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    Cubo Rubik. Photo by Justus Menke on Unsplash

    On the uncertainty of the neutral interest rate

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    Antonio Montilla
    Antonio Montilla
    Eduard Llorens i Jimeno
    January 16th, 2023
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    What big data reveal about Spain’s supply of new housing and demographic trends

    Judit Montoriol CaixaBank Research
    Judit Montoriol Garriga
    January 25th, 2023
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    EU and China: mapping out a strategic interdependence II

    International economy
    Luís Pinheiro
    Luís Pinheiro de Matos
    January 17th, 2023
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Monthly Report

July 2020 | No. 447

Index
July 2020 | No. 447
Editorial
Five priorities to stimulate the recovery
Enric Fernandez CaixaBank Research
Enric Fernández

Key points of the month

  • An incomplete economic recovery
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - july 2020

Financial markets

  • Despite the doubts, the financial markets continue to recover
  • The ECB’s firewall against the COVID-19 crisis
    Adrià Morron Salmeron

International economy

  • One step forward and another step back: the global economy advances in the de-escalation phase, but COVID-19 casts a long shadow
  • Savings and COVID-19: how far will Europe’s saving fever go?
    Javier García Arenas

Spanish economy

  • Update of the forecasts for the Spanish economy
    Oriol AspachsOriol Carreras Baquer
  • What can we expect from Spain’s ERTEs and similar furlough programmes? A European perspective
    Javier García Arenas
  • Analysing private consumption during the COVID-19 crisis
    Oriol Carreras Baquer

Portuguese economy

  • Activity is kick-started, but the decline in 2020 will be severe
  • Sectoral impact of the COVID-19 pandemic in Portugal
    Teresa Gil Pinheiro

Dossier

  • The promises of the varieties of capitalism, or on the impossibility of having it all
    Álvaro LeandroÀlex Ruiz
  • Capitalism: crisis? What crisis?
    Álvaro LeandroÀlex Ruiz
  • Capitalism(s) for tomorrow’s world
    Álvaro LeandroÀlex Ruiz
  • Capitalism, variety is the spice of life
    Álvaro LeandroÀlex Ruiz
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Forecasts and indicators - july 2020

Forecasts

Key indicators financial markets

Key indicators international economy

Key indicators European Union

Key indicators Spanish economy

14 July 2020
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