrated his brilliance as a military tactician who now had arms and even air support from the United States to suppress it brutally. Fifty-four former Obregonistas were shot in the event. Vasconcelos resigned from Obregón's cabinet as minister of education.
Although the Constitution of 1917 had even stronger anticlerical articles than the liberal constitution of 1857, Obregón largely sidestepped confrontation with the Roman Catholic Church in Mexico. Since political opposition parties were essentially banned, the Catholic Church "filled the political void and play the part of a substitute opposition."
Calles presidency, 1924–28
The 1924 presidential election was not a demonstration of free and fair elections, but the incumbent Obregón did not stand for re-election, thereby acknowledging that revolutionary principle, and he completed his presidential term still alive, the first since Porfirio Díaz. Candidate Calles embarked on the first populist presidential campaign in the nation's history, as he called for land redistribution and promised equal justice, more education, additional labor rights, and democratic governance. Calles tried to fulfill his promises during his populist phase (1924–26), and then began a repressive anti-Catholic phase (1926–28). Obregón's stance toward the church appears pragmatic, since there were many other issues for him to deal with, but his successor Calles, a vehement anticlerical, took on the church as an institution and religious Catholics when he succeeded to the presidency, bringing about violent, bloody, and protracted conflict known as the Cristero War.
Cristero War (1926–1929)
The Cristero War of 1926 to 1929 was a counter-revolution against the Calles regime set off by his persecution of the Catholic Church in Mexico and specifically the strict enforcement of the anti-clerical provisions of the Mexican Constitution of 1917 and the expansion of further anti-clerical laws.
A number of articles of the 1917 Constitution were at issue: a) Article 5 (outlawing monastic religious orders); b) Article 24 (forbidding public worship outside of church buildings); and c) Article 27 (restricting religious organizations' rights to own property). Finally, Article 130 took away basic civil rights of the clergy: priests and religious leaders were prevented from wearing their habits, were denied the right to vote, and were not permitted to comment on public affairs in the press.
The formal rebellions began early in 1927, with the rebels calling themselves Cristeros because they felt they were fighting for Jesus Christ himself. The laity stepped into the vacuum created by the removal of priests, and in the long run the Church was strengthened. The Cristero War was resolved diplomatically, largely with the help of the U.S. Ambassador, Dwight Whitney Morrow.
The conflict claimed about 90,000 lives: 57,000 on the federal side, 30,000 Cristeros, and civilians and Cristeros killed in anticlerical raids after the war's end. As promised in the diplomatic resolution, the laws considered offensive by the Cristeros remained on the books, but the federal government made no organized attempt to enforce them. Nonetheless, persecution of Catholic priests continued in several localities, fueled by local officials' interpretation of the law.
Maximato and the Formation of the ruling party
After the presidential term of Calles, which ended in 1928, former president Alvaro Obregón won the presidency. However, he was assassinated immediately after the July election and there was a power vacuum. Calles could not immediately stand for election, so there needed to be a solution to the crisis. Revolutionary generals and others in the power elite agreed that congress should appoint an interim president and new elections held in 1928. In his final address to congress on 1 September 1928, President Calles declared the end of strong man rule, a ban on Mexican presidents serving again in that office, and that Mexico was now entering an age of rule by institutions and laws. Congress chose Emilio Portes Gil to serve as interim president.
