July 2021 | No. 458

July 2021 | No. 458

Editorial

This time can and must be different

Oriol Aspachs

Key points of the month

'Pandexit': a different recovery
José Ramón Díez

Forecasts and indicators

Forecasts and indicators - july 2021

Financial markets

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

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

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Editorial

This time can and must be different

Key points of the month

'Pandexit': a different recovery

José Ramón Díez

Forecasts and indicators

Forecasts Key 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