In our last update dated 26 June 2023 we identified a series of indicators that we thougth would be useful to track to give an integral perspective around this matter.
Since then, we have added a new key indicator, which will allow us to see how the dynamics observed in different external sector indicators translate into domestic growth. In this document we note that most indicators remain unchanged, six months since our first edition, an while exports have improved, so has the political noise, which we see as more relevant and negative.