September 2024 | No. 492

September 2024 | No. 492

Editorial

We are where we left off

Oriol Aspachs CaixaBank Research

Oriol Aspachs

Key points of the month

Summer storms and underlying trends
José Ramón Díez

Forecasts and indicators

Forecast and indicators - September 2024

Financial markets

Volatile summer for the financial markets
CaixaBank Research

International economy

With inflation relatively under control on the international stage, the focus is now on growth
CaixaBank Research
The decoupling of the US and China accentuates the fragmentation of the global economy
David del Val
Deficit and debt on the rise: the future of the US’ public finances
Isabela Lara White

Spanish economy

Spain: strong growth outlook, albeit more moderate than in the first half
CaixaBank Research
Capital investment in Spain: comparison versus the euro area
Oriol Carreras Baquer
The factors driving Spanish household savings
Javier García Arenas
Spanish firms’ profitability and financing costs
Oriol Carreras Baquer
The dynamics of services inflation in Spain
Zoel Martín Vilató

Portuguese economy

The Portuguese economy loses momentum in Q2
CaixaBank Research
How is Portugal’s household wealth distributed?
Teresa Gil Pinheiro

Forecast and indicators - September 2024

25 September 2024