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Monthly Report

July 2021 | No. 458

Index
July 2021 | No. 458

Editorial
This time can and must be different
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • 'Pandexit': a different recovery
    José Ramón Díez

Forecasts and indicators

  • Forecasts and indicators - july 2021

Financial markets

  • The markets wiegh up the Fed’s message
  • Does the potential rise in long-term yields pose a risk to equities?
    José Luis López

International economy

  • Global economic activity at a turning point; inflation, we shall see
  • US: (in)complete recovery of the labour market
    Clàudia CanalsAntonio Montilla

Spanish economy

  • Spain’s Scrabble-shaped recovery: W, K, V... or Delta?
  • The competitiveness of the Spanish foreign sector: current snapshot and 3D roadmap
    Luís Pinheiro de Matos

Portuguese economy

  • The summer brings economic recovery in Portugal, despite the pandemic
  • Portugal: can it pick up the pace in the digital race?
    Vânia Duarte

Dossier

  • The Recovery Plan and inequality: moving towards a more inclusive economy
    Nuria Bustamante
  • NGEU: capacity for transformation and macroeconomic impact
    José Manuel Martínez MartínezRita Sánchez Soliva
  • Structural reforms in the EU: promises of future prosperity
    Àlex Ruiz
  • Quality reform: mission impossible?
    Àlex Ruiz

July 2021| No. 458

Dossier
NGEU European funds: an historic opportunity for quality reform
Content available in
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Cubierta julio

Editorial

This time can and must be different

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

'Pandexit': a different recovery

José Ramón Díez
José Ramón Díez

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

The markets wiegh up the Fed’s message

Focus

Does the potential rise in long-term yields pose a risk to equities?

José Luis López

International economy

Economic outlook

Global economic activity at a turning point; inflation, we shall see

Focus

US: (in)complete recovery of the labour market

Clàudia Canals
Antonio Montilla

Spanish economy

Economic outlook

Spain’s Scrabble-shaped recovery: W, K, V... or Delta?

Focus

The competitiveness of the Spanish foreign sector: current snapshot and 3D roadmap

Luís Pinheiro de Matos

Portuguese economy

Economic outlook

The summer brings economic recovery in Portugal, despite the pandemic

Focus

Portugal: can it pick up the pace in the digital race?

Vânia Duarte
Dossier
NGEU European funds: an historic opportunity for quality reform

Structural reforms in the EU: promises of future prosperity

Àlex Ruiz

Quality reform: mission impossible?

Àlex Ruiz

NGEU: capacity for transformation and macroeconomic impact

José Manuel Martínez Martínez
Rita Sánchez Soliva

The Recovery Plan and inequality: moving towards a more inclusive economy

Nuria Bustamante
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