Searcher

Publications

Here are all of our publications listed chronologically. You can also find the publications relating to single geography under “Publications by geography” or narrow down your search using the “Advanced filter”.

More recent Most read

Sort our publications chronologically from newest to oldest, regardless of geography and/or topic matter.

Sort publications according to the number of time reads by our users, regardless of geography and/or topic matter.

As expected, the ECB cut interest rates by 25 basis points, as inflation improves and medium-term risks diminish. Christine Lagarde dropped no hints regarding possible future decisions, as per the central bank’s recent policy of taking action meeting by meeting, based on hard data.

Inflation registered a significant adjustment in August and will continue to decline despite some additional upward pressures, including the increase in diesel.

The BBVA Research Big Data Consumption Indicator grew 2.1% MaM in August, bringing the average annual variation of the first eight months of the year to 9.1%, 2.3 pp below that observed in the same period of the year former.

The weekly growth of FX-adjusted credits continued to decelerate in the first week of September from 0.6% to 0.2% due to commercial credits in the overall sector and consumer credits of private banks, as has been happening since mid-August.

In this publication you will find, on a weekly basis, our selection of the most relevant news regarding financial regulation.

In its September meeting, the Board of the Central Bank decided to cut the policy rate by 25 basis points to 5.25%. The monetary policy stance, understood as the real ex-ante reference rate, remains in restrictive territory.

Employment continues to slow down, with minimal monthly increases. According to the IMSS, formal employment grew by 1.8% annually in August, 0.2 points less than in June and July. Seasonally adjusted job creation has shown three months of 0.1% variations, reflecting weakness in annual variations.

today’s ECB meeting did not offer much new information, as widely expected, apart from making the second rate cut this year. With virtually no hints today, this meeting supports our expectation of a very gradual cycle of rate cuts, with one mor…

August inflation was 4.2% m/m and core inflation accelerated again. We revised our 2024 projection from 135% to 130% due to a longer than expected exchange rate crawling peg.

This paper examines the performance of Random Forest models in forecasting short-term monthly inflation in Argentina, based on a database of monthly indicators since 1962.

The Big Data Consumption Index maintained a good performance in August, in a context of extraordinary withdrawals from pension funds. Meanwhile, the Big Data Investment Index showed a new contraction in August, where the private component appears to be showing weakness.

La Rioja's GDP will grow by 2.5% in 2024 and 2.4% in 2025, exceeding the pre-crisis level by 8%, and 2,600 new jobs will be created.

Individual publications may only be downloaded for technical reasons to allow a more complete, rigorous and individual reading of the publications. In this regard, only a brief summary, mention or reference to the publications is permitted and only when all the following conditions are met: (i) it is not for commercial purposes (not even indirect commercial use, e.g. to attract advertising to your website); (ii) a statement is included that BBVA Research is the author and owner; and (iii) a precise and complete link to the URL where the publication is available is included on this website. +info

 

 

See more