Alphacast Highlights

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...

By Francisco Fernandez See more Alphacast Dashboard here By Concept - National...

By Francisco Fernandez Read more Alphacast Highlights here South America - Demographics Alphacast allows you to unlock the details of South America's demographics with ease. Uncover essential data and showcase trends through captivating charts, including insights into the region's most populous countries and those experiencing rapid population growth.. Data is from World Bank. But that's not all. The World Bank data only shows you how population growth evolved in Latin America and the Caribbean as a whole. But not specifically in South America. That's not a problem because with Alphacast you can compile the data in a few steps by building South America's population growth. Let's calculate South America's population growth with Alphacast Step 1: Our starting point is Demographics - Global - World Bank - Demographics. Up to here, just press on Select columns and choose South American countries and the variables "Population, total" and "Population growth (annual %). Finally use the Transform Data option, that will direct you to create a pipeline. Countries: Variables: Step 2: For the following calculations, it is necessary that each column represents a different country, so the Long to Wide option should be used. In the entity to convert just select "Country" and...

By Francisco Fernandez Read more Alphacast Highlights here South America - Demographics Alphacast allows you to unlock the details of South America's demographics with ease. Uncover essential data and showcase trends through captivating charts, including insights into the region's most populous countries and those experiencing rapid population growth.. Data is from World Bank. But that's not all. The World Bank data only shows you how population growth evolved in Latin America and the Caribbean as a whole. But not specifically in South America. That's not a problem because with Alphacast you can compile the data in a few steps by building South America's population growth. Let's calculate South America's population growth with Alphacast Step 1: Our starting point is Demographics - Global - World Bank - Demographics. Up to here, just press on Select columns and choose South American countries and the variables "Population, total" and "Population growth (annual %). Finally use the Transform Data option, that will direct you to create a pipeline. Countries: Variables: Step 2: For the following calculations, it is necessary that each column represents a different country, so the Long to Wide option should be used. In the entity to convert just select "Country" and...

By Martina Mas(mmas@alphacast.io) Read more Alphacast Highlights here We are happy to introduce two new data sources to explore global energy trends. The first one is the Energy Institute which plays a privoral role in collecting, analyzing, and synthesizing extensive data related to the energy sector. With a focus on global insights, Energy Institute's datasets covers 154 countries. These resources grant access to crucial data on energy consumption and generation, carbon emissions, energy prices, and various other energy-related metrics. Secondly, the U.S. Energy Information Administration (EIA), the independent agency of the U.S. Department of Energy. Multicountry Data Integration In this segment, we are introducing our dataset of Electricity Generation which collects yearly data in Tera-watts per hour (TWh) for electricity generation from coal, natural gas, oil, fuel, and other significant sources. Given the wealth of available information, the following analysis of global energy generation involves utilizing the Filter Entity option to identify the five leading countries based on their respective contributions to the production of each energy type. As perceived, in Alphacast, you gain flexibility to create a diverse range of charts, including line charts, scatter plots, and stacked charts. Among these options, stacked bar charts are particularly valuable as...

Alphacast offers personalized alerts to help users stay connected to their data, receiving automatic notifications whenever the dataset is updated.

By Martina Mas(mmas@alphacast.io) Read more Alphacast Highlights here Multiplicity of Mexican bonds, such as UDIBONOS, Bonos G, CETES and Bonos D represent a crucial source of funding for the Mexican government's operations and provide an investment option that supports the country's economic growth while generating investment returns In order to that, the Bank of Mexico (Banxico) plays a privoral role in collecting, analyzing, and synthesizing extensive data related to the diverse range of government securities held by different entities in the economy. Let us take a closer look at each of these instruments and the available information to analyze the bond´s market in Mexico. Fixed-Income Securities Bondes D, also known as Development Bonds of the Federal Government, are medium-term fixed-rate bonds issued by the government to finance development projects and social works in the country. All these instrument are issued in the Mexican market but denominated in US dollars. Here our dataset Markets - Mexico - Banxico - Bondes D collects daily nominal stock data in millions of pesos. Stock values for different categories are provided like residents, banking sectors, investment funds, insurance and surety companies, and others. Also information is available for the last month and year, and there...

