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    Edificio de la Comisión Europea, Bruselas, para ilustrar análisis económicos de CaixaBank Research con foco en política económica europea. Photo by François Genon on Unsplash.

    The upcoming budget takes over from NGEU in the European Semester

    International economy
    David Martínez Turégano
    David Martínez Turégano
    Tue, 07/14/2026 - 08:09
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    Sol ardiente sobre cielo rojo para ilustrar un artículo de CaixaBank Research sobre el impacto del cambio climático en la economía y en el turismo. Photo by Luis Graterol on Unsplash

    Climate change and international tourist loyalty: new evidence for Spain

    Spanish economy
    David Cesar Heymann
    Eduard Alcobé Garcia
    Wed, 07/15/2026 - 11:34
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    Mar en calma al atardecer para ilustrar un artículo de opinión sobre economía española de CaixaBank Research. Photo by Harly Marten on Unsplash

    The Spanish economy after Hormuz

    Key points of the month
    Oriol Aspachs CaixaBank Research
    Oriol Aspachs
    Wed, 07/15/2026 - 09:04
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Billete de 100 dólares con la efigie de Benjamin Franklin y el sello de la Reserva Federal para ilustrar un análisis económico de CaixaBank Research sobre la política monetaria de Estados Unidos. Photo by Joshua Hoehne on Unsplash
Federal Reserve (Fed)

Warsh’s Fed: from guiding expectations to managing them without commitment

David del Val
13 Jul 2026
Economía Exprés
Pódcast

Después de Ormuz: nuevo escenario económico 2026

Several authors
19 Jun 2026
Brújula. Photo by Manas Rb on Unsplash
Financial markets

The financial conditions behind the economic scenario in 2026

CaixaBank Research
12 Jun 2026
Economía Exprés
Pódcast

De Ormuz a España: cómo la crisis en el Golfo puede acabar afectando a nuestra economía

Several authors
23 Apr 2026
Casitas de plástico negras y naranjas. Photo by Jakub Zerdzicki on Unsplash
Big data

The transmission of the interest rate cycle to households in Spain: micro-level evidence of a moderate adjustment and gradual recovery

Several authors
17 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
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