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.
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.
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.
Spain | Increased defense spending: identifying the sectors that benefit April 10, 2026 Increased defense spending could provide a significant boost to economic activity, with ripple effects across multiple sectors, including the metals industry, machinery, and telecommunications services.
Mexico | Does Banxico operate under a strict IFT regime? April 10, 2026 In Banxico's monetary policy statement of March 26, 2026, two messages coexist: on the one hand, the forecasts for headline and core inflation are adjusted upwards between 1Q26 and 3Q26 with a balance of risks having an upward bias; on the other hand, the Board of Governors reduces the reference rate by 25 basis points.
Big Data techniques used Peru | Tracking consumption with real-time data in March 2026 April 10, 2026 The Big Data Consumption Indicator showed a year-on-year expansion of 13.2 % in March, recording a slowdown compared to 18.7 % in February due to the lower momentum of pension fund withdrawals and price increases.
Spain | Fiscal Watch. April 2026 April 9, 2026 Public deficit fell to 2.4% of GDP in 2025, in line with expectations, supported by strong revenue growth and temporary factors. Under a no-policy-change scenario, the deficit is expected to decline to 2.3% of GDP in 2026 and stand at 2.4% by the end of 2027.
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.
