Mexico | Real Estate Outlook. First semester 2026 April 8, 2026 Construction GDP decreased by 1.0% in 2025. The mortgage market shrank by 2.9% in loan amount, explained by the decrease in banking activity and despite the growth of Infonavit.
Türkiye Economic Outlook. March 2026 March 27, 2026 The Turkish economy grew by 3.6% in 2025, while the disinflation process was maintained. 2026 is set to be a challenging year, with downside risks stemming in particular from the recent Middle East conflict; however, a well-calibrated policy mix could help mitigate these risks.
Argentina Economic Outlook. March 2026 March 26, 2026 Argentina enters 2026 with further progress in macroeconomic stabilization, supported by fiscal balance, prudent monetary policy and greater FX flexibility. Growth is expected to be moderate, inflation to decline, and the recovery to remain uneven, with challenges in employment, reserves and policy sustainability.
Spain | Regional Economic Outlook. March 2026 March 25, 2026 Economic activity relies more on domestic demand and services, and with greater external risks, leading to growing divergences between regions.
China Economic Outlook. March 2026 March 19, 2026 The Chinese economy grew by 5% in 2025 driven by exports, despite weak domestic demand and the real estate crash. 4.5% growth is expected for 2026, supported by stimuli and measures against industrial overcapacity. Reflation narrative is on the rise amid the Iran war.
Spain Economic Outlook. March 2026 March 16, 2026 GDP is estimated to have grown by 2.8% in 2025, and the expansion is expected to continue, with growth of 2.4% in both 2026 and 2027. The outlook remains favourable, although structural challenges persist in a more uncertain international environment than three months ago.
Peru Economic Outlook – March 2026 March 12, 2026 The Peruvian economy keeps showing a solid performance, supported by the dynamism of private spending. Recently, however, three negative supply shocks have affected it, driving down the output growth forecast for 2026 from 3,1 % to 2,9 %. In 2027, the supply shocks will have dissipated and GDP will grow by 3,1 %.
Brazil Economic Outlook. March 2026 March 12, 2026 GDP is forecast to remain close to 2%, while inflation is expected to hover around 4% ahead, following a marked deceleration in activity throughout 2025. As a net oil exporter, Brazil has limited exposure to the conflict in the Middle East, but it could still be negatively affected if tensions persist beyond a few weeks.
Colombia Economic Outlook. March 2026 March 11, 2026 The Colombian economy will grow 2.8% in 2026 and 1.8% in 2027, in a slowdown environment. The recovery is conditioned by macroeconomic imbalances, persistent rising inflation and high interest rates, making the promotion of private investment vital.
Mexico Economic Outlook. March 2026 March 10, 2026 We upgraded our 2026 GDP growth forecast to 1.8% (1.2% previously), supported by the sustained resilience of consumption and the anticipated gradual recovery in investment. After a weak 2025, formal employment begins to improve. We expect core inflation to resume its downward trend in the second quarter of the year.
Argentina | Real estate and Construction Outlook 2026 February 18, 2026 Argentina's real estate market recovered in 2025, driven by mortgage credit and wage growth. Construction remained sluggish. The 2026 outlook offers regional opportunities requiring strategic caution.
Mexico | Real Estate Outlook. First semester 2026 April 8, 2026 Construction GDP decreased by 1.0% in 2025. The mortgage market shrank by 2.9% in loan amount, explained by the decrease in banking activity and despite the growth of Infonavit.
Big Data techniques used Global | BBVA Research Big Data Geopolitics Monitor. 07 April 2026 April 7, 2026 Trump Threatens to “Destroy Iran in One Night” Amid Strait of Hormuz Standoff. Iran Rejects Temporary Ceasefire offered by Pakistan
Spain | Fiscal shield against the energy crisis: timely and temporary, but not targeted April 7, 2026 The government’s measures arrive on time and can cushion part of the war’s impact on economic activity and prices if the shock is temporary. If energy prices continue to rise, more targeted measures will be needed—ones that do not distort price signals.
Mexico | It will be very difficult to continue making progress in fiscal consolidation April 6, 2026 The 2027 Preliminary General Economic Policy Guidelines maintain a responsible fiscal stance, but they rely on more optimistic assumptions than the market, which increases the risk of failing to meet fiscal targets.
Europe | Immigration Trends in the EU April 6, 2026 Since the Covid-19 pandemic, immigration has become a key factor in Europe, but its impact has been uneven across countries. This report analyzes recent trends in immigration to the EU, its main features, and differences in its contribution to economic growth and employment.
