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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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    Oriol Aspachs CaixaBank Research
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Fajos de billetes de euro. Photo by Mufid Majnun on Unsplash
Opinion

Public finances (also) in the spotlight

Oriol Aspachs
15 Jul 2025
Cables conectados a puertos USB. Photo by Lightsaber Collection on Unsplash
Foreign sector

Import dependencies and competitive emergencies for Europe’s industry

David Martínez Turégano
3 Jul 2025
sumari-3_is-observatorio-1s-2025
Sectoral Observatory

Tariff tensions and reconfiguration of trade flows: impact on Spain

David Martínez Turégano
Judit Montoriol Garriga
1 Jul 2025
FED
Reserva Federal (Fed)

Una pausa más para la Fed, que espera más claridad

Isabela Lara White
19 Jun 2025
Economía Exprés
Pódcast

Más allá de los aranceles: previsiones ajustadas, expansión inmobiliaria y resiliencia exportadora

Patricia Esteban
David Martínez Turégano
19 Jun 2025
Detalle de Donald Trump en la portada de The New York Timpes. Photo by Markus Spiske on Unsplash
Geopolitics

US tariffs: where do we stand and what comes next?

David Martínez Turégano
Luís Pinheiro de Matos
13 Jun 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
FED
Reserva Federal (Fed)

Fed: la pausa también es una forma de hacer política monetaria

Adrià Morron Salmeron
Isabela Lara White
12 Jun 2025
Mecánico reparando el motor de un coche. Photo by Kate Ibragimova on Unsplash
Labour market & demographics

The exposure of employment in Spain to the US: key sectors and characteristics

Sergio Díaz
Anna Bahí Esteba
12 Jun 2025
Pintada callejera "Be the change" ("Sé el cambio"). Photo by Maria Thalassinou on Unsplash
Opinion

Hegemonic stability in times of change

José Ramón Díez
12 Jun 2025
IPC EEUU
Estados Unidos

Pocas evidencias del aumento de aranceles en la inflación de mayo

Rita Sánchez Soliva
11 Jun 2025
Economía Exprés
Pódcast

Trump, aranceles y el pulso de los mercados

Patricia Esteban
José Ramón Díez
30 May 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
Paisaje con palmeras después de una tormenta. Photo by Mark S on Unsplash
Geopolitics

The scene after the storm

José Ramón Díez
15 May 2025
IPC EEUU
Estados Unidos

El impacto de los aranceles sobre la inflación de EE. UU. se mantiene contenido, por ahora

Isabela Lara White
13 May 2025
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