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Monthly Report

September 2024 | No. 492

Index
September 2024 | No. 492

Editorial
We are where we left off
Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

  • Summer storms and underlying trends
    José Ramón Díez

Forecasts and indicators

  • Forecast and indicators - September 2024

Financial markets

  • Volatile summer for the financial markets
    CaixaBank Research

International economy

  • With inflation relatively under control on the international stage, the focus is now on growth
    CaixaBank Research
  • The decoupling of the US and China accentuates the fragmentation of the global economy
    David del Val
  • Deficit and debt on the rise: the future of the US’ public finances
    Isabela Lara White

Spanish economy

  • Spain: strong growth outlook, albeit more moderate than in the first half
    CaixaBank Research
  • Capital investment in Spain: comparison versus the euro area
    Oriol Carreras Baquer
  • The factors driving Spanish household savings
    Javier García Arenas
  • Spanish firms’ profitability and financing costs
    Oriol Carreras Baquer
  • The dynamics of services inflation in Spain
    Zoel Martín Vilató

Portuguese economy

  • The Portuguese economy loses momentum in Q2
    CaixaBank Research
  • How is Portugal’s household wealth distributed?
    Teresa Gil Pinheiro

September 2024 | No. 492

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IM09

Editorial

We are where we left off

Oriol Aspachs CaixaBank Research
Oriol Aspachs

Key points of the month

Summer storms and underlying trends

José Ramón Díez
José Ramón Díez

Forecasts and indicators

ForecastsKey indicators

Financial markets

Economic outlook

Volatile summer for the financial markets

CaixaBank Research

International economy

Economic outlook

With inflation relatively under control on the international stage, the focus is now on growth

CaixaBank Research
Focus

The decoupling of the US and China accentuates the fragmentation of the global economy

David del Val
Focus

Deficit and debt on the rise: the future of the US’ public finances

Isabela Lara White

Spanish economy

Economic outlook

Spain: strong growth outlook, albeit more moderate than in the first half

CaixaBank Research
Focus

Capital investment in Spain: comparison versus the euro area

Oriol Carreras Baquer
Focus

The factors driving Spanish household savings

Javier García Arenas
Focus

Spanish firms’ profitability and financing costs

Oriol Carreras Baquer
Focus

The dynamics of services inflation in Spain

Zoel Martín Vilató

Portuguese economy

Economic outlook

The Portuguese economy loses momentum in Q2

CaixaBank Research
Focus

How is Portugal’s household wealth distributed?

Teresa Gil Pinheiro
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