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    Presentation

    Does pension regulation prevent investment in infrastructure? A focus in Latin America

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    Infraestructures . Pensions & Infrastructures. PF’s Financial Regime. Analysis & Conclusions.

    Units:
    Geographies:Latin America
    Topics:Financial Inclusion

    Available in English

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    Global | An improvement is not yet clear

    By , , , ,

    Downward pressures on global growth seem to have diminished in Q3, but incoming data so far has failed to show a strengthening recovery. Consumption remains the main driver, with incipient signs of improvement in trade that need to be confirmed, while the industrial recovery fails to gain momentum.

    Units:
    Geographies:Global
    Topics:Economic Analysis

    Available in English

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    U.S. | Interpreting the Fedspeak: text analysis on FOMC statements

    By

    Sentiments in FOMC statements can be used to analyze monetary policymaking. The peak of the uncertain sentiment precedes the Great Recession, making it a potential indicator for the worst scenario. Sentiments in the statements are significantly correlated with VIX and yield spread

    Units:
    Geographies:USA
    Topics:Economic Analysis Central Banks

    Available in English

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    Banxico is likely to hike its policy rate on Sep 29

    By ,

    In our view the FX Commission should intervene to lower the incentives of shorting the MXN

    Units:
    Geographies:Mexico
    Topics:Central Banks

    Available in Spanish, English

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    Portugal: weak growth during 2Q16 and forecasts revised downwards

    By ,

    The Portuguese economy grew by 0.3% QoQ in 2Q16, broadly in line with projections and fulfilling expectations of a slowdown in private consumption and a boost to exports. Available data allow us to envisage growth in 3T16 holding at around 0.3%.

    Units:
    Geographies:Portugal
    Topics:Economic Analysis

    Available in Portuguese (Portugal), Spanish, English

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    Outlook

    Banking Outlook. September 2016

    By

    Trends and developments in the Spanish banking sector. Real estate exposure of the Spanish banking system. Analysis of impaired assets in Europe. European stress test: large differences by country. Implementation and effects of the regulatory reform. Open banking

    Units:
    Geographies:Spain Europe
    Topics:Banks

    Available in Spanish, English

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    Digital Context Pacific Alliance. September 2016

    By

    The Pacific Alliance (PA) has a high position regarding Internet contents compared to LATAM. However, it has an improvement margin in terms of Internet affordability. Chile registers an advantageous position in all dimensions of the digitization index among the PA members. The home is the main place to access the Internet, although its importance varies between countries.

    Units:
    Geographies:Latin America
    Topics:Financial Inclusion

    Available in Spanish, English

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    U.S. | Weekly podcast: FOMC decision, personal income and consumption

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    Weekly economic update focusing on the data to be released the week of September 26, 2016. Special topic: FOMC September meeting decision

    Units:
    Geographies:USA
    Topics:Economic Analysis

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    Outlook

    Castile-La Mancha Economic Outlook

    By

    The economy of Castile-La Mancha will grow about 3.3% in 2016, but will slow to a 2.4% in 2017, creating around 42,000 new jobs during this two-year period. Internal demand drives the recovery, supported by exports, which are gaining momentum. Creating more and better employment continues to be the challenge.

    Units:
    Geographies:Castile-La Mancha Spain
    Topics:Regional Analysis Economic Analysis

    Available in Spanish

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    FOMC Statement: September 20-21th Meeting

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    Despite uptick in number of dissenters FOMC remains on course for December. FOMC postpones rate hike, but opens door for increases in 2016. Projections and dissents underlie growing divergence of opinions of “new normal”. Minutes will shed light on pace of normalization, but December remains target for next hike

    Units:
    Geographies:USA
    Topics:Central Banks

    Available in Spanish, English

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    South China Sea: Stable but tenacious waters

    By , ,

    It’s been over two months since The Hague ruled that China does not have historic rights to the South China Sea. Tensions will continue to escalate further before a bilateral agreement is met, as other players step into the scene. Upside risks remain, particularly in neighboring countries.

    Units:
    Geographies:Asia
    Topics:Regional Analysis Geostrategy

    Available in English

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    Outlook

    Peru Economic Outlook. Third Quarter 2016

    By , , , , ,

    We stand by our GDP growth forecasts for the Peruvian economy of 3.6% in 2016 and 4.3% in 2017. Higher mining production and the implementation of large-scale infrastructure works will shore up the growth in GDP over the next few quarters.

    Units:
    Geographies:Latin America Peru
    Topics:Economic Analysis

    Available in Spanish, English

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    Eurozone | Economic Watch – September

    By , , ,

    Economic recovery should continue in 3Q16 but at slower pace. Our estimates suggest quarterly GDP growth to decelerate slightly to +0.2% QoQ in 3Q16 -after a +0.3% QoQ figure in 2Q16-, in the back of still weak investment and lower contribution from net exports. Private consumption should remain as the main driver for GDP growth.

    Units:
    Geographies:Europe
    Topics:Economic Analysis

    Available in Spanish, English

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    Mexico | Our take on the MXN

    By ,

    The MXN’s rough ride may well calm somewhat after the US election, but the external balance points to continued underperformance in 2017

    Units:
    Geographies:Mexico
    Topics:Economic Analysis

    Available in Spanish, English

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    Rising Libor is due to repricing and not distress

    By ,

    Libor rate rise pushed by regulation driven structural changes in the U.S. money market. The spill-over effects in other regions have not been huge. However, hereinafter, international markets have to get used to more expensive financing in USD, which poses an additional risk for bank´s profitability in the current context of ultra-low interest rates

    Units:
    Geographies:Global USA
    Topics:Financial scenarios

    Available in Spanish, English

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    Multimedia

    U.S. | Weekly podcast: Housing market trends, starts and sales

    By

    Weekly economic update focusing on the data to be released the week of September 19, 2016. Special topic: Overall housing market trends

    Units:
    Geographies:USA
    Topics:Economic Analysis Real Estate

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    Colombia | The Colombian economy is adjusting in a challenging scenario

    By

    Short presentation for the webinar Agro-industry perspectives in Colombia. Short and medium term GDP growth. inflation, exchange rate, leading economic sectors.

    Units:
    Geographies:Colombia
    Topics:Economic Analysis

    Available in Spanish

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    Mexico | Monthly Report on Banking and the Financial System. September 2016

    By , , , , , ,

    The most recent inflation report from the Bank of Mexico notes that savings and external financing have slowed, in favour of more dynamic domestic sources. Mexico Bank indicators show the recovery of the credit card portfolio, although with less dynamism than other segments of consumer credit. Bank of Mexico updates auto loan indicators

    Units:
    Geographies:Mexico
    Topics:Banks

    Available in Spanish, English

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    Presentation "Spain Economic Outlook. Third quarter 2016"

    By

    In Spain, positive bias is confirmed for 2016, but new elements in the scenario compel to reduce 2017 growth foresight.

    Units:
    Geographies:Spain
    Topics:Economic Analysis

    Available in Spanish, English

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    China | Economic activities stopped dropping but growth headwinds are still ahead

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    China’s August activity indicators came out today, most of which are better than the market expectations and the previous month readings. Our MICA model forecast for Q3 GDP is 6.7%. Altogether, economic activities seems reverting from the significant drop of the previous month, but growth headwinds are still ahead, as investment remains a main drag on growth.

    Units:
    Geographies:Asia China
    Topics:Economic Analysis Regional Analysis

    Available in English

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