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May 18, 2021

Peru | Positive GDP surprise in March

Output grew 18.2% YoY in March, higher than expected by the market consensus (15.8%). This result hides a low year-on-year comparison base, since isolation measures were introduced in March 2020 and they were much tighter than the current ones.

May 17, 2021

Europe | Marshall in Brussels

The pandemic has led to several historical comparisons, such as the 1918 influenza and the Roaring Twenties that followed. Another clear comparison is the massive Next Generation EU (NGEU) fiscal stimulus set to be launched in Europe, which resembles the Marshall Plan passed following World War II, but for the modern age.

May 17, 2021

China | 2021 outlook of external balance: will China’s BoP normalization come soon?

It is important to understand what was going on in the past year’s BoP abnormalities and to predict this year’s BoP items while investigating the sustainability of these abnormalities.

May 17, 2021

Europe | Zero emissions

The recent agreement of the European Council and the European Parliament to reach climate neutrality by 2050 has sped up the global race in commitments to achieving zero greenhouse gas emissions.

May 14, 2021

Colombia | The best of the FTA with the U.S. is yet to come

The nine years of the Free Trade Agreement with the United States have achieved great progress in trade and investment, consolidating the country as a very important trading partner for Colombia. For the future, the recovery of world trade and demand suggests that the best of the bilateral relationship is yet to come.

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