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Monthly Report

December 2023 | No. 484

Index
December 2023 | No. 484

Editorial
A better 2023 than expected
Oriol Aspachs CaixaBank Research
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

  • Expectations of a soft landing lead to a rally in the markets
  • The ECB, in the midst of a review

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

  • The Spanish economy maintains a similar growth rate to the previous quarter
  • The export intensity of Spain’s economic sectors
    Erik Solé Vives

Portuguese economy

  • The fall in foreign demand weighs down growth in Portugal
  • Unravelling the behaviour of Portugal’s economic productivity
    Vânia Duarte
ico_im_12_23

December 2023| No. 484

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Editorial

A better 2023 than expected

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

Winds of change for monetary policy

José Ramón Díez
José Ramón Díez

Forecasts and indicators

ForecastsKey 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
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