European inflation: united in diversity International economy CaixaBank Research September 14th, 2023
New outlook for Spain’s tourism sector: strength and moderation Spanish economy David Cesar Heymann Javier Ibáñez de Aldecoa Fuster September 18th, 2023
The Middle Kingdom and its neighbours (part I): a geo-economic perspective International economy Luís Pinheiro de Matos September 18th, 2023
Financial Markets Daily Report 29 September 2023 Yesterday's session was filled with economic data releases. In the US, Q2 2023 GDP revision left growth unchanged from previous estimates at 2.1% SAAR, and personal consumption had its slowest increase in a year. In Europe, September inflation in Germany eased to 4.5% y/y from 6.1% in August but ticked up in Spain to 3.5% from 2.6%. Financial markets outlook A poor August in the international stock markets sours the return from the holidays CaixaBank Research 15 September 2023 World outlook Deteriorating expectations for the global economy CaixaBank Research 15 September 2023 Inflation European inflation: united in diversity The 20 economies that make up the Euro area have a single currency with a common monetary policy and, implicitly, a fixed exchange rate. However, in the last two years the region has suffered significant discrepancies in the inflation rates of its member countries. What… CaixaBank Research 14 September 2023 Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023 Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? The Spanish household savings rate has rebounded for the first time since the pandemic, thanks to a rise in gross disposable income and a fall in inflation, which has moderated the growth in nominal household spending. Javier García Arenas 15 September 2023 Inflation The importance of rents in US inflation Ricard Murillo Gili 15 September 2023 Inflation European inflation: united in diversity CaixaBank Research 14 September 2023 China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023 China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023 Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023 Private debt Spanish households and businesses continue to deleverage Sergio Díaz 15 September 2023 Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? Javier García Arenas 15 September 2023 Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023 Publications PortugalPortugal's Macroeconomic & Financial Outlook19 September 2023 Monthly ReportSeptember 2023 | No. 48119 September 2023 SpainSpain's Macroeconomic & Financial Outlook08 September 2023 Sectorial ReportTourism. A new stage for Spain’s tourism industry 1S 2023 Sectorial ReportReal Estate. Slowdown in Spain’s real estate sector 2S 2023 Sectorial ReportManufacturing Industry 2023 Monthly ReportMay 2023 | No. 47817 May 2023 Sectorial ReportReal Estate. A change in trend for the real estate sector 1S 2023 Sectorial ReportTourism. Spain’s tourism sector, in an advantageous position 2S 2022 Sectorial ReportAgrifood. The sector is suffering the consequences of the war in Ukraine 2S 2022 Sectorial ReportReal Estate. The upward trend in house prices will tend to moderate 2nd Semester 2022 Sectorial ReportManufacturing Industry 2022 Opinion Editorial Challenges for the new economic chapter José Ramón Díez Head of International Economies and Financial Markets Key points of the month The post-pandemic Spanish economy Oriol Aspachs Spanish Economy Director Recommended China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023 China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023 Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023 Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023 World outlook Deteriorating expectations for the global economy CaixaBank Research 15 September 2023 Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023 Opinion The post-pandemic Spanish economy Oriol Aspachs 15 September 2023 Inflation The importance of rents in US inflation Ricard Murillo Gili 15 September 2023 Private debt Spanish households and businesses continue to deleverage Sergio Díaz 15 September 2023Most readEuropean inflation: united in diversityThe Middle Kingdom and its neighbours (part I): a geo-economic perspective New outlook for Spain’s tourism sector: strength and moderationThe Spanish economy remained resilient in the first half of 2023, but challenges dominate the second halfThe post-pandemic Spanish economy NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Inflationary pressures and energy crisis Monetary and fiscal policy Long-term trends Real-Time Economics Climate change & green transition Videos Desafíos del sector turístico en clave económica 2023 22/09/2023 Podcasts Repaso a la coyuntura económica después del verano 22/09/2023 Forecasts Financial markets Interest rate (%)Update date 12-09-2023 Macroeconomic GDP (%)Update date 12-09-2023 Team Mireia CrusellsAnalyst Rita Sánchez SolivaEconomist Sergio DíazEconomist Alberto GrazianoSenior Data Scientist Sandra Jódar RosellDirector of Strategic Planning Patricia EstebanCommunication Imelda EstebanSenior economist Meet us Ana Rincón GarcíaOrganization José Ramón DíezHead of International Economies and Financial Markets José Antonio Sánchez PalominoData scientist Carolina CruzOrganization Oriol Carreras BaquerSenior economist Pedro Álvarez OndinaEconomist Eduard Alcobé GarciaData scientist Meet us Oriol AspachsSpanish Economy Director Josep Mestres DomènechSenior economist Nuria BustamanteLead economist Beatriz Villafranca SerranoEconomist Mar Bisquert PerlesData scientist Javier García ArenasSenior economist Roser FerrerSenior economist Meet us Javier Ibáñez de Aldecoa FusterEconomist Ariadna Vidal MartínezLead economist Léopold JouvenAnalyst Maitane LizarragaAnalyst Ricard Murillo GiliEconomist Ana María PorrasOrganization Adrià Morron SalmeronLead economist Meet us Enric FernándezChief Economist Jesús ViscarriOrganization Judit Montoriol GarrigaLead economist Luís Pinheiro de MatosEconomist Meet usPrint
Financial markets outlook A poor August in the international stock markets sours the return from the holidays CaixaBank Research 15 September 2023
Inflation European inflation: united in diversity The 20 economies that make up the Euro area have a single currency with a common monetary policy and, implicitly, a fixed exchange rate. However, in the last two years the region has suffered significant discrepancies in the inflation rates of its member countries. What… CaixaBank Research 14 September 2023
Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023
Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? The Spanish household savings rate has rebounded for the first time since the pandemic, thanks to a rise in gross disposable income and a fall in inflation, which has moderated the growth in nominal household spending. Javier García Arenas 15 September 2023
China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023
China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023
Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023
Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? Javier García Arenas 15 September 2023
Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023
Sectorial ReportReal Estate. The upward trend in house prices will tend to moderate 2nd Semester 2022
Challenges for the new economic chapter José Ramón Díez Head of International Economies and Financial Markets
China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023
China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023
Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023
Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023
Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023