January 2022 | No. 463

January 2022 | No. 463

Editorial

José Ramón Díez

Key points of the month

Are we in a better or worse position than we expected?
Oriol Aspachs

Forecasts and indicators

Forecasts and indicators - January 2022

Financial markets

The resilience of the financial markets in 2021
Emerging Markets monetary policy: tough times ahead
Beatriz Villafranca Serrano

International economy

The evolution of the pandemic will continue to set the pace of the global economy
China’s real estate sector: size does matter
Luís Pinheiro de Matos

Spanish economy

Portuguese economy

Portugal: 2021, the year of the recovery, and 2022, that of the consolidation
Housing prices in Portugal: solid foundations or feet of clay?
Tiago Belejo Correia
Why is there a lack of workers in Portugal?
Vânia Duarte

Dossier

Carbon prices: design and macroeconomic impact
Luís Pinheiro de MatosRicard Murillo Gili
The Iberian electricity market and the price rally in Spain
Luís Pinheiro de MatosRicard Murillo Gili
The energy crisis in Europe
Ricard Murillo GiliLuís Pinheiro de Matos
Electricity prices are sky high, but what about household bills?
Josep Mestres DomènechAlberto Graziano

Forecasts and indicators - January 2022

12 January 2022