China Economic Outlook. June 2025 10 June 2025 We raise the China GDP forecast based on the recent China-US Geneva Agreement and the 3nd round stimulus. We also analyze the recent economic development and the policy outlook.
Latam | Estimating R* for selected LatAm countries 30 May 2025 In the post-pandemic period, amid a resurgence in inflation and elevated global debt levels, the debate over the level and trajectory of the neutral interest rate (r*) has resurfaced. This analysis explores this question for a selection of Latin American countries.
Mexico | Regional Sectoral Outlook. First Half 2025 15 May 2025 At the end of 2024, the Mexican economy's GDP grew by 1.5%, primarily driven by the Services sector, which experienced a 2.3% increase. Notably, Professional Services, Transportation, and Retail emerged as the key sectors contributing significantly to this economic growth.
Colombia | Sowing the Future: Agricultural Sector – Pork Industry Report 14 May 2025 The pig farming sector in Colombia has grown 171% over the last two decades, with improvements in productivity, technification, and health standards. The increasing trend in domestic pork demand represents an opportunity for sector development.
Spain | Real Estate Watch. May 2025 14 May 2025 Economic growth will continue to support the dynamism of the real estate sector in the coming months. The decline in interest rates, the strength of the labor market, and positive net migration will sustain strong demand in 2025, although it is expected to decelerate in 2026 as a result of slower economic growth.
Colombia | Real Estate Outlook. 2025 29 April 2025 BBVA Research presents its new real estate sector report in two presentations: the first analyzes sales, supply, prices, rentals, and demographics; the second focuses on the structure of construction, financing, and sustainability. It includes sales projections, drivers, and trends through 2026.
China Banking Monitor 2025 22 April 2025 China’s banks face headwinds in 2025 amid weak credit growth, low profitability, and property sector stress. Narrowing interest margins and declining lending rates have pushed ROA and ROE to record lows. Real estate woes, LGFV debt, and US tariffs weigh heavily on the sector, while links to shadow banking grown modestly.
China Economic Outlook. June 2025 10 June 2025 We raise the China GDP forecast based on the recent China-US Geneva Agreement and the 3nd round stimulus. We also analyze the recent economic development and the policy outlook.
Spain | 40 years of economic transformation in the EU 9 June 2025 In 1985, Spain joined what was then the European Economic Community. Four decades down the line, the balance is very positive in terms of growth, employment, and well-being, although it also reveals certain outstanding issues that Spain would do well to address.
Europe | The ECB, waiting for Trump to close the cycle 9 June 2025 The most interesting thing about last week’s ECB meeting was not the decision made, but the promise of hints as to what it might do next. Ultimately, the 25-basis point cut in the main reference rates had already been widely priced in by analysts and markets.
Global | Financial Regulation: Weekly Update. June 06, 2025 6 June 2025 In this publication you will find, on a weekly basis, our selection of the most relevant news regarding financial regulation.
Europe | The ECB near the end of the rate cutting cycle 5 June 2025 The ECB cut rates to 2% with broad consensus and signaled the rate-cutting cycle may be nearing its end. While confident in the inflation path, high geopolitical and trade uncertainty keeps future decisions open.
