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Monthly Report

January 2024 | No. 485

Index
January 2024 | No. 485

Editorial
Soft landing in times of political uncertainty
José Ramón Díez
José Ramón Díez

Key points of the month

  • 2024: a year of improvement
    Oriol Aspachs

Forecasts and indicators

  • Forecasts and indicators - January 2024

Financial markets

  • 2023: a year of widespread gains in fixed-income and equity markets
    CaixaBank Research
  • US monetary policy and stock market performance
    Isabela Lara White

International economy

  • A better 2023 and a worse 2024 for the international economy?
    CaixaBank Research
  • Is there «early» evidence of de-risking? (part I): the US and China
    Luís Pinheiro de Matos
  • Is there «early» evidence of de-risking? (part II): the EU
    Luís Pinheiro de Matos

Spanish economy

  • The Spanish economy closes 2023 with a better rating than expected
    CaixaBank Research
  • How could structural unemployment be further reduced in Spain?
    Josep Mestres Domènech
  • Changes in the educational level of Spanish workers
    Sergio Díaz
  • The importance of intermediate costs in inflationdynamics in Spain
    Oriol Carreras BaquerZoel Martín Vilató

Portuguese economy

  • Encouraging signs from the Portuguese economy in the final stretch of 2023
  • Tourism in Portugal in the 2023 high season
    Tiago Belejo Correia
ico_im_01_24-Escacs

January 2024| No. 485

Soft landing in times of political uncertainty and a year of improvement.

Content available in
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Editorial

Soft landing in times of political uncertainty

José Ramón Díez
José Ramón Díez

Key points of the month

2024: a year of improvement

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

2023: a year of widespread gains in fixed-income and equity markets

CaixaBank Research
Focus

US monetary policy and stock market performance

Isabela Lara White

International economy

Economic outlook

A better 2023 and a worse 2024 for the international economy?

CaixaBank Research
Focus

Is there «early» evidence of de-risking? (part I): the US and China

Luís Pinheiro de Matos
Focus

Is there «early» evidence of de-risking? (part II): the EU

Luís Pinheiro de Matos

Spanish economy

Economic outlook

The Spanish economy closes 2023 with a better rating than expected

CaixaBank Research
Focus

How could structural unemployment be further reduced in Spain?

Josep Mestres Domènech
Focus

Changes in the educational level of Spanish workers

Sergio Díaz
Focus

The importance of intermediate costs in inflationdynamics in Spain

Oriol Carreras Baquer
Zoel Martín Vilató

Portuguese economy

Economic outlook

Encouraging signs from the Portuguese economy in the final stretch of 2023

Focus

Tourism in Portugal in the 2023 high season

Tiago Belejo Correia
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