Exposure of the European economy to a US tariff hike: a perspective through values chains International economy David Martínez Turégano January 17th, 2025
Foreigners’ appetite for homes in Spain since the pandemic Spanish economy Judit Montoriol Garriga January 16th, 2025
The rise in savings: magnitude, distribution and the importance of demographics Spanish economy Javier García Arenas Eduard Alcobé Garcia January 14th, 2025
Financial Markets Daily Report 22 January 2025 With no major macro data to trade on, financial markets continued to digest President Trump's first executive orders. Overall, investors were relieved that tariffs were not imposed on the first day, and while Mexico and Canada appear to become the first targets, a more gradual approach towards China and Europe is now expected. Geopolitics Exposure of the European economy to a US tariff hike: a perspective through values chains The impact on the EU of a universal tariff on US imports of goods goes beyond the direct effect it will have on exporting companies, as it will also be felt indirectly across the economy as a whole and throughout European and global value chains. David Martínez Turégano 17 January 2025 Real estate Foreigners’ appetite for homes in Spain since the pandemic Foreign demand is a fundamental pillar in explaining the strength of housing demand in the current expansionary cycle. Much of this demand comes from foreigners who reside in Spain – a group that has been on the rise in recent years with the recent influx of immigrants… Judit Montoriol Garriga 16 January 2025 Tourism International business tourism since the pandemic Despite Spain’s tourism model being highly competitive, the recovery of the different types of tourists has been uneven. This article examines how the reasons for international visits have changed, comparing the current situation with that of 2019, in order to assess… Pedro Álvarez Ondina 14 January 2025 Government debt Debt limits CaixaBank Research 17 January 2025 European Union The new EU economic governance framework David Martínez Turégano Rita Sánchez Soliva 17 January 2025 Savings The rise in savings: magnitude, distribution and the importance of demographics Javier García Arenas Eduard Alcobé Garcia 14 January 2025 European Central Bank (ECB) The ECB amid the reverberations of the Trump Trade CaixaBank Research 16 December 2024 Geopolitics Exposure of the Chinese economy to a US tariff hike Luís Pinheiro de Matos 13 December 2024 Geopolitics Exposure of the European economy to a US tariff hike David Martínez Turégano 17 December 2024 Geopolitics The importance of the trade in goods between Spain and the United States Sergio Díaz 17 December 2024 Geopolitics Impact of tariff hikes on Spanish exports to the US: which sectors could be the hardest hit? Judit Montoriol Garriga Anna Bahí Esteba 13 December 2024 Publications Monthly ReportJanuary 2025 | No. 49617 January 2025 Sectorial ReportSectoral Observatory S2 2024 Sectorial ReportAgrifood. Spain’s agrifood sector enjoys a revival 2024 SpainSpain’s Macroeconomic & Financial Outlook14 January 2025 PortugalPortugal’s Macroeconomic & Financial Outlook14 January 2025 Sectorial ReportReal Estate. Strong demand and short supply shape the sector S2 2024 Sectorial ReportTourism. Sustainable growth: the challenge of Spain’s tourism sector S2 2024 Sectorial ReportManufacturing Industry 2023 Opinion Editorial 2025, what colour will you be? Oriol Aspachs Head of Spanish Economics Key points of the month Volatility in times of uncertainty José Ramón Díez Head of International Economics & Markets Recommended Financial markets Recent developments The Fed and the uncertainties about global growth condition the end of the year in the financial markets CaixaBank Research 17 January 2025 Government debt Debt limits CaixaBank Research 17 January 2025 European Union The new EU economic governance framework David Martínez Turégano Rita Sánchez Soliva 17 January 2025 Opinion 2025, what colour will you be? Oriol Aspachs 17 January 2025 Geopolitics Exposure of the European economy to a US tariff hike: a perspective through values chains David Martínez Turégano 17 January 2025 Spain's outlook The Spanish economy ends 2024 among the top of the class CaixaBank Research 16 January 2025 World outlook A year of challenges for an international economy further along in the cycle CaixaBank Research 16 January 2025 Real estate Foreigners’ appetite for homes in Spain since the pandemic Judit Montoriol Garriga 16 January 2025 Tourism International business tourism since the pandemic Pedro Álvarez Ondina 14 January 2025Most readForeigners’ appetite for homes in Spain since the