China’s alchemy: how it transforms critical minerals into global power International economy Luís Pinheiro de Matos Thu, 01/15/2026 - 13:16
La rotación empresarial, un reto estructural de la restauración española Economía española Pedro Álvarez Ondina Vie, 06/02/2026 - 12:02
Necesidades de financiación del Tesoro en 2026: elevadas pero absorbibles gracias a la fuerte demanda Economía española Javier García Arenas Jue, 05/02/2026 - 12:47
Financial Markets Daily Report 10 February 2026 Yesterday session was risk-on, with global stocks advancing, led by Japan, where the Nikkei-225 registered gains of nearly 4% after the Liberal Democratic Party obtained the supermajority in the Lower House elections, allowing prime minister Sanae Takaichi to continue pursuing expansionary fiscal policies. Financial markets Risk premiums and macroeconomics: a robust and cross-cutting relationship Macro fundamentals have closely aligned with observed sovereign risk premiums in recent years. In fact, the sustained moderation of the main euro area risk premiums clearly aligns with what is predicted by the fundamentals. However, a country‑by‑country analysis reveals a… CaixaBank Research 10 February 2026 Labour market & demographics CaixaBank Research wage indicator: new perspectives by company size and job tenure The incorporation of these two new dimensions into the indicator allows wage dynamics in Spain to be monitored at a more granular level, based on the aggregated and anonymised analysis of internal data and big data techniques. Josep Mestres Domènech 10 February 2026 Inflation The differing speeds of inflation: a differential calculation for the ECB The euro area reached the ECB’s inflation target in 2025. Headline inflation fell to 2.1% for the year as a whole and closed at 1.9% in December, while most agents’ expectations also place it at 2% in the medium term. How has this final disinflation towards the 2% target… CaixaBank Research 10 February 2026 Portugal outlook Portugal: 2025 with more employment and robust growth CaixaBank Research 10 February 2026 Spain Basque Country 22 January 2026 Productivity The key ingredients for Spain’s regions to boost productivity Several authors 21 January 2026 Productivity Key factors driving productivity improvements at the European regional level Several authors 21 January 2026 Productivity Factors shaping regional productivity disparities in Europe Several authors 20 January 2026 Productivity European productivity from a regional perspective Several authors 20 January 2026 International Chile 16 January 2026 Publications Sectorial ReportTourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026 Monthly ReportNo. 507| An analysis of European productivity January 2026 SpainSpain’s Macroeconomic & Financial Outlook20 January 2026 PortugalPortugal’s Macroeconomic & Financial Outlook20 January 2026 Sectorial ReportAgrifood. The Spanish agrifood sector gains momentum 2025 Sectorial ReportReal Estate. The Spanish real estate sector is in full expansionary phase S2 2025 Sectorial ReportSectoral Observatory S1 2025 Sectorial ReportManufacturing Industry 2023 Opinion Editorial Words for the economic labyrinth José Ramón Díez Head of International Economics & Markets Key points of the month Outlook and challenges for the Spanish economy in 2026 Oriol Aspachs Head of Spanish Economics Recommended Labour market & demographics CaixaBank Research wage indicator: new perspectives by company size and job tenure Josep Mestres Domènech 10 February 2026 Inflation The differing speeds of inflation: a differential calculation for the ECB CaixaBank Research 10 February 2026 Financial markets Risk premiums and macroeconomics: a robust and cross-cutting relationship CaixaBank Research 10 February 2026 Portugal outlook Portugal: 2025 with more employment and robust growth CaixaBank Research 10 February 2026 Tourism High business churn, the unfinished business of the Spanish catering sector Pedro Álvarez Ondina 04 February 2026 Download File Tourism Silver tourism in Spain: an opportunity to reduce seasonality and diversify destinations David Cesar Heymann Alberto Graziano 04 February 2026 Download File Tourism A snapshot of international luxury tourism in Spain David Cesar Heymann Eduard Alcobé Garcia 04 February 2026 Download File Tourism Spanish tourism is expected to see more sustainable growth in 2026 Pedro Álvarez Ondina 04 February 2026 Download File Tourism Executive summary: Tourism in Spain 2026: new opportunities for sustainable growth and of higher added value Nuria Bustamante 04 February 2026 Download File Most readCaixaBank Research wage indicator: new perspectives by company size and job tenureRisk premiums and macroeconomics: a robust and cross-cutting relationshipThe differing speeds of inflation: a differential calculation for the ECBChina’s alchemy: how it transforms critical