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    Cubo Rubik. Photo by Justus Menke on Unsplash

    On the uncertainty of the neutral interest rate

    Financial markets
    Antonio Montilla
    Antonio Montilla
    Eduard Llorens i Jimeno
    January 16th, 2023
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    What big data reveal about Spain’s supply of new housing and demographic trends

    Judit Montoriol CaixaBank Research
    Judit Montoriol Garriga
    January 25th, 2023
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    Contendor de mercancías. Photo by Anja Bauermann on Unsplash

    EU and China: mapping out a strategic interdependence II

    International economy
    Luís Pinheiro
    Luís Pinheiro de Matos
    January 17th, 2023
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Monthly Report

October 2020 | No. 449

Index
October 2020 | No. 449
Editorial
The opportunity of the European recovery plan
Enric Fernandez CaixaBank Research
Enric Fernández

Key points of the month

  • Differences between countries
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - october 2020

Financial markets

  • Financial markets leave the optimism of summer behind
  • The Fed’s new strategy
    Ricard Murillo GiliMàxim Ventura BoletEduard Llorens i Jimeno

International economy

  • The global economy, at 95%
  • The effectiveness of fiscal policy in times of COVID
    Álvaro Leandro
  • Emerging currencies: will the calm last?
    Àlex Ruiz
  • The macroeconomic fragility of interest rates
    Adrià Morron Salmeron

Spanish economy

  • Notable but incomplete revival in activity
  • Tracking inequality in real-time: impact of the actvity rebound
    Oriol AspachsJosep Mestres DomènechAlberto GrazianoJose G. MontalvoMarta Reynal-QuerolRuben Durante
  • Workplace pension schemes: an option that is taking hold
    Javier García Arenas

Portuguese economy

  • Despite the revival, COVID-19 continues to dictate the pace of the Portuguese economy

Dossier

  • Does monetary policy lose effectiveness when economies are more indebted?
    Adrià Morron SalmeronJavier García Arenas
  • The debt burden of the COVID-19 crisis
    Adrià Morron SalmeronJavier García Arenas
  • What to do in the face of surges in public debt: a historical tour
    Javier García ArenasAdrià Morron Salmeron
  • European public debt in the medium term: sustainability and challenges
    Javier García ArenasAdrià Morron Salmeron
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Forecasts and indicators - october 2020

Forecasts

Key indicators

09 October 2020
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