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February 7, 2025
On Monday, February 3, the heads of state of Mexico and the US reached an agreement to put on hold for a month the imposition of tariffs that the White House pretended to apply to imports coming from Mexico.
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.
October 25, 2024
This study examines how inflation in 2021 affected wealth inequality in Spain through three channels: the traditional wealth channel, the income channel, and the relative consumption channel. The wealth and income channels had significantly larger effects than the consumption channel.
January 17, 2024
December's inflation increased to 3.4%, driven by a monthly variation of 0.3%. At 3.9%, core inflation rose by 0.3% month-on-month, influenced by used cars and shelter; the latter remains a key factor for the expected decline in inflation in the coming months.
June 2, 2023
Headline inflation eased further in the US in April, while May data for the Euro Area showed price pressures eased after having picked up in April. That said, core inflation remains sticky overall. In contrast, inflation slowed markedly in China.
November 8, 2022
Monthly inflation in October was 0.72% and annual inflation was 12.22%, close to market analysts' expectations of 0.62%, according to Banco de la República's survey, and BBVA Research's of 0.64%. The data increased 78 bps from September's annual figure.
May 11, 2022
The low inflation environment in China during the past two years when China “first-in, first-out” of the pandemic while the rest of the world was grappling against the coronavirus has started to bear some changes recently with the CPI trending up.
March 1, 2022
The Consumer Price Index for the city of Lima increased 0.31% MoM in February. This is mainly a result of the increase in the prices of recreation and culture, and restaurants and hospitality, in a context of greater mobility given the reversal in the contagions associated with the third wave of COVID-19.
February 11, 2022
The Board of the Central Bank decided to increase the monetary policy rate from 3,00% to 3,50% in February. The Bank removed the forward guidance component that signalled further hikes.
November 12, 2021
In this presentation, we show the modeling strategy proposed by BBVA Research to identify bottleneck shocks, differentiate them from other supply-side shocks, and calculate their impacts on the European and Spanish economies.
September 10, 2021
The Board of the Central Bank decided to increase the monetary policy rate from 0,50% to 1,00% in September. The Bank maintains an expansive policy stance but no longer mentions that it is considered appropriate.
