Milagros Ricchini
@milagrosricchini
Milagros Ricchini
@milagrosricchini
milagrosricchini's insights
A short guide to Argentinean macro data
Interested in activity, prices, monetary, fiscal, external sector, and financial data for Argentina? There are loads of datasets, see for example this Repository which has oficial statistics from from different sources, INDEC's Repository and BCRA's Repository. If you are looking for data about Argentina you'll probably find it here. However, this short guide will help you find the basic "must-see" datasets. Argentina Country Profile Dashboard The starting point is our Argentina 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. 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 Argentina (BCRA), the National Institute of Statistics and Censuses (INDEC) and Argentina's Ministry of Economy (MECON). 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. Our Dashboard contains five sections: Activity, Prices, Money and Banking, Fiscal, External...
A short guide to Chilean macro data
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 oficial statistics from the country. If you are looking for data about Chile you'll probably find it here. However, this short guide will help you find the basic "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. 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 the Chile's National Department of Tresaury (Min. Hacienda). 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. Our Dashboard contains five sections: Activity, Prices, Money and Banking, Fiscal, External Sector and Financial. Activity To...
A short guide to Colombian macro data
Interested in activity, prices, monetary, fiscal, external sector, and financial data for Colombia? There are loads of datasets, see for example this Repository which has oficial statistics from the country. If you are looking for data about Colombia you'll probably find it here. However, this short guide will help you find the basic "must-see" datasets. Colombia Country Profile Dashboard The starting point is our Colombia 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. 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 Colombian Central Bank (BanRep), the National Administrative Department of Statistics (DANE) and the Colombia's National Department of Tresaury (MHCP). 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. Our Dashboard contains five sections: Activity, Prices, Money and Banking, Fiscal, External Sector and Financial. Activity To track...
Revivieron las tasas
En 2021 y 2022 varios países revirtieron la baja de tasas que se dió durante la pandemia, principalmente por el rebrote inflacionario que se surgió como consecuencia de la mayor emisión monetaria. Esta se utilizó para financiar el elevado gasto público resultado de los paquetes de ayuda económica en el marco del Covid. Aquí propongo un monitor de tasas de política monetaria, utilizando el dataset del BIS de "Policy Rates" que pueden ver siguiendo este link. En primer lugar, podemos ver las tasas de política monetaria de países de Latinoamérica a partir de 2020. Se observa como bajan en los primeros meses, al comienzo de la cuarentena y luego van aumentando a partir de 2021 ya que comienzan a verse niveles cada vez mayores de inflación. Argentina a pesar de ser el país con más inflación es el último que reacciona subiendo las tasas. El comportamiento de las economías desarrolladas es muy similar, solo que en este caso la Zona Euro no responde, mantendiendo sus tasas en 0%. Además vemos como Estados Unidos aumentó la tasa más tarde y de forma rápida, mientras que el Reino Unido comenzó antes y lo hizo de forma más gradual. Para entender mejor por...
Chile Activity Remains Robust & Colombia Labour Markets Show Mixed Results
by Scotiabank Economics "#Latam Daily for Dec. 1: 🇨🇱 #Chile's recovery firing on all cylinders; 🇨🇴 #Colombia's labour market shows mixed results. Full Report: https://scotiabank.com/ca/en/about/economics/economics-publications/post.daily-publications.latam-daily.latam-daily.2021-issues.-december-1-2021-.html #EmergingMarkets" #Latam Related Datasets Activity - Chile - BCCh - Monthly Gross Domestic Product - Monthly Activity - Colombia - DANE - Employment -...
Argentina: Government Confidence Index
by Juan Negri "The Government Confidence Index (GCI) that we do in @UTDT_Gobierno is out now. It fell almost 5 points over the last month. It is the lowest value of the AF government, even below Macri's worst measurement (April 2019) and still with two more remaining years in the office" #Argentina Related Datasets Activity - Argentina - UTDT - Consumer and Government Confidence -...
