¿Dónde estamos y hacia dónde vamos con los aranceles de EE. UU.? Economía internacional David Martínez Turégano Luís Pinheiro de Matos June 6th, 2025
The CaixaBank Research real estate clock: the Spanish real estate market picks up the pace Spanish economy Judit Montoriol Garriga June 12th, 2025
Economic situation in the Valencia province six months after the floods Spanish economy Zoel Martín Vilató Eduard Alcobé Garcia June 12th, 2025
Financial Markets Daily Report 12 June 2025 Financial markets were mixed during yesterday's session. US CPI for May came softer than expected, with core CPI increasing by 0.1% mom (vs. expected 0.3%) and 2.8% yoy (vs. 2.9% expected), and overall CPI climbed 2.4% yoy, as expected. Separately, Trump said that a US-China trade deal is "done", which could ease trade frictions between the two countries. Opinion 500 Monthly Reports With this Monthly Report (MR) we celebrate 500 issues since the publication’s birth in January 1980. It has been 45 years and five months, with 11 issues published each year (we only take a break in August) and with the same goal since the beginning: to offer the reader a… Enric Fernández 19 May 2025 Geopolitics The scene after the storm 100 days after Donald Trump’s inauguration as US president and five weeks following the announcement of the tariff hikes, there is a feeling of tense calm in the economy and the financial markets, as we wait to see how the negotiations between the major trading blocs… José Ramón Díez 15 May 2025 Currencies Anatomy of a depreciation: the dollar in times of economic policy uncertainty At least for now, and despite the depreciation it has accumulated so far this year, the value of the dollar does not appear to reflect any major change in the currency’s central role in the international monetary system. David del Val 20 May 2025 Financial markets Gold: the shiniest asset We examine the dynamics that have led to the gold rally, as well as the factors that influence the gold price in both the long and the short term, most notably the role central banks play in purchases of this precious metal. Beatriz Villafranca Serrano 16 May 2025 Emerging economies India: the wheel of dharma on the path to development Luís Pinheiro de Matos Antonio Marta Miranda 20 May 2025 Investment A snapshot of investor apathy in the EU David Martínez Turégano 19 May 2025 Publications SpainSpain’s Macroeconomic & Financial Outlook11 June 2025 PortugalPortugal’s Macroeconomic & Financial Outlook11 June 2025 Monthly ReportMay 2025 | No. 50020 May 2025 Sectorial ReportReal Estate. The expansive cycle takes hold S1 2025 Sectorial ReportTourism. The Spanish tourism sector: no signs of cyclical exhaustion S1 2025 Sectorial ReportSectoral Observatory S2 2024 Sectorial ReportAgrifood. Spain’s agrifood sector enjoys a revival 2024 Sectorial ReportManufacturing Industry 2023 Opinion Editorial Hegemonic stability in times of change José Ramón Díez Head of International Economics & Markets Key points of the month The Spanish economy holds up Oriol Aspachs Head of Spanish Economics Recommended Public sector Lower budget deficit in 2025 in Spain, but the structural challenges persist Javier García Arenas 12 June 2025 Labour market & demographics The exposure of employment in Spain to the US: key sectors and characteristics Sergio Díaz Anna Bahí Esteba 12 June 2025 Opinion The Spanish economy holds up Oriol Aspachs 12 June 2025 Opinion Hegemonic stability in times of change José Ramón Díez 12 June 2025 Real estate The CaixaBank Research real estate clock: the Spanish real estate market picks up the pace Judit Montoriol Garriga 12 June 2025 Spain Economic situation in the Valencia province six months after the floods Zoel Martín Vilató Eduard Alcobé Garcia 12 June 2025 World outlook The global economy shows symptoms of ‘tariffitis’ CaixaBank Research 20 May 2025 Currencies Anatomy of a depreciation: the dollar in times of economic policy uncertainty David del Val 20 May 2025 Emerging economies India: the wheel of dharma on the path to development Luís Pinheiro de Matos Antonio Marta Miranda 20 May 2025Most readThe CaixaBank