Skip to main content

Navegación principal

  • Home
  • Economics & Markets
    • Indicators and forecasts
    • Recent developments
    • Activity & growth
    • Inflation
    • Commodities
    • Labour market & demographics
    • Financial markets
    • Monetary policy
    • Public sector
    • View all about Economics & Markets
  • Sectoral analysis
    • Agrifood
    • Banking
    • Retail
    • Consumption
    • Digitalisation
    • Industry
    • Real Estate
    • Tourism
    • View all about Sectoral analysis
  • Geographical areas
    • Spain
    • Portugal
    • International
    • View all about Geographical areas
  • Publications
    • Monthly Report
    • Pulso Económico Semanal
    • Financial Markets Daily Report
    • Notas Breves de Actualidad Económica y Financiera
    • Monitor de consumo
    • Sectoral Reports
    • Spain's Macroeconomic & Financial Outlook
    • Autonomous Community Profiles
    • Portugal's Macroeconomic & Financial Outlook
    • Country Outlook
    • Flash Divisas
    • Pódcast Economía Exprés
    • Videos
    • Working Papers
    • Academic articles
    • Conferences
    • Archives
    • View all about Publications
  • Real-Time Economics
  • CAS
  • CAT
  • ENG
Login
  • CAS
  • CAT
  • ENG
  • Newsletters
Cancel Tags A - Z
We use a selection of our own and third-party cookies on the pages of this website: Essential cookies, which are required in order to use the website; functional cookies, which provide better easy of use when using the website; performance cookies, which we use to generate aggregated data on website use and statistics; and marketing cookies, which are used to display relevant content and advertising. If you choose "ACCEPT ALL", you consent to the use of all cookies. You can accept and reject individual cookie types and revoke your consent for the future at any time at "Settings".
  • Cookie documentation
  • Cookie settings

Navegación principal

  • Home
  • Economics & Markets
    • Indicators and forecasts
    • Recent developments
    • Activity & growth
    • Inflation
    • Commodities
    • Labour market & demographics
    • Financial markets
    • Monetary policy
    • Public sector
    • View all about Economics & Markets
    Detalle de Donald Trump en la portada de The New York Timpes. Photo by Markus Spiske on Unsplash

    ¿Dónde estamos y hacia dónde vamos con los aranceles de EE. UU.?

    Economía internacional
    David Martínez Turégano
    Luís Pinheiro de Matos
    June 6th, 2025
  • Sectoral analysis
    • Agrifood
    • Banking
    • Retail
    • Consumption
    • Digitalisation
    • Industry
    • Real Estate
    • Tourism
    • View all about Sectoral analysis
    Reloj despertador sobre el alfeizar de una ventana. Photo by David von Diemar on Unsplash

    The CaixaBank Research real estate clock: the Spanish real estate market picks up the pace

    Spanish economy
    Judit Montoriol Garriga
    Judit Montoriol Garriga
    June 12th, 2025
  • Geographical areas
    • Spain
    • Portugal
    • International
    • View all about Geographical areas
    Grup de veïns desaiguant un carrer d'un municipi valencià. SGA Photo

    Economic situation in the Valencia province six months after the floods

    Spanish economy
    Zoel Martín Vilató
    Eduard Alcobé Garcia
    June 12th, 2025
  • Publications
    • Monthly Report
    • Pulso Económico Semanal
    • Financial Markets Daily Report
    • Notas Breves de Actualidad Económica y Financiera
    • Monitor de consumo
    • Sectoral Reports
    • Spain's Macroeconomic & Financial Outlook
    • Autonomous Community Profiles
    • Portugal's Macroeconomic & Financial Outlook
    • Country Outlook
    • Flash Divisas
    • Pódcast Economía Exprés
    • Videos
    • Working Papers
    • Academic articles
    • Conferences
    • Archives
    • View all about Publications
  • Real-Time Economics
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

January 2024 | No. 485

Soft landing in times of political uncertainty and a year of improvement.
Content available in
catalan spanish
Print
Download File
ico_im_01_24-Escacs

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
About CaixaBank Research Work with us Team Contact CaixaBank
Cookies Policy
Privacy Legal Disclaimer Legal Information
Newsletters