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January 15, 2024
Global | Oil: An erratic 2023 is behind us, while an uncertain 2024 gets underway
In 2023, the price of Brent crude averaged USD 82.5, falling from over USD 100 in 2022, driven by the war between Russia and Ukraine, although its trend over the past year has been somewhat erratic and dominated by a wide array of events.
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January 2, 2024
Global | 2024: inflation and the "wall" effect
Inflation peaked in 2022 before easing considerably in 2023 in most economies. For instance, the average inflation rate in the United States dropped from 8.0% in 2022 to around 4.1% in 2023, while in the eurozone it fell from 8.4% to nearly 5.6%.
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November 16, 2023
Mexico | Geopolitics and nearshoring: exploring supply chain opportunities
In this Presentation, we explain how geopolitics is becoming a key economic driver in the change of global value chains and the opportunities this brings to Mexican manufacturing production as well as exploring the regional investment opportunities in the country.
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November 6, 2023
Spain | Growth with no improvement in productivity?
The post-pandemic recovery process has been a mixed bag. On the plus side, both the labor force and employment have grown. However, GDP growth has not been enough to increase per capita income and productivity, and the gap with the EU has widened somewhat more than in the ten-year period leading up to COVID-19.
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November 6, 2023
Spain | Weak external demand will prevent northern regions from building momentum in 2024
The Spanish economy delivered a strong performance throughout the first half of 2023, on the back of a gradual recovery in industrial activity within certain regions of Spain, coupled with an increase in exports, particularly of services, with tourism also pulling hard though with little room for further growth.
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October 12, 2023
Türkiye | Momentum loss in activity
Industrial production (IP) declined by 0.8% m/m in seasonal and calendar adjusted series, while increasing by 3.1% y/y on calendar adjusted terms. We expect GDP to materialize close to 4.5% in 2023, whereas gradual interest rate hikes on top of relatively supportive fiscal policy could lead 3.5% growth in 2024.
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July 17, 2023
Spain | The slow recovery in investment
In 1Q23, Spain recovered the GDP level of 4Q19, just before the COVID-19 crisis. The reasons for taking longer to do so than most European Union (EU27) countries are several, but an important one in terms of its implications is the slow recovery in investment.
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July 14, 2023
Spain | Exports: the driving force behind regional growth, but for how long?
In a context where domestic demand has been weakening due to the effects of inflation and rising interest rates, exports have taken over as the driving force behind economic growth, warranting an upward revision of Spain's GDP growth to 2.4% in 2023.
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