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Monthly Report

July 2023 | No. 480

Index
July 2023 | No. 480

Editorial
Disinflation
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • The last mile
    José Ramón Díez

Forecasts and indicators

  • Forecasts and indicators - july 2023

Financial markets

  • A positive month in the financial markets, albeit with a slowdown
  • Monetary policy has done (all?) the homework
    Ricard Murillo Gili

International economy

  • Thermal oscillation in the international economy
  • Chinese real estate sector: slow and steady
    María Suárez Marañón
  • European inflation: beginning of the end or end of the beginning?
  • What is happening with industry in the world?
    Luís Pinheiro de MatosRita Sánchez Soliva

Spanish economy

  • The Spanish economy performs better than expected and than previously estimated
  • New outlook for the Spanish real estate sector: slowdown in the housing market
    Judit Montoriol Garriga
  • The changing composition of the immigrant population in recent years
    Nuria BustamanteSergio Díaz
  • Are Spanish exports competitive?
    Oriol Carreras BaquerJaume Servert Banegas

Portuguese economy

  • Portugal: economic activity remains strong in Q2
  • The American friend: the boom of tourism from the US in Portugal
    Tiago Belejo Correia

July 2023 | No. 480

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IM 07

Editorial

Disinflation

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

The last mile

José Ramón Díez
José Ramón Díez

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

A positive month in the financial markets, albeit with a slowdown

Focus

Monetary policy has done (all?) the homework

Ricard Murillo Gili

International economy

Economic outlook

Thermal oscillation in the international economy

Focus

Chinese real estate sector: slow and steady

María Suárez Marañón
Focus

European inflation: beginning of the end or end of the beginning?

Focus

What is happening with industry in the world?

Luís Pinheiro de Matos
Rita Sánchez Soliva

Spanish economy

Economic outlook

The Spanish economy performs better than expected and than previously estimated

Focus

New outlook for the Spanish real estate sector: slowdown in the housing market

Judit Montoriol Garriga
Focus

The changing composition of the immigrant population in recent years

Nuria Bustamante
Sergio Díaz
Focus

Are Spanish exports competitive?

Oriol Carreras Baquer
Jaume Servert Banegas

Portuguese economy

Economic outlook

Portugal: economic activity remains strong in Q2

Focus

The American friend: the boom of tourism from the US in Portugal

Tiago Belejo Correia
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