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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

  • 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 MartínezRita Sánchez Soliva
  • The Recovery Plan and inequality: moving towards a more inclusive economy
    Nuria Bustamante
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Tags A - Z

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
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
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