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Monthly Report

December 2020 | No. 451

Index
December 2020 | No. 451

Editorial
Outlook: year 1 after the pandemic
Enric Fernandez CaixaBank Research
Enric Fernández

Key points of the month

  • China, and the rest of the world
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - December 2020

Financial markets

  • Optimism returns to the financial markets

International economy

  • The vaccine illuminates a difficult end to the year
  • COVID-19 and inflation: a statistically significant impact
    Ricard Murillo GiliLuís Pinheiro de Matos
  • Mobility and economic activity in the second wave: how much will GDP fall by in Q4?
    Clàudia CanalsAdrià Morron SalmeronOriol Carreras BaquerLaura Becerra
  • US: what will the new administration bring?
    Clàudia Canals

Spanish economy

  • Spain: a difficult end to the year and a recalibration of forecasts
  • The awakening of e-commerce in the retail sector
    Javier Ibáñez de Aldecoa FusterEduard Llorens i Jimeno

Portuguese economy

  • Portugal: strong resilience and the vaccine, key for 2021
  • The Portuguese public accounts in the context of the pandemic
    Vânia Duarte

Dossier

  • 2021, a year of change
    Àlex Ruiz
  • The market-macroeconomic connection in times of pandemic
    Adrià Morron Salmeron
  • 2021: notable but incomplete recovery of the Spanish economy
    Oriol Carreras BaquerJavier García Arenas
  • Post-COVID-19 Europe: a story of convergence or divergence?
    Álvaro Leandro

December 2020 | No. 451

Dossier
2021 outlook
Content available in
catalan spanish
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Perspectivas 2021

Editorial

Outlook: year 1 after the pandemic

Enric Fernandez CaixaBank Research
Enric Fernández

Key points of the month

China, and the rest of the world

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

Optimism returns to the financial markets

International economy

Economic outlook

The vaccine illuminates a difficult end to the year

Focus

COVID-19 and inflation: a statistically significant impact

Ricard Murillo Gili
Luís Pinheiro de Matos
Focus

Mobility and economic activity in the second wave: how much will GDP fall by in Q4?

Several authors
Focus

US: what will the new administration bring?

Clàudia Canals

Spanish economy

Economic outlook

Spain: a difficult end to the year and a recalibration of forecasts

Focus

The awakening of e-commerce in the retail sector

Javier Ibáñez de Aldecoa Fuster
Eduard Llorens i Jimeno

Portuguese economy

Economic outlook

Portugal: strong resilience and the vaccine, key for 2021

Focus

The Portuguese public accounts in the context of the pandemic

Vânia Duarte
Dossier
2021 outlook

2021, a year of change

Àlex Ruiz

Post-COVID-19 Europe: a story of convergence or divergence?

Álvaro Leandro

The market-macroeconomic connection in times of pandemic

Adrià Morron Salmeron

2021: notable but incomplete recovery of the Spanish economy

Oriol Carreras Baquer
Javier García Arenas
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