¿Qué sectores están sufriendo más en España por el enfriamiento de nuestros socios comerciales? Pedro Álvarez Ondina May 11th, 2024
Financial Markets Daily Report 16 May 2024 Yesterday’s session was filled with macro data releases. US CPI cooled from 3.5% yoy in March to 3.4% in April (+0.3% m/m), as expected by consensus, and the core index dropped from 3.8% yoy to 3.6% (+0.3% m/m), suggesting inflation resumed its downward trend. US April retail sales were unchanged from the previous month vs +0.4% expected. Financial markets outlook Financial markets set their sights on summer The postponement of interest rate cut expectations that had begun in February extended to March, with investors consolidating the idea that the central banks are not in such a hurry to relax financial conditions so soon. CaixaBank Research 12 April 2024 Portugal outlook The Portuguese economy kicks off 2024 better than expected The indicators for Q1 suggest that economic activity is more buoyant than expected, and that GDP growth in the first quarter could exceed our forecast of 0.4% quarter-on-quarter. CaixaBank Research 11 April 2024 Spain La Rioja 08 May 2024 Oil Oil in the «era» of decarbonisation Beatriz Villafranca Serrano 15 April 2024 Economic cycle The perception of the economy and its paradoxes CaixaBank Research 15 April 2024 Digitalisation & Technology Innovation in Spain: somewhat below the EU Javier García Arenas 15 April 2024 Spain The medium-term potential growth of Spain’s GDP Oriol Carreras Baquer 12 April 2024 Spain The Spanish economy continues to reduce its foreign debt Sergio Díaz 15 April 2024 Interest rates The income balance suffers at the hand of the rate hikes Erik Solé Vives 15 April 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 readWhoever has a home has a treasure'2024 Ageing Report' and pension reform: everything you need to know (and a little bit more)Phase changes in monetary policyThe markets assume high rates for longerThe acquisition of housing in Lisbon by foreigners NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Demographics Inequality & inclusive growth Podcasts Los misterios del PIB y su relación con la innovación en España 19/04/2024 Forecasts Financial markets Interest rate (%)Update date 09-05-2024 Macroeconomic GDP (%)Update date 09-05-2024 Team Ariadna Vidal MartínezLead economist Sandra Jódar RosellDirector of Strategic Planning Luís Pinheiro de MatosEconomist Alberto GrazianoSenior Data Scientist Martín VillaránResearch assistant Oriol Carreras BaquerSenior economist Eduard Alcobé GarciaData scientist Meet us Mar Bisquert PerlesData scientist Ana María PorrasOrganization Ricard Murillo GiliEconomist Isabela Lara WhiteResearch assistant David Cesar HeymannEconomist Maitane LizarragaAnalyst Jesús ViscarriOrganization Meet us Adrià Morron SalmeronLead economist Javier García ArenasSenior economist Erik Solé VivesResearch assistant José Antonio Sánchez PalominoData scientist Patricia EstebanCommunication Rita Sánchez SolivaEconomist Léopold JouvenAnalyst Meet us Oriol AspachsSpanish Economy Director Josep Mestres DomènechSenior economist Sergio DíazEconomist Nuria BustamanteLead economist Carolina CruzOrganization Ana Rincón GarcíaOrganization José Ramón DíezHead of International Economies and Financial Markets Meet us Zoel Martín VilatóEconomist David del ValSenior economist Enric FernándezChief Economist Judit Montoriol GarrigaLead economist Javier Ibáñez de Aldecoa FusterEconomist Mireia CrusellsAnalyst Beatriz Villafranca SerranoEconomist Meet us Imelda EstebanSenior economist Roser FerrerSenior economist Pedro Álvarez OndinaEconomist Meet usPrint
Financial markets outlook Financial markets set their sights on summer The postponement of interest rate cut expectations that had begun in February extended to March, with investors consolidating the idea that the central banks are not in such a hurry to relax financial conditions so soon. CaixaBank Research 12 April 2024
Portugal outlook The Portuguese economy kicks off 2024 better than expected The indicators for Q1 suggest that economic activity is more buoyant than expected, and that GDP growth in the first quarter could exceed our forecast of 0.4% quarter-on-quarter. CaixaBank Research 11 April 2024
Digitalisation & Technology Innovation in Spain: somewhat below the EU Javier García Arenas 15 April 2024
Interest rates The income balance suffers at the hand of the rate hikes Erik Solé Vives 15 April 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