Searcher

BBVA Research

Our featured publications

BBVA Research and the Mexican Association of Private Industrial Parks (AMPIP) conducted the second edition of the survey to identify opportunities and challenges of nearshoring

Climate is a relevant factor in the choice of a tourist destination. Changes in climate conditions could alter the seasonal and geographical pattern of tourism in Spain, with the impact depending on the adaptation policies implemented.

In this edition of the QLMO, we review the labor market situation with data available up to Q2 2024. We assess the progress of key indicators, explore employment rate differences between Spain and the EU, and place particular emphasis on the tr…

The BBVA Research Big Data Consumption Indicator grew 2.1% MaM in August, bringing the average annual variation of the first eight months of the year to 9.1%, 2.3 pp below that observed in the same period of the year former.

Artificial intelligence (AI) holds great potential for boosting economic productivity and driving climate action, supporting innovations for the energy transition. However, it also places increasing strain on energy and water resources.

In the second quarter of 2024, the current account deficit stood at 1.6% of GDP, the lowest level since 2009. FDI fell to 2.75% of GDP, though it was sufficient to finance the deficit. The deficit is expected to close 2024 at around 3% of GDP.

July inflation was 0.28% m/m. The result is explained by the increase in the prices of some foods, especially poultry products and tubers, which was explained by supply factors. With this result, the interannual inflation rate stood at 2.0% in August.

Remittances have been volatile over the past five months. Increases have been reported in two of them (April and June, even months) and declines in three months (March, May and July, odd months). In August, the peso depreciated 5.4%, so the nex…

The slowdown in credit growth started to become more pronounced towards the end of 2Q24 with tight monetary policy and more restrictive macroprudential measures. TL and FC credit growth levels came below the regulatory thresholds.

See more

Our most recent publications

Long-term yields have ceased from being driven by changes in inflation compensation, but they could decline markedly if markets begin to price in that the Fed will need to lower rates below neutral to avoid a recession.

  • Geography Tags
  • US

The BBVA Multidimensional Manufacturing Indicator (MMI) fell (-)3.1% YoY in August (the eighth consecutive drop so far this year), confirming the slow dynamism of the sector so far in 2024.

Pressure on Hezbollah increases and raises world alarms as the Israeli Defense Forces attack southern and eastern Libanon, leaving thousands of injured people. Trump outlines his industrial protectionism policy.

In view of the lags of monetary policy, we think that Banxico is already late in adjusting the excessively high real ex-ante rate, and thus, the monetary policy stance is set to continue to weigh on the economy in the coming quarters.

BBVA Research and the Mexican Association of Private Industrial Parks (AMPIP) conducted the second edition of the survey to identify opportunities and challenges of nearshoring

See more

Most read on BBVA Research