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...

  • A short guide to Brazilian macro and financial data

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    Interested in activity, prices, monetary, fiscal, external sector, and financial data for Brazil? There are loads of datasets, see for example this Repository which has official statistics from BCB and IBGE. However, this short guide will help you find the our "must-see" datasets. Brazil Country Profile Dashboard The starting point is our Brazil 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 Brazil (BCB), The Brazilian Institute of Geography and Statistics (IBGE), and Brazil's Ministry of Economy. 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 Brazilian Economy, you can monitor the evolution of GDP,...

  • Alphacast Highlight - Peru October 2022 Macro Brief

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    Despite the recent slowdown, Peru is recording one of the highest rates of growth in the last decade across LATAM, falling behind Colombia only. However, most of this growth happened before the pandemic. After the Covid-19 outbreak, Peru has been struggling to return to its pre-Covid growth trend. Regarding politics, the government of Pedro Castillo became a turning point: political paralysis has eroded the investment climate, and the ongoing political tumult has subdued the economic growth outlook. On the markets, a larger global economic slowdown would undoubtedly have negative reverberations on Peru’s copper returns and economy. Added to this, at the local level the lagged effect of monetary and fiscal adjustment, and lower consumption driven by lower disposable income stopped the activity, while the drop in business expectations may further affect the dynamics of investment. In addition, the Central Bank is not discarding further hikes of the interest rate if inflation is not lowered within the target range, which could affect the level of economic activity. On a positive note, Peruvian fiscal and external balances are good compared with other peers, sovereign ranking is still good (BBB), the debt level (34% of GDP), and interest burden (1.4%) are quite low....

  • Brazil Macroeconomic Brief

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    Lula Da Silva will be the next president. Although he did not present a specific economic program during his campaign, he said he would focus his government plan on fighting indebtedness and inflation (mainly food, energy, and fuel prices). He aims to resume public investment in infrastructure and housing so as to promote sustainable and stable economic development. Unlike Bolsonaro, and with a markedly statist bias, Lula has even promised to use Petrobras as a vehicle for national development. On the other hand, a key point is a fiscal issue. He plans to repeal the spending cap required by the Constitution, which might be translated into a deeper fiscal deficit. The reaction of the markets will depend on Jair Bolsonaro's response to the results obtained and on the fiscal policy signals of the leader of the workers' party, as well as the appointment of his advisers. Brazil has been dealing with a stagnant economy for a decade. Nonetheless, this year is showing the best performance since the crisis of 2014, driven mainly by investment. In addition to the fact that unemployment hit a 7-year low, consumption growth accelerated in Q2 even though real wages fell (8%). Meanwhile, export growth was...

  • Alphacast Highlight - Consumers and businesses remain cautious

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    By Florencia Hernández (fhernandez@alphacast.io) Read more Alphacast Highlights here The war between Ukraine and Russia, the slowdown in the Chinese and US economies, the acceleration of inflation, and the economic recession in the US have hit the confidence of both consumers and entrepreneurs in developed countries. In Latin America, inflation in food and fuel plus political uncertainty overshadowed the dynamics of the Consumer Confidence Index (CCI). In addition, the Business Confidence Index (BCI) was affected by the rise in rates and by the political uncertainty derived from the bias towards leftist parties, which reflects a bleak picture going forward. Regarding the CCI, among the countries analyzed, Argentina shows to have exceeded the pre-pandemic values by 8%, despite having suffered a drop of the same magnitude compared to the previous year. In any case, this isn't an encouraging figure, considering that the latest data available (Sep-22) is 5% below the average of the last 5 years. For the remainder of the year, high inflation, loss of purchasing power, and political and economic uncertainty contribute to keeping consumers cautious. Mexico although it is slightly above the average of the last 5 years (39.7), accumulates four months of decline in the CCI and...

  • 8 amazing econdashboards you cannot miss!

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    Stop spending your day copying & pasting data from sources that frequently change their formats, and get your charts updated right away. Dashboards are updated every day with the most recent data. Remember that you can copy and clone everything you see on those dashboards. Create your charts or pipelines to transform the data, and add your format, colors, and brand. Feel free to reuse everything of your own will. As a model for inspiration, we would like to share with you 8 curated dashboards from our team. Global Central Banks Dashboard Alphacast's Dashboards are the perfect tool to keep track of global monetary events. The Global Central Bank Dashboard has an up-to-date view of monetary policy in the Federal Reserve, ECB, Bank of England, Bank of Japan, and the People's Bank of China. Penn World Tables' Dashboard The Penn World Table, created by the Groningen Growth and Development Centre, is a project to compare world macro data in the long term, on relative levels of income, output, input, and productivity, covering 183 countries between 1950 and 2019. Latin American Overview Dashboard Alphacast shines the most when combining data from dozens of sources that would otherwise require lots of work....

  • Inflación y mercado de pesos

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    * Pablo Waldman* Sr. Strategist Inflación - Una costumbre nacional Inflación - Fernández & Fernández Campeones de América (ex Venezuela) IMF: It’s mostly Fiscal “Cuasifiscal Strikes Back” “No soy yo, sos vos” Pesos Indexados: La frontera final “Gradually, then suddenly” Trouble in Paradise (Permitido ex Alphacast) “Rescate (Flujo) mata valuación” Soluciones circulares El presidente del Banco Central, Miguel Pesce, afirmó que la intervención de la entidad, como prestamista de última instancia, "recompuso la curva" de la caída de los títulos públicos en pesos, y pronosticó que "la semana que viene se estará normalizando" El termómetro...

