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January 20, 2025
The effects of the exchange rate depreciation and the "Buen fin" influenced the acceleration of current credit to a nominal annual rate of 13.2% in November. This also influenced the acceleration of bank deposits up to 10.5% nominal. Going forward, the weakness of activity and employment points to a slowdown.
January 20, 2025
The direct impact on the Spanish economy of a possible increase in tariffs on U.S. imports is expected to be limited, given the relatively lower trade exposure with respect to the rest of the Eurozone countries. However, there are regions, sectors and companies that may be particularly affected.
January 20, 2025
Economic growth, inequality, and zero-sum thinking form a triangle that has shaped societies over the years. The historical transition from a subsistence economy to one of sustained growth has transformed social perceptions of wealth and how it is distributed.
January 20, 2025
Amid fears of escalating US-China tensions in Trump 2.0, questions about Hong Kong's USD peg have emerged. The HKMA remains committed, supported by strong reserves and political backing. While abandoning the peg is unlikely short-term, external shocks and geopolitical shifts highlight the need for long-term alternatives.
January 17, 2025
Trump's second term could roll back climate policies like the Inflation Reduction Act and ESG standards, but renewable energy and decarbonization are expected to demonstrate resilience to changes, supported by state and local policies and geopolitical dynamics.
January 17, 2025
Incoming hard data points to a faster recovery in 4Q24 than our previous stagnant growth expectation on quarterly basis. We expect the GDP growth to reach around 3% in 2024 but acknowledge some upside risks recently emerge on our 2025 growth forecast of 2.5%.
January 15, 2025
Activity advanced 3.9% year-on-year in November. By productive sectors, the primary component stood out, and within this the growth of the fishing sector stands out, which is due to the greater extraction of anchovy. This also had a significant positive impact on primary manufacturing, which processes this resource.
January 14, 2025
This aligns with market expectations, as outlined by BBVA (2.8%) and REM-BCRA (2.7%), and reflects a slight increase from November's rate of 2.4%. Consequently, the average price increase in the final quarter of the year was 2.6% MoM.
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