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The Spanish economy in the face of the war in Ukraine

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Portugal: what impact will the conflict in Ukraine have on growth?

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Impact of the war on the economic outlook: lower growth and higher inflation

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Portugal: a first assessment of the impact of the war in Ukraine

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Which sectors are most affected by the conflict in Ukraine?

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European dependence on Russia: a primary issue

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It is time for fiscal policy

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The rise in energy prices, also taking its toll on Spain’s current account balance

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The turn of the central banks

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Global value chains: yesterday, today and tomorrow
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EU and China: mapping out a strategic interdependence

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Did consumption grow in Spain in Q2 2022? What the real-time data tell us

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The dance continues in the commodity market

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Infographic. The impact of the war in Ukraine on Spain’s agrifood sector
The agrifood sector is suffering the consequences of the war in Ukraine
Judit Montoriol Garriga
The war in Ukraine is affecting trends in the agrifood sector
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Spain’s agricultural sector and its dependence on international agricultural commodity markets
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Europe and the mission to decouple from Russian oil: an achievable goal in the short term

Beatriz Villafranca Serrano
The outlook for gas supplies in Europe: a balancing act

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Winds of change

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Economic policy in the face of the energy challenge: supporting the most vulnerable without distorting the economy

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Geopolitics, geopolitics and, for dessert, geopolitics

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China’s symptoms: more than COVID

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EU and China: mapping out a strategic interdependence II

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The Middle Kingdom and its neighbours (part II): two case studies

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The Middle Kingdom and its neighbours (part I): a geo-economic perspective

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Quo vadis, globalisation? (part II): the fragmentation of the global economy

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Oil, a tense market under strain

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What will de-risking mean for the EU?

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The search for economic stability in an unstable world

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Is there «early» evidence of de-risking? (part I): the US and China

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Is there «early» evidence of de-risking? (part II): the EU

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Election year in the US

Ricard Murillo Gili
‘Quo vadis’ Europe?

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

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US elections in a new phase

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2025 global outlook: in search of a new normal

José Ramón Díez
Exposure of the Chinese economy to a US tariff hike

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Exposure of the European economy to a US tariff hike

David Martínez Turégano
Impact of tariff hikes on Spanish exports to the US: which sectors could be the hardest hit?

Judit Montoriol Garriga Anna Bahí Esteba
The importance of the trade in goods between Spain and the United States

Sergio Díaz
Now is not the time for inaction

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Be careful what you wish for (and be wary of your neighbour’s economy): Trump and the dollar

David del Val
Exposure of the European economy to a US tariff hike: a perspective through values chains

David Martínez Turégano
China and the stockpiling of commodities: strategy or growth?

Beatriz Villafranca Serrano
Trump agenda: a question of balance

José Ramón Díez
Inflation in China: in which direction will the snake creep?

Luís Pinheiro de Matos
The times are changing

José Ramón Díez
Populism in Italy

Enric Fernández
Political polarisation

Enric Fernández
Geopolitical uncertainty and economics: Deep impact?

Javier García Arenas
The US and China: escalation of the trade conflict

Clàudia Canals
The threat of protectionism in the global economy

Clàudia Canals
The challenge of America First for globalisation: threat or opportunity?

Àlex Ruiz
The benefits and costs of globalisation

Clàudia Canals
Globalisation at a historic crossroads: deglobalisation or reglobalisation?

Javier García Arenas
The challenges of financial globalisation

Roser Ferrer
Politics is the name of the game: political dynamics and risks in 2019 and beyond

Clàudia Canals Javier García Arenas
The geopolitics of energy

Ricard Murillo Gili
Polarisation: the legacy of the financial crisis and other contextual forces

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Political polarisation: the phenomenon that should be on everyone’s lips

Javier García Arenas
The deep roots of polarisation, or on the need to recover the lost narrative

Àlex Ruiz
The illiberal temptation

Enric Fernández
Populism and extreme political views in turbulent times: an empirical analysis

Javier García Arenas
Financial volatility and political uncertainty: who says there is fear?

Javier García Arenas
Geopolitics in a globalised world: let the data speak for themselves!

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International trade: first impression of the First Phase

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Politics and economics in 2017: an inseparable duo

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Inequality and populism: myths and truths

Javier García Arenas
Risks in 2018: (geo)politics and international trade

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Illiberal forms of economic policy: evolution or radical change from the existing consensus?

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The illiberal shift in economic policy: let the data speak!

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The causes of the illiberal shift of economic policy: shedding some light on an open debate

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The effects of the illiberal shift: little evidence, much concern

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How COVID-19 will change the way we produce

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Capitalism: crisis? What crisis?

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Capitalism, variety is the spice of life

Álvaro Leandro Àlex Ruiz
Capitalism(s) for tomorrow’s world

Álvaro Leandro Àlex Ruiz
The promises of the varieties of capitalism, or on the impossibility of having it all

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The US-China technology conflict: an initial insight

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US: what will the new administration bring?

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Democracy and COVID-19: the decisive moment

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Democracy and the pandemic: more light than darkness

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Have democracies been more lax with lockdowns and testing?

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Have democracies achieved better control over social interactions?

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Infographic. The impact of the war in Ukraine on Spain’s agrifood sector

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October 4th, 2022

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We analyse the major geopolitical trends and how they influence the financial markets and economy.

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Infographic. The impact of the war in Ukraine on Spain’s agrifood sector

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