By Francisco Fernández Access Money Market Interest Rate data here With Alphacast you can monitor accurately and in real time the interest rates of the money market in Mexico. A key information when analyzing the Mexican financial market. Our data comes from Banxico, guaranteeing accurate and reliable information for financial decisions. Real rates In Alphacast charts are automatically updated. You will be able to clearly and visualize the evolution of interest rates in real-time. In addition, Alphacast allows you to use several datasets at the same time and customize the variables as you wish. For example, you can get the real money market rate and have a complete overview of the financial context. We suggest you to give a quick read to how to calculate variables and a full list of all fuctions. Read more Alphacast Dashboards...

By Francisco Fernández Access Gasoline Prices data here Want to stay informed about gasoline price fluctuations in Argentina? Then you're in the right place! AlphaCast gives daily access to accurate and reliable data from the Secretary of Energy, which allows monitoring the value of gasoline with high frequency. Let's see what happened lately Do you know that the price of gasoline can reveal clues about government strategies? When the real price lags, it may mean that the government is seeking to increase the population's purchasing power. Alternatively, if the real price rises, it is likely that the government is adjusting its accounts and correcting relative prices. So if you really want to stay informed about Argentina's macroeconomy policy you can't miss this data source. The price of fuels has shown a declining trend throughout the presidency of Alberto Fernández, with a certain deepening during the last months. The real prices of Regular Gasoline and Premium Gasoline are approximately 25% below the values registered in December 2019. Measured at the financial FX, the liter of Regular Gasoline went from an average value of USD 1.1 during 2016/2019 to USD 0.5 in the last time. The reduction of Premium Gasoline was from...

By Martina Mas(mmas@alphacast.io) Read more Alphacast Highlights here Short-term private debt instruments play an essential role in the Mexican financial system, providing liquidity to the economy and serving as a tool for short-term financing. Having up-to-date information every week not only keeps you informed about the current status of short-term instruments, but also enables you to generate your own data in the form of graphs, dashboards or insights as the ones that will be showed next. Our dataset Short-Term Private Debt Instruments contains weekly information of those Banxico's indicators and displays the two instruments we can find within it: commercial papers and private certificates. The first one refers to unsecured, short-term debt issued by corporations to fund their day-to-day operations. On the other hand, private certificates are short-term debt securities issued by private financial institutions traded in money markets. With Alphacast, you collect and organize valuable numbers about the Mexican financial market. For example, it is possible to track the volume of new issuances of commercial paper with weekly indicators, as well as monitor the total amount of outstanding debt in the market with the outstanding stock indicators. Total Short Term Indicators The initial step to delve into Mexico's financials...

By Martina Mas(mmas@alphacast.io) Learn how to calculate Implicit inflation Rates here In Argentina, implicit inflation rates in the capital markets plays a key role in understanding the country's price dynamics. Given Argentina's history of elevated inflation, economic volatility and current absence of a well-established economic policy plan, monitoring implicit inflation rates has become critical. Implicit Inflation in Bonds The average implied inflation rate up to 2026 has been rising steeply since last January. Based on our IAMC dataset, all these rates represent the average inflation expected from the current date until the maturity of the bond. For the current year, the estimated monthly rates range between 6% and 8%. Looking ahead to 2026, projections suggest a slightly narrower range of 4% to 7%. On the other hand, the annual implicit inflation rate for 2023 exceeds triple digits, even surpassing 150% annually. This number represents the highest figure in 32 years, surpassing the record of 1991 when inflation (measuring by the CPI) had reached 84%. Even more, the last time Argentina surpassed triple-digit annual inflation was in October 1991 when it registered a rate of 102%. Providing an optimistic outlook, anual indicators for 2026 range between 70% and 100%, suggesting a...

By Martina Mas(mmas@alphacast.io) Access Global Yield Curves data here In the fast-paced realm of finance, knowledge is power. And when it comes to navigating the intricate world of yield curves, having accurate and timely information is paramount such. Our dataset provides an extensive analysis of yield curves across multiple countries, encompassing a wide range of maturities. With this information at your fingertips, you can gain valuable insights and create visual information that can help you understand the global economic outlook. Let's see World Data In AlphaCast, users have the flexibility to either create custom variables for analyzing global data or directly utilize the variables as they come within the dataset. You can add such as many variables as you need. We suggest you to give a quick read to how to calculate variables and a full list of all fuctions. Here's a sneak peek of an idea: you can visualize the spread of each country versus the United States for 10-year yield curves. The variable spread refers to the gap or difference between the yields of the government bonds of Mexico and the United States, typically measured in basis points. Related to the mencionated before, on the left you can...

