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    Dubai. Photo by David Rodigo on Unsplash

    Geoeconomic exposure and strategic relevance of the Middle East

    International economy
    David Martínez Turégano
    David Martínez Turégano
    Wed, 04/15/2026 - 11:36
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    Executive summary. A strained real estate market amid heightened uncertainty

    Nuria Bustamantev2
    Nuria Bustamante
    Fri, 04/10/2026 - 10:12
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    Paso de peatones

    La crisis en Irán: cuánto puede afectar a la economía española

    Economía española
    Several authors
    Vie, 10/04/2026 - 09:15
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  • Real-Time Economics

Interest rates
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Casitas de plástico negras y naranjas. Photo by Jakub Zerdzicki on Unsplash
Big data

La transmisión del ciclo de tipos de interés a los hogares españoles: evidencia micro de un ajuste moderado y una recuperación gradual

Several authors
10 Apr 2026
Cerezo en flor como símbolo de Japón
Activity & growth

Japan, at the dawn of a new cycle: fiscal tensions and monetary normalisation in the Land of the Rising Sun

Luís Pinheiro de Matos
Jesús Manuel Carrera Moreno
17 Mar 2026
Escalones de piedra pintados de amarillo. Photo by Werzk Luuuuuuu on Unsplash
Financial markets

Risk premiums and macroeconomics: a robust and cross-cutting relationship

CaixaBank Research
10 Feb 2026
Brújula. Photo by Absolutvision on Unsplash
Activity & growth

International economic scenario: tariff hikes vs. respite in uncertainty

CaixaBank Research
13 Oct 2025
Portada IM09 2025 lila
Demographics

Will an ageing society pay lower interest rates?

CaixaBank Research
17 Sep 2025
Detalle del símbolo del euro ante la sede del BCE. Photo by Christian Lue on Unsplash
European Central Bank (ECB)

What is behind the ECB’s interest rates

CaixaBank Research
16 Sep 2025
Federal Reserve
Federal Reserve (Fed)

What are the implications of the Fed slowing down its balance sheet reduction process?

Isabela Lara White
Antonio Marta Miranda
13 Jun 2025
Chapa con el sello de los EE. UU. encima de un fajo de billetes de dólar. Photo by Marek Studzinski on Unsplash
Currencies

Anatomy of a depreciation: the dollar in times of economic policy uncertainty

David del Val
20 May 2025
Brújula. Photo by Absolutvision on Unsplash
Recent developments

Trump’s policies, the main question mark surrounding the global economic outlook

Rita Sánchez Soliva
17 Mar 2025
IM2412 foto MF en
Financial markets outlook

Data and expectations set the tone in the markets

CaixaBank Research
17 Dec 2024
Sobre la normalización de la política monetaria
Monetary policy

Balance sheets: the not-so-visible normalisation of monetary policy

19 Nov 2024
Perspectivas 2025
Economics & Markets

Monetary policy in 2025: dialling-back time

CaixaBank Research
19 Nov 2024
Tintes líquidos de colores. Photo by Pawel Czerwinski on Unsplash
Opinion

Liquid times, solid economy?

José Ramón Díez
14 Nov 2024
Tormenta eléctrica. Photo bty Brandon Morgan on Unsplash
Opinion

Summer storms and underlying trends

José Ramón Díez
17 Sep 2024
ico_im_06_24_mf_eng.jpg
Financial markets outlook

Uncertainty in the interest rate outlook

CaixaBank Research
26 Jun 2024
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