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Monthly Report

December 2021 | No. 462

Index
December 2021 | No. 462

Editorial
Big companies
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • A stop on the road
    José Ramón Díez

Forecasts and indicators

  • Forecasts and indicators - December 2021

Financial markets

  • Inflation and Omicron in investors’ spotlight

International economy

  • The global economic recovery: the game of hot and cold
  • Economic structure and resilience against shocks in the euro area
    Rita Sánchez Soliva

Spanish economy

  • The Spanish economy rides out the storm clouds in the closing stages of the year
  • The impact of the rise in electricity prices on the Spanish economy
    Oriol Carreras BaquerEduard Llorens i Jimeno

Portuguese economy

  • Portugal: two years of growth at the mercy of the pandemic
  • Inflation in Portugal: driven by electricity?
    Tiago Belejo Correia
  • Which of Portugal’s export sectors can grow the most post-COVID?
    Teresa Gil Pinheiro

Dossier

  • The EU in 2022: fiscal rules reform back on the table
    Luís Pinheiro de MatosRita Sánchez Soliva
  • 2022: return to normality?
    José Ramón Díez
  • Bottlenecks: from the causes to how long they will last
    Clàudia Canals
  • The central banks’ response to the rebound in inflation(and the ECB’s inaction)
    Ricard Murillo Gili
  • Spain 2022, a key year for the consolidation of the recovery
    Oriol Carreras BaquerJavier García Arenas
2022 outlook

December 2021| No. 462

Dossier
2022 outlook
Content available in
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Editorial

Big companies

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

A stop on the road

José Ramón Díez
José Ramón Díez

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

Inflation and Omicron in investors’ spotlight

International economy

Economic outlook

The global economic recovery: the game of hot and cold

Focus

Economic structure and resilience against shocks in the euro area

Rita Sánchez Soliva

Spanish economy

Economic outlook

The Spanish economy rides out the storm clouds in the closing stages of the year

Focus

The impact of the rise in electricity prices on the Spanish economy

Oriol Carreras Baquer
Eduard Llorens i Jimeno

Portuguese economy

Economic outlook

Portugal: two years of growth at the mercy of the pandemic

Focus

Inflation in Portugal: driven by electricity?

Tiago Belejo Correia
Focus

Which of Portugal’s export sectors can grow the most post-COVID?

Teresa Gil Pinheiro
Dossier
2022 outlook

2022: return to normality?

José Ramón Díez

Bottlenecks: from the causes to how long they will last

Clàudia Canals

The central banks’ response to the rebound in inflation(and the ECB’s inaction)

Ricard Murillo Gili

The EU in 2022: fiscal rules reform back on the table

Luís Pinheiro de Matos
Rita Sánchez Soliva

Spain 2022, a key year for the consolidation of the recovery

Oriol Carreras Baquer
Javier García Arenas
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