Calles created a more permanent solution to presidential succession with the founding of the National Revolutionary Party (PNR) in 1929. It was a national party that was a permanent rather than a local and emphemeral institution. Calles became the power behind the presidency in this period, known as the Maximato, named after his title of jefe máximo (maximum leader). The party brought together regional caudillos and integrated labor organizations and peasant leagues in a party that was better able to manage the political process. For the six-year term that Obregón was to serve, three presidents held office, Emilio Portes Gil, Pascual Ortiz Rubio, and Abelardo L. Rodríguez, with Calles the power behind the presidency. In 1934, the PNR chose Calles-supporter Lázaro Cárdenas, a revolutionary general, who had a political power base in Michoacan, as the candidate of the PNR for the Mexican presidency. After an initial period of acquiescence to Calles's role intervening in the presidency, Cárdenas out-maneuvered his former patron and eventually sent him into exile. Cárdenas reformed the PNR structure, resulting in the creation of the PRM (Partido Revolucionario Mexicano), the Mexican Revolutionary Party, which included the army as a party sector. He had convinced most of the remaining revolutionary generals to hand over their personal armies to the Mexican Army; the date of the PRM party's foundation is thus considered by some to be the end of the Revolution. The party was re-structured again in 1946 and renamed the Institutional Revolutionary Party (PRI) and held power continuously until 2000. After its establishment as the ruling party, the PRI monopolized all the political branches: it did not lose a senate seat until 1988 or a gubernatorial race until 1989. It was not until July 2, 2000, that Vicente Fox of the opposition "Alliance for Change" coalition, headed by the National Action Party (PAN), was elected president. His victory ended the PRI's 71-year hold on the presidency. Fox was succeeded by the PAN candidate, Felipe Calderón. In the 2012 elections, the PRI regained the presidency with its candidate Enrique Peña Nieto.
Revitalization of the revolution under Cárdenas
Lázaro Cárdenas was hand-picked by Calles as the successor to the presidency in 1934. Cárdenas managed to unite the different forces in the PRI and set the rules that allowed his party to rule unchallenged for decades to come without internal fights. He nationalized the oil industry (on 18 March 1938), the electricity industry, created the National Polytechnic Institute, and started land reform and the distribution of free textbooks to children. In 1936 he exiled Calles, the last general with dictatorial ambitions, thereby removing the army from power.
On the eve of World War II, the Cárdenas administration (1934–1940) was just stabilizing, and consolidating control over, a Mexican nation that, for decades, had been in revolutionary flux, and Mexicans were beginning to interpret the European battle between the communists and fascists, especially the Spanish Civil War, through their unique revolutionary lens. Whether Mexico would side with the United States was unclear during Lázaro Cárdenas' rule, as he remained neutral. "Capitalists, businessmen, Catholics, and middle-class Mexicans who opposed many of the reforms implemented by the revolutionary government sided with the Spanish Falange" i.e., the fascist movement.
Nazi propagandist Arthur Dietrich and his team of agents in Mexico successfully manipulated editorials and coverage of Europe by paying hefty subsidies to Mexican newspapers, including the widely read dailies Excélsior and El Universal. The situation became even more worrisome for the Allies when major oil companies boycotted Mexican oil following Lázaro Cárdenas' nationalization of the oil industry and expropriation of all corporate oil properties in 1938, which severed Mexico's access to its traditional markets and led Mexico to sell its oil to Germany and Italy.
"Revolution to evolution", 1940-70
Manuel Ávila Camacho presidency and World War II
Manuel Ávila Camacho, Cárdenas's successor, presided over a "bridge" between the revolutionary era and the era of machine politics under PRI that lasted until 2000. Ávila, moving away from nationalistic autarchy, proposed to create a favorable climate for international investment, which had been a policy favored nearly two generations earlier by Madero. Ávila's regime froze wages, repressed strikes, and persecuted dissidents with a law prohibiting the "crime of social dissolution." During this period, the PRI shifted to the right and abandoned much of the radical nationalism of the early Cárdenas era. Miguel Alemán Valdés, Ávila's successor, even had Article 27 amended to protect elite landowners.
Mexico played a relatively minor role militarily in World War Two in terms of sending troops, but there were other opportunities for Mexico to contribute significantly. Relations between Mexico and the U.S. had been warming in the 1930s, particularly after U.S. President Franklin Delano Roosevelt implemented the Good Neighbor Policy toward Latin American countries. Even before the outbreak of hostilities between the Axis and Allied powers, Mexico aligned itself firmly with the United States, initially as a proponent of "belligerent neutrality" which the U.S. followed prior to the Pearl Harbor attack in December 1941. Mexico sanctioned businesses and individuals identified by the U.S. government as being supporters of the Axis powers; in August 1941, Mexico broke off economic ties with Germany, then recalled its diplomats from Germany, and closed the German consulates in Mexico. The Confederation of Mexican Workers (CTM) and the Confederation of Mexican Peasants (CNC) staged massive rallies in support of the government. Immediately following the Japanese attack on Pearl Harbor on December 7, 1941, Mexico went on a war footing.
