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January 2024 | No. 485 Soft landing in times of political uncertainty and a year of improvement.Content available in catalan spanishPrint Download File Editorial Soft landing in times of political uncertainty José Ramón Díez Key points of the month 2024: a year of improvement 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
Economic outlook 2023: a year of widespread gains in fixed-income and equity markets CaixaBank Research
Economic outlook The Spanish economy closes 2023 with a better rating than expected CaixaBank Research
Focus The importance of intermediate costs in inflationdynamics in Spain Oriol Carreras Baquer Zoel Martín Vilató