Filter all of our publications to find the ones about the geography you are most interested in.
Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
GDP growth forecasts have been revised upwards by 0.4 percentage points for 2024 to reach 2.9%, and by 0.3 pp for 2025 to reach 2.4%. This is due to statistical revisions of historical data, recent developments more favorable than expected, and improved estimates of external and internal demand contributions.
Despite uncertainty and high interest rates, investment remains strong in countries like the U.S. and France, especially in intellectual property and ICT, but not in Spain, Canada, and most emerging markets. GDP growth remains key, but digitalization and climate transition policies will drive future investment.
Restrictive monetary policy and tight financial conditions lead output gap to turn into negative in 3Q24. Fiscal consolidation is projected for 2025, which could provide room for a gradual monetary easing. Overall, the policy mix will become mo…
Growth and inflation moderate; we estimate that a continuous cycle of rate cuts has begun. We revised downward the economic growth forecast for 2024 and 2025 given the weakening of domestic demand.
GDP will grow 2.9% this year and 2.7% in 2025. Private spending will gain traction in the coming quarters, supported by more favourable financial conditions, the impact of private pension funds withdrawals, and the beginning of construction of …
The Chinese economy is experiencing structural rebalancing amid deep real estate adjustment. Due to the large-scale stimulus package, we believe the economy will bottom out in the near future.
The government maintains a firm commitment to fiscal balance while upholding a "zero monetary issuance" policy for all items arising from the public sector. The slowdown in inflation has stalled since May, remaining around 4% monthly, and economic activity shows signs that the recession may have ended in Q2 2024.
Domestic demand will lead Colombia’s economic recovery, driven by improved financial conditions that will strengthen consumption and investment. This will provide a significant boost to sectors such as manufacturing and retail. In the long run,…
Filter all of our publications to find the ones about the geography you are most interested in.
Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
GDP growth forecasts have been revised upwards by 0.4 percentage points for 2024 to reach 2.9%, and by 0.3 pp for 2025 to reach 2.4%. This is due to statistical revisions of historical data, recent developments more favorable than expected, and improved estimates of external and internal demand contributions.
With less than a month to go before world leaders convene in Azerbaijan for COP29, a pivotal topic has emerged at the core of the upcoming negotiations: finance.
In its October meeting, the Board of the Central Bank decided to maintain the policy rate at 5.25%, surprising the consensus that had anticipated a further 25-basis-point cut. The monetary policy stance, understood as the ex-ante real reference…
Domestic demand is driving Colombia's economic recovery, with GDP projected to grow by 2.0% in 2024 and up to 3.5% by 2026. Investment and consumption, particularly in durable goods, will fuel growth, while inflation and interest rates continue…
The weekly growth of FX-adjusted credits decelerated in the first week of October from 1% to 0.4% due to both consumer and commercial credits in the overall sector. The upward move in total credits’ both 4 week and 13w trend rates imply though …
