Ireland, the country that skews Europe’s statistics International economy Rita Sánchez Soliva Thu, 09/10/2026 - 12:48
Spain’s external sector drives the post-pandemic expansion Spanish economy Sergio Díaz Catalina BecuThu, 09/10/2026 - 13:00
How do we shop? Scroll down & click! Spanish economy Oriol Aspachs Eduard Alcobé Garcia Tue, 09/15/2026 - 11:18
Financial Markets Daily Report 05 October 2026 A soft US September jobs report, with payroll growth below expectations (29k vs 90k expected) but not weak enough to trigger growth concerns, alongside mixed Factory and Capital Goods orders data, prompted a modest upward reassessment of Fed rate expectations. Markets now price a hike in December and at least two more thereafter. Treasury yields rose. Currencies EUR/USD The dollar remained stable against the euro over the summer despite the conflict in Iran, higher oil prices and a more hawkish Fed, partly thanks to positive surprises on the other side of the Atlantic, including stronger-than-expected GDP growth despite the energy shock.… CaixaBank Research 29 September 2026 Consumption How do we shop? Scroll down & click! Consumption is one of the main drivers of the Spanish economy. In recent years, it has grown at a rate of around 3% in real terms. So far, few surprises. Where profound changes have occurred, however, is the way in which this consumption takes place, particularly for… Oriol Aspachs Eduard Alcobé Garcia 15 September 2026 Portugal outlook The Portuguese economy outperforms expectations in Q2 Portugal's GDP exceeds expectations in Q2, inflation accelerates in August, tourism grows moderately, and the external accounts record their worst result since 2022. CaixaBank Research 15 September 2026 United States of America The new US tariff landscape (2026 back-to-school edition) Few economic topics have experienced as many twists and turns in such a short time as the tariff saga of Trump 2.0. In just 18 months, analysts (not to mention firms involved in international trade) have experienced a true roller-coaster: the iconic Liberation Day; the… David Martínez Turégano 15 September 2026 World outlook The global economy holds firm, but challenges persist CaixaBank Research 15 September 2026 Financial markets outlook No summer lull for the markets CaixaBank Research 15 September 2026 Opinion The Spanish economy remains resilient, but it is ageing Oriol Aspachs 15 September 2026 Spain's outlook The Spanish economy holds firm amid the energy onslaught CaixaBank Research 14 September 2026 European Central Bank (ECB) The ECB’s path to a new normal CaixaBank Research 10 September 2026 Opinion We need to talk about interest rates José Ramón Díez 10 September 2026 Publications SpainSpain’s Macroeconomic & Financial Outlook10 September 2026 PortugalPortugal’s Macroeconomic & Financial Outlook10 September 2026 Monthly ReportJuly 2026 | No. 51315 July 2026 Sectorial ReportSectoral Observatory S1 2026 Sectorial ReportReal Estate. Increasing supply, the great challenge of the Spanish real estate market S1 2026 Sectorial ReportTourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026 Sectorial ReportAgrifood. The Spanish agrifood sector gains momentum 2025 Sectorial ReportManufacturing Industry 2023 Opinion Editorial The Spanish economy remains resilient, but it is ageing Oriol Aspachs Head of Spanish Economics Key points of the month We need to talk about interest rates José Ramón Díez Head of International Economics & Markets Recommended Portugal outlook The Portuguese economy outperforms expectations in Q2 CaixaBank Research 15 September 2026 Consumption How do we shop? Scroll down & click! Oriol Aspachs Eduard Alcobé Garcia 15 September 2026 United States of America The new US tariff landscape (2026 back-to-school edition) David Martínez Turégano 15 September 2026 World outlook The global economy holds firm, but challenges persist CaixaBank Research 15 September 2026 Financial markets outlook No summer lull for the markets CaixaBank Research 15 September 2026 Opinion The Spanish economy remains resilient, but it is ageing Oriol Aspachs 15 September 2026 Spain's outlook The Spanish economy holds firm amid the energy onslaught CaixaBank Research 14 September 2026 European Central Bank (ECB) The ECB’s path to a new normal CaixaBank Research 10 September 2026 Opinion We need to talk about interest rates José Ramón