BBVA Research
Our featured publications
Filter all of our publications to find the ones about the geography you are most interested in.
Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
March 4, 2025
Global | EUR/USD Equilibrium Exchange Rate: A Long-Term Perspective
We estimate the EUR/USD equilibrium exchange rate using a holistic approach that distinguishes between the strengths of the euro and the dollar. Our analysis shows that the current misalignment is due to an overvalued dollar, while the euro remains close to equilibrium, with its role as a reserve currency slightly reduced.
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February 28, 2025
Europe | Clean Industrial Deal: Boosting Europe’s Decarbonization and Competitiveness
With the Clean Industrial Deal, Europe may reach a turning point driving both decarbonization and industrial competitiveness. The effective success of this initiative will depend on its deployment, avoiding coordination issues from fragmented governance, and aligning incentives to encourage essential private financing.
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February 28, 2025
Spain | Quarterly Labor Market Observatory 4Q2024
In this edition of the QLMO, we analyze labor market trends using data available up to 4Q 2024. We assess the evolution of key indicators, examine recent labor market flows, and focus on green skills as well as gender differences in employment and pensions.
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February 25, 2025
Argentina | Automotive Outlook 2025
The automotive industry has shown signs of recovery following the recent recession, with announcements of tax and tariff reductions favoring consumers and projecting an increase in vehicle sales in 2025, driven by enhanced income and improved credit access.
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February 22, 2025
Global | Real-Time CO₂ Tracking: Balancing Higher Frequency with Greater Reliability
Carbon Monitor, a high-frequency CO₂ tracker, enhances real-time sectoral and regional monitoring while aligning with IPCC guidelines. However, daily estimates face accuracy challenges, limiting their utility.
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Our most recent publications
Filter all of our publications to find the ones about the geography you are most interested in.
Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
March 9, 2025
Colombia | Inflation moderately increased in February, reaching 5.3%
Monthly inflation in February was 1.14%, while annual inflation stood at 5.28%. This result exceeded market analysts' expectations, as the Banco de la República survey had anticipated a monthly variation of 0.98%.
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March 7, 2025
Spain | Renewables: Wind north, solar south -strong growth yet falling short of targets
Location selection for renewables has been primarily driven by technical and geographic criteria, with minimal influence from local socioeconomic factors. Although Spain has experienced two significant waves of renewable expansion, it still falls short of the targets set by the government, especially in wind energy.
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March 7, 2025
Export Concentration and Economic Complexity in Türkiye and Mexico
We integrate our findings in export concentration, value added in exports, and economic complexity for Türkiye and Mexico. While both countries have increased their complexity through time, targeted fiscal incentives directed towards competitive industries may help attain more complex products in exports.
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March 7, 2025
Colombia | More female heads of household are willing to work
The labor supply in Colombia, defined as the people who choose to participate in the labor market, has undergone three significant changes since 2019. One of them is that there are now more women who are heads of household in the workforce.
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