  • Charts and Maps

    Creating charts & maps Once the data is uploaded, you can create a chart, both from your own repositories or from public repositories that you are following. There are many options such as: Lines & bars Stacked area Scatter Time scatter Discrete bars Slope charts Map charts And more. In Alphacast, you can create charts and share them. Creating a chart There are different ways to create a chart: There is a blue button on the upper right of the site called Create new. When you click on it, you can select the new chart option. Also, you can create a chart from any repository (your own, from your team or the ones that you are following). Click on the repository you want to select on the left. From the repository's page click on the New chart button that is on the upper right side. It automatically leads you to the chart editor. Here, you can select the type of graph you want to use. Clicking on Add variables will display a list with the repositories that you own, the ones that you are part of and those you follow. If you select one of these, it will lead you...

  • Uruguay - Unemployment

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    By Aldo Lema "Unemployment in Uruguay stood at 9.4% during September (vs. 9.5% in August and 11% reference a year ago), with a slight seasonally adjusted drop in employment month and reference year-on-year creation of 55 thousand jobs" #URUGUAY #UNEMPLOYMENT Related Datasets Labour & Income - Uruguay - INE - Labour...

  • Charts and Maps

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    Intro to charts and maps (You are here) Creating charts & maps Intro to Charts and Maps With Alphacast, you will be able to transform your data into useful and visually attractive information in an easy and fast way. You can create and customize different types of graphs or dynamic maps in just a few minutes. Next, you will see the different options available to create and share. Maps State Level Maps We added Sub National level maps. You can easily map the data by having the state/province as your entity. The editor will recognize the state/province and map it accordingly and if it doesn't you can match your data with the map geographies. World Map, US, Brazil & Argentina are already on board and we are adding new maps on a daily basis. If you need a specific map just let us know! Line chart Scatter plot Time Scatter Stacked area Discrete bar Slope chart New charts and editing options Many many many new options for charting. From the chart editor now you can: mix graphs with bars and lines, add a secondary axis on any series, select the position of the legend, font family, color, axis width, hide markers and gridlines, smooth lines, stacked and unstacked bars, and more. Now, you can make multiple chart from one chart! [Previous] [Next]

  • Pipelines

    Creating a pipeline Through the Pipelines, you can create your own datasets derived from any other dataset on the platform. First, you must click on the dataset you want the data from. In the upper right, you will see a button called Create pipe. When you click on it, it will take you to another page where you will select the repository you want to store the data and make your own dataset. Select the repository and choose a name. Click on Read columns. Next, you can filter and rename the variables, rescale the frequency, combine and make transformations. Then, a new dataset will be created in your repository, it will be automatically updated every time the original dataset is updated either by Alphacast or by yourself. Just click on Save pipeline and the dataset will be generated. Every time a dataset is updated or a pipeline runs it will be reported on the "Activity Tab". In addition, more information is provided in case of failure. Once the dataset is created, you can edit it. In the upper right you will see the button Edit. Choose the option Edit pipeline, you can make any change you...

  • DYMAXION LABS

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    Page: https://dymaxionlabs.com/ Description: Dymaxion Labs provides unique insights at the intersection of Agriculture, Urban Development, and Climate Change. It leverages AI and Computer Vision to analyze petabytes of geospatial data to understand the physical world. These include optical, SAR, and aerial imagery, climate data, and IoT sensors. With your grounded, data science-based methodology you can access powerful reports to gain refined information and empower your team with the knowledge tools, and confidence to execute the right strategic business decisions. GCBA Page: https://www.estadisticaciudad.gob.ar/eyc/ Description: Statistics of the Department of Open Data of the Government of the City of Buenos Aires ECON.UY Page: https://econ.uy/ Description: Econuy simplifies the gathering and processing of Uruguayan economic statistics with more than a thousand economic indicators updated daily. Data is retrieved from (mostly) government sources, processed into a familiar tabular format, tagged with useful metadata, and can be transformed in several ways (converting to dollars, calculating rolling averages, resampling to other frequencies, etc.). PROVIFY (Pedir a Fede...

  • Teams and users

    Creating and managing your team Clicking setting, you can access the Teams tab. The main objective of this function is team collaboration between different users either to collaborate on a project or for a specific work area. When you belong to a team, the information will be visible only to its members. Create a New Team allows you to create your own team, give it a name, and add as many members as you like. To add them you can do it with the Alphacast username or with the e-mail. If you put the wrong user, you can easily remove it by pressing Remove. Even if you have already created the group, you can also change its members at any time. When you access the Teams tab, the groups listed appear, and there you can delete them with the delete option. If you do it that way, don't forget to hit update team to save your changes. Previous...

  • Teams and users

    Managing your user Once logged in, you can access your profile by clicking on your name, on the far left, above the search engine. In View profile, you will be able to see your own insights, datasets, and repositories or its that of the team you belong to (in the next section we will explain how to create it). If you click in Settings, you can modify your public data. You can change the display name and add a photo, if you want. You can also see the email with which you have logged in and get your API key. In the next section we will explain the access and the advantages of belonging to a team. To logout, you can do so by clicking Logout on your profile. Previous...

  • Charts and Maps

    Publishing, interacting and sharing charts Once graph finished you can save as a draft and continue later or publish. The graphics editor also lets you modify graphics that are already created and saved as new pressing "save as new". If you are going to publish it, you can choose the repository to publish it in "Select repository for chart". Finally click on "Publish". Another interesting feature offered by the platform is the possibility of downloading the information, either in .png or .svg simply by clicking on "dowland" and choosing the option you prefer. Also, Alphacast allows easily share it. Options to share data appear below your graph. You can publish it on Twitter, Facebook, or you can embedded it in your own website or blog. In adittion, you can create your own insight in our platform and include charts and maps on its. Graphics are interactive.The graph is displayed in mobile view or desktop view format by checking the option below the graph. Also, if preferred, you can view it in table form. You can hover over any variable and see the determined values of the variables in a certain period of time. Also, the timeline can be changed directly...