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.
Deforestation in Colombia is unsustainable environmentally, economically, and socially. Reversing it requires strengthening land ownership and usage systems, promoting sustainable development, and assigning value to natural assets. Coordination between public policies and the private sector is essential.
The accumulated Construction GDP grows 10.1% in the second quarter of 2024, with increases in all subsectors. In a change of trend, the mortgage market is now increasing 2.2% in real amount and is set to continue advancing
GDP growth forecasts have been revised upwards by 0.4 percentage points for 2024 to reach 2.9%, and by 0.3 pp for 2025 to reach 2.4%. This is due to statistical revisions of historical data, recent developments more favorable than expected, and…
Despite uncertainty and high interest rates, investment remains strong in countries like the U.S. and France, especially in intellectual property and ICT, but not in Spain, Canada, and most emerging markets. GDP growth remains key, but digitali…
Restrictive monetary policy and tight financial conditions lead output gap to turn into negative in 3Q24. Fiscal consolidation is projected for 2025, which could provide room for a gradual monetary easing. Overall, the policy mix will become mo…
Growth and inflation moderate; we estimate that a continuous cycle of rate cuts has begun. We revised downward the economic growth forecast for 2024 and 2025 given the weakening of domestic demand.
GDP will grow 2.9% this year and 2.7% in 2025. Private spending will gain traction in the coming quarters, supported by more favourable financial conditions, the impact of private pension funds withdrawals, and the beginning of construction of some infrastructure projects, while public spending will moderate.
The Chinese economy is experiencing structural rebalancing amid deep real estate adjustment. Due to the large-scale stimulus package, we believe the economy will bottom out in the near future.
The government maintains a firm commitment to fiscal balance while upholding a "zero monetary issuance" policy for all items arising from the public sector. The slowdown in inflation has stalled since May, remaining around 4% monthly, and econo…
Domestic demand will lead Colombia’s economic recovery, driven by improved financial conditions that will strengthen consumption and investment. This will provide a significant boost to sectors such as manufacturing and retail. In the long run,…
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.
Deforestation in Colombia is unsustainable environmentally, economically, and socially. Reversing it requires strengthening land ownership and usage systems, promoting sustainable development, and assigning value to natural assets. Coordination between public policies and the private sector is essential.
The accumulated Construction GDP grows 10.1% in the second quarter of 2024, with increases in all subsectors. In a change of trend, the mortgage market is now increasing 2.2% in real amount and is set to continue advancing
The ECB cut its key interest rates by 25 basis points, as expected, following signals given by Lagarde in September in her speech at the European Parliament, due to lower inflation and weak activity data. We expect another 25 basis point cut in…
The Central Bank (CBRT) kept the policy rate, keeping a tone similar to September MPC, despite the negative surprise of the September inflation. We maintain our first rate cut expectation in December with a 250 bps cut, where the timing and mag…
The moderation in domestic demand continues, while the production side demonstrates a clearer worsening trend in 3Q. We expect GDP growth to be 3.2% and retreat further to 2.7% on restrictive monetary policy, tight financial conditions and expe…