By Martina Mas(mmas@alphacast.io) Read more Alphacast Highlights here Are you intrigued by the compelling world of capital markets? Alphacast provides a comprehensive collection of financial data which includes bond and treasury bill information, allowing users to analyze market trends and estimate the expected inflation rate. To begin to calculate the implicit inflation rate of any of those instruments, several key elements are necessary. First and foremost, access to reliable and friendly-user financial datasets, such as those provided by Alphacast. Our datasets includes essencial lnformation about bond yields, treasury bill rates, internal rates of return and other relevant market indicators. Let's start this process. How to determinate implicit rates in Bonds Our starting point is determinated at Financial - Argentina - IAMC - Fixed Income Report. Up to here, just select the "TIR Anual" at variables and use the Transform Data option, that will direct you to create a pipeline. It comes the right moment to put your knowledge of financial mathematics to the trial. To proceed, you should add another step and utilize the Calculate Variable option. Calculating the implicit rate requires two elements: a fixed-rate bond and an inflation-adjusted bond (such as Argentina's CER Bonds). The following formula compares...

By Francisco Fernández Tourist arrivals to Mexico have experienced an astonishing increase after the COVID-19 pandemic. Nowadays around 33 million tourists visit Mexico each year and the government is expecting to reach nearly 40 million people throughout 2023, an unprecedented level. The country's diverse and captivating attractions, such as its rich cultural patrimony, impressive natural landscapes, and world-renowned gastronomy, attract travelers from all over the world. As a result, Mexico has become a top choice for domestic and international tourists, reaping the benefits of a booming tourism industry and contributing to its economic growth and development. Tourism plays a crucial role in Mexico's economy. The recent increase in tourist arrivals has significantly strengthened the country's foreign exchange inflow and driven job creation. Thus, the share of the activity Temporary accommodation and food and beverage production in the total GDP follows an upward trend after the pandemic: in 2022 it reached a figure of 2.2%, but still lower than its 1993/1994 peak. In particular, the sale of services to foreign tourists has reached historic highs. In addition, there has been a notable increase in domestic tourism, with higher domestic tourism consumption by Mexican residents. The combined effect of increased foreign and...

By Martina Mas (mmas@alphacast.io) Explore our Alphacast's IA Highlights here Say goodbye to endless hours wasted sifting through data and hello to lightning-fast access to the knowledge you need. In today's fast-paced world, time is of the essence. Try the new Alphacast’s buttom and experience the incredible speed and efficiency of artificial intelligence to supercharge your information search process. It’s time to improve manual searches or endless scrolling through irrelevant results. Now this advanced tool can do the heavy lifting for you, swiftly scanning through massive datasets and provide you with a concise summary of what's happening. Let's give it new function a try. Here's a step-by-step guide to help you get started Open your preferred web browser, then when you visit Alphacast the first thing you should do is navigate to the Explore section. Now you can explore categories or craft tailored searches with precision using our advanced search functionality. Refine your results with intuitive filters, tag such as country, frequency, spurce and more, all. Our goal is to ensure that you find precisely what you're looking for, quickly and efficiently. The next step is to utilize the search bar to find the specific information we need. In this...

By Martina Mas (mmas@alphacast.io) Find out more Alphacast Highlights here It is widely known that Credit Default Swaps (or CDS) provide a way to gauge financial stability and solvency of both companies and countries. Analyzing changes in CDS premiums can provide important indicators of market expectations. In brief, Credit Default Swaps (CDS) are financial derivate that operate similarly to insurance contract: a buyer pays a premium to a seller in exchange for protection against the security's risk of default. The data belonging to this derivative is collected in our Credit Default Swap dataset for a wide range of countries. Alphacast's auto-update functionality ensures that our subscribers will have access to the latest data. We empower them to be one step ahead of the market. Step by step First af all, in order to create a pipeline in Alphacast start by clicking the "create new" button and selecting the pipeline option. As it's shown by, it is necessary to select a repository to store it in. Aditionally, keep in mind that public repositories are allowed to be editing by anyone, while private repositories limit these kind of modifications. Also avoid including sensitive information in the name and use a consistent naming...

