¿Qué sectores están sufriendo más en España por el enfriamiento de nuestros socios comerciales? Pedro Álvarez Ondina May 11th, 2024
Financial Markets Daily Report 23 May 2024 In yesterday’s session, investors focused their attention to the release of the last FOMC meeting minutes, which reinforced previous communication that Fed members still expect inflation to return to 2% over the medium term, while acknowledging that it will take longer than previously anticipated. Financial markets outlook The markets assume high rates for longer For much of April, the tone in the financial markets was marked by geopolitical risks and investors’ bets about the near future of monetary policy in the major developed economies. CaixaBank Research 14 May 2024 World outlook International fragmentation in the economic outlook As the global economy’s landing is turning out to be smoother than anticipated a few months ago, the last few weeks reminded us that the environment continues to be marked by a high degree of uncertainty. CaixaBank Research 15 May 2024 Spain's outlook Spain’s growth beats expectations in Q1 The indicators published in recent weeks confirm the good health of the Spanish economy, with growth in Q1 once again beating expectations and recording the highest rate among the major euro area economies. CaixaBank Research 16 May 2024 Portugal outlook The Portuguese economy kicked off 2024 stronger than expected GDP provides a positive surprise in Q1, with quarter-on-quarter growth of 0.7%, according to the first provisional estimate published by the country’s National Statistics Institute.This exceeds our forecast of 0.4% and, therefore, introduces upward risks to our forecast… CaixaBank Research 16 May 2024 Monetary policy Phase changes in monetary policy CaixaBank Research 15 May 2024 Activity & growth Whoever has a home has a treasure Rita Sánchez Soliva 16 May 2024 Activity & growth Distribution of wealth in Europe’s large economies Rita Sánchez Soliva 16 May 2024 Financial stability A closer look at the increase in Spanish household savings in 2023 Javier García Arenas 16 May 2024 Activity & growth Spanish firms remain financially sound Sergio Díaz 16 May 2024 Demographics '2024 Ageing Report' and pension reform: everything you need to know (and a little bit more) Javier García Arenas 16 May 2024 Real estate The acquisition of housing in Lisbon by foreigners Tiago Belejo Correia 16 May 2024 Activity & growth An exceptional year for the catering sector in Spain Pedro Álvarez Ondina Alberto Graziano 15 April 2024 Publications Monthly ReportMay 2024 | No. 48916 May 2024 SpainSpain’s Macroeconomic & Financial Outlook09 May 2024 PortugalPortugal’s Macroeconomic & Financial Outlook09 May 2024 Sectorial ReportReal Estate. Improved outlook for Spain’s real estate sector S1 2024 Sectorial ReportTourism. Spain’s tourism industry: dynamism in 2023, strength in 2024 1S 2024 Sectorial ReportAgrifood. The sector is making headway despite adverse conditions 2023 Sectorial ReportManufacturing Industry 2023 Opinion Editorial Positives and negatives in the global economy in the shortand medium term José Ramón Díez Head of International Economies and Financial Markets Key points of the month The Spanish economy surprises the most optimistic analysts Oriol Aspachs Spanish Economy Director Recommended Portugal outlook The Portuguese economy kicked off 2024 stronger than expected CaixaBank Research 16 May 2024 Activity & growth Distribution of wealth in Europe’s large economies Rita Sánchez Soliva 16 May 2024 Real estate The acquisition of housing in Lisbon by foreigners Tiago Belejo Correia 16 May 2024 Activity & growth Whoever has a home has a treasure Rita Sánchez Soliva 16 May 2024 Spain's outlook Spain’s growth beats expectations in Q1 CaixaBank Research 16 May 2024 Financial stability A closer look at the increase in Spanish household savings in 2023 Javier García Arenas 16 May 2024 Activity & growth Spanish firms remain financially sound Sergio Díaz 16 May 2024 Demographics '2024 Ageing Report' and pension reform: everything you need to know (and a little bit more) Javier García