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Monthly Report

March 2022 | No. 465

Index
March 2022 | No. 465

Editorial
Winds of stagflation
José Ramón Díez
José Ramón Díez

Key points of the month

  • The Spanish economy in the face of the war in Ukraine
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - March 2022

Financial markets

  • Russia unleashes a sell-off in the financial markets

International economy

  • The Russia-Ukraine conflict, the new «black swan» of 2022
  • China’s real estate sector (part II): emergency landing or low-altitude flight?
    Luís Pinheiro de Matos
  • Inflation inequality
    Rita Sánchez Soliva

Spanish economy

  • The Spanish economy’s growth outlook deteriorates
  • The impact of a rise in the price of oil and gas in Spain: possible scenarios
    Oriol Carreras Baquer
  • Tax revenues in Spain in 2021: a very vigorous recovery
    Javier García Arenas
  • The impact of financial conditions on Spain’s public debt burden
    Javier García ArenasRicard Murillo Gili

Portuguese economy

  • Portugal’s buoyant economic activity is ruffled by the conflict in Ukraine
  • Agrifood sector in Portugal (part II): the challenges of the European Green Deal and the new Common Agricultural Policy
    Teresa Gil Pinheiro
  • Productivity in Portugal: magic ingredient or main course?
    Tiago Belejo Correia

March 2022| No. 465

Analysis of the economic impact of the Ukraine crisis
Content available in
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Detalle portada IM03

Editorial

Winds of stagflation

José Ramón Díez
José Ramón Díez

Key points of the month

The Spanish economy in the face of the war in Ukraine

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

Russia unleashes a sell-off in the financial markets

International economy

Economic outlook

The Russia-Ukraine conflict, the new «black swan» of 2022

Focus

China’s real estate sector (part II): emergency landing or low-altitude flight?

Luís Pinheiro de Matos
Focus

Inflation inequality

Rita Sánchez Soliva

Spanish economy

Economic outlook

The Spanish economy’s growth outlook deteriorates

Focus

The impact of a rise in the price of oil and gas in Spain: possible scenarios

Oriol Carreras Baquer
Focus

Tax revenues in Spain in 2021: a very vigorous recovery

Javier García Arenas
Focus

The impact of financial conditions on Spain’s public debt burden

Javier García Arenas
Ricard Murillo Gili

Portuguese economy

Economic outlook

Portugal’s buoyant economic activity is ruffled by the conflict in Ukraine

Focus

Agrifood sector in Portugal (part II): the challenges of the European Green Deal and the new Common Agricultural Policy

Teresa Gil Pinheiro
Focus

Productivity in Portugal: magic ingredient or main course?

Tiago Belejo Correia
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