Price Pressures: Spanish inflation hit 5.6% in November
by Holger Zschaepitz "#Spain’s #inflation accelerates to the fastest in nearly 30yrs on rising food prices, underscoring the lingering consequences of supply bottlenecks across the continent. CPI jumped 5.6% in Nov, highest since Sep1992, exceeding expectations of 5.5%. https://bloomberg.com/news/articles/2021-11-29/spanish-inflation-surges-to-highest-in-nearly-30-years-on-food?sref=R17xFhjo" Related Datasets Activity - Global - OECD - Main Economic Indicators - Key short-term indicators - Monthly Prices - Spain - INE - Consumer Price...
WTI futures
by Mike Zaccardi, CFA, CMT "WTI last 7 years $USO" Related Datasets Financial - Global - Commodities -...
US: Expected Change in Unemployment
by Claudia Sahm "Michigan's consumer sentiment does not include its labor market question in its headline index. the employment outlook is very good!" #UnitedStates Related Datasets Activity - USA - University of Michigan - Expected Change in...
Personal Saving Rate
by St. Louis Fed "The nation’s personal savings rate (as a percentage of disposable personal income) decreased to 7.3% in October from 8.2% the previous month http://ow.ly/ZKoi50GVGCy" #UnitedStates Related Datasets Activity - USA - BEA - Personal Income and Its...
Initial unemployment claims plummet
by Steven Rattner "Initial unemployment claims plummet to 199K, below the pre-pandemic average and the lowest since April 2019. Fantastic news! (Also remember we have record job openings.)" #UnitedStates Related Datasets Activity - USA - BLS - Labour Market stats -...
More pressure on the Fed to act
by Steven Rattner "The personal consumption expenditure price index, the Fed’s preferred gauge of inflation, rose 5.0% yr/yr, the most since 1990. (Core prices rose 4.1% yr/yr.) More pressure on the Fed to act." #UnitedStates Related Datasets Inflation - USA - BEA - Personal Consumption Expenditures Price...
Argentina Economic Activity
by INDEC Argentina "#INDECData In September 2021, economic activity increased 1,2 percent on a seasonally adjusted basis, rising 11,6 percent over the last 12 months. https://www.indec.gob.ar/uploads/informesdeprensa/emae1121EA49622820.pdf" #Argentina Related Datasets Activity - Argentina - INDEC - Monthly Gross Domestic Product Estimate (EMAE) -...
Not in the Labor Force
by David Andolfatto "Not in the Labor Force -- elevated (+5M) and flatlining." #United States Related Datasets Labour & Income - USA - BLS - Employment &...
Labor Shortages
by Paul Krugman "With Kevin McCarthy blaming Biden for labor shortages, a question: have any of the people who blamed enhanced unemployment benefits for labor shortage conceded that they were wrong?" #United States Related Datasets Labor & Income - USA - BLS/BEA - Labour Force Participation and Unemployment...
Shock resistance
by Mike Bird "Even as consumer prices surge across much of the world, and massive rises in import costs, Japan simply WILL NOT countenance any inflation. Outright refusal. No dice. https://economist.com/finance-and-economics/2021/11/20/the-case-of-the-curiously-quiescent-inflation-rate" #Global Related Datasets Prices - Global - OCDE - Consumer Price...
WTI Crude prices have fallen 8% since the October high
by Lisa Abramowicz "China is releasing some oil from its strategic reserves after the U.S. invited it to participate in a joint sale. WTI crude prices have fallen 8% since the October high, to the lowest in more than a month. https://bloomberg.com/news/articles/2021-11-18/china-says-release-from-strategic-oil-reserves-in-the-works" #Global Related Datasets Financial - Global - Commodities -...
Struggling Canada's manufacturing sector
by MacroMarketsDaily Newsletter "Canada's manufacturing sector has been struggling lately, especially in price-adjusted terms #CAD" #Canada Related Datasets Activity - Canada - STATCAN - Manufacturing...