Research real estate clock: the Spanish real estate market picks up the paceEconomic situation in the Valencia province six months after the floodsLower budget deficit in 2025 in Spain, but the structural challenges persistThe Spanish economy holds upHegemonic stability in times of change NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Macrofinance Inflationary pressures Podcasts Trump, aranceles y el pulso de los mercados 30/05/2025 Forecasts Financial markets Interest rate (%)Update date 06-06-2025 Macroeconomic GDP (%)Update date 06-06-2025 Team Judit Montoriol GarrigaLead economist Roser FerrerSenior economist Léopold JouvenEconomist Mireia CrusellsAnalyst David del ValSenior economist Enric FernándezChief Economist María Romero MeléndezEconomista Meet us Javier Ibáñez de Aldecoa FusterEconomist Javier García ArenasSenior economist Eduard Alcobé GarciaData scientist David Martínez TuréganoEconomist Ana María PorrasOrganization Antonio Marta MirandaResearch assistant Imelda EstebanSenior economist Meet us Nuria BustamanteLead economist Mar Bisquert PerlesData scientist Adrià Morron SalmeronLead economist Ana Rincón GarcíaOrganization Zoel Martín VilatóEconomist Alberto GrazianoSenior Data Scientist Ariadna Vidal MartínezLead economist Meet us Oriol Carreras BaquerSenior economist Sergio DíazEconomist Josep Mestres DomènechLead economist Sandra Jódar RosellDirector of Strategic Planning Luís Pinheiro de MatosEconomist Beatriz Villafranca SerranoEconomist Maitane LizarragaAnalyst Meet us Oriol AspachsHead of Spanish Economics David Cesar HeymannEconomist Rita Sánchez SolivaEconomist José Antonio Sánchez PalominoData scientist Patricia EstebanCommunication Pedro Álvarez OndinaEconomist José Ramón DíezHead of International Economics & Markets Meet us Anna Bahí EstebaResearch Assistant Carolina CruzOrganization Isabela Lara WhiteEconomist Jesús ViscarriOrganization Meet usPrint
Opinion 500 Monthly Reports With this Monthly Report (MR) we celebrate 500 issues since the publication’s birth in January 1980. It has been 45 years and five months, with 11 issues published each year (we only take a break in August) and with the same goal since the beginning: to offer the reader a… Enric Fernández 19 May 2025
Geopolitics The scene after the storm 100 days after Donald Trump’s inauguration as US president and five weeks following the announcement of the tariff hikes, there is a feeling of tense calm in the economy and the financial markets, as we wait to see how the negotiations between the major trading blocs… José Ramón Díez 15 May 2025
Currencies Anatomy of a depreciation: the dollar in times of economic policy uncertainty At least for now, and despite the depreciation it has accumulated so far this year, the value of the dollar does not appear to reflect any major change in the currency’s central role in the international monetary system. David del Val 20 May 2025
Financial markets Gold: the shiniest asset We examine the dynamics that have led to the gold rally, as well as the factors that influence the gold price in both the long and the short term, most notably the role central banks play in purchases of this precious metal. Beatriz Villafranca Serrano 16 May 2025
Emerging economies India: the wheel of dharma on the path to development Luís Pinheiro de Matos Antonio Marta Miranda 20 May 2025
Public sector Lower budget deficit in 2025 in Spain, but the structural challenges persist Javier García Arenas 12 June 2025
Labour market & demographics The exposure of employment in Spain to the US: key sectors and characteristics Sergio Díaz Anna Bahí Esteba 12 June 2025
Real estate The CaixaBank Research real estate clock: the Spanish real estate market picks up the pace Judit Montoriol Garriga 12 June 2025
Spain Economic situation in the Valencia province six months after the floods Zoel Martín Vilató Eduard Alcobé Garcia 12 June 2025
Currencies Anatomy of a depreciation: the dollar in times of economic policy uncertainty David del Val 20 May 2025
Emerging economies India: the wheel of dharma on the path to development Luís Pinheiro de Matos Antonio Marta Miranda 20 May 2025