January 2024 | No. 485

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.

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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

Forecasts and indicators

Forecasts Key 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

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