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November 8, 2024
Given more synchronization of economic growth and inflation between Mexico and the US due to the presence of Global Value Chains (GVC), the cost of protectionist measures in the latter (the imposition of a 10% universal tariff on all imported products) on activity, inflation and welfare of the former would be amplified.
August 9, 2024
Banxico looked past the jump in headline inflation, rightly so in our view, with core inflation easing and cut the policy rate by 25bp to 10.75%, as we anticipated. It anticipates that lower inflation pressures may allow further rate cuts going forward.
July 29, 2024
The indebtedness of the private sector remains below that of peer countries, though signs of deterioration in NPL ratios started to be seen. Banks’ FC liquid assets are solid enough to cover their ST external debt. FC credit evolution and swap policies of the CBRT will be decisive for banks’ FC liquidity.
June 18, 2024
The historically large China-US rate reversion triggered corporations to finance their businesses in RMB due to its lower funding costs compared to USD, which had been the historical norm for corporate financing.
April 9, 2024
The indebtedness of different agents remains below that of peers. The composition of external debt has been shifting among the borrowers since 2018. There is the increasing trend led by public, compared to the ongoing decline in the private sector.
February 20, 2024
The PBoC unexpectedly cut the 5-year loan prime rate by the largest amount today while maintaining the one-year loan prime rate which is deemed to be the policy rate unchanged.
December 14, 2023
At today's monetary policy meeting, the ECB maintained rates at 4% for deposit facility and the main refinancing operations rate at 4.5%, aligning with market expectations.
October 26, 2023
Today's ECB policy adhered to broader expectations of maintaining the status quo on policy rates and quantitative tightening. After a remarkable streak of 10 consecutive rate hikes, the ECB's decision today to leave the three key ECB interest rates unchanged came as no surprise, in line with our expectations.
