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    BBVA Research Publications

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    May 14, 2025

    Big Data techniques used

    Global | BBVA Research Big Data Geopolitics Monitor. 14 May 2025

    India and Pakistan ceasefire holds but tension remains. Chinese exporters cautiously optimistic. Trump lifts Syria sanctions.

    May 12, 2025

    Spain | Faced with Trump's tariffs: uneven growth in an uncertain environment

    Spain has led EU growth since the start of the war in Ukraine. However, weak growth in Europe, persistent geopolitical tensions, and erratic U.S. trade policy overshadow the outlook.

    May 6, 2025

    Big Data techniques used

    Global | BBVA Research Big Data Geopolitics Monitor. 6 May 2025

    Russia Awaits Ukraine's Response to May Ceasefire. United States and Iran imposes sanctions on China and Iran based companies.

    May 5, 2025

    Global | Commodities: volatility and conflicting trends

    Commodity markets, like other financial markets, have been unusually volatile in the last month, largely due to the trade policy announcements by the new United States administration.

    April 30, 2025

    Big Data techniques used

    Global | BBVA Research Big Data Geopolitics Monitor. 30 April 2025

    Russia Awaits Ukraine's Response to May Ceasefire. United States & Iran imposes sanctions on China and Iran based firms. Amazon woes.

    April 23, 2025

    Big Data techniques used

    Global | BBVA Research Big Data Geopolitics Monitor. 23 April 2025

    The United States labels Trade War with China as unsustainable. Ukraine -Russia Peace Talks Progress. US & Iran nuclear talks continues

    April 23, 2025

    Global | Geopolitical decoupling and renewable energy

    In this global scenario where very little is certain, the transition to a decarbonized economy is also being called into question. The US decoupling in climate policies and the promotion of renewable energy seems clear.

    April 22, 2025

    Mexico | Mexico's tariff puzzle: trickier than it seems

    The "Plan Mexico" is emerging as a key initiative to mitigate the tariff shock and reposition the country as an attractive destination for investment. Mexico holds a relatively favorable position among the five largest exporters to the United States, which could revitalize Foreign Direct Investment (FDI) inflows.

    April 16, 2025

    Big Data techniques used

    Global | BBVA Research Big Data Geopolitics Monitor. 16 April 2025

    Trade Uncertainty on European Union - United States meetings remains. “Nuclear” Negotiations between United States & Iran continues.