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.
December 5, 2024
GDP will grow 2.5% in 2025 and 3.2% in 2026, driven by private consumption in durable goods, semi-durables, and services starting in 2026, and by fixed investment in infrastructure, machinery, and housing. Inflation will be 3.1% in 2026, with lower interest rates strengthening financial conditions.
December 5, 2024
GDP growth in 2024 has been revised upward by 0.2 percentage points, reaching 3.1%, driven by stronger-than-expected performance in the third quarter and a slight acceleration in job creation in the fourth. Growth is projected at 2.3% in 2025 and could settle at 1.7% in 2026.
December 4, 2024
The Peruvian economy will grow 3,1% in 2024, 0,2pp more than expected in October. The revision mainly reflects the third quarter positive surprise. For 2025 we expect a 2,7% expansion, amid a challenging external context, but also when large infrastructure projects will begin construction.
December 4, 2024
Growth will be around 3% for the third consecutive year in 2024, but a slowdown ahead is likely, driven by a less supportive global environment and higher-than-anticipated SELIC rates. The balance of risks has recently worsened, reflecting global factors and rising concerns over fiscal imbalances.
December 2, 2024
The change of cycle expected by the sector was confirmed. The repeal of the Rent Law, the resurgence of loans, a greater control of inflation and recovering real wages augur a further expansion of the real estate market.
December 2, 2024
We expect US protectionism to fuel uncertainty, and pressure global growth downwards and inflation upwards. In Türkiye, soft landing efforts remain on growth and employment outlook, increasing the downside risks on public spending cuts. Monetary policy communication becomes less hawkish and signals an easing cycle soon.
November 29, 2024
Despite the challenges facing the sector, products like palm oil hold significant potential, not only due to their high productivity and capacity to drive development but also because Colombia possesses substantial advantages for its production.
November 28, 2024
We keep our GDP growth forecast for 2024 unchanged at 1.2%, and 1.0% for 2025; the favorable impact of economic activity in 2H24 is offset by lower exports and investment in the face of new tariffs next year.
November 28, 2024
The country benefits from strategic location and high productivity, enabling exponential growth of this crop over recent decades. As the world's fourth-largest producer and the leading producer in the Americas, Colombia's potential paves the way for consolidation in new markets.
November 26, 2024
The current account surplus in the third quarter of 2024 was lower than the corresponding figure for the same period of 2023 mainly due to the deficit in the balance on non-oil related goods.
November 4, 2024
The Mexican economy will grow at an annual rate of 1.2% by the end of 2024. Construction will close with a GDP growth of 10.1%, accumulated to the 2Q24, and will sustain the weak growth of the Mexican economy in 2024.
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.
December 10, 2024
The economic recovery and the good financial context, within a framework of fiscal balance and monetary discipline, show that the worst of the crisis is over. Society maintains its support for the government, giving it room to address the challenges of fiscal balance sustainability and FX market flexibilization.
December 10, 2024
The report examines China’s potential responses to the new wave of U.S. tariffs under President Trump’s second term (Trump 2.0). It highlights various policy tools that China could use but also acknowledges the significant limitations posed by its ongoing domestic economic challenges.
December 10, 2024
Tensions surrounding the growing Chinese investment in Mexico present an opportunity to strengthen its regulatory framework for foreign investment review, and for the country to influence decision-making on the issue within the North American region.
December 9, 2024
It may well be negative in the short run, although it should be cushioned by the relatively low direct exposure of the Spanish economy to trade with the US. In the medium term, the outcome will be determined by the goals set by the new US President and the economic policy responses, both in the eurozone and in Spain.
