Filter all of our publications to find the ones about the geography you are most interested in.
Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
April 29, 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.
April 25, 2025
Unprecedented uncertainty highlights the importance of scenario-based analysis for assessing climate risks, especially in the short term. Climate risk scenarios developed by leading institutions can serve as a valuable starting point to illustrate potential economic impacts.
April 22, 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.
April 22, 2025
While financial inclusion in Mexico has made progress, this press release seeks not only to encourage reflection on the existing inequalities in women’s financial inclusion, but also to highlight some of the additional barriers they face in accessing financial services.
April 10, 2025
Construction GDP grew 2.6% thanks to a 6.9% increase in building construction, despite the decline in other subsectors. The mortgage market increased its number of loans by 10.7%, primarily due to the recovery of affordable housing.
Filter all of our publications to find the ones about the geography you are most interested in.
Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
May 6, 2025
The report analyzes U.S. reciprocal tariffs on Asian countries, with Cambodia and Vietnam hit hardest. Dual dependency puts many Asian economies in a strategic dilemma between the US and China. Using input-output models, it presents three scenarios (risk, pragmatic, optimistic) showing varying GDP impacts.
May 5, 2025
Amid mixed economic data and the delayed effects of recently imposed tariffs, we expect the Fed to keep the policy rate unchanged this week at its 4.25-4.50% target range; it will likely signal it has room to maintain its policy stance heading into the June meeting.
May 5, 2025
The production of liquid hydrocarbons of Pemex in the first quarter of 2025 vs. the previous quarter showed a decrement of 55.1 thousand barrels a day mainly due to a lower production of heavy and light crude oil by 63.8 thousand barrels a day.
May 5, 2025
Consumer prices rose by 3.0% m/m, in line with our expectations but slightly lower than the consensus (3.2%), resulting in an annual inflation of 37.9%. We maintain our 2025 year-end inflation forecast of 31%, which we had lowered from the previous 32% amid the recent decline in oil prices.
May 5, 2025
This year, the spring meetings of the International Monetary Fund (IMF) and the World Bank (WB) in Washington were characterized by noise. The biggest concerns remain the impact of tariffs on the economy and on financial assets, especially the dollar.
