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April 1, 2024
Spain | While waiting for the rains, regional growth is rooted in the services sector
Benefited by falling prices, especially energy ones, and lower interest rates, the Spanish economy is holding up better than expected. The distribution of regional growth is centered on the touristic regions and/or the ones producing high value-added services, which will lead the growth.
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January 8, 2024
Global | Economic outlook for 2024
The economy in general should start 2024 much stronger than expected a year ago after outperforming expectations in 2023. The risks facing the global economy must not materialize for the year to end up better than expected a few quarters ago.
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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 | 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 2, 2023
Global | A scenario between the cyclical and the structural
The outlook is particularly uncertain, combining slowdown with disinflation, a hangover from two major shocks (COVID-19 and war in Europe) and divergent cyclical trends among the three major global economies.
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March 21, 2023
Europe | ECB sticks to the manual
The European Central Bank (ECB) had to make a decision in difficult circumstances on Thursday, amid strong financial market turmoil and with the banking sector in the eye of the storm. It raised rates by 50 basis points to 3.50%.
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March 6, 2023
Spain | Short and Variable Lags
We study the transmission of monetary policy shocks using daily consumption, corporate sales and employment series. We find that the economy responds at both short and long lags that are variable in economically significant ways.
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November 7, 2022
Europe | Inflation: seeking respite
Monitoring and forecasting inflation in Europe in recent quarters has been a real headache for analysts, with continuous upward reviews due to a steady succession of unforeseen shocks that are not down to typical demand or oil price pressures.
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