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The BBVA Research Big Data Consumption Indicator (BDCI) fell (-)2.0% MaM in April, with real figures adjusted for seasonality

GDP contracted 0.3% YoY in March. This result was influenced by the fact that some activities were affected by two fewer days of productive activity given that Easter was scheduled on March 28 and 29 in 2024, while in 2023 it was celebrated on April 6 and 7. This effect will be reversed next month.

The GDP grew by 0.7% YoY in the first quarter. The growth slowed down, with March being the month with the least activity among the three months. Domestic demand was the main source of the low growth. The performance of fixed investment and the…

The key point remains to be suppressing consumption since the slow-down in domestic demand is still limited and aggregate demand remains stronger than supply. We eliminate our previous downward bias on 2024 GDP forecast (3.5%) and get ready to …

Monthly inflation had not reached values below 10% since October 2023; monthly core inflation (6.3% m/m, 292% y/y) was the lowest in 15 months, and is the key variable to monitor to measure the pace of disinflation in a context of correction of…

The CBRT signals to remain tight as long as needed, while new fiscal measures signal that the policy mix will be more coordinated. Considering the lagged impact of policies, we believe macro-prudential measures to contain still solid consumption would be needed.

The GDP of the Valencian Community could increase by 2.1% in 2024 and 2.0% in 2025, which would allow the creation of 103,000 new jobs in the region in the biennium.

According to BBVA credit card data, the first months of the year have been characterized by a slowdown in the growth of tourist spending in Spain compared to the last months of 2023, weighed down by the decline in consumption by Spaniards and d…

Fights between Israel and Hamas continue. Putin reshuffled top defense positions. Trump goes ahead on most US Presidential polls.

We summarize China’s Balance of Payments situation in 2023 post-pandemic time and compare it with the pandemic time; we also predict its trend in 2024.

FDI in Energy between 2006 to 2023, presented peak levels between 2013 to 2018, with 55.3% of investment in this period which coincide to regulatory changes that allowed private participation. The same has plummeted between 2019 and 2023, being 50.1% lower if compared against the period from 2013 to 2017.

We present a summary and analysis of the most relevant developments and publications in Mexico's financial regulatory landscape.

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