Global economic outlook and financial conditions: autumn 2026 Financial markets CaixaBank Research Thu, 10/15/2026 - 11:56
The wine sector’s major transformation: adapting to climate change and shifting consumer preferences Pedro Álvarez Ondina Thu, 10/15/2026 - 11:26
Financial Markets Daily Report 04 November 2026 US midterm elections roil global markets. European equities traded cautiously and US indices showed a volatile session, as early projections pointed to a Democratic victory. Investors focused on control of Congress and its implications for the Trump administration's room for manoeuvre on fiscal and regulatory policy. Against this backdrop, Treasury yields declined and the dollar weakened against most G10 currencies. Portugal Portugal