minerals into global powerOutlook and challenges for the Spanish economy in 2026 NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Monetary and fiscal policy Demographics Podcasts Del laberinto geopolítico a la productividad: claves económicas para empezar el año 30/01/2026 Forecasts Financial markets Interest rate (%)Update date 09-02-20262023202420252026 Fed Funds 5.25 4.25 3.50 3.00 ECB Refi 4.50 3.24 2.15 2.15 Macroeconomic GDP (%)Update date 09-02-20262023202420252026 Euro area GDP 1.1 0.9 1.5 1.2 Spain GDP 2.5 3.5 2.8 2.1 US GDP 2.9 2.8 1.8 1.9 Team Eduard Alcobé GarciaData scientist Ariadna Vidal MartínezLead economist Isabela Lara WhiteEconomist Patricia EstebanCommunication Nuria BustamanteLead economist Judit Montoriol GarrigaLead economist Léopold JouvenEconomist Meet us Josep Mestres DomènechLead economist Adrià Morron SalmeronLead economist Enric FernándezChief Economist Imelda EstebanSenior economist José Ramón DíezHead of International Economics & Markets Carolina CruzOrganization José Antonio Sánchez PalominoData scientist Meet us Catalina BecuResearch assistant Ana Rincón GarcíaOrganization David Martínez TuréganoSenior economist Ana María PorrasOrganization Jesús ViscarriOrganization Roser FerrerSenior economist Zoel Martín VilatóEconomist Meet us Beatriz Villafranca SerranoEconomist David del ValSenior economist Jesús Manuel Carrera MorenoResearch assistant Sergio DíazEconomist Maitane LizarragaAnalyst Javier García ArenasSenior economist Oriol Carreras BaquerSenior economist Meet us Alberto GrazianoSenior Data Scientist Oriol AspachsHead of Spanish Economics Mar Bisquert PerlesData scientist Javier Ibáñez de Aldecoa FusterEconomist David Cesar HeymannEconomist Mireia CrusellsAnalyst Luís Pinheiro de MatosEconomist Meet us Pedro Álvarez OndinaEconomist María Romero MeléndezEconomista Rita Sánchez SolivaEconomist Marina Tombas SuñéData Scientist Sandra Jódar RosellDirector of Strategic Planning Meet usPrint
Financial markets Risk premiums and macroeconomics: a robust and cross-cutting relationship Macro fundamentals have closely aligned with observed sovereign risk premiums in recent years. In fact, the sustained moderation of the main euro area risk premiums clearly aligns with what is predicted by the fundamentals. However, a country‑by‑country analysis reveals a… CaixaBank Research 10 February 2026
Labour market & demographics CaixaBank Research wage indicator: new perspectives by company size and job tenure The incorporation of these two new dimensions into the indicator allows wage dynamics in Spain to be monitored at a more granular level, based on the aggregated and anonymised analysis of internal data and big data techniques. Josep Mestres Domènech 10 February 2026
Inflation The differing speeds of inflation: a differential calculation for the ECB The euro area reached the ECB’s inflation target in 2025. Headline inflation fell to 2.1% for the year as a whole and closed at 1.9% in December, while most agents’ expectations also place it at 2% in the medium term. How has this final disinflation towards the 2% target… CaixaBank Research 10 February 2026
Portugal outlook Portugal: 2025 with more employment and robust growth CaixaBank Research 10 February 2026
Productivity The key ingredients for Spain’s regions to boost productivity Several authors 21 January 2026
Productivity Key factors driving productivity improvements at the European regional level Several authors 21 January 2026
Productivity Factors shaping regional productivity disparities in Europe Several authors 20 January 2026
Sectorial ReportTourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026
Labour market & demographics CaixaBank Research wage indicator: new perspectives by company size and job tenure Josep Mestres Domènech 10 February 2026
Inflation The differing speeds of inflation: a differential calculation for the ECB CaixaBank Research 10 February 2026
Financial markets Risk premiums and macroeconomics: a robust and cross-cutting relationship CaixaBank Research 10 February 2026
Portugal outlook Portugal: 2025 with more employment and robust growth CaixaBank Research 10 February 2026
Tourism High business churn, the unfinished business of the Spanish catering sector Pedro Álvarez Ondina 04 February 2026 Download File
Tourism Silver tourism in Spain: an opportunity to reduce seasonality and diversify destinations David Cesar Heymann Alberto Graziano 04 February 2026 Download File
Tourism A snapshot of international luxury tourism in Spain David Cesar Heymann Eduard Alcobé Garcia 04 February 2026 Download File
Tourism Spanish tourism is expected to see more sustainable growth in 2026 Pedro Álvarez Ondina 04 February 2026 Download File
Tourism Executive summary: Tourism in Spain 2026: new opportunities for sustainable growth and of higher added value Nuria Bustamante 04 February 2026 Download File