Mexico's biggest contributions to the war effort were in vital war materiel and labor, particularly the Bracero Program, a guest-worker program in the U.S. freeing men there to fight in the European and Pacific theaters of War. There was heavy demand for its exports, which created a degree of prosperity. A Mexican atomic scientist, José Rafael Bejarano, worked on the secret Manhattan Project that developed the atomic bomb.
In Mexico and throughout Latin America, Franklin Roosevelt's "Good Neighbor Policy" was necessary at such a delicate time. Much work had already been accomplished between the U.S. and Mexico to create more harmonious relations between the two countries, including the settlement of U.S. citizen claims against the Mexican government, initially and ineffectively negotiated by the binational American-Mexican Claims Commission, but then in direct bilateral negotiations between the two governments. The U.S. had not intervened on behalf of U.S. oil companies when the Mexican government expropriated foreign oil in 1938, allowing Mexico to assert its economic sovereignty but also benefiting the U.S. by easing antagonism in Mexico. The Good Neighbor Policy led to the Douglas-Weichers Agreement in June 1941 that secured Mexican oil only for the United States, and the Global Settlement in November 1941 that ended oil company demands on generous terms for the Mexicans, an example of the U.S. putting national security concerns over the interests of U.S. oil companies. When it became clear in other parts of Latin America that the U.S. and Mexico had substantially resolved their differences, the other Latin American countries were more amenable to support the U.S. and Allied effort against the Axis.
Following losses of oil ships in the Gulf (the Potrero del Llano and Faja de Oro) to German submarines (U-564 and U-106 respectively) the Mexican government declared war on the Axis powers on May 30, 1942.
This group consisted of more than 300 volunteers, who had trained in the United States to fight against Japan. The Escuadrón 201 was the first Mexican military unit trained for overseas combat, and fought during the liberation of the Philippines, working with the U.S. Fifth Air Force in the last year of the war.
Although most Latin American countries eventually entered the war on the Allies' side, Mexico and Brazil were the only Latin American nations that sent troops to fight overseas during World War II.
Economic "miracle" (1940–1970)
During the next four decades, Mexico experienced impressive economic growth (albeit from a low baseline), an achievement historians call "El Milagro Mexicano", the Mexican Miracle. A key component of this phenomenon was the achievement of political stability, which since the founding of the dominant party, has insured stable presidential succession and control of potentially dissident labor and peasant sections through participation in the party structure. In 1938, Lázaro Cárdenas used Article 27 of the Constitution of 1917, which gave subsoil rights to the Mexican government, to expropriate foreign oil companies. It was a popular move, but it did not generate further major expropriations. With Cárdenas's hand-picked successor, Manuel Avila Camacho, Mexico moved closer to the U.S., as an ally in World War II. This alliance brought significant economic gains to Mexico. By supplying raw and finished war materials to the Allies, Mexico built up significant assets that in the post-war period could be translated into sustained growth and industrialization. After 1946, the government took a rightward turn under President Miguel Alemán, who repudiated policies of previous presidents. Mexico pursued industrial development, through import substitution industrialization and tariffs against foreign imports. Mexican industrialists, including a group in Monterrey, Nuevo León as well as wealthy businessmen in Mexico City joined Alemán's coalition. Alemán tamed the labor movement in favor of policies supporting industrialists.
Financing industrialization came from private entrepreneurs, such as the Monterrey group, but the government funded a significant amount through its development bank, Nacional Financiera. Foreign capital through direct investment was another source of funding for industrialization, much of it from the United States. Government policies transferred economic benefits from the countryside to the city by keeping agricultural artificially prices low, which made food cheap from city-dwelling industrial workers and other urban consumers. Commercial agriculture expanded with the growth of exports to the U.S. of high value fruits and vegetables, with rural credit going to large producers, not peasant agriculture. In particular, the creation of high yield seeds developed with the funding of the Rockefeller Foundation became what is known as the Green Revolution aimed at expanding commercially oriented, highly mechanized`agribusiness.
