Search results

We have developed a tracker that shows the external position of the major emerging economies, providing key clues about each country’s dependence on foreign savings and thus their degree of vulnerability.

We summarise the current situation and future outlook for the Spanish agrifood sector, as set out in the CaixaBank Research Agrifood Sector Report 2023.

The starting point for next year is a global economy that is recovering much of the growth lost during the pandemic, thanks to the success of the vaccines and an extraordinary revival in demand for durable goods that has not been met by supply, creating bottlenecks that have ended up distorting value chains and leading to an unexpected surge in inflation.

In February, we wrote that we could expect to see a cooling of the US economy at some point in 2023, a view shared by most analysts. However, what we have seen in the year to date is an economy that continues to grow with unusual strength considering the current environment of high interest rates.

While Chinese exports have grown at a record pace since 2020, domestically the situation is different: investment remains weighed down by the crises in the real estate sector and consumption is struggling to take off. What is the reason for the weakness of consumption and the lack of consumer confidence in China?

How does shelter, or the price of rent, impact US inflation? What is the outlook for this component and how does it affect the Fed’s monetary policy?