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    We need to talk about interest rates

    Key points of the month
    José Ramón Díez
    José Ramón Díez
    Thu, 09/10/2026 - 13:11
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    Spain’s external sector drives the post-pandemic expansion

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    La economía española resiste, pero envejece

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    Oriol Aspachs CaixaBank Research
    Oriol Aspachs
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Monthly Report

November 2024 | No. 494

Index
November 2024 | No. 494

Editorial
The Spanish economy continues to beat expectations
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • Liquid times, solid economy?
    José Ramón Díez

Forecasts and indicators

  • Forecast and indicators - November 2024

Financial markets

  • The markets: all eyes on the central banks and US elections
    CaixaBank Research
  • Balance sheets: the not-so-visible normalisation of monetary policy

International economy

  • Uncertain times in the international economy
    CaixaBank Research
  • Germany: reinventing itself amid a new reality
    Rita Sánchez Soliva

Spanish economy

  • The Spanish economy confirms the good tone in Q3
    CaixaBank Research
  • The Spanish real estate market in 2024-2025: in expansive mode
    Judit Montoriol Garriga
  • The Agrifood Sector Begins to Recover in 2024
    Pedro Álvarez Ondina

Portuguese economy

  • Portugal kicks off the last quarter of the year with encouraging signals
    CaixaBank Research

Dossier

  • Sector growth in 2025: robust and across the board, but with some differences
    Judit Montoriol Garriga
  • Monetary policy in 2025: dialling-back time
    CaixaBank Research
  • Spain 2025: dynamic growth, albeit slightly lower than in 2024
    Oriol Carreras BaquerJavier García Arenas
  • 2025 global outlook: in search of a new normal
    José Ramón Díez

Forecast and indicators - November 2024

Forecasts

Key indicators

19 November 2024
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