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.
January 31, 2025
CBAM should strengthen the EU’s green transition while also promoting fair competition and global decarbonization. It will impact key trade partners, particularly those exporting high-carbon products, pushing them to adopt more sustainable practices.
January 27, 2025
Artificial intelligence (AI) aims to transform a multitude of fields of knowledge, emerging as a general-purpose technology (GPT). In terms of productivity, economic growth, and the labor market, the effect of AI is limited at present, and there is extensive debate regarding its future impact.
January 23, 2025
The BBVA Research Multidimensional Manufacturing Indicator fell (-)3.3% YoY in December, the ninth consecutive decline since April; considering the December data, the year-on-year change averages (-)2.6% in 2024, 2.7 pp below the figure observed the previous year.
January 23, 2025
In 2024, growth is revised upwards due to the boost in domestic consumption and tourism. The end of the drought, the improvement of the European economy, and the reduction of interest rates will help sustain growth, affected by the impact of the dana and possible changes in tariff policy in the US.
January 22, 2025
On the first day of the Trump 2.0 administration, at least 7 executive orders or proclamations were issued regarding immigration issues, highlighting the importance of this issue for his government.
January 20, 2025
The direct impact on the Spanish economy of a possible increase in tariffs on U.S. imports is expected to be limited, given the relatively lower trade exposure with respect to the rest of the Eurozone countries. However, there are regions, sectors and companies that may be particularly affected.
January 20, 2025
Amid fears of escalating US-China tensions in Trump 2.0, questions about Hong Kong's USD peg have emerged. The HKMA remains committed, supported by strong reserves and political backing. While abandoning the peg is unlikely short-term, external shocks and geopolitical shifts highlight the need for long-term alternatives.
December 23, 2024
With 30 editions already published, the BBVA Regional Economic Yearbook is the most detailed and complete report on the economy of the regions of Catalonia. Online access through a digital portal is a new feature this year. The increase in Catalonia’s GVA in 2023 (2.9%) has already brought it back to pre-pandemic levels.
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.
February 3, 2025
The consumer price index contracted 0.09% m/m in January. The result for the month is mainly explained by the seasonal normalization after the end of the year holidays (price of poultry products and transportation rates). The interannual inflation rate was 1.9% in January.
February 3, 2025
Consumer inflation climbed up to 5.03% m/m, higher than consensus and our expectation (both at 4.3%), while annual inflation declined further to 42.12% on favorable base effects. We maintain our year-end 2025 inflation forecasts of 26.5%, despite the existence of more pronounced upward inflationary risks.
February 2, 2025
On February 1, the White House announced that it would impose tariffs of 25% on imports (not all imports, which leaves open the question of whether they will be selective) on Mexico and Canada and 10% on China (in addition to those already faced).
February 1, 2025
In a context marked by protectionist measures, the rapid entry into force of the modernized EU-Mexico Free Trade Agreement (TLCUEM) would help to provide certainty for investors, attract foreign investment, diversify exports, and mitigate disruptions in global supply chains.
