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Monthly Report

December 2020 | No. 451

Index
December 2020 | No. 451

Editorial
Outlook: year 1 after the pandemic
Enric Fernandez CaixaBank Research
Enric Fernández

Key points of the month

  • China, and the rest of the world
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - December 2020

Financial markets

  • Optimism returns to the financial markets

International economy

  • The vaccine illuminates a difficult end to the year
  • COVID-19 and inflation: a statistically significant impact
    Ricard Murillo GiliLuís Pinheiro de Matos
  • Mobility and economic activity in the second wave: how much will GDP fall by in Q4?
    Clàudia CanalsAdrià Morron SalmeronOriol Carreras BaquerLaura Becerra
  • US: what will the new administration bring?
    Clàudia Canals

Spanish economy

  • Spain: a difficult end to the year and a recalibration of forecasts
  • The awakening of e-commerce in the retail sector
    Javier Ibáñez de Aldecoa FusterEduard Llorens i Jimeno

Portuguese economy

  • Portugal: strong resilience and the vaccine, key for 2021
  • The Portuguese public accounts in the context of the pandemic
    Vânia Duarte

Dossier

  • 2021, a year of change
    Àlex Ruiz
  • The market-macroeconomic connection in times of pandemic
    Adrià Morron Salmeron
  • Post-COVID-19 Europe: a story of convergence or divergence?
    Álvaro Leandro
  • 2021: notable but incomplete recovery of the Spanish economy
    Oriol Carreras BaquerJavier García Arenas

Forecasts and indicators - December 2020

Forecasts

Key indicators

14 December 2020
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