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Monthly Report

November 2023 | No. 483

Index
November 2023 | No. 483

Editorial
Key themes and outlook for 2024
José Ramón Díez
José Ramón Díez

Key points of the month

  • Consumption hoists up the Spanish economy
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - November 2023

Financial markets

  • Monetary policy on «pause»
  • From LIBOR to SOFR
    Ricard Murillo Gili
  • Oil, a tense market under strain
    Beatriz Villafranca Serrano

International economy

  • The world economy, with an uneven cooling
  • What will de-risking mean for the EU?
    Luís Pinheiro de Matos

Spanish economy

  • The Spanish economy feels the effects of the weak external environment
  • Sectoral specialisation penalises the productivity of the Spanish economy
    Judit Montoriol GarrigaErik Solé Vives
  • Spanish households’ finances improve thanks to job creation and a reduction of debt
    Javier García Arenas
  • We are increasingly shopping online, not only during Black Friday
    Josep Mestres DomènechZoel Martín Vilató

Portuguese economy

  • The Portuguese economy shrinks in Q3

Dossier

  • The search for economic stability in an unstable world
    José Ramón Díez
  • Inflation and monetary policy outlook for 2024
  • A new European fiscal framework for 2024... will it be possible?
    Rita Sánchez Soliva
  • Outlook for the Spanish economy in 2024: a year full of challenges
    Oriol Carreras Baquer

Forecasts and indicators - November 2023

Forecasts

Key indicators

13 November 2023
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