The Mexico–Guatemala conflict was an armed conflict between the Latin American countries of Mexico and Guatemala, in which civilian fishing boats were fired upon by the Guatemalan Air Force. Hostilities were set in motion by the installation of Miguel Ydígoras as President of Guatemala on March 2, 1958.
Economic crisis (1970–1994)
Although PRI administrations achieved economic growth and relative prosperity for almost three decades after World War II, the party's management of the economy led to several crises. Political unrest grew in the late 1960s, culminating in the Tlatelolco massacre in 1968. Economic crises swept the country in 1976 and 1982, leading to the nationalization of Mexico's banks, which were blamed for the economic problems (La Década Perdida).
On both occasions, the Mexican peso was devalued, and, until 2000, it was normal to expect a big devaluation and recession at the end of each presidential term. The "December Mistake" crisis threw Mexico into economic turmoil—the worst recession in over half a century.
Earthquake of 1985
On 19 September 1985, an earthquake (8.1 on the Richter scale) struck Michoacán, inflicting severe damage on Mexico City. Estimates of the number of dead range from 6,500 to 30,000. Public anger at the PRI's mishandling of relief efforts combined with the ongoing economic crisis led to a substantial weakening of the PRI. As a result, for the first time since the 1930s, the PRI began to face serious electoral challenges.
Changing political landscape 1970–1990
A phenomenon of the 1980s was the growth of organized political opposition to de facto one-party rule by the PRI. The National Action Party (Mexico), founded in 1939 and until the 1980s a marginal political party and not a serious contender for power, began to gain voters, particularly in Mexico's north. They made gains in local elections initially, but in 1986 the PAN candidate for the governorship of Chihuahua had a good chance of winning. The Catholic Church was constitutionally forbidden from participating in electoral politics, but the archbishop urged voters not to abstain from the elections. The PRI intervened and upended what would likely have been a victory for the PRI. Although the PRI's candidate became governor, the widespread perception of electoral fraud, criticism by the archbishop of Chihuahua, and a more mobilized electorate made the victory costly to the PRI.
1988 Presidential election
The Mexican general election, 1988 was extremely important in Mexican history. The PRI's candidate, Carlos Salinas de Gortari, an economist who was educated at Harvard, had never held an elected office, and who was a technocrat with no direct link to the legacy of the Mexican Revolution even through his family. Rather than toe the party line, Cuauhtemoc Cárdenas, the son of former President Lázaro Cárdenas, broke with the PRI and ran as a candidate of the Democratic Current, later forming into the Party of Democratic Revolution (PRD). The PAN candidate Manuel Clouthier ran a clean campaign in long-standing pattern of the party.
The election was marked by irregularities on a massive scale. The Ministry of the Interior (Gobernación) controlled the electoral process, which meant in practice that the PRI controlled it. During the vote count, the government computers were said to have crashed, something the government called "a breakdown of the system". One observer said, "For the ordinary citizen, it was not the computer network but the Mexican political system that had crashed." When the computers were said to be running again after a considerable delay, the election results they recorded were an extremely narrow victory for Salinas (50.7%), Cárdenas (31.1%), and Clouthier (16.8%). Cárdenas was widely seen to have won the election, but Salinas was declared the winner. There might have been violence in the wake of such fraudulent results, but Cárdenas did not call for it, "sparing the country a possible civil war." Years later, former Mexican President Miguel de la Madrid (1982–88) was quoted in the New York Times that the results were indeed fraudulent.
NAFTA and economic resurgence (1994–present)
Mexico has a free market economy that recently entered the trillion-dollar class. It contains a mixture of modern and outmoded industry and agriculture, increasingly dominated by the private sector. Recent administrations have expanded competition in sea ports, railroads, telecommunications, electricity generation, natural gas distribution, and airports.
Per capita income is one-quarter that of the United States; income distribution remains highly unequal. Trade with the United States and Canada has tripled since the implementation of NAFTA. Mexico has free-trade agreements with more than 40 countries, governing 90% of its foreign commerce.
