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Fedesarrollo's survey projects March inflation to drop to 7.34% — and continue falling to hit 5.51% by year-end.

Banco de la República cut by 50 bps to 12.25%, but despite words expressing the "magnitude" of the cut, it was the absolute minimum they could have done.

Ecopetrol has been a dividend cash cow for many years, but those days are surely coming to an end.

For 2024, Fedesarrollo is projecting GDP growth of 1.4% and a year-end CPI of 5.4%

The hope is that we will see another decline for January, but some are concerned about how the 12% minimum wage increase and El Niño have affected prices.

In the face of all the recent data, rocket science is not required from the central bank to make a large rate cut.

Despite the new narrative, the peso is where it should be — and Colombia's currency is hardly ever touched by domestic events.

Will Banco de la República upgrade its November meeting to a "decision" meeting in order to cut rates from 13.25% and start the easing cycle?

Banco de la República left interest rates at 13.25%, a terminal rate that needs to come down ASAP. The cut doesn't need to be radical but at least signal that the easing cycle has begun.

Much of the private sector continues to think that a sovereign nation can continue to operate, pay the bills, and support all the public services required even with everyone paying the minimum taxes possible.