Arenas 16 May 2024 Monetary policy Phase changes in monetary policy CaixaBank Research 15 May 2024Most readPhase changes in monetary policyWhoever has a home has a treasure'2024 Ageing Report' and pension reform: everything you need to know (and a little bit more)The Spanish economy surprises the most optimistic analystsThe acquisition of housing in Lisbon by foreigners NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Demographics Fundamentals of growth in Spain Podcasts Batalla épica de bancos centrales: el BCE y la Fed cara a cara 23/05/2024 Forecasts Financial markets Interest rate (%)Update date 09-05-2024 Macroeconomic GDP (%)Update date 09-05-2024 Team David Cesar HeymannEconomist Javier García ArenasSenior economist Isabela Lara WhiteEconomist Ariadna Vidal MartínezLead economist Javier Ibáñez de Aldecoa FusterEconomist José Antonio Sánchez PalominoData scientist Adrià Morron SalmeronLead economist Meet us Alberto GrazianoSenior Data Scientist Léopold JouvenAnalyst Imelda EstebanSenior economist Rita Sánchez SolivaEconomist Ricard Murillo GiliEconomist Roser FerrerSenior economist Luís Pinheiro de MatosEconomist Meet us Martín VillaránResearch assistant Patricia EstebanCommunication Jesús ViscarriOrganization Maitane LizarragaAnalyst Carolina CruzOrganization Oriol AspachsSpanish Economy Director Sandra Jódar RosellDirector of Strategic Planning Meet us Judit Montoriol GarrigaLead economist Eduard Alcobé GarciaData scientist Josep Mestres DomènechSenior economist Pedro Álvarez OndinaEconomist Beatriz Villafranca SerranoEconomist Ana María PorrasOrganization Ana Rincón GarcíaOrganization Meet us David del ValSenior economist Enric FernándezChief Economist Erik Solé VivesResearch assistant Oriol Carreras BaquerSenior economist Zoel Martín VilatóEconomist Sergio DíazEconomist Nuria BustamanteLead economist Meet us Mar Bisquert PerlesData scientist José Ramón DíezHead of International Economies and Financial Markets Mireia CrusellsAnalyst Meet usPrint
Financial markets outlook The markets assume high rates for longer For much of April, the tone in the financial markets was marked by geopolitical risks and investors’ bets about the near future of monetary policy in the major developed economies. CaixaBank Research 14 May 2024
World outlook International fragmentation in the economic outlook As the global economy’s landing is turning out to be smoother than anticipated a few months ago, the last few weeks reminded us that the environment continues to be marked by a high degree of uncertainty. CaixaBank Research 15 May 2024
Spain's outlook Spain’s growth beats expectations in Q1 The indicators published in recent weeks confirm the good health of the Spanish economy, with growth in Q1 once again beating expectations and recording the highest rate among the major euro area economies. CaixaBank Research 16 May 2024
Portugal outlook The Portuguese economy kicked off 2024 stronger than expected GDP provides a positive surprise in Q1, with quarter-on-quarter growth of 0.7%, according to the first provisional estimate published by the country’s National Statistics Institute.This exceeds our forecast of 0.4% and, therefore, introduces upward risks to our forecast… CaixaBank Research 16 May 2024
Financial stability A closer look at the increase in Spanish household savings in 2023 Javier García Arenas 16 May 2024
Demographics '2024 Ageing Report' and pension reform: everything you need to know (and a little bit more) Javier García Arenas 16 May 2024
Activity & growth An exceptional year for the catering sector in Spain Pedro Álvarez Ondina Alberto Graziano 15 April 2024
Positives and negatives in the global economy in the shortand medium term José Ramón Díez Head of International Economies and Financial Markets
Portugal outlook The Portuguese economy kicked off 2024 stronger than expected CaixaBank Research 16 May 2024
Financial stability A closer look at the increase in Spanish household savings in 2023 Javier García Arenas 16 May 2024
Demographics '2024 Ageing Report' and pension reform: everything you need to know (and a little bit more) Javier García Arenas 16 May 2024