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The year 2023 ended with a declining banking sector marked by the contraction of credit and the slowdown in deposits due to the ECB's restrictive monetary policy. However, the easing of interest rates and this monetary policy in 2024 has improved credit performance and boosted growth of deposits
The first half of 2024 has been a period of high volatility in the foreign exchange markets, with various changing factors significantly influencing behavior. Ultimately, since the beginning of the year, there have been moderate depreciations in emerging currencies and, to a lesser extent, in the euro against the dollar.
Investment in fixed capital has grown strongly in recent years in a number of geographies. Recent trends indicate that digital technologies such as artificial intelligence and the energy transition will help sustain, and even accelerate, invest…
In a particularly turbulent environment such as this, it is worth highlighting the calm, rationality, consistency as well as humility with which central banks are implementing their monetary policy.
Higher interest rates have had no significant effect on risk assets. Ample liquidity, the soft landing of the economy and contained corporate and household balance sheets are behind this trend.
The last two years in Latin America have been marked by differences in macroeconomic policy strategies. Chile and Peru have made significant interest rate reductions as their inflation has allowed. Meanwhile, Colombia and Mexico are more reluctant to implement significant reductions in their rates.
The historically large China-US rate reversion triggered corporations to finance their businesses in RMB due to its lower funding costs compared to USD, which had been the historical norm for corporate financing.
The ECB will most likely lower its interest rates at its monetary policy meeting this week. This decision has long been anticipated, suggested at previous meetings, and even clearly accepted in statements by the more hawkish members of the Gove…
The United States has achieved something that seemed impossible a year ago: significantly lower inflation (from over 9% in the summer of 2022 to 3.5%) without triggering a rise in unemployment, currently at 3.8%.
There is good news for the European Central Bank (ECB) thanks to the clear reduction of inflationary pressures, led by the slowdown in the prices of industrial goods, energy and food — and, to a lesser extent, by services, which still show a ve…
In the week ending by March 29th, foreign currency adjusted weekly credit growth continued to accelerate from 0.7% to 1% due to commercial credits of public banks and consumer credit cards in the sector. Total credits’ 13-week annualized trend rose from 34.8% to 35.4%.
The Spanish economy continues to grow, and has even accelerated in recent months. However, it does so with investment flagging, despite the support provided by the steady flow of resources from Europe.
