Global economic outlook and financial conditions: autumn 2026 Financial markets CaixaBank Research Thu, 10/15/2026 - 11:56
The wine sector’s major transformation: adapting to climate change and shifting consumer preferences Pedro Álvarez Ondina Thu, 10/15/2026 - 11:26
Financial Markets Daily Report 02 November 2026 Markets ended the week on a risk-off note. Stocks tumbled, led by a selloff in technology equities, while oil and gas prices jumped amid investor concerns about a potential escalation of the Middle East conflict. U.S. and German sovereign yields nudged down, driven by safe-haven flows, while euro area peripheral spreads widened, and the USD and the EUR weakened. Portugal Portugal Portugal has shown strong momentum so far this year and we expect it to continue growing at a rate above the euro area average in the coming years. 26 October 2026 International United Kingdom The British economy has performed better than expected in the first half of the year, although activity in the private sector remains fairly weak, with both household consumption and investment negatively impacted by the energy shock caused by the conflict in the Middle… 26 October 2026 International Italy The Italian economy performed better than expected in the first half of the year, thanks to highly buoyant household spending and a surge in fixed capital investment, driven by continued strength in the construction sector and strong investment in capital goods. 23 October 2026 International Germany The German economy enjoyed a very positive first half of the year. In fact, GDP grew by 0.4% quarter-on-quarter in Q1 2026 and rose by 0.3% in Q2, despite the sharp increase in energy prices following the outbreak of war in the Middle East. 22 October 2026 Recent developments Spain: 2027 macroeconomic outlook Oriol Carreras Baquer 15 October 2026 Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026 United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026 Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026 Portugal outlook Higher growth and more inflation in Portugal CaixaBank Research 15 October 2026 Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026 Publications Monthly ReportOctober 2026 | No. 51515 October 2026 Agrifood. Cultivating the future: investment, integration and value 2026Content available in catalan spanish SpainSpain’s Macroeconomic & Financial Outlook13 October 2026 PortugalPortugal’s Macroeconomic & Financial Outlook13 October 2026 Sectoral Observatory S1 2026Content available in catalan spanish Real Estate. Increasing supply, the great challenge of the Spanish real estate market S1 2026Content available in catalan spanish Tourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026Content available in catalan spanish Manufacturing Industry 2023Content available in catalan spanish Opinion Editorial The price of the new economic equilibrium José Ramón Díez Head of International Economics & Markets Key points of the month The new priorities of the post-pandemic economy Oriol Aspachs Head of Spanish Economics Recommended Recent developments Spain: 2027 macroeconomic outlook Oriol Carreras Baquer 15 October 2026 United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026 Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026 Portugal outlook Higher growth and more inflation in Portugal CaixaBank Research 15 October 2026 Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026 Agrifood The wine sector’s major transformation: adapting to climate change and shifting consumer preferences Pedro Álvarez Ondina 15 October 2026 Download File World outlook The international economy withstands the shocks, for now CaixaBank Research 15 October 2026 Agrifood Scale, integration and value: the challenges facing Spain’s agrifood cooperative sector Pedro Álvarez Ondina 15 October 2026 Download File Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026Most readThe EU’s answer to the Inflation Reduction Act: «You cannot have dessert until you first eat your vegetables»China and the stockpiling of commodities: strategy or growth?Europe’s medium-term fiscal dilemmaThe economic impact of the COVID-19 crisis on inequality: this time is differentSpanish firms’ profitability and financing costs NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Macrofinance Digitalisation & Technology Podcasts ¡Oh monte, oh fuente, oh río! El sector agroalimentario español en 2026 30/10/2026 Forecasts Financial markets Interest rate (%)Update date 09-10-20262024202520262027 Fed Funds 4.25 3.50 4.00 3.50 ECB Refi 3.24 2.15 2.90 2.65 Macroeconomic GDP (%)Update date 09-10-20262024202520262027 Euro area GDP 1.1 1.3 1.0 1.4 Spain GDP 3.7 2.6 2.6 2.0 US GDP 3.0 2.3 2.1 1.9 Team David Martínez TuréganoSenior economist Maitane LizarragaAnalyst Mar Bisquert PerlesData scientist Giuseppe ListaResearch assistant Mireia CrusellsAnalyst Eduard Alcobé GarciaData scientist Marina Tombas SuñéData Scientist Meet us Roser FerrerSenior economist David del ValSenior economist Sandra Jódar RosellDirector of Strategic Planning Patricia EstebanCommunication José Antonio Sánchez PalominoData scientist Sergio DíazEconomist Oriol AspachsHead of Spanish Economics Meet us Judit Montoriol GarrigaLead economist Luís Pinheiro de MatosEconomist Javier García ArenasSenior economist Oriol Carreras BaquerSenior economist Zoel Martín VilatóEconomist Léopold JouvenEconomist Aleix Cuevas Bullich Meet us Ariadna Vidal MartínezLead economist Imelda EstebanSenior economist Adrià Morron SalmeronLead economist Isabela Lara WhiteEconomist Javier Ibáñez de Aldecoa FusterEconomist Ana Rincón GarcíaOrganization Beatriz Villafranca SerranoEconomist Meet us Jesús ViscarriOrganization Alberto GrazianoSenior Data Scientist José Ramón DíezHead of International Economics & Markets Josep Mestres DomènechLead economist Carolina CruzOrganization Ana María PorrasOrganization Pedro Álvarez OndinaEconomist Meet us Enric FernándezChief Economist Rita Sánchez SolivaEconomist Nuria BustamanteLead economist María Romero MeléndezEconomista Meet usPrint
Portugal Portugal Portugal has shown strong momentum so far this year and we expect it to continue growing at a rate above the euro area average in the coming years. 26 October 2026
International United Kingdom The British economy has performed better than expected in the first half of the year, although activity in the private sector remains fairly weak, with both household consumption and investment negatively impacted by the energy shock caused by the conflict in the Middle… 26 October 2026
International Italy The Italian economy performed better than expected in the first half of the year, thanks to highly buoyant household spending and a surge in fixed capital investment, driven by continued strength in the construction sector and strong investment in capital goods. 23 October 2026
International Germany The German economy enjoyed a very positive first half of the year. In fact, GDP grew by 0.4% quarter-on-quarter in Q1 2026 and rose by 0.3% in Q2, despite the sharp increase in energy prices following the outbreak of war in the Middle East. 22 October 2026
Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026
United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026
Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026
Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026
Agrifood. Cultivating the future: investment, integration and value 2026Content available in catalan spanish
Real Estate. Increasing supply, the great challenge of the Spanish real estate market S1 2026Content available in catalan spanish
Tourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026Content available in catalan spanish
United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026
Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026
Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026
Agrifood The wine sector’s major transformation: adapting to climate change and shifting consumer preferences Pedro Álvarez Ondina 15 October 2026 Download File
World outlook The international economy withstands the shocks, for now CaixaBank Research 15 October 2026
Agrifood Scale, integration and value: the challenges facing Spain’s agrifood cooperative sector Pedro Álvarez Ondina 15 October 2026 Download File
Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026