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Monthly Report

May 2021 | No. 456

Index
May 2021 | No. 456

Editorial
No country for young men
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • Reason for hope
    José Ramón Díez

Forecasts and indicators

  • Forecast and indicators - May 2021

Financial markets

  • Investor sentiment gradually improves
  • Emerging economy outlook: an uneven recovery
    Àlex RuizBeatriz Villafranca Serrano

International economy

  • Global economy: vaccination will be the decisive factor
  • The role of pent-up demand in the euro area recovery in 2021
    Eduard Llorens i JimenoÁlvaro Leandro
  • Disposable income stabilisers
    Luís Pinheiro de Matos

Spanish economy

  • Spain: the vaccine sets the pace for the economic recovery
  • Spain’s Recovery Plan: turning words into action
    Javier García Arenas

Portuguese economy

  • Portugal resumes the recoveryas it emerges from lockdown
  • Portuguese real estate market: weathering the storm
    Teresa Gil Pinheiro

Dossier

  • The consumption of each generation in normal times... and in times of pandemic
    Josep Mestres DomènechEduard Llorens i Jimeno
  • The transition to e-commerce during the pandemic: everyone in equal measure?
    Eduard Llorens i Jimeno
  • From banknotes to bizum: the intergenerational boost of the pandemicto digital payment methods
    Josep Mestres DomènechEduard Llorens i Jimeno
  • Income and expenditure between generations in times of pandemic
    Javier García ArenasJosep Mestres DomènechEduard Llorens i JimenoAlberto Graziano

Forecast and indicators - May 2021

Forecasts

Key indicators

11 May 2021
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