BBVA Research

Our most recent publications

November 13, 2019

Market Comment | Concerns over a trade war escalation weigh on market risk sentiment

Risk-off mood resurfaced in financial markets on the back of fresh trade worries and mounting social unrest in Hong Kong and Latin America. In Europe, Spain’s left-wing coalition still faces some hurdles.

November 12, 2019

Banxico will continue their rate cut cycle with a larger 50bp rate cut on Thursday

A 50bp rate cut would mark the beginning of a long overdue easing cycle.

November 12, 2019

Market Comment | All eyes on today’s Trump speech at the Economic Club of New York

Markets were quiet awaiting new trade developments as the U.S.-China tariffs rollback remains uncertain. Investors will watch U.S. President Trump’s speech at the New York Economic Club closely today, in which trade talks with China may be addressed.

November 12, 2019

Global Funds Outlook | Fourth Quarter 2019

We expect ongoing easing in global uncertainties, and policy support to sustain flows into EMs, mainly those implementing ‘sound’ policies and with stable currencies. However, concerns over underlying vulnerabilities and the potential for further bouts of cross asset volatility will restrain a sharp recovery in EM inflows.

November 11, 2019

U.S. Repo Market Tracker. November 11, 2019

Repo Rates: Slight increase in average daily intervention to $86bn as Fed conducts small operation exercises on its desk to test its operational readiness. Fed Balance Sheet: Total assets reach $4.08tn, the highest amount since January 2019.

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