Lo que los mercados nos dicen de la macroeconomía Mercados financieros Isabela Lara White Jesús Manuel Carrera Moreno Vie, 08/05/2026 - 11:30
¿Qué nos dicen los datos de alta frecuencia sobre el turismo internacional en España después del estallido de la guerra en Irán? Economía española David Cesar Heymann Lun, 27/04/2026 - 08:32
Sombras (y alguna luz) del declive industrial europeo Economía internacional David Martínez Turégano Vie, 08/05/2026 - 11:59
Financial Markets Daily Report 14 May 2026 With no meaningful progress in the peace negotiations between the US and Iran, market focus shifted toward macroeconomic data releases and earnings results. Investors also remained attentive to President Trump’s arrival in China for talks with President Xi Jinping, where discussions are expected to focus on the implications of the Middle East conflict and on efforts to ease trade tensions between the two countries. World outlook Geopolitics prevails over international economic data As of the close of this report, military and economic pressure continues around the Strait of Hormuz, a key route for the global supply of oil, gas, and derivative products. The IMF, in its April outlook report, points out that despite the strong start to 2026 globally,… CaixaBank Research 14 May 2026 Investment Investment growth, key to consolidating Spain’s economic expansion In this article, we analyse the factors behind the recent behaviour of investment in Spain, comparing the current investment cycle with the previous one (2014-2019) and contrasting the situation in Spain with that of its main euro area partners. Sergio Díaz 06 May 2026 Spain Balearic Islands The Balearic Islands is one of the most dynamic regions in the country. According to CaixaBank Research, the Balearic Islands’ GDP grew by 3.0% in 2025, above the Spanish average (2.8%). This was thanks to the upturn in tourism, which, in turn, boosted consumption and job… 30 April 2026 Spain Madrid AC The Madrid Autonomous Community’s economy is a key driver of the Spanish economy and has been highly buoyant in recent years, surpassed only by the island regions. At CaixaBank Research we estimate that Madrid’s GDP grew by 3.1% in 2025 (2.8% in Spain). This momentum is… 24 April 2026 Activity & growth The crisis in Iran: how much could it affect the Spanish economy? Several authors 17 April 2026 Financial markets outlook The Middle East leaves a «furious» mark on financial markets CaixaBank Research 17 April 2026 European Union How far has the EU progressed on the Competitiveness Compass? David Martínez Turégano 17 April 2026 Big data The transmission of the interest rate cycle to households in Spain: micro-level evidence of a moderate adjustment and gradual recovery Several authors 17 April 2026 World outlook An uncertain energy shock hangs over the global economy CaixaBank Research 17 April 2026 Spain's outlook The Spanish economy endures CaixaBank Research 17 April 2026 Publications SpainSpain’s Macroeconomic & Financial Outlook12 May 2026 Monthly ReportApril 2026 | No. 51017 April 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 PortugalPortugal’s Macroeconomic & Financial Outlook13 February 2026 Sectorial ReportAgrifood. The Spanish agrifood sector gains momentum 2025 Sectorial ReportSectoral Observatory S1 2025 Sectorial ReportManufacturing Industry 2023 Opinion Editorial Globofriction (chap. 26) Oriol Aspachs Head of Spanish Economics Key points of the month World economy: between noise and fury José Ramón Díez Head of International Economics & Markets Recommended World outlook Geopolitics prevails over international economic data CaixaBank Research 14 May 2026 Savings Household savings, income and finances in Spain: how did they fare in 2025 and what can we expect for 2026? Javier García Arenas Sergio Díaz 14 May 2026 Artificial intelligence (AI) Artificial intelligence: a supply-side perspective Isabela Lara White Luís Pinheiro de Matos 14 May 2026 Investment Investment growth, key to consolidating Spain’s economic expansion Sergio Díaz 06 May 2026 Oil The oil market enters unknown territory Luís Pinheiro de Matos 17 April 2026 Activity & growth The crisis in Iran: how much could it affect the Spanish economy? Several authors 17 April 2026 Financial markets outlook The Middle East leaves a «furious» mark on financial markets CaixaBank Research 17 April 2026 European Union How far has the EU progressed on the Competitiveness Compass? David Martínez Turégano 17 April 2026 Big data The transmission of the interest rate cycle to households in Spain: micro-level evidence of a moderate adjustment and gradual recovery Several authors 17 April 2026Most readThe Belt and Road Initiative: a double-edged sword? (part III)The evolution of Spanish households’ electricity bills in 2022Artificial intelligence: a supply-side perspectiveThe transmission of the interest rate cycle to households in Spain: micro-level evidence