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Monthly Report

November 2018 | No. 428

Index
November 2018 | No. 428

Editorial
Younger and younger
Enric Fernandez CaixaBank Research
Enric Fernández

Key points of the month

  • Volatility returns to the fore

Forecasts and indicators

  • Indicators and forecasts

Financial markets

  • Corrections return to the markets
  • Is the US stock market overvalued?
    Ricard Murillo Gili

International economy

  • Significant global growth, but with persistent downside risks
  • Brexit: final countdown
    Roser Ferrer
  • The public finances, the Achilles heel of the Brazilian economy
    Àlex Ruiz

European economy

  • In the euro area, GDP growth proved to be a disappointment in Q3 2018
  • Rapid correction of the Portuguese budget deficit

Spanish economy

  • Strong growth rate towards a more mature phase of the cycle
  • How much are we going to spend next year?
    Oriol Carreras Baquer
  • New momentum in the export sector
    Jordi Singla

Dossier

  • Population ageing and its macroeconomic impact
    Josep Mestres Domènech
  • The demographic cycle of savings and interest rates
    Adrià Morron Salmeron
  • The challenges of ageing: a new society, a new economy
    Javier García Arenas

November 2018 | No. 428

Dossier
The economic consequences of ageing
Content available in
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Editorial

Younger and younger

Enric Fernandez CaixaBank Research
Enric Fernández

Key points of the month

Volatility returns to the fore

Forecasts and indicators

ForecastsKey indicators financial marketsKey indicators international economyKey indicators European UnionKey indicators Spanish economy

Financial markets

Economic outlook

Corrections return to the markets

Focus

Is the US stock market overvalued?

Ricard Murillo Gili

International economy

Economic outlook

Significant global growth, but with persistent downside risks

Focus

Brexit: final countdown

Roser Ferrer
Focus

The public finances, the Achilles heel of the Brazilian economy

Àlex Ruiz

European economy

Economic outlook

In the euro area, GDP growth proved to be a disappointment in Q3 2018

Focus

Rapid correction of the Portuguese budget deficit

Spanish economy

Economic outlook

Strong growth rate towards a more mature phase of the cycle

Focus

How much are we going to spend next year?

Oriol Carreras Baquer
Focus

New momentum in the export sector

Jordi Singla
Dossier
The economic consequences of ageing
Focus

Population ageing and its macroeconomic impact

Josep Mestres Domènech
Focus

The demographic cycle of savings and interest rates

Adrià Morron Salmeron
Focus

The challenges of ageing: a new society, a new economy

Javier García Arenas
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