By Martina Mas (mmas@alphacast.io) Find out more Alphacast Highlights here It is widely known that Credit Default Swaps (or CDS) provide a way to gauge financial stability and solvency of both companies and countries. Analyzing changes in CDS premiums can provide important indicators of market expectations. In brief, Credit Default Swaps (CDS) are financial derivate that operate similarly to insurance contract: a buyer pays a premium to a seller in exchange for protection against the security's risk of default. The data belonging to this derivative is collected in our Credit Default Swap dataset for a wide range of countries. Alphacast's auto-update functionality ensures that our subscribers will have access to the latest data. We empower them to be one step ahead of the market. Step by step First af all, in order to create a pipeline in Alphacast start by clicking the "create new" button and selecting the pipeline option. As it's shown by, it is necessary to select a repository to store it in. Aditionally, keep in mind that public repositories are allowed to be editing by anyone, while private repositories limit these kind of modifications. Also avoid including sensitive information in the name and use a consistent naming...

Not only does the trade relationship between Mexico and the United States has experienced a significant increase in value but in volume as well. Thus, the foreign commerce with the U.S. is one of the most important factors in Mexico's economy and a fundamental tool for its economic growth. Also, during the first months of 2023 the trade balance with the U.S. continued to show a positive trend. The U.S. is a major player in Mexican foreign trade: its share in Mexico's external sales was 81.8% in 2022. Meanwhile, the weight of the U.S. in Mexican imports was 43.8%, showing a steady downward trend since during the last ten years, the average weight of the U.S. in Mexican imports has been 46.0%, while in the 2003-2012 period it was 51.7%, and between 1993-2002, 71.5%. The categories most imported by Mexico from the U.S. in 2022 were; Mineral Products (USD 57bn) which includes salt, mineral fuels, oils, minerals, etc.; Machinery (USD 54bn) which comprises nuclear reactors and electronic equipment; Plastics and Rubber (USD 24bn). While the most exported categories were Machinery (USD 172bn) and Transportation (USD 93bn). Transportation includes vehicles, railways, boats and aircraft, among other products. Meanwhile, the main origins...

The fiscal deficit was ARS 258bn in March 2023. Thus, a deficit of ARS 690bn was accumulated in 1Q 2023 and the IMF target (set at ARS 441.5bn) was exceeded by 56%. Meanwhile, this 1Q fiscal excess already covered 34% of the deficit allowed during Q2. Revenues fell 21% YoY in real terms, recording 5 consecutive months of declines. The drop was explained by the awful performance of Export taxes, which fell 84% YoY and 68% vs. Q1 2022. Among the main causes, highlights the early settlement during the Soybean-FX 2 and the incentive to retain grains until the arrival of a new Soybean-FX (implemented just in April). Although primary spending decreased 17% YoY, it was not enough to avoid the weak fiscal outcome. 86% of the spending decline was explained by the drop in Economic subsidies and Social benefits. Subsidies fell 68% in the scenario of the tariff segmentation required by the IMF, while Social benefits fell by 4% due to the lag in their mobility formula and the impact of the inflationary increase. Public work was the only category that went up (+21% YoY). The higher-than-expected fiscal deficit will force the Treasury to rise the rollover rates in...

By Mariano Sanchez Moreno (msanchez@alphacast.io) During March, the most consulted chart by our subscribers and clients in Mexico was related to the dynamics of real interest rates and came from our "Policy monetary rate tracker": Positive real rates are paving the way for a moderation in the pace of price growth, amid an aggressive, but overdue - especially compared to Brazil - tightening cycle by Banxico. That said, it hiked its monetary policy rate by 50 basis points in February despite a more dovish Fed hike. Moreover, inflation is expected to decline steadily in the coming quarters due to the impact of tighter interest rates and softer external price pressures. Absolutely in line with that,, the top 3 most popular charts for our Mexican users is completed with the following: See all Alphacast's Dashboards here...

