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 13, 2025
Colombia’s economy will grow 2.5% in 2025 and 2.9% in 2026, driven by consumption and investment. Inflation will continue declining, though housing and energy costs will remain rigid. Monetary policy will gradually lower rates, while the external deficit will widen due to rising imports and lower remittance inflows.
March 13, 2025
The recovery will continue in 2025 (2.8%) driven by greater competitiveness, lower oil prices, investment in renewable energy, euro depreciation, and lower inflation and interest rates. In 2026, growth will slow (1.8%) due to weaker expansion in Europe and increased uncertainty.
March 13, 2025
Amid the China-US trade war, we still raised our China 2025 and 2026 GDP forecast due to the jumbo size stimulus package, the new growth engine high-end manufacturing to support growth and lower-than-expected tariff imposed.
March 11, 2025
Hydrocarbons remain a key component of both the global and Argentine energy matrix. The development of unconventional resources, led by Vaca Muerta, has revitalized the industry and improved the country's energy balance.. Despite the growth of renewable energies, gas and oil will continue to be fundamental.
March 11, 2025
Global financial volatility has risen due to the impact of evolving US policies, which we expect to create negative shocks. In Türkiye, financial conditions have recently eased above the neutral level and credit growth has accelerated beyond the capped segments, increasing the challenges on the inflation outlook.
March 10, 2025
The report breaks down global and local trends affecting Colombia's economy in 2025-2026. It assesses multiple sectors using macroeconomic data and key factors shaping growth, risks, and opportunities. It provides a strategic perspective for decision-making in a changing environment.
March 7, 2025
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.
March 4, 2025
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.
February 25, 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.
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 15, 2025
Spain's electricity faces significant challenges. While recent efforts have focused on expanding wind and solar capacity, effective grid integration is equally crucial for a successful energy transition.
March 14, 2025
In its March meeting, the Board of the Central Bank decided to keep the policy rate at 4.75%. The monetary policy stance, understood as the real ex-ante reference rate, remains slightly above neutral.
March 14, 2025
Colombia’s GDP will grow 2.5% in 2025 and 2.9% in 2026, driven by consumption and investment. Inflation will continue to decline but remain rigid in housing and energy. The external deficit will widen as domestic demand rises, while the central bank balances economic recovery with inflationary prudence.
