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    Paisaje de colinas rojizas en Zhangye, Gansu, China. Photo by Katie Chen on Unsplash

    China’s alchemy: how it transforms critical minerals into global power

    International economy
    Luís Pinheiro
    Luís Pinheiro de Matos
    Thu, 01/15/2026 - 13:16
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    The transformation of the Spanish labour market: an industry-based perspective

    Sergio Diaz
    Sergio Díaz
    Mon, 01/12/2026 - 12:58
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    Bandera de Estados Unidos construida con contenedores en forma de tetris

    The new map of US goods imports

    International economy
    Isabela Lara White
    Isabela Lara White
    Thu, 01/15/2026 - 12:19
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Hot Topics

Geopolitics

Index
Geopolitics
  • The chip shortage is going nowhere fast
    Jordi Singla
  • 2022: return to normality?
    José Ramón Díez
  • Geopolitical risk: a new obstacle for the recovery
    José Ramón Díez
  • The impact of a rise in the price of oil and gas in Spain: possible scenarios
    Oriol Carreras Baquer
  • Winds of stagflation
    José Ramón Díez
  • The Spanish economy in the face of the war in Ukraine
    Oriol Aspachs
  • Geopolitical uncertainty and economic growth: the indirect impact of the Ukraine conflict in Spain
    Oriol Carreras Baquer Javier García Arenas
  • Portugal: what impact will the conflict in Ukraine have on growth?
    Teresa Gil Pinheiro
  • Impact of the war on the economic outlook: lower growth and higher inflation
    Rita Sánchez Soliva
  • Portugal: a first assessment of the impact of the war in Ukraine
    Tiago Belejo Correia Vânia Duarte
  • The war between Russia and Ukraine will slow the recovery of the Spanish economy
    Oriol Carreras Baquer
  • Which sectors are most affected by the conflict in Ukraine?
    Judit Montoriol Garriga Pedro Álvarez Ondina Javier Ibáñez de Aldecoa Fuster
  • Russia puts the global outlook for oil in check
    Beatriz Villafranca Serrano
  • European dependence on Russia: a primary issue
    Clàudia Canals Luís Pinheiro de Matos Rita Sánchez Soliva
  • It is time for fiscal policy
    Oriol Aspachs
  • The rise in energy prices, also taking its toll on Spain’s current account balance
    Nuria Bustamante Sergio Díaz
  • Key points of the Action Plan: what measures will be taken in Spain to alleviate the impact of the war in Ukraine?
    Javier García Arenas
  • The turn of the central banks
    José Ramón Díez
  • Global value chains: yesterday, today and tomorrow
    Clàudia Canals
  • EU and China: mapping out a strategic interdependence
    Luís Pinheiro de Matos
  • Did consumption grow in Spain in Q2 2022? What the real-time data tell us
    Eduard Llorens i Jimeno
  • The dance continues in the commodity market
    Beatriz Villafranca Serrano Pedro Álvarez Ondina
  • Infographic. The impact of the war in Ukraine on Spain’s agrifood sector
  • The agrifood sector is suffering the consequences of the war in Ukraine
    Judit Montoriol Garriga
  • The war in Ukraine is affecting trends in the agrifood sector
    Judit Montoriol Garriga
  • Spain’s agricultural sector and its dependence on international agricultural commodity markets
    Judit Montoriol Garriga Pedro Álvarez Ondina
  • Europe and the mission to decouple from Russian oil: an achievable goal in the short term
    Beatriz Villafranca Serrano
  • The outlook for gas supplies in Europe: a balancing act
    Luís Pinheiro de Matos Javier Ibáñez de Aldecoa Fuster
  • Winds of change
    José Ramón Díez
  • Economic policy in the face of the energy challenge: supporting the most vulnerable without distorting the economy
    Javier García Arenas
  • Geopolitics, geopolitics and, for dessert, geopolitics
    Clàudia Canals
  • China’s symptoms: more than COVID
    Luís Pinheiro de Matos
  • EU and China: mapping out a strategic interdependence II
    Luís Pinheiro de Matos
  • What is happening with industry in the world?
    Luís Pinheiro de Matos Rita Sánchez Soliva
  • The Middle Kingdom and its neighbours (part II): two case studies
    Luís Pinheiro de Matos
  • The Middle Kingdom and its neighbours (part I): a geo-economic perspective
    Luís Pinheiro de Matos
  • Quo vadis, globalisation? (part II): the fragmentation of the global economy
    David del Val
  • Quo vadis, globalisation? (part I): the long slowdown
    David del Val
  • Oil, a tense market under strain
    Beatriz Villafranca Serrano
  • What will de-risking mean for the EU?
    Luís Pinheiro de Matos
  • The search for economic stability in an unstable world
    José Ramón Díez
  • Is there «early» evidence of de-risking? (part I): the US and China
    Luís Pinheiro de Matos
  • Is there «early» evidence of de-risking? (part II): the EU
    Luís Pinheiro de Matos
  • Election year in the US
    Ricard Murillo Gili
  • ‘Quo vadis’ Europe?
    José Ramón Díez
  • The decoupling of the US and China accentuates the fragmentation of the global economy
    David del Val
  • US elections in a new phase
    José Ramón Díez
  • 2025 global outlook: in search of a new normal
    José Ramón Díez
  • Exposure of the Chinese economy to a US tariff hike
    Luís Pinheiro de Matos
  • Exposure of the European economy to a US tariff hike
    David Martínez Turégano
  • Impact of tariff hikes on Spanish exports to the US: which sectors could be the hardest hit?
    Judit Montoriol Garriga Anna Bahí Esteba
  • The importance of the trade in goods between Spain and the United States
    Sergio Díaz
  • Now is not the time for inaction
    José Ramón Díez
  • Be careful what you wish for (and be wary of your neighbour’s economy): Trump and the dollar