2020 was the worst slump Mexico suffered since the Great Depression, with GDP dropping 8% YoY, and a split recovery between 2021 (4.7% YoY) and 2022 (3.1% YoY). This follows a very weak decade for Mexican growth, with GDP expanding 1.4% on average in the last ten years, but only 0.4% annually since 2018. The economy is still expected to perform weakly, with expectations in the 1-2% annual range for 2023 and 2024 - especially since Mexico's close economic ties to the United States means that any slowdown in the world's largest economy affects it greatly, a major difference from every other large Latin American country. Activity 2023 begins with improved outcomes. The Monthly GDP Estimate showed an increase in January 2023, with annual growth of 4.4% YoY (versus 2.6% YoY in December 2022) and 0.9% MoM (vs 0.1% MoM). Most sectors continued growing, led by Retail (8.2% YoY), Services (5.6% YoY), Manufacturing (4.8% YoY) and Construction (3% YoY). However, both Mining and Primary Sector showed negative results (-3.5% YoY and -1.1% YoY respectively), and, more worryingly, the favorable results achieved in December worsened. Growth in 2022 can primarily be explained as a continuing recovery from 2020, and the unimpressive...

By Maia Mindel (mmindel@alphacast.io) Read more Alphacast Highlights here Whether or not the US economy will enter a recession in 2023 is a crucial question for most analysts, given the financial tensions observed over the last month, resulting from the highest interest rates in decades. Unlike most countries, that define a recession based on two consecutive quarters of negative GDP growth, the United States utilizes a different definition - one provided by the NBER Business Cycle Dating Committee, which determines the business cycle peaks (and troughs) based on a series of 11 indicators. You can follow those, as well as the unemployment rate (utilized, though not directly, by NBER) in this dashboard. There is further analysis of what signs these indicators provide for output here. Most of the data is available on Alphacast so far, in repositories such as the Bureau of Labor Statistics or the Bureau of Economic Analysis. However, unfortunately, a handful are not, and analyzing the complete breadth of data required is not always a possibility. Thus, this hands-on guide will show how to obtain the data from the FRED datasets, compile it, transform it, and present it - as it is in this pipeline. Given that...

By Maia Mindel (mmindel@alphacast.io) Read more Alphacast Highlights here Latin America responded uniformly to the inflation surge, with varying degrees of success: Each country's price level responded to internal dynamics, but they all shared a common denominator: large monetary and fiscal stimulus packages in 2020 and sometimes even 2021, combined with surging international food and energy prices as a result of the situation in Ukraine, and global supply-side bottlenecks and disruptions from the pandemic and various global developments. Interest rate hikes over the past year have had an impact on price growth, with some countries proving more successful than others; at the same time, global financial conditions have affected and continue to affect the nations of Latin America in a variety of ways. Though prices already peaked in all countries, and February's figures seem to show inflation is on the way down in many, the degree to which efforts will not stall and the speed of the normalization of price growth will be crucial to determine whether Latin America can meet the challenges posed by the current, much more complex situation. Argentina has the highest inflation rate in the region, recently surpassing the three digit mark (102% YoY in February...

Por Maia Mindel (mmindel@alphacast.io) Más Alphacast Highlights disponibles en este link La economía argentina tiene una gran parte de su producción, empleo, y consumo destinado a Pequeñas y Medianas Empresas (PyMEs). Para entender su situación económica y financiera, especialmente considerando la escasez de estadísticas oficiales de alta frecuencia relevantes, es posible utilizar datos sobre su financiamiento. Para este tramo especial de la economía, los ECHEQs son fundamentales - y Alphacast cuenta con un dataset del Mercado de Valores actualizado en tiempo real de los mismos, discriminando según plazo, tipo de activo, y moneda. La complejidad del dataset, además de la cantidad de datos y variables disponibles, hace que saber procesarlos y analizarlos sea crucial para un análisis adecuado de los mismos. Por ende, en esta guía hands-on, se va a mostrar como filtrar los datos, transformarlos, y presentarlos gráficamente para su mejor aprovechamiento. Para esto, se va a utilizar el engine de pipelines de Alphacast para transformar y graficar datos de ECHEQs garantizados. Dado que la fuente está disponible en nuestra base de datos, la información se actualiza regular y automáticamente, al momento que se hace pública - tanto en el dataset original como en todos los usos. Paso a...