July 2023 | No. 480

July 2023 | No. 480

Editorial

Oriol Aspachs CaixaBank Research

Oriol Aspachs

Key points of the month

The last mile
José Ramón Díez

Forecasts and indicators

Forecasts and indicators - july 2023

Financial markets

A positive month in the financial markets, albeit with a slowdown
Monetary policy has done (all?) the homework
Ricard Murillo Gili

International economy

Thermal oscillation in the international economy
Chinese real estate sector: slow and steady
María Suárez Marañón
European inflation: beginning of the end or end of the beginning?
What is happening with industry in the world?
Luís Pinheiro de MatosRita Sánchez Soliva

Spanish economy

The Spanish economy performs better than expected and than previously estimated
New outlook for the Spanish real estate sector: slowdown in the housing market
Judit Montoriol Garriga
The changing composition of the immigrant population in recent years
Nuria BustamanteSergio Díaz
Are Spanish exports competitive?
Oriol Carreras BaquerJaume Servert Banegas

Portuguese economy

Portugal: economic activity remains strong in Q2
The American friend: the boom of tourism from the US in Portugal
Tiago Belejo Correia

Forecasts and indicators - july 2023

07 July 2023