    David del Val
  • Exposure of the European economy to a US tariff hike: a perspective through values chains
    David Martínez Turégano
  • China and the stockpiling of commodities: strategy or growth?
    Beatriz Villafranca Serrano
  • Trump agenda: a question of balance
    José Ramón Díez
  • Inflation in China: in which direction will the snake creep?
    Luís Pinheiro de Matos
  • The times are changing
    José Ramón Díez
  • A shift in the EU’s political priorities
    David Martínez Turégano
  • Ukraine’s reconstruction and its potential energy implications for Europe
    Beatriz Villafranca Serrano
  • Germany’s fiscal shift and the bund: when security comes at a price
    David del Val
  • The diversification of Spain’s export destinations
    Anna Bahí Esteba
  • The Spanish economy in the face of the Trump shock
    Oriol Aspachs
  • Trump tariffs: an own goal?
    José Ramón Díez
  • Anatomy of a depreciation: the dollar in times of economic policy uncertainty
    David del Val
  • The scene after the storm
    José Ramón Díez
  • Tariff tensions and reconfiguration of trade flows: impact on Spain
    David Martínez Turégano Judit Montoriol Garriga
  • The exposure of employment in Spain to the US: key sectors and characteristics
    Sergio Díaz Anna Bahí Esteba
  • Hegemonic stability in times of change
    José Ramón Díez
  • Import dependencies and competitive emergencies for Europe’s industry
    David Martínez Turégano
  • Uncertainty and US tourism
    David Cesar Heymann Eduard Alcobé Garcia
  • The EU’s difficult farewell to Russian energy
    María Romero Meléndez
  • India vs. China: a growth perspective
    Luís Pinheiro de Matos Antonio Marta Miranda
  • Tariffs and strategic dependencies: two sides of the same coin
    José Ramón Díez
  • Acuerdo comercial entre EE. UU. y la Unión Europea
    CaixaBank Research
  • 5% of GDP on defence: Why? What for? Is it feasible?
    David Martínez Turégano
  • Do tariffs work as a fiscal revenue tool in the US?
    Isabela Lara White
  • New realities, old risks
    José Ramón Díez
  • EU export diversification beyond Trump’s tariffs
    David Martínez Turégano
  • The Belt and Road Initiative: a double-edged sword? (part II)
    Sergi Artés Sebastià Luís Pinheiro de Matos
  • The new map of US goods imports
    Isabela Lara White
  • China’s alchemy: how it transforms critical minerals into global power
    Luís Pinheiro de Matos
  • The Belt and Road Initiative: a double-edged sword? (part III)
    Sergi Artés Sebastià Luís Pinheiro de Matos
  • Populism in Italy
    Enric Fernández
  • Political polarisation
    Enric Fernández
  • Geopolitical uncertainty and economics: Deep impact?
    Javier García Arenas
  • The US and China: escalation of the trade conflict
    Clàudia Canals
  • The threat of protectionism in the global economy
    Clàudia Canals
  • The challenge of America First for globalisation: threat or opportunity?
    Àlex Ruiz
  • The benefits and costs of globalisation
    Clàudia Canals
  • Globalisation at a historic crossroads: deglobalisation or reglobalisation?
    Javier García Arenas
  • The challenges of financial globalisation
    Roser Ferrer
  • Politics is the name of the game: political dynamics and risks in 2019 and beyond
    Clàudia Canals Javier García Arenas
  • The geopolitics of energy
    Ricard Murillo Gili
  • Polarisation: the legacy of the financial crisis and other contextual forces
    Clàudia Canals Javier Ibáñez de Aldecoa Fuster
  • Political polarisation: the phenomenon that should be on everyone’s lips
    Javier García Arenas
  • The deep roots of polarisation, or on the need to recover the lost narrative
    Àlex Ruiz
  • The illiberal temptation
    Enric Fernández
  • Populism and extreme political views in turbulent times: an empirical analysis
    Javier García Arenas
  • Financial volatility and political uncertainty: who says there is fear?
    Javier García Arenas
  • Geopolitics in a globalised world: let the data speak for themselves!
    Javier García Arenas
  • International trade: first impression of the First Phase
    Clàudia Canals
  • Politics and economics in 2017: an inseparable duo
    Javier García Arenas
  • Inequality and populism: myths and truths
    Javier García Arenas
  • Risks in 2018: (geo)politics and international trade
    Clàudia Canals
  • Illiberal forms of economic policy: evolution or radical change from the existing consensus?
    Álvaro Leandro Àlex Ruiz
  • The illiberal shift in economic policy: let the data speak!
    Álvaro Leandro Àlex Ruiz
  • The causes of the illiberal shift of economic policy: shedding some light on an open debate
    Álvaro Leandro Àlex Ruiz
  • The effects of the illiberal shift: little evidence, much concern
    Álvaro Leandro Àlex Ruiz
  • How COVID-19 will change the way we produce
    Clàudia Canals
  • Capitalism: crisis? What crisis?
    Álvaro Leandro Àlex Ruiz
  • Capitalism, variety is the spice of life
    Álvaro Leandro Àlex Ruiz
  • Capitalism(s) for tomorrow’s world
    Álvaro Leandro Àlex Ruiz
  • The promises of the varieties of capitalism, or on the impossibility of having it all
    Álvaro Leandro Àlex Ruiz
  • The US-China technology conflict: an initial insight
    Clàudia Canals Jordi Singla
  • US: what will the new administration bring?
    Clàudia Canals
  • Democracy and COVID-19: the decisive moment
    Álvaro Leandro Àlex Ruiz
  • Democracy and the pandemic: more light than darkness
    Álvaro Leandro Àlex Ruiz
  • Have democracies been more lax with lockdowns and testing?
    Álvaro Leandro Àlex Ruiz
  • Have democracies achieved better control over social interactions?
    Álvaro Leandro Àlex Ruiz
Geopolitics

