Florencia Hernández

@flor

Joined
June 2021

flor's insights

  • Hands on: How to create Tables in Alphacast

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    By Florencia Hernández (fhernandez@alphacast.io) Find out more Alphacast Highlights here At Alphacast, we integrate automated pivot tables that can assist you in visualizing data and offering interactive content. Using this tool, you can summarize and analyze data series to make comparisons and easily identify patterns and trends among them with just a few clicks. Let's see how it works using stock market data as an example. The first step is to create a pipeline and do a Yahoo Finance Data Fetch incorporating the tickers we want to have in our table. As an example, we select some trending tickers. Prior to creating the table, you can transform, combine, and reshape the data. Before proceeding with the variable transformation, let's add one more step to keep only the Close column and remove the rest. As you can see, the data is daily, but if you wish, you can change the frequency using the change frequency step (see here) or perform any transformation that allows you to manipulate the data more easily (see Here). In this case, from the Apply Transform step, we will calculate the daily variation,7-day variation, and 30-day variation. Finally, we will filter the data to display the last...

  • Alphacast Highlight: 10 gráficos que dieron forma a Argentina en 2022

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    Por Mariano Sanchez Moreno (msanchez@alphacast.io) Más Alphacast Highlights aquí Perspectivas de inflación para los próximos 4 años: sangre, sudor y lágrimas Después de que 2022 haya tenido, con toda probabilidad, la inflación más alta de los últimos 30 años, se espera que la inflación siga siendo alta en el futuro inmediato. Con la cifra estimada para el último año un pelo por debajo del 100%, se espera que los precios sigan y se mantengan en niveles elevados, con encuestas de expertos que pronostican un crecimiento de los precios ligeramente superior para 2023 y un valor más moderado, pero aún extraordinariamente elevado, para 2024. No se espera que los precios se desaceleren significativamente, y las comparaciones históricas muestran grandes riesgos al alza y ofrecen pocas esperanzas de desaceleración. Los intereses de los pasivos remunerados, uno de los principales impulsores de la variación de la base monetaria Los factores monetarios contribuyeron a la mencionada aceleración del crecimiento de los precios, con un aumento significativo de la base monetaria a finales de 2022. En términos netos, el Banco Central aumentó la oferta de moneda en circulación, y su política monetaria contractiva se vio compensada por el pago de intereses de los pasivos remunerados,...

  • Alphacast Highlight - Brazil December 2022 Macro Brief

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    Although Brazil's growth has been stagnant for a decade, investment led the best performance since the 2014 crisis. That said, output is expected to continue growing but at a more moderate pace. Regarding price dynamics, inflation it is already cooling down due to hiking interest rate and tax cuts, mainly on fuels, and energy. The BCB warned that if inflation does not ease, it could increase the Selic rate even more. Despite the electoral cycle and an early, aggressive monetary policy tightening, Brazil is performing a strong fiscal consolidation in 2022. On the other hand, uncertainty prevails regarding the fiscal direction. Brazil awaits the resolution of Congress, aiming to strongly expand the ceiling on public spending in order to meet campaign promises. Activity Brazil's economic activity fell in October by 0.05% due to the effects of the monetary restriction. Although the Central Bank Economic Activity Index (IBC-Br) stood positive ​​(+3.83% YoY), growth has been cooling down since July (+5.7% YoY). Simultaneously, industrial production increased 0.28% monthly, after two months in negative ground. With this result, the industrial sector increased 1.7% YoY but is still 2.1% below the level prior to the pandemic (Feb-20). Results reflect the obstacles faced by the...

  • Alphacast Highlight - Peru December 2022 Macro Brief

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    Pedro Castillo was dismissed for trying to dissolve the legislative House and to establish an "exception government". Consequently, Dina Boluarte took over in his place. Far from being resolved, the conflict deepened, social discontent heated up and the government declared a state of emergency on December 14. Despite the recent slowdown, Peru is recording one of the highest rates of growth in the last decade across LATAM, only behind Colombia. That said, Peru has been struggling to return to its pre-Covid growth trend. Regarding capital markets, a larger global economic slowdown would undoubtedly have negative reverberations on Peru’s copper returns and economy. The Central Bank is not discarding further hikes of the interest rate if inflation is not lowered within the target range. On a positive note, Peruvian fiscal and external balances are showing strong performance. Moreover, both outstanding debt level (34% GDP), and interest burden (1.4% GDP) are quite low. Activity Peru's economic activity lost dynamism in the second half of 2022. The Q3 closed at 1.7%, slowing down its pace compared to the previous ones (vs. +3.8% Q1, +3.3% Q2). Growth was tempered to a greater extent by the contraction of primary production (-1.1% Feb-22, -0.8% Sep-22). Mining...

  • A short guide to Chilean macro data

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    Interested in activity, prices, monetary, fiscal, external sector, and financial data for Chile? There are loads of datasets, see for example this Repository which has official statistics from INEI and BCRP. However, this short guide will help you find the our "must-see" datasets. Chile Country Profile Dashboard The starting point is our Chile Macro Dashboard, a fully automatized Dashboard presenting up-to-date data. You can catch a glimpse and get a broad idea of the latest developments. It contains five sections: Activity, Prices, Money and Banking, Fiscal, External Sector, and Financial The Charts are fully integrated with our datasets, so if you want to replicate any of them, you can download the source Dataset, or just click the button “Clone Chart” to reproduce the Chart inside our Platform. The main sources for the data used on this Dashboard come from the Central Bank of Chile (BCCh), the National Institute of Statistics (INE), and Chile's National Department of Treasury. The data is fully integrated with our database which means once the sources release the data, our database will be instantaneously updated on our platform. Activity To track the economic activity of the Peruvian Economy, you can monitor the evolution of GDP, Industrial...

  • A short guide to Peruvian macro data

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    Interested in activity, prices, monetary, fiscal, external sector, and financial data for Peru? There are loads of datasets, see for example this Repository which has official statistics from INEI and BCRP. However, this short guide will help you find the our "must-see" datasets. Peru Country Profile Dashboard The starting point is our Peru Macro Dashboard, a fully automatized Dashboard presenting up-to-date data. You can catch a glimpse and get a broad idea of the latest developments. It contains five sections: Activity, Prices, Money and Banking, Fiscal, External Sector, and Financial. The Charts are fully integrated with our datasets, so if you want to replicate any of them, you can download the source Dataset, or just click the button “Clone Chart” to reproduce the Chart inside our Platform. The main sources for the data used on this Dashboard come from the Central Bank of Peru (BCRP), the National Institute of Statistics and Information (INEI), and Peru's Ministry of Economy and Finances (MEF). The data is fully integrated with our database which means once the sources release the data, our database will be instantaneously updated on our platform. Activity To track the economic activity of the Peruvian Economy, you can monitor the...