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December's inflation increased to 3.4%, driven by a monthly variation of 0.3%. At 3.9%, core inflation rose by 0.3% month-on-month, influenced by used cars and shelter; the latter remains a key factor for the expected decline in inflation in the coming months.

Chinese economy slowed down in Q2 amid housing crash and deflation expectation. We expect the economy could bottom out in the rest of year with the help of policy support.

Headline inflation eased further in the US in April, while May data for the Euro Area showed price pressures eased after having picked up in April. That said, core inflation remains sticky overall. In contrast, inflation slowed markedly in Chin…

Monthly inflation in October was 0.72% and annual inflation was 12.22%, close to market analysts' expectations of 0.62%, according to Banco de la República's survey, and BBVA Research's of 0.64%. The data increased 78 bps from September's annua…

The low inflation environment in China during the past two years when China “first-in, first-out” of the pandemic while the rest of the world was grappling against the coronavirus has started to bear some changes recently with the CPI trending …

The Consumer Price Index for the city of Lima increased 0.31% MoM in February. This is mainly a result of the increase in the prices of recreation and culture, and restaurants and hospitality, in a context of greater mobility given the reversal in the contagions associated with the third wave of COVID-19.

The Board of the Central Bank decided to increase the monetary policy rate from 3,00% to 3,50% in February. The Bank removed the forward guidance component that signalled further hikes.

In this presentation, we show the modeling strategy proposed by BBVA Research to identify bottleneck shocks, differentiate them from other supply-side shocks, and calculate their impacts on the European and Spanish economies.

The Board of the Central Bank decided to increase the monetary policy rate from 0,50% to 1,00% in September. The Bank maintains an expansive policy stance but no longer mentions that it is considered appropriate.

  • Geography Tags
  • Peru

The Board of the Central Bank decided to increase the monetary policy rate by 0,25% to 0,50% in August. The Bank maintains an expansive stance but will pay special attention to inflation expectations to consider modifications to the policy stan…

  • Geography Tags
  • Peru

Consumer prices increased by 0.38% mom in November, way lower than market consensus and ours (0.75%, Bloomberg vs 0.77%, BBVA). Annual inflation increased to 10.56% from 8.55% in October due to the unfavorable base effect. We expect that annual inflation will increase close to 11.8% at the end of 2019 with downside risk.

We analyse the impact of product market competition on the responsiveness of inflation to macroeconomic imbalances.