pandemicExposure of the European economy to a US tariff hike: a perspective through values chainsThe rise in savings: magnitude, distribution and the importance of demographicsThe Spanish real estate market in 2024-2025: in expansive modeOutlook for the Spanish economy and its sectors in 2024-2025 NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Fundamentals of growth in Spain Macrofinance Podcasts Perspectivas económicas 2025 26/11/2024 Forecasts Financial markets Interest rate (%)Update date 10-01-2025 Macroeconomic GDP (%)Update date 10-01-2025 Team David Martínez TuréganoEconomist Enric FernándezChief Economist Sergio DíazEconomist Ana Rincón GarcíaOrganization David del ValSenior economist Sandra Jódar RosellDirector of Strategic Planning Alberto GrazianoSenior Data Scientist Meet us Mar Bisquert PerlesData scientist David Cesar HeymannEconomist Oriol Carreras BaquerSenior economist Ariadna Vidal MartínezLead economist Beatriz Villafranca SerranoEconomist Ana María PorrasOrganization Anna Bahí EstebaResearch Assistant Meet us Rita Sánchez SolivaEconomist Roser FerrerSenior economist Josep Mestres DomènechSenior economist Imelda EstebanSenior economist Zoel Martín VilatóEconomist José Antonio Sánchez PalominoData scientist Eduard Alcobé GarciaData scientist Meet us Oriol AspachsHead of Spanish Economics Javier García ArenasSenior economist Isabela Lara WhiteEconomist Nuria BustamanteLead economist María Romero MeléndezEconomista Mireia CrusellsAnalyst Pedro Álvarez OndinaEconomist Meet us Patricia EstebanCommunication Isabella Castillo HernándezResearch assistant Javier Ibáñez de Aldecoa FusterEconomist José Ramón DíezHead of International Economics & Markets Adrià Morron SalmeronLead economist Jesús ViscarriOrganization Maitane LizarragaAnalyst Meet us Luís Pinheiro de MatosEconomist Judit Montoriol GarrigaLead economist Carolina CruzOrganization Léopold JouvenAnalyst Meet usPrint
Geopolitics Exposure of the European economy to a US tariff hike: a perspective through values chains The impact on the EU of a universal tariff on US imports of goods goes beyond the direct effect it will have on exporting companies, as it will also be felt indirectly across the economy as a whole and throughout European and global value chains. David Martínez Turégano 17 January 2025
Real estate Foreigners’ appetite for homes in Spain since the pandemic Foreign demand is a fundamental pillar in explaining the strength of housing demand in the current expansionary cycle. Much of this demand comes from foreigners who reside in Spain – a group that has been on the rise in recent years with the recent influx of immigrants… Judit Montoriol Garriga 16 January 2025
Tourism International business tourism since the pandemic Despite Spain’s tourism model being highly competitive, the recovery of the different types of tourists has been uneven. This article examines how the reasons for international visits have changed, comparing the current situation with that of 2019, in order to assess… Pedro Álvarez Ondina 14 January 2025
European Union The new EU economic governance framework David Martínez Turégano Rita Sánchez Soliva 17 January 2025
Savings The rise in savings: magnitude, distribution and the importance of demographics Javier García Arenas Eduard Alcobé Garcia 14 January 2025
European Central Bank (ECB) The ECB amid the reverberations of the Trump Trade CaixaBank Research 16 December 2024
Geopolitics Exposure of the Chinese economy to a US tariff hike Luís Pinheiro de Matos 13 December 2024
Geopolitics Exposure of the European economy to a US tariff hike David Martínez Turégano 17 December 2024
Geopolitics The importance of the trade in goods between Spain and the United States Sergio Díaz 17 December 2024
Geopolitics Impact of tariff hikes on Spanish exports to the US: which sectors could be the hardest hit? Judit Montoriol Garriga Anna Bahí Esteba 13 December 2024
Financial markets Recent developments The Fed and the uncertainties about global growth condition the end of the year in the financial markets CaixaBank Research 17 January 2025
European Union The new EU economic governance framework David Martínez Turégano Rita Sánchez Soliva 17 January 2025
Geopolitics Exposure of the European economy to a US tariff hike: a perspective through values chains David Martínez Turégano 17 January 2025
Spain's outlook The Spanish economy ends 2024 among the top of the class CaixaBank Research 16 January 2025
World outlook A year of challenges for an international economy further along in the cycle CaixaBank Research 16 January 2025
Real estate Foreigners’ appetite for homes in Spain since the pandemic Judit Montoriol Garriga 16 January 2025