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What Jumps Out : Inflation and the Central Bank
Emerging market central banks may have acted faster than those of the developed world, but it doesn't mean they have done enough.
Posted On July 6, 2022
Tag
//fedesarrollo
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What Jumps Out – May Consumer Confidence
In terms of consumer expectations, Colombians experienced an improvement from -7.4% to -3.5%.
Posted On June 8, 2022
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What Jumps Out – Financial Opinion Surveys
Sectorially, financials (94.1%) are the top pick followed by Energy (82.4%), while oil has dropped away to 35.3%.
Posted On May 24, 2022
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What Jumps Out: Inflation & Rates
The big question on most investors' lips is 'Does Colombia have inflation under control?'
Posted On April 6, 2022
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What Jumps Out: Fedesarrollo March Survey
On the bright side GDP expectations continue to improve. In March the FY2022 consensus is at 4.5%, above the 4.2% of February.
Posted On March 24, 2022
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What Jumps Out : ‘Fedesarrollo – Mixed Signals’
The Peso remains a lottery - with an election in 3 months and the continuing 'red under the bed' narrative.
Posted On March 16, 2022
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What Jumps Out – A Double Edged Sword (10.2% Growth In 2021)…
It's hard not to be happy when your President announces from Brussels that 2021 growth will be at least 10.2% in 2021
Posted On February 15, 2022
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What Jumps Out : Crisis of Confidence?
When taken in conjunction with the big decline in Consumer Confidence which was reported a fortnight ago, there are reasons for concern.
Posted On January 26, 2022
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What Jumps Out – Fedesarrollo: Colombian Economy Still Warming
In keeping with the recent macro data, consensus estimates on Colombian key economic indicators are continuing to edge higher.
Posted On November 25, 2021
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What Jumps Out: Shoots Of All Colors
Some of this may finally be starting to filter through to both the stock market and Peso - both have outperformed the region over recent sessions.
Posted On October 12, 2021
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