January 2025 | No. 496

January 2025 | No. 496

Editorial

2025, what colour will you be?

Oriol Aspachs

Key points of the month

Volatility in times of uncertainty
José Ramón Díez

Forecasts and indicators

Forecast and indicators - January 2025

Financial markets

The Fed and the uncertainties about global growth condition the end of the year in the financial markets
CaixaBank Research
Debt limits
CaixaBank Research

International economy

A year of challenges for an international economy further along in the cycle
CaixaBank Research
The new EU economic governance framework
David Martínez TuréganoRita Sánchez Soliva
Exposure of the European economy to a US tariff hike: a perspective through values chains
David Martínez Turégano

Spanish economy

The Spanish economy ends 2024 among the top of the class
CaixaBank Research
Foreigners’ appetite for homes in Spain since the pandemic
Judit Montoriol Garriga
International business tourism since the pandemic
Pedro Álvarez Ondina
The rise in savings: magnitude, distribution and the importance of demographics
Javier García ArenasEduard Alcobé Garcia

Portuguese economy

The tone of the Portuguese economy improves in the last quarter of 2024
CaixaBank Research

Forecast and indicators - January 2025

13 January 2025