Díez 10 September 2026Most readHow do we shop? Scroll down & click!The Spanish economy remains resilient, but it is ageingSpain’s external sector drives the post-pandemic expansionWe need to talk about interest ratesIreland, the country that skews Europe’s statistics NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Inflationary pressures Macrofinance Podcasts Cuando suben los tipos: qué hay detrás de las últimas decisiones de los bancos centrales 28/09/2026 Forecasts Financial markets Interest rate (%)Update date 07-09-20262024202520262027 Fed Funds 4.25 3.50 3.50 3.00 ECB Refi 3.24 2.15 2.40 2.15 Macroeconomic GDP (%)Update date 07-09-20262024202520262027 Euro area GDP 1.0 1.3 0.5 1.3 Spain GDP 3.5 2.8 2.4 2.0 US GDP 2.8 2.1 2.3 2.0 Team José Antonio Sánchez PalominoData scientist Léopold JouvenEconomist Jesús ViscarriOrganization Josep Mestres DomènechLead economist Pedro Álvarez OndinaEconomist Roser FerrerSenior economist Ariadna Vidal MartínezLead economist Meet us Judit Montoriol GarrigaLead economist Rita Sánchez SolivaEconomist Isabela Lara WhiteEconomist Enric FernándezChief Economist Javier García ArenasSenior economist Javier Ibáñez de Aldecoa FusterEconomist Luís Pinheiro de MatosEconomist Meet us Alberto GrazianoSenior Data Scientist Ana María PorrasOrganization Zoel Martín VilatóEconomist Adrià Morron SalmeronLead economist Sandra Jódar RosellDirector of Strategic Planning Oriol AspachsHead of Spanish Economics Imelda EstebanSenior economist Meet us Beatriz Villafranca SerranoEconomist Marina Tombas SuñéData Scientist Nuria BustamanteLead economist Oriol Carreras BaquerSenior economist David del ValSenior economist Ana Rincón GarcíaOrganization Mar Bisquert PerlesData scientist Meet us Eduard Alcobé GarciaData scientist Aleix Cuevas Bullich Sergio DíazEconomist Maitane LizarragaAnalyst Patricia EstebanCommunication David Martínez TuréganoSenior economist Carolina CruzOrganization Meet us José Ramón DíezHead of International Economics & Markets Mireia CrusellsAnalyst María Romero MeléndezEconomista Meet usPrint
Currencies EUR/USD The dollar remained stable against the euro over the summer despite the conflict in Iran, higher oil prices and a more hawkish Fed, partly thanks to positive surprises on the other side of the Atlantic, including stronger-than-expected GDP growth despite the energy shock.… CaixaBank Research 29 September 2026
Consumption How do we shop? Scroll down & click! Consumption is one of the main drivers of the Spanish economy. In recent years, it has grown at a rate of around 3% in real terms. So far, few surprises. Where profound changes have occurred, however, is the way in which this consumption takes place, particularly for… Oriol Aspachs Eduard Alcobé Garcia 15 September 2026
Portugal outlook The Portuguese economy outperforms expectations in Q2 Portugal's GDP exceeds expectations in Q2, inflation accelerates in August, tourism grows moderately, and the external accounts record their worst result since 2022. CaixaBank Research 15 September 2026
United States of America The new US tariff landscape (2026 back-to-school edition) Few economic topics have experienced as many twists and turns in such a short time as the tariff saga of Trump 2.0. In just 18 months, analysts (not to mention firms involved in international trade) have experienced a true roller-coaster: the iconic Liberation Day; the… David Martínez Turégano 15 September 2026
World outlook The global economy holds firm, but challenges persist CaixaBank Research 15 September 2026
Spain's outlook The Spanish economy holds firm amid the energy onslaught CaixaBank Research 14 September 2026
Sectorial ReportReal Estate. Increasing supply, the great challenge of the Spanish real estate market S1 2026
Sectorial ReportTourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026
Portugal outlook The Portuguese economy outperforms expectations in Q2 CaixaBank Research 15 September 2026
Consumption How do we shop? Scroll down & click! Oriol Aspachs Eduard Alcobé Garcia 15 September 2026
United States of America The new US tariff landscape (2026 back-to-school edition) David Martínez Turégano 15 September 2026
World outlook The global economy holds firm, but challenges persist CaixaBank Research 15 September 2026
Spain's outlook The Spanish economy holds firm amid the energy onslaught CaixaBank Research 14 September 2026