October 2023 | No. 482

October 2023 | No. 482

Editorial

The resistance of the Spanish economy amid an adverse environment

Oriol Aspachs

Key points of the month

Higher interest rates for longer
José Ramón Díez

Forecasts and indicators

Forecasts and indicators - October 2023

Financial markets

Autumn returns investors to an outlook of high rates
CaixaBank Research
New scenario: international economy and market outlook
CaixaBank Research
A first assessment of the external vulnerability of emerging market economies
Rita Sánchez SolivaBeatriz Villafranca Serrano

International economy

An end of the year with more questions than answers in the international economy
CaixaBank Research
US: the never coming recession
Ricard Murillo Gili
Change of gear in the Chinese economy: contagion channels and global implications
Luís Pinheiro de Matos
Quo vadis, globalisation? (part I): the long slowdown
David del Val
Quo vadis, globalisation? (part II): the fragmentation of the global economy
David del Val

Spanish economy

The growth of the Spanish economy moderates
CaixaBank Research
New macroeconomic outlook: Spain’s economic growth moderates
Oriol Carreras Baquer
Productivity in Spain: a lot of scope for improvement
Javier García Arenas
The Spanish agrifood sector is making headwayin a challenging context
Judit Montoriol GarrigaSergio Díaz

Portuguese economy

October 2023| No. 482

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Editorial

The resistance of the Spanish economy amid an adverse environment

Key points of the month

Higher interest rates for longer

José Ramón Díez

Forecasts and indicators

Forecasts Key indicators

Financial markets

Economic outlook

Autumn returns investors to an outlook of high rates

CaixaBank Research

Focus

New scenario: international economy and market outlook

CaixaBank Research

Focus

A first assessment of the external vulnerability of emerging market economies

Rita Sánchez Soliva

Beatriz Villafranca Serrano

International economy

Economic outlook

An end of the year with more questions than answers in the international economy

CaixaBank Research

Focus

US: the never coming recession

Ricard Murillo Gili

Focus

Change of gear in the Chinese economy: contagion channels and global implications

Luís Pinheiro de Matos

Focus

Quo vadis, globalisation? (part I): the long slowdown

Focus

Quo vadis, globalisation? (part II): the fragmentation of the global economy

Spanish economy

Economic outlook

The growth of the Spanish economy moderates

CaixaBank Research

Focus

New macroeconomic outlook: Spain’s economic growth moderates

Oriol Carreras Baquer

Focus

Productivity in Spain: a lot of scope for improvement

Javier García Arenas

Focus

The Spanish agrifood sector is making headwayin a challenging context

Judit Montoriol Garriga

Portuguese economy

Economic outlook

The Portuguese economy, slowing down throughout 2023

Focus

The relevance of tourism in Portugal’s national accounts and foreign balance

Tiago Belejo Correia