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    Campo verde, tren y fabrica. Photo by Robert Wiedemann on Unsplash

    The EU’s answer to the Inflation Reduction Act: «You cannot have dessert until you first eat your vegetables»

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    Ricard Murillo Gili
    April 17th, 2023
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    Así ha condicionado a la industria el incremento de costes

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    Pedro Álvarez Ondina
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    Javier Ibáñez de Aldecoa Fuster
    June 2nd, 2023
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    Tubería. Photo by Quinten de Graaf on Unsplash

    The euro area foreign sector in the red

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    Rita Sánchez Soliva
    April 17th, 2023
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Monthly Report

November 2021 | No. 461

Index
November 2021 | No. 461
Editorial
The search to recover the lost balance
José Ramón Díez
José Ramón Díez

Key points of the month

  • The COVID-19 pandemic has been a V-shaped crisis
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - November 2021

Financial markets

  • The financial markets reflect an outlook marked by inflation
  • Will the ECB meet its new inflation target?
    Ricard Murillo Gili

International economy

  • Global economy: winter is coming
  • Fiscal activism in the US: a lot of noise and little substance?
    Clàudia Canals

Spanish economy

  • Spain: the downside risks increase
  • A promising summer harvest for Spanish tourism
    Javier Ibáñez de Aldecoa Fuster
  • The public accounts in 2022: shifting from cyclical spendingto structural spending
    Javier García Arenas
  • The mismatch between labour supply and demand
    Nuria BustamanteSergio Díaz

Portuguese economy

  • Portugal: the economy continues its way towards pre-pandemic levels
  • 'Annus horribilis' for Portuguese tourism: asymmetric fallsand a two-speed recovery
    Tiago Belejo Correia

Dossier

  • Which sectors have benefited the most from the pent-up demand?
    Javier García ArenasEduard Llorens i JimenoMàxim Ventura Bolet
  • Consumption and pent-up demand: what is the profile of the star consumer in the recovery?
    Javier García ArenasEduard Llorens i JimenoAlberto GrazianoMàxim Ventura Bolet
  • Savings and consumption in times of pandemic: a historical and international review
    Adrià Morron Salmeron
  • To borrow or not to borrow: a dilemma that depends on what was saved during the pandemic
    Javier García ArenasEduard Llorens i JimenoAriadna Vidal MartínezMàxim Ventura Bolet
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Forecasts and indicators - November 2021

Forecasts

Key indicators

10 November 2021
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