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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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    Carguero cruzando el mar para ilustrar un artículo de CaixaBank Research sobre sector exterior. Photo by Bernd Dittrich on Unsplash

    Spain’s external sector drives the post-pandemic expansion

    Spanish economy
    Sergio Díaz
    Catalina Becu
    Thu, 09/10/2026 - 13:00
  • Geographical areas
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    Hoja seca a punto de caer de un árbol en el otoño para ilustrar la idea de envejecimiento un artículo de análisis económico de CaixaBank Research. Photo by Matt on Unsplash

    The Spanish economy remains resilient, but it is ageing

    Editorial
    Oriol Aspachs CaixaBank Research
    Oriol Aspachs
    Tue, 09/15/2026 - 10:34
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Economics & Markets

Public sector

Sector Publico Espanya
Cuentas públicas

El déficit de las AA.PP. se sitúa en el 1,9% del PIB en el primer semestre, igual que hace un año

Javier García Arenas
14 Sep 2026
Edificio de la Comisión Europea, Bruselas, para ilustrar análisis económicos de CaixaBank Research con foco en política económica europea. Photo by François Genon on Unsplash.
European Union

The upcoming budget takes over from NGEU in the European Semester

David Martínez Turégano
14 Jul 2026
Edificio Europa. Photo by Marie Bellando Mitjans on Unsplash
European Union

European households’ well-being: greater reliance on public support amid higher inflation

David Martínez Turégano
16 Jun 2026
Rollos de billetes de euro bajo luz de infrarrojos. Photo by Immo Wegmann on Unsplash
Public accounts

The public accounts under scrutiny: the deficit reduction this year will be limited and significant medium-term challenges emerge

Javier García Arenas
11 Jun 2026
Cartabón, compás y lápiz sobre un mapa de Europa
European Union

How far has the EU progressed on the Competitiveness Compass?

David Martínez Turégano
17 Apr 2026
Billetes de 10, 20, 50 y 100 euros sobre una mascarilla. Photo by Nedret Binici on Unsplash
NGEU

NGEU: execution is progressing, but we are approaching the moment of truth

Javier García Arenas
15 Apr 2026
Sector Publico Espanya
Cuentas públicas

El déficit público se situó en 2025 en el 2,4% del PIB pero, sin el gasto excepcional relacionado con la DANA, fue del 2,2%

Javier García Arenas
31 Mar 2026
Billetes de euro dispuestos en forma de abanico sobre un fondo blanco. Photo by John Vid on Unsplash
Public sector

Treasury funding needs in 2026: high but manageable thanks to strong demand

Javier García Arenas
11 Feb 2026
Sector Publico Espanya
Cuentas públicas

El déficit público hasta septiembre es menor que en 2024 gracias al dinamismo de los ingresos

Javier García Arenas
28 Nov 2025
Portada del IM11/2026 mostrando la cifra 2026 con fondo azul
Public sector
Banking
Activity & growth

Europe’s medium-term fiscal dilemma

David Martínez Turégano
14 Nov 2025
Billete de 100 euros visto con rayos X. Photo by Immo Wegmann on Unsplash
Government debt

Spain’s position in the face of global vulnerabilities in public finances

Javier García Arenas
5 Nov 2025
Portada IM09 2025 verd
Demographics

Levers to mitigate the impact of demographics on public finances: the case of pensions

Javier García Arenas
Vânia Duarte
18 Sep 2025
Portada IM09 2025 blau
Demographics

Demography and destiny: the world that awaits us in 2050 with fewer births and longer lifespans

Josep Mestres Domènech
18 Sep 2025
Portada IM09 2025 vermell
Demographics

The impact of ageing on public finances: a major challenge for Spain and Europe

Javier García Arenas
17 Sep 2025
Fachada de la Comisión Europea, Bruselas, para ilustrar análisis económicos de CaixaBank Research con foco en política económica europea. Photo by Guillaume Perigois on Unsplash
European Union

The 2028-2034 EU budget: An impossible mission?

David Martínez Turégano
16 Sep 2025
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