We analyse the major geopolitical trends and thier effects on the financial markets and the economy.  

Portada The New York Times
Opinion

Political polarisation

Enric Fernández
14 May 2019
im_1905_d4_01_en.png
Politics

Polarisation: the legacy of the financial crisis and other contextual forces

Clàudia Canals
Javier Ibáñez de Aldecoa Fuster
14 May 2019
im_1905_d3_01_en.png
Public sector

Political polarisation: the phenomenon that should be on everyone’s lips

Javier García Arenas
14 May 2019
im_1904_d3_01_en_fmt.png
Climate change

The geopolitics of energy

Ricard Murillo Gili
12 Apr 2019
im_1812_d3_01_en_fmt.png
Public sector

Politics is the name of the game: political dynamics and risks in 2019 and beyond

Clàudia Canals
Javier García Arenas
14 Dec 2018
Financial markets

The challenges of financial globalisation

Roser Ferrer
13 Sep 2018
im_1809_d3_01_en_fmt.png
Public sector

The challenge of America First for globalisation: threat or opportunity?

Àlex Ruiz
12 Sep 2018
Activity & growth

The benefits and costs of globalisation

Clàudia Canals
6 Sep 2018
im_1809_d1_01_en_fmt.png
Activity & growth

Globalisation at a historic crossroads: deglobalisation or reglobalisation?

Javier García Arenas
4 Sep 2018
Opinion

Populism in Italy

Enric Fernández
12 Jun 2018
im_1805_f3_01_en_fmt.png
Foreign sector

The US and China: escalation of the trade conflict

Clàudia Canals
11 May 2018
im_1803_f3_01_en_fmt.png
Activity & growth

Geopolitical uncertainty and economics: Deep impact?

Javier García Arenas
9 Mar 2018
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