Flows and Assets Report | First Quarter 2015
Published on Tuesday, April 7, 2015 | Updated on Thursday, April 9, 2015
Flows and Assets Report | First Quarter 2015
Summary
Divergent monetary policy paths and US dollar appreciation have?driven capital flows during the period. Our models suggest that flows moderated further and the re-allocation process ?is still? alive. Global factors ?remain key drivers, but local factors are emerging. Flows will still adjust but more moderately than before. Russian assets recovered but risks remain.
Geographies
- Geography Tags
- Global
Topics
- Topic Tags
- Macroeconomic Analysis
- Financial Markets
Authors
Gonzalo De Cadenas Santiago
Alvaro Ortiz
BBVA Research - Head of Analysis with Big Data
Sonsoles Castillo
BBVA Research - Chief Economist for Financial and Economic Analysis
Cristina Varela
BBVA Research - Principal Economist
Alejandro Neut
BBVA Research - Lead Economist
Irene Roibas Millan