July 2021 | No. 458

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

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
Quality reform: mission impossible?
Àlex Ruiz
Structural reforms in the EU: promises of future prosperity
Àlex Ruiz

July 2021 | No. 458

Dossier

NGEU European funds: an historic opportunity for quality reform

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Cubierta julio

Editorial

This time can and must be different

Oriol Aspachs CaixaBank Research

Key points of the month

'Pandexit': a different recovery

José Ramón Díez

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