December 2024 | No. 495

December 2024 | No. 495

Editorial

Now is not the time for inaction

José Ramón Díez

José Ramón Díez

Key points of the month

Big data and the big challenges of the Spanish economy
Oriol Aspachs

Forecasts and indicators

Forecast and indicators - December 2024

Financial markets

Data and expectations set the tone in the markets
CaixaBank Research
Be careful what you wish for (and be wary of your neighbour’s economy): Trump and the dollar
David del Val
The ECB amid the reverberations of the Trump Trade
CaixaBank Research

International economy

The US economy, the clear winner of 2024
CaixaBank Research
Exposure of the European economy to a US tariff hike
David Martínez Turégano
Exposure of the Chinese economy to a US tariff hike
Luís Pinheiro de Matos

Spanish economy

The Spanish economy keeps up the pace in Q4
CaixaBank Research
Economic impact of the floods in the Valencia province
Judit Montoriol GarrigaZoel Martín VilatóEduard Alcobé Garcia
The importance of the trade in goods between Spain and the United States
Sergio Díaz
Has the drought in Catalonia changed what households spend on water?
Josep Mestres DomènechZoel Martín Vilató
Impact of tariff hikes on Spanish exports to the US: which sectors could be the hardest hit?
Judit Montoriol GarrigaAnna Bahí Esteba

Portuguese economy

Domestic demand in Portugal, a tailwind
CaixaBank Research

Dossier

Inequality: an analysis over time
Oriol AspachsJosep Mestres Domènech
How has the middle class evolved in Spain?
Oriol AspachsJosep Mestres Domènech
Income inequality is declining in Spain
Oriol AspachsJosep Mestres Domènech
How is inequality defined and measured?
Oriol AspachsJosep Mestres Domènech

Forecast and indicators - December 2024

13 December 2024