CaixaBank Financial Markets Daily Report 01 December 2023 Investors took a breather from the recent buying spree in government bonds during Thursday’s session, pushing yields higher on both sides of the Atlantic. Despite data releases yesterday showing inflation cooling more than expected in the Eurozone and the US, investors were cautious ahead of comments from some central bankers. Financial markets outlook Monetary policy on «pause» 13 November 2023 Recent developments The world economy, with an uneven cooling 14 November 2023 Spain's outlook The Spanish economy feels the effects of the weak external environment 14 November 2023 Portugal outlook The Portuguese economy shrinks in Q3 10 November 2023 Geopolitics The search for economic stability in an unstable world José Ramón Díez 15 November 2023 Inflation Inflation and monetary policy outlook for 2024 15 November 2023 Fiscal policy A new European fiscal framework for 2024... will it be possible? Rita Sánchez Soliva 15 November 2023 Growth Outlook for the Spanish economy in 2024: a year full of challenges Oriol Carreras Baquer 15 November 2023 Interest rates From LIBOR to SOFR Ricard Murillo Gili 10 November 2023 Oil Oil, a tense market under strain Beatriz Villafranca Serrano 10 November 2023 International What will de-risking mean for the EU? Luís Pinheiro de Matos 13 November 2023 Spain Sectoral specialisation penalises the productivity of the Spanish economy Judit Montoriol Garriga Erik Solé Vives 13 November 2023 Activity & growth Spanish households’ finances improve thanks to job creation and a reduction of debt Javier García Arenas 10 November 2023 Consumption We are increasingly shopping online, not only during Black Friday Josep Mestres Domènech Zoel Martín Vilató 10 November 2023 Publications Monthly Report No. 483| 2024 Outlook November 2023 Sectorial Report Agrifood. The sector is making headway despite adverse conditions 2023 Spain Spain's Macroeconomic & Financial Outlook 10 November 2023 Portugal Portugal's Macroeconomic & Financial Outlook 10 November 2023 Sectorial Report Tourism. A new stage for Spain’s tourism industry 1S 2023 Sectorial Report Real Estate. Slowdown in Spain’s real estate sector 2S 2023 Sectorial Report Manufacturing Industry 2023 Monthly Report May 2023 | No. 478 17 May 2023 Opinion Editorial Key themes and outlook for 2024 José Ramón Díez Head of International Economies and Financial Markets Key points of the month Consumption hoists up the Spanish economy Oriol Aspachs Spanish Economy Director Recommended Inflation Inflation and monetary policy outlook for 2024 15 November 2023 Geopolitics The search for economic stability in an unstable world José Ramón Díez 15 November 2023 Growth Outlook for the Spanish economy in 2024: a year full of challenges Oriol Carreras Baquer 15 November 2023 Fiscal policy A new European fiscal framework for 2024... will it be possible? Rita Sánchez Soliva 15 November 2023 Recent developments The world economy, with an uneven cooling 14 November 2023 Spain's outlook The Spanish economy feels the effects of the weak external environment 14 November 2023 Opinion Consumption hoists up the Spanish economy Oriol Aspachs 14 November 2023 Spain Sectoral specialisation penalises the productivity of the Spanish economy Judit Montoriol Garriga Erik Solé Vives 13 November 2023 International What will de-risking mean for the EU? Luís Pinheiro de Matos 13 November 2023 Most read Sectoral specialisation penalises the productivity of the Spanish economy Inflation and monetary policy outlook for 2024 Outlook for the Spanish economy in 2024: a year full of challenges The rise of rural tourism in Spain: an opportunity for rural development Oil, a tense market under strain Newsletter Being informed now is more important than ever Get our latest updates Sign in Hot topics Inflationary pressures and energy crisis Monetary and fiscal policy Long-term trends Real-Time Economics Climate change & green transition Videos Desafíos del sector turístico en clave económica 2023 22/09/2023 Podcasts Especial Perspectivas económicas 2024 con Enric Fernández 14/11/2023 Forecasts Financial markets Update date 13-11-2023 Macroeconomic Update date 13-11-2023 Team Imelda Esteban Senior economist Alberto Graziano Senior Data Scientist Pedro Álvarez Ondina Economist Judit Montoriol Garriga Lead economist Sandra Jódar Rosell Director of Strategic Planning Oriol Aspachs Spanish Economy Director Sergio Díaz Economist Meet us Eduard Alcobé Garcia Data scientist Javier Ibáñez de Aldecoa Fuster Economist Jesús Viscarri Organization Javier García Arenas Senior economist Ana María Porras Organization David Cesar Heymann Economist Mar Bisquert Perles Data scientist Meet us Ricard Murillo Gili Economist Roser Ferrer Senior economist Zoel Martín Vilató Economist Isabela Lara White Research assistant Ana Rincón García Organization Mireia Crusells Analyst Josep Mestres Domènech Senior economist Meet us Maitane Lizarraga Analyst Léopold Jouven Analyst Ariadna Vidal Martínez Lead economist José Ramón Díez Head of International Economies and Financial Markets Enric Fernández Chief Economist Carolina Cruz Organization Nuria Bustamante Lead economist Meet us Beatriz Villafranca Serrano Economist Rita Sánchez Soliva Economist Patricia Esteban Communication José Antonio Sánchez Palomino Data scientist Adrià Morron Salmeron Lead economist Oriol Carreras Baquer Senior economist Erik Solé Vives Research assistant Meet us Luís Pinheiro de Matos Economist Meet us
Spain's outlook The Spanish economy feels the effects of the weak external environment 14 November 2023
Fiscal policy A new European fiscal framework for 2024... will it be possible? Rita Sánchez Soliva 15 November 2023
Growth Outlook for the Spanish economy in 2024: a year full of challenges Oriol Carreras Baquer 15 November 2023
Spain Sectoral specialisation penalises the productivity of the Spanish economy Judit Montoriol Garriga Erik Solé Vives 13 November 2023
Activity & growth Spanish households’ finances improve thanks to job creation and a reduction of debt Javier García Arenas 10 November 2023
Consumption We are increasingly shopping online, not only during Black Friday Josep Mestres Domènech Zoel Martín Vilató 10 November 2023
Key themes and outlook for 2024 José Ramón Díez Head of International Economies and Financial Markets
Growth Outlook for the Spanish economy in 2024: a year full of challenges Oriol Carreras Baquer 15 November 2023
Fiscal policy A new European fiscal framework for 2024... will it be possible? Rita Sánchez Soliva 15 November 2023
Spain's outlook The Spanish economy feels the effects of the weak external environment 14 November 2023
Spain Sectoral specialisation penalises the productivity of the Spanish economy Judit Montoriol Garriga Erik Solé Vives 13 November 2023