September 2023 | No. 481

September 2023 | No. 481

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

Forecasts and indicators - September 2023

Financial markets

A poor August in the international stock markets sours the return from the holidays
CaixaBank Research
The importance of rents in US inflation
Ricard Murillo Gili

International economy

Deteriorating expectations for the global economy
CaixaBank Research
European inflation: united in diversity
CaixaBank Research
The Middle Kingdom and its neighbours (part I): a geo-economic perspective
Luís Pinheiro de Matos
The Middle Kingdom and its neighbours (part II): two case studies
Luís Pinheiro de Matos

Spanish economy

The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half
CaixaBank Research
The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on?
Javier García Arenas
Spanish households and businesses continue to deleverage
Sergio Díaz
New outlook for Spain’s tourism sector: strength and moderation
David Cesar HeymannJavier Ibáñez de Aldecoa Fuster

Portuguese economy

After a strong start to the year, the Portuguese economy is losing steam
Portuguese real estate sector: gentle deceleration
Tiago Belejo Correia

September 2023| No. 481

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Editorial

Challenges for the new economic chapter

José Ramón Díez

Key points of the month

The post-pandemic Spanish economy

Forecasts and indicators

Forecasts Key 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

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