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    Cubo Rubik. Photo by Justus Menke on Unsplash

    On the uncertainty of the neutral interest rate

    Financial markets
    Antonio Montilla
    Antonio Montilla
    Eduard Llorens i Jimeno
    January 16th, 2023
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    What big data reveal about Spain’s supply of new housing and demographic trends

    Judit Montoriol CaixaBank Research
    Judit Montoriol Garriga
    January 25th, 2023
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    Contendor de mercancías. Photo by Anja Bauermann on Unsplash

    EU and China: mapping out a strategic interdependence II

    International economy
    Luís Pinheiro
    Luís Pinheiro de Matos
    January 17th, 2023
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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
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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
Forecasts Key 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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