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Monthly Report

February 2024 | No. 486

Index
February 2024 | No. 486

Editorial
A good 2023. But what about 2024?
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • Surprises, resilience and central banks
    José Ramón Díez

Forecasts and indicators

  • Forecasts and indicators - February 2024

Financial markets

  • A good start to the year in the financial markets
    CaixaBank Research
  • Changes in the financial markets’ monetary policy expectations
    CaixaBank Research

International economy

  • International economy: on the rise
    CaixaBank Research
  • Election year in the US
    Ricard Murillo Gili

Spanish economy

  • The Spanish economy ended 2023 on a good note and kicks off 2024 with optimism
    CaixaBank Research
  • 2024 Treasury: the increased participation of domestic and non-resident investors will absorb the greater funding needs
    Javier García Arenas
  • Impact on the national accounts of the partial extension of anti-inflation measures in 2024
    Javier García Arenas
  • The growth of disposable income strengthens Spanish household finances
    Javier García Arenas
  • Spanish household spending on bills in 2023, a respite after a gruelling 2022
    Josep Mestres DomènechZoel Martín Vilató

Portuguese economy

  • Renewed buoyancy in the Portuguese economy
    CaixaBank Research
  • Portuguese companies maintain their export momentum
    Teresa Gil Pinheiro
IM 2402

February 2024| No. 486

Content available in
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Editorial

A good 2023. But what about 2024?

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

Surprises, resilience and central banks

José Ramón Díez
José Ramón Díez

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

A good start to the year in the financial markets

CaixaBank Research
Focus

Changes in the financial markets’ monetary policy expectations

CaixaBank Research

International economy

Economic outlook

International economy: on the rise

CaixaBank Research
Focus

Election year in the US

Ricard Murillo Gili

Spanish economy

Economic outlook

The Spanish economy ended 2023 on a good note and kicks off 2024 with optimism

CaixaBank Research
Focus

2024 Treasury: the increased participation of domestic and non-resident investors will absorb the greater funding needs

Javier García Arenas
Focus

The growth of disposable income strengthens Spanish household finances

Javier García Arenas
Focus

Spanish household spending on bills in 2023, a respite after a gruelling 2022

Josep Mestres Domènech
Zoel Martín Vilató
Focus

Impact on the national accounts of the partial extension of anti-inflation measures in 2024

Javier García Arenas

Portuguese economy

Economic outlook

Renewed buoyancy in the Portuguese economy

CaixaBank Research
Focus

Portuguese companies maintain their export momentum

Teresa Gil Pinheiro
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