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Monthly Report

January 2023 | No. 474

Index
January 2023 | No. 474

Editorial
The outlook in perspective
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • Seeking a soft landing
    José Ramón Díez

Forecasts and indicators

  • Forecasts and indicators - January 2023

Financial markets

  • A red year-end in the financial markets
  • The reduction of the ECB’s balance sheet in 2023
  • On the uncertainty of the neutral interest rate
    Antonio MontillaEduard Llorens i Jimeno

International economy

  • What can we expect in 2023?
  • EU and China: mapping out a strategic interdependence II
    Luís Pinheiro de Matos

Spanish economy

  • The Spanish economy remains resilient
  • A new action plan to mitigate inflation: the key points
    Javier García Arenas
  • Recent trends in the labour share
    Oriol Carreras Baquer

Portuguese economy

  • The Portuguese economy: mixed signals in Q4 2022
  • The paradox of the Portuguese labour market: high long-term unemployment and record job vacancies
    Vânia Duarte

January 2023| No. 474

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Reloj de arena

Editorial

The outlook in perspective

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

Seeking a soft landing

José Ramón Díez
José Ramón Díez

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

A red year-end in the financial markets

Focus

The reduction of the ECB’s balance sheet in 2023

Focus

On the uncertainty of the neutral interest rate

Antonio Montilla
Eduard Llorens i Jimeno

International economy

Economic outlook

What can we expect in 2023?

Focus

EU and China: mapping out a strategic interdependence II

Luís Pinheiro de Matos

Spanish economy

Economic outlook

The Spanish economy remains resilient

Focus

A new action plan to mitigate inflation: the key points

Javier García Arenas
Focus

Recent trends in the labour share

Oriol Carreras Baquer

Portuguese economy

Economic outlook

The Portuguese economy: mixed signals in Q4 2022

Focus

The paradox of the Portuguese labour market: high long-term unemployment and record job vacancies

Vânia Duarte
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