July 2020 | No. 447

July 2020 | No. 447

Editorial

Five priorities to stimulate the recovery

Enric Fernandez CaixaBank Research

Enric Fernández

Key points of the month

An incomplete economic recovery
Oriol Aspachs

Forecasts and indicators

Forecasts and indicators - july 2020

Financial markets

Despite the doubts, the financial markets continue to recover
The ECB’s firewall against the COVID-19 crisis
Adrià Morron Salmeron

International economy

One step forward and another step back: the global economy advances in the de-escalation phase, but COVID-19 casts a long shadow
Savings and COVID-19: how far will Europe’s saving fever go?
Javier García Arenas

Spanish economy

Update of the forecasts for the Spanish economy
Oriol AspachsOriol Carreras Baquer
Analysing private consumption during the COVID-19 crisis
Oriol Carreras Baquer
What can we expect from Spain’s ERTEs and similar furlough programmes? A European perspective
Javier García Arenas

Portuguese economy

Activity is kick-started, but the decline in 2020 will be severe
Sectoral impact of the COVID-19 pandemic in Portugal
Teresa Gil Pinheiro

Dossier

The promises of the varieties of capitalism, or on the impossibility of having it all
Álvaro LeandroÀlex Ruiz
Capitalism(s) for tomorrow’s world
Álvaro LeandroÀlex Ruiz
Capitalism, variety is the spice of life
Álvaro LeandroÀlex Ruiz
Capitalism: crisis? What crisis?
Álvaro LeandroÀlex Ruiz

July 2020 | No. 447

Dossier

Capitalism(s): moving towards a new phase

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IM07-2020 Capitalismo

Editorial

Five priorities to stimulate the recovery

Enric Fernandez CaixaBank Research

Enric Fernández

Key points of the month

An incomplete economic recovery

Oriol Aspachs CaixaBank Research

Forecasts and indicators

Forecasts Key indicators financial markets Key indicators international economy Key indicators European Union Key indicators Spanish economy

Financial markets

Economic outlook

Despite the doubts, the financial markets continue to recover

Focus

The ECB’s firewall against the COVID-19 crisis

Adrià Morron Salmeron

International economy

Economic outlook

One step forward and another step back: the global economy advances in the de-escalation phase, but COVID-19 casts a long shadow

Focus

Savings and COVID-19: how far will Europe’s saving fever go?

Javier García Arenas

Spanish economy

Economic outlook

Update of the forecasts for the Spanish economy

Oriol Carreras Baquer

Focus

Analysing private consumption during the COVID-19 crisis

Oriol Carreras Baquer

Focus

What can we expect from Spain’s ERTEs and similar furlough programmes? A European perspective

Javier García Arenas

Portuguese economy

Economic outlook

Activity is kick-started, but the decline in 2020 will be severe

Focus

Sectoral impact of the COVID-19 pandemic in Portugal

Teresa Gil Pinheiro

Dossier

Capitalism(s): moving towards a new phase

Capitalism: crisis? What crisis?

Álvaro Leandro

Àlex Ruiz

Capitalism, variety is the spice of life

Álvaro Leandro

Àlex Ruiz

The promises of the varieties of capitalism, or on the impossibility of having it all

Álvaro Leandro

Àlex Ruiz

Capitalism(s) for tomorrow’s world

Álvaro Leandro

Àlex Ruiz