of a moderate adjustment and gradual recoveryThe crisis in Iran: how much could it affect the Spanish economy? NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Monetary and fiscal policy Inequality & inclusive growth Podcasts De Ormuz a España: cómo la crisis en el Golfo puede acabar afectando a nuestra economía 23/04/2026 Forecasts Financial markets Interest rate (%)Update date 11-05-20262024202520262027 Fed Funds 4.25 3.50 3.00 3.00 ECB Refi 3.24 2.15 2.15 2.15 Macroeconomic GDP (%)Update date 11-05-20262024202520262027 Euro area GDP 0.8 1.5 1.3 1.5 Spain GDP 3.5 2.8 2.4 2.0 US GDP 2.8 2.1 2.6 2.0 Team Mar Bisquert PerlesData scientist Enric FernándezChief Economist Zoel Martín VilatóEconomist Carolina CruzOrganization Oriol AspachsHead of Spanish Economics Javier García ArenasSenior economist David Cesar HeymannEconomist Meet us Catalina BecuResearch assistant Maitane LizarragaAnalyst Léopold JouvenEconomist Ariadna Vidal MartínezLead economist Imelda EstebanSenior economist Luís Pinheiro de MatosEconomist Adrià Morron SalmeronLead economist Meet us Alberto GrazianoSenior Data Scientist Nuria BustamanteLead economist Judit Montoriol GarrigaLead economist Ana María PorrasOrganization Javier Ibáñez de Aldecoa FusterEconomist Josep Mestres DomènechLead economist Sergio DíazEconomist Meet us Eduard Alcobé GarciaData scientist Marina Tombas SuñéData Scientist Sandra Jódar RosellDirector of Strategic Planning Roser FerrerSenior economist José Antonio Sánchez PalominoData scientist Ana Rincón GarcíaOrganization David Martínez TuréganoSenior economist Meet us Rita Sánchez SolivaEconomist Beatriz Villafranca SerranoEconomist Pedro Álvarez OndinaEconomist Isabela Lara WhiteEconomist José Ramón DíezHead of International Economics & Markets María Romero MeléndezEconomista Patricia EstebanCommunication Meet us Jesús Manuel Carrera MorenoResearch assistant Oriol Carreras BaquerSenior economist Mireia CrusellsAnalyst Jesús ViscarriOrganization David del ValSenior economist Meet usPrint
World outlook Geopolitics prevails over international economic data As of the close of this report, military and economic pressure continues around the Strait of Hormuz, a key route for the global supply of oil, gas, and derivative products. The IMF, in its April outlook report, points out that despite the strong start to 2026 globally,… CaixaBank Research 14 May 2026
Investment Investment growth, key to consolidating Spain’s economic expansion In this article, we analyse the factors behind the recent behaviour of investment in Spain, comparing the current investment cycle with the previous one (2014-2019) and contrasting the situation in Spain with that of its main euro area partners. Sergio Díaz 06 May 2026
Spain Balearic Islands The Balearic Islands is one of the most dynamic regions in the country. According to CaixaBank Research, the Balearic Islands’ GDP grew by 3.0% in 2025, above the Spanish average (2.8%). This was thanks to the upturn in tourism, which, in turn, boosted consumption and job… 30 April 2026
Spain Madrid AC The Madrid Autonomous Community’s economy is a key driver of the Spanish economy and has been highly buoyant in recent years, surpassed only by the island regions. At CaixaBank Research we estimate that Madrid’s GDP grew by 3.1% in 2025 (2.8% in Spain). This momentum is… 24 April 2026
Activity & growth The crisis in Iran: how much could it affect the Spanish economy? Several authors 17 April 2026
Financial markets outlook The Middle East leaves a «furious» mark on financial markets CaixaBank Research 17 April 2026
European Union How far has the EU progressed on the Competitiveness Compass? David Martínez Turégano 17 April 2026
Big data The transmission of the interest rate cycle to households in Spain: micro-level evidence of a moderate adjustment and gradual recovery Several authors 17 April 2026
World outlook An uncertain energy shock hangs over the global economy CaixaBank Research 17 April 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
Savings Household savings, income and finances in Spain: how did they fare in 2025 and what can we expect for 2026? Javier García Arenas Sergio Díaz 14 May 2026
Artificial intelligence (AI) Artificial intelligence: a supply-side perspective Isabela Lara White Luís Pinheiro de Matos 14 May 2026
Investment Investment growth, key to consolidating Spain’s economic expansion Sergio Díaz 06 May 2026
Activity & growth The crisis in Iran: how much could it affect the Spanish economy? Several authors 17 April 2026
Financial markets outlook The Middle East leaves a «furious» mark on financial markets CaixaBank Research 17 April 2026
European Union How far has the EU progressed on the Competitiveness Compass? David Martínez Turégano 17 April 2026
Big data The transmission of the interest rate cycle to households in Spain: micro-level evidence of a moderate adjustment and gradual recovery Several authors 17 April 2026