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September 2023 | No. 481Content available in catalan spanishPrint Download File Editorial Challenges for the new economic chapter José Ramón Díez Key points of the month The post-pandemic Spanish economy Oriol Aspachs Forecasts and indicators ForecastsKey indicators Financial markets Economic outlook A poor August in the international stock markets sours the return from the holidays CaixaBank Research Focus The importance of rents in US inflation Ricard Murillo Gili International economy Economic outlook Deteriorating expectations for the global economy CaixaBank Research Focus European inflation: united in diversity CaixaBank Research Focus The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos Focus The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos Spanish economy Economic outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research Focus The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? Javier García Arenas Focus Spanish households and businesses continue to deleverage Sergio Díaz Focus New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster Portuguese economy Economic outlook After a strong start to the year, the Portuguese economy is losing steam Focus Portuguese real estate sector: gentle deceleration Tiago Belejo Correia
Economic outlook A poor August in the international stock markets sours the return from the holidays CaixaBank Research
Focus The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos
Economic outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research
Focus The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? Javier García Arenas
Focus New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster