November 2022 | No. 472

November 2022 | No. 472

November 2022 | No. 472

Dossier

2023 outlook

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IM 2211

Editorial

Geopolitics, geopolitics and, for dessert, geopolitics

Clàudia Canals, CaixaBank Research

Clàudia Canals

Key points of the month

José Ramón Díez

José Ramón Díez

Forecasts and indicators

Forecasts Key indicators

Financial markets

Economic outlook

Weeks of ups and downs in the financial markets

Focus

Stormy waters in the UK, a warning to seafarers

Antonio Montilla

Rita Sánchez Soliva

International economy

Economic outlook

Where is the eye of the storm?

Focus

US: controlled slowdown or hard landing in the housing market?

Clàudia Canals

Spanish economy

Economic outlook

The Spanish economy applies the brakes, but still shows signs of resilience

Focus

Real-time economics: the new portal by CaixaBank Research

Judit Montoriol Garriga

Josep Mestres Domènech

Focus

The public accounts in 2023: increase in revenues and also in expenditure

Javier García Arenas

Portuguese economy

Economic outlook

The Portuguese economy held up well in Q3 2022

Focus

'Habemus pactum': the agreement on wages and competitiveness will be the benchmark until 2026

Vânia Duarte

Dossier

2023 outlook

Winds of change

José Ramón Díez

Is there light at the end of the tunnel? The outlook for monetary policy in 2023

Antonio Montilla

Ricard Murillo Gili

Economic policy in the face of the energy challenge: supporting the most vulnerable without distorting the economy

Javier García Arenas

Outlook for Spain: 2023, a year fraught with challenges

Oriol Carreras Baquer