President Ernesto Zedillo (1994–2000)
In 1995, President Ernesto Zedillo faced the "December Mistake" crisis, triggered by a sudden devaluation of the peso. There were public demonstrations in Mexico City and a constant military presence after the 1994 rising of the Zapatista Army of National Liberation in Chiapas.
The United States intervened rapidly to stem the economic crisis, first by buying pesos in the open market, and then by granting assistance in the form of $50 billion in loan guarantees. The peso stabilized at 6 pesos per dollar. By 1996, the economy was growing, and in 1997, Mexico repaid, ahead of schedule, all U.S. Treasury loans.
Zedillo oversaw political and electoral reforms that reduced the PRI's hold on power. After the 1988 election, which was strongly disputed and arguably lost by the government, the IFE (Instituto Federal Electoral – Federal Electoral Institute) was created in the early 1990s. Run by ordinary citizens, the IFE oversees elections with the aim of ensuring that they are conducted legally and impartially.
End of PRI rule in 2000
Accused many times of blatant fraud, the PRI held almost all public offices until the end of the 20th century. Not until the 1980s did the PRI lose its first state governorship, an event that marked the beginning of the party's loss of hegemony.
President Vicente Fox Quesada (2000–2006)
Emphasizing the need to upgrade infrastructure, modernize the tax system and labor laws, integrate with the U.S. economy, and allow private investment in the energy sector, Vicente Fox Quesada, the candidate of the National Action Party (PAN), was elected the 69th president of Mexico on 2 July 2000, ending PRI's 71-year-long control of the office. Though Fox's victory was due in part to popular discontent with decades of unchallenged PRI hegemony, also, Fox's opponent, president Zedillo, conceded defeat on the night of the election—a first in Mexican history. A further sign of the quickening of Mexican democracy was the fact that PAN failed to win a majority in both chambers of Congress—a situation that prevented Fox from implementing his reform pledges. Nonetheless, the transfer of power in 2000 was quick and peaceful.
Fox was a very strong candidate, but an ineffective president who was weakened by PAN's minority status in Congress. Historian Philip Russell summarizes the strengths and weaknesses of Fox as president:
- Marketed on television, Fox made a far better candidate than he did president. He failed to take charge and provide cabinet leadership, failed to set priorities, and turned a blind eye to alliance building....By 2006, as political scientist Soledad Loaeza noted, "the eager candidate became a reluctant president who avoided tough choices and appeared hesitant and unable to hide the weariness caused by the responsibilities and constraints of the office." ...He had little success in fighting crime. Even though he maintained the macroeconomic stability inherited from his predecessor, economic growth barely exceeded the rate of population increase. Similarly, the lack of fiscal reform left tax collection at a rate similar to that of Haiti....Finally, during Fox's administration, only 1.4 million formal-sector jobs were created, leading to massive immigration to the United States and an explosive increase in informal employment.
President Felipe Calderón Hinojosa (2006–2012)
President Felipe Calderón Hinojosa (PAN) took office after one of the most hotly contested elections in recent Mexican history; Calderón won by such a small margin (.56% or 233,831 votes.) that the runner-up, Andrés Manuel López Obrador of the leftist Party of the Democratic Revolution (PRD) contested the results.
Calderón's government also ordered massive raids on drug cartels upon assuming office in December 2006 in response to an increasingly deadly spate of violence in his home state of Michoacán. The decision to intensify drug enforcement operations has led to an ongoing conflict between the federal government and the Mexican drug cartels.
President Enrique Peña Nieto (2012–2018)
On July 1, 2012, Enrique Peña Nieto was elected president of Mexico with 38% of the vote. He is a former governor of the state of Mexico and a member of the PRI. His election returned the PRI to power after 12 years of PAN rule. He was officially sworn into office on December 1, 2012.