US Export and Import Prices
by Charlie Bilello "US Export Prices increased 18.1% over the last year while Import Prices increased 10.7%." #United States Related Datasets BOP - USA - BLS - Export and Import Prices...
Watch what they do, not what they say
by Charlie Bilello "US Retail Sales hit another all-time high while Consumer Sentiment is at its lowest level in 10 years. Watch what they do, not what they say." #United States Related Datasets Activity - USA - Sectorial Activity Indicators Activity - USA - University of Michigan - Consumer Sentiment Index...
Dramatic turkish currency depreciation
by Mohamed A. El-Erian "Dramatic currency depreciation remains the theme in Turkey. #economy #markets #turkey #fx #currency #em #emergingmarkets #investing #investors" #Turkey Related Datasets Financial - Global - Currency -...
Beef Consumption Bear Market
by Cristian "Total bear market for per capita beef consumption. Dropped almost 6% in the last 12 months. The country's per capita beef consumption fell three kilos over the last year according to CICCRA" #Argentina Related Datasets Activity - Argentina - MAGyP - Cattle...
Flexible Labor Market
by Fernando Marull "In the US, inflation accelerated but employees' earnings rapidly adjusted upwards. Flexible labor market, without labor negotiations. Thanks @Manu_CB for your contribution." #United States Related Datasets Inflation - USA - BLS - Consumer Price Index - U.S. City Average Labour & Income - USA - BLS - Employment &...
US consumer sentiment and inflation expectations
by Lisa Abramowicz "U.S. consumer sentiment falls to the lowest since 2011." #United States "Consumers' one-year inflation expectations have climbed to 4.9%, the highest since 2008." Related Datasets Activity - USA - Sectorial Activity Indicators Activity - USA - University of Michigan - Expected Change in...
Recovery in employment remains more incomplete for people of color. Suffer most in recessions, benefit most from strong recoveries.
by Claudia Sahm "Sad morning chart. Sar from "inclusive" and "broad-based" employment, especially among Black and Hispanic workers." #United States "Black and Hispanic employment rates are 3 percentage points below pre-Covid level, while White rate is 2 percentage points." Related Datasets Labour & Income - USA - BLS - Employment &...
Inflation according to INDEC
by Pip Stoch "Inflation according to INDEC • October 3.5% • Cumulative 2021 41.8% • Over the last 12 months 52.1% #IPC" #Argentina Related Datasets Inflation - Argentina - INDEC - Consumer Price Index - Groups -...
CPI at 6.2% and the effective fed funds rate at zero
by Sven Henrich "Remember the last time you saw CPI at 6.2% and the effective fed funds rate at zero? You don't, because it has never happened before." Related Datasets Financial - USA - FRB - Interest Rates - Daily Inflation - USA - BEA - Consumer price and Personal Consumption Expenditures indexes -...
OECD Composite Leading Indicators
by OECD Statistics "📈#OECD Composite #LeadingIndicators suggest economic #growth approaching post-pandemic peak. Find out more in our latest news release 👉https://bit.ly/3oesYgI #OECDStats" Related Datasets Activity - Global - OECD - Composite Leading...
Chile: Inflation is on the rise driven by policy stimulus
by Martin Castellano "In Chile, inflation rose to 6% y/y in October, the highest reading since early 2009, fueled by policy stimulus. Pressure to further tighten monetary policy is mounting. Our latest note @IIF analyzes the implications of the fourth pension withdrawal under discussion in Congress." #Chile Related Datasets Inflation - Chile - INE - 2009 Consumer Price Index - Spliced Series - Monthly Activity - Chile - INE - Retail Trade Activity -...
US Treasuries are losing their safe haven status
by Robin Brooks "I often hear: US Treasuries are desirable because they're a good risk hedge. No! Think back to March 2020. S&P 500 (orange) was tanking & 10-year yield (white) spiked. It's only thanks to massive Fed QE that yields went back down. US Treasuries are losing their safe haven status." #Unites States Related Datasets Financial - Global - Rates - Daily Financial - Global - Equity Indexes -...
