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”.

Latest publications on Data Analytics

Peru | Tracking consumption with real-time data in November 2025

December 6, 2025

The Big Data Private Consumption Index grew by 16.7% YoY in November, showing a strong acceleration compared to previous months (7.7% in October, 10.5% in September).

Mexico | Private Spending Regains Ground in October, Driven by Services

November 19, 2025

The BBVA Research Big Data Consumption Indicator reported a 1.8% MoM increase in October, boosted by a strong performance in the services segment (+5.9% MoM).

Peru | Tracking consumption with real-time data in October 2025

November 8, 2025

The Big Data Index of Private Consumption continues to show notable dynamism at the beginning of the fourth quarter: in October, it increased by 7.7% YoY.

Mexico | GDP falls 0.3% QoQ in 3Q25: weakness in industry and services

October 30, 2025

Economic activity declined (-)0.3% QoQ in 3Q25, reflecting the contraction in the industrial sector (-1.5% QoQ) and the modest growth in services (0.1% QoQ); considering the 3Q25 figure, GDP increased 0.5% as of September.

Peru | Tracking consumption with real-time data in September 2025

October 8, 2025

The Big Data Private Consumption Index grew 12.0% YoY in September, accelerating for the second consecutive month (7.2% in August and 2.3% YoY in July).

Global | Financial Inclusion Index: Results for BBVA’s Footprint

October 3, 2025

Brazil and Argentina stand out as leaders among the 79 Emerging countries considered; Türkiye is broadly inclusive but held back by quality; Peru and Colombia need to leverage their access into deeper use and stronger quality; and Mexico, must raise use and quality further to join the top tier.

Europe | Spending on defense, investing in the continent

September 29, 2025

Cutting military spending after the Cold War helped Europe reduce deficits, ease fiscal pressure and limit the crowding-out effect on private investment — boosting potential growth. The famous peace dividend.

Mexico | Manufacturing production deteriorates, with a decline in the automotive sector

September 17, 2025

The BBVA Research Multidimensional Manufacturing Indicator (BBVA Research MMI) fell (-)3.0% YoY in August, the largest contraction since January.

Europe | EU Priorities: Defence Spending & Multipliers

September 16, 2025

The document summarizes the presentation delivered at the European Investment Bank (EIB) on European defense spending, analyzed from a geopolitical perspective and from an economic standpoint, presenting the estimated fiscal multipliers of defense expenditure for Europe (García-Serrador, Sarasa-Flores, and Ulloa, 2025).

Mexico | Back-to-school season temporarily boosts private consumption

September 12, 2025

The BBVA Research Big Data Consumption Indicator reported a 2.5% MoM increase in August, temporarily driven by the back-to-school season (goods consumption grew 4.4%, and spending on services rose 1.6%).

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