The Pacto por México was a cross party alliance that called for the accomplishment of 95 goals. It was signed on 2 December 2012 by the leaders of the three main political parties in Chapultepec Castle. The Pact has been lauded by international pundits as an example for solving political gridlock and for effectively passing institutional reforms. Among other legislation, it called for education reform, banking reform, fiscal reform and telecommunications reform, all of which were eventually passed. Most importantly the Pact wanted a revaluation of PEMEX. This ultimately resulted in the dissolution of the agreement when in December 2013 the center-left PRD refused to collaborate with the legislation penned by the center-right PAN and PRI that ended PEMEX's monopoly and allowed for foreign investment in Mexico's oil industry.
Mexico is a major transit and drug-producing nation: an estimated 90% of the cocaine smuggled into the United States every year moves through Mexico. Fueled by the increasing demand for drugs in the United States, the country has become a major supplier of heroin, producer and distributor of MDMA, and the largest foreign supplier of cannabis and methamphetamine to the U.S.'s market. Major drug syndicates control the majority of drug trafficking in the country, and Mexico is a significant money-laundering center.
After the Federal Assault Weapons Ban expired on September 13, 2004 in the United States, the Mexican President Calderon Hinojosa decided to use brute force to combat some drug lords and in 2007 started a major escalation on the Mexican Drug War. Mexican drug lords found it easy to buy assault weapons in the United States. The result is that drug cartels have now both more gun power, and more manpower due to the high unemployment in Mexico.
Drug cultivation has increased too: Cultivation of opium poppy in 2007 rose to 17,050 acres (69.0 km2), yielding a potential production of 19.84 tons of pure heroin or 55.12 tons of "black tar" heroin. Black tar is the dominant form of Mexican heroin consumed in the western United States. Marijuana cultivation increased to 21,992 acres (89.00 km2) in 2007, yielding a potential production of 17,416.52 tons.
The Mexican government conducts the largest independent illicit-crop eradication program in the world, but Mexico continues to be the primary transshipment point for U.S.-bound cocaine from South America.
- Index of Mexico-related articles
- Spanish empire
- New Spain
- Martín Cortés (son of Malinche)
- Historiography of Colonial Spanish America
- Economic history of Mexico
- History of Roman Catholicism in Mexico
- Mexico–United States relations
- List of Presidents of Mexico
- List of wars involving Mexico
- Military History of Mexico
- Plans in Mexican history
- Politics of Mexico
- "Oldest American skull found", CNN, December 3, 2002
- Ida Altman, Sarah Cline, and Javier Pescador, The Early History of Greater Mexico, Pearson 2003: pp. 9–14.
- Bakalar, Nicholas (2006-01-05). "Earliest Maya Writing Found in Guatemala, Researchers Say". National Geographic Society. Retrieved 2009-04-18.
- Paul R. Renne; et al. (2005). "Geochronology: Age of Mexican ash with alleged 'footprints'". Nature. 438 (7068): E7–E8. Bibcode:2005Natur.438E...7R. doi:10.1038/nature04425. PMID 16319838.
- "Native Americans". Encarta. Archived from the original on 2009-11-01.
- Matsuoka, Yoshihiro; Vigouroux, Yves; Goodman, Major M.; G, Jesus Sanchez; Buckler, Edward; Doebley, John (2002-04-30). "A single domestication for maize shown by multilocus microsatellite genotyping". Proceedings of the National Academy of Sciences. 99 (9): 6080–6084. Bibcode:2002PNAS...99.6080M. doi:10.1073/pnas.052125199. ISSN 0027-8424. PMC 122905. PMID 11983901.
- "Religion in Pre Columbian Mesoamerica". Archived from the original on 25 November 2014. Retrieved 23 March 2015.
- "Ancient Scripts: Mesoamerican Writing Systems". Archived from the original on 16 November 2006. Retrieved 23 March 2015.
- Ancient Mexico and Central America
- "Teotihuacan". Heilbrunn Timeline of Art History. The Metropolitan Museum of Art.
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- Krauze, Enrique. Mexico: biography of power: a history of modern Mexico, 1810–1996 (HarperCollinsPublishers, 1997)
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Primary sources and readers
- Jaffary, Nora E.. et al. eds. Mexican History: A Primary Source Reader (2009) 480pp
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Prehistory and Pre-Columbian civilizations
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- Berdan, Frances. The Aztecs of Central Mexico: An Imperial Society Holt, Rinehart and Winston (1982)
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- Codex Mendoza
- Coe, Michael. Mexico: From the Olmecs to the Aztecs. Thames & Hudson. 2004. 5th edition. ISBN 0-500-28346-X.
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The Colonial era
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- Conway, Richard. "The Environmental History of Colonial Mexico." History Compass 15.7 (2017). DOI: 10.1111/hic3.12388
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- Kubler, George. Mexican Architecture in the Sixteenth Century Yale University Press (1948)
- Lockhart, James. The Nahuas After the Conquest Stanford University Press (1992)
- Ouweneel, Arij. An Ecological Interpretation of Crisis and Development in Central Mexico, 1730–1800 (1996)
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- Ricard, Robert. The Spiritual Conquest of Mexico University of California Press (1966)
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Mexican Independence and the 19th century (1807–1910)
- Anna, Timothy. The Fall of Royal Government in Mexico City University of Nebraska Press (1978)
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- Hale, Charles A. Mexican Liberalism in the Age of Mora, 1821–53. Yale University Press (1968)
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- Hamnett, Brian R. Juarez (1994)
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- Scholes, Walter V. Mexican Politics during the Juárez Regime 1855–1872 (University of Missouri Press, 1957)
- Sinkin, Richard N. The Mexican Reform, 1856–1876:A Study in Liberal Nation-Building (University of Texas Press, 1979)
- Stevens, Donald Fithian. Origins of Instability in Early Republican Mexico. Duke University Press 1991. ISBN 0822311364
- Tenenbaum, Barbara. The Politics of Penury: Debts and Taxes in Mexico, 1821–1856 University of New Mexico Press (1986)
- Tutino, John. From Insurrection to Revolution in Mexico: Social bases to agrarian violence, 1750–1940 Princeton University Press (1986)
- Van Young, Eric. The Other Rebellion : popular violence, ideology, and the Mexican struggle for independence, 1810 1821 Stanford University Press (2001)
- Raat, W. Dirk, ed. Mexico: From Independence to Revolution, 1810–1910 (1982), 308pp; 26 scholarly articles & primary documents
- Golland, David Hamilton. "Recent Works on the Mexican Revolution." Estudios Interdisciplinarios de América Latina y el Caribe 16.1 (2014).
- Gonzales, Michael J. The Mexican Revolution, 1910–1940 (2002)
- Hart, John Mason. Empire and Revolution: The Americans in Mexico Since the Civil War. Berkeley and Los Angeles: University of California Press 2002.
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- Knight, Alan. The Mexican Revolution, Volume 1: Porfirians, Liberals, and Peasants (1990); The Mexican Revolution, Volume 2: Counter-revolution and Reconstruction (1990); a standard scholarly history
- Knight, Alan. "The Mexican Revolution: Bourgeois? Nationalist? Or Just a 'Great Rebellion'?" Bulletin of Latin American Research (1985) 4#2 pp. 1–37 in JTSOR
- O'Malley, Ilene V. The Myth of the Revolution: Hero Cults and the Institutionalization of the Mexican State, 1920–1940 (1986)
- Richmond, Douglas W. and Sam W. Haynes. The Mexican Revolution: Conflict and Consolidation, 1910–1940 (2013)
- Ruiz, Ramón Eduardo. The Great Rebellion: Mexico, 1905–1924 (1980).
- Snodgrass, Michael. Deference and Defiance in Monterrey: Workers, Paternalism, and Revolution in Mexico, 1890–1950. (Cambridge University Press, 2003) ISBN 0-521-81189-9.
- Tenorio-Trillo, Mauricio. I Speak of the City: Mexico City at the Turn of the Twentieth Century. Chicago: University of California 2012.
- Vaughan, Mary Kay. Cultural Politics in Revolution: Teachers, Peasants, and Schools in Mexico, 1930–1940. Tucson: University of Arizona Press 1997.
- Womack, John. Zapata and the Mexican Revolution (1968)
- Alegre, Robert F. Railroad radicals in Cold War Mexico: Gender, class, and memory. Lincoln: University of Nebraska Press, 
- Bratzel, John, et al. eds. Latin America during World War II (2006) ch 2
- Camp, Roderic Ai. Politics in Mexico: The Democratic Consolidation (5th ed. 2006)
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- Dent, David W. Encyclopedia of Modern Mexico (2002); since 1940; 376pp
- Hamilton, Nora. Mexico, Political Social and Economic Evolution (2011)
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Historiography and memory
- Benjamin, Thomas; Ocasio-Meléndez, Marcial (1984). "Organizing the Memory of Modern Mexico: Porfirian Historiography in Perspective, 1880s–1980s". Hispanic American Historical Review. 64 (2): 323–364. JSTOR 2514524.
- Boyer, Christopher R., ed. Land between Waters: Environmental Histories of Modern Mexico (U. of Arizona Press, 2012). 328 pp. online review
- Brienen, Rebecca P., and Margaret A. Jackson, es. Invasion and Transformation: Interdisciplinary Perspectives on the Conquest of Mexico (2008)
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- Cox, Edward Godfrey (1938). "Mexico". Reference Guide to the Literature of Travel. 2: New World. Seattle: University of Washington – via Hathi Trust.
- Garrigan, Shelley E. Collecting Mexico: Museums, Monuments, and the Creation of National Identity(University of Minnesota Press; 2012) 233 pages; scholarly analysis of Mexico's self-image, 1867–1910, using public monuments, fine-arts collecting, museums, and Mexico's representation at the Paris world's fair
- Golland, David Hamilton. "Recent Works on the Mexican Revolution." Estudios Interdisciplinarios de América Latina y el Caribe 16.1 (2014).
- Knight, Alan (2006). "Patterns and Prescriptions in Mexican Historiography". Bulletin of Latin American Research. 25 (3): 340–366. doi:10.1111/j.0261-3050.2006.00202.x.
- Knight, Alan (1985). "The Mexican Revolution: Bourgeois? Nationalist? Or Just a 'Great Rebellion'?". Bulletin of Latin American Research. 4 (2): 1–37. JSTOR 3338313.
- Krauze, Enrique. Mexico: Biography of Power. Harper Perennial (1998)
- Lomnitz, Claudio. Deep Mexico, Silent Mexico: An Anthropology of Nationalism (University of Minnesota Press 2001)
- Pick, Zuzana M. Constructing the Image of the Mexican Revolution: Cinema and the Archive (University of Texas Press, 2011) online review
- Troyan, Bret. "Mexico" in Kelly Boyd, ed (1999). Encyclopedia of Historians and Historical Writing vol 2. Taylor & Francis. pp. 806–8. ISBN 978-1-884964-33-6.
- Young, Eric Van. Writing Mexican History (Stanford University Press; 2012)
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- "Historical Text Archive" 160 articles by scholars
- Hernán Cortés: Página de relación
- Brown University Library: Three for Three Million –-Information about the Paul R. Dupee Jr. '65 Mexican History Collection in the John Hay Library, including maps and photos of books.
- Economic Struggles of the 80s from the Dean Peter Krogh Foreign Affairs Digital Archives
- Embattled Country from the Dean Peter Krogh Foreign Affairs Digital Archives
- Old Mexico: Vintage Photos – slideshow by Life magazine
- Mexico: From Empire to Revolution –-Photographs from the Getty Research Institute's collections exploring Mexican history and culture though images produced between 1857 and 1923.
- A Continent Divided: The U.S.-Mexico War, Center for Greater Southwestern Studies, the University of Texas at Arlington
- US-Mexican War –-U.S. political context and overview of the military campaign that ended with the Treaty of Guadalupe Hidalgo, 1816–1848. Provides links to U.S. military sources.
- Civilizations in America –- An overview of Mexican civilization.
- Time Line of Mexican History –- A Pre-Columbian History timeline and a timeline of Mexico after the arrival of the Spanish.
- History of Mexico at The History Channel
- C.M. Mayo's blog for researchers of Mexico's Second Empire, a period also known as the French Intervention
- Latin American Network Information Center. "Mexico: History". USA: University of Texas at Austin.