December 2023 | No. 484

December 2023 | No. 484

Editorial

A better 2023 than expected

Oriol Aspachs

Key points of the month

Winds of change for monetary policy
José Ramón Díez

Forecasts and indicators

Forecasts and indicators - December 2023

Financial markets

International economy

Declining expectations and caution in the international economy
Japan: a change of course for monetary policy
Luís Pinheiro de Matos
The US national accounts: current situation and future outlook
Ricard Murillo Gili

Spanish economy

Portuguese economy

December 2023| No. 484

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Editorial

A better 2023 than expected

Key points of the month

Winds of change for monetary policy

José Ramón Díez

Forecasts and indicators

Forecasts Key indicators

Financial markets

Economic outlook

Expectations of a soft landing lead to a rally in the markets

Focus

The ECB, in the midst of a review

International economy

Economic outlook

Declining expectations and caution in the international economy

Focus

Japan: a change of course for monetary policy

Luís Pinheiro de Matos

Focus

The US national accounts: current situation and future outlook

Ricard Murillo Gili

Spanish economy

Economic outlook

The Spanish economy maintains a similar growth rate to the previous quarter

Focus

The export intensity of Spain’s economic sectors

Erik Solé Vives

Portuguese economy

Economic outlook

The fall in foreign demand weighs down growth in Portugal

Focus

Unravelling the behaviour of Portugal’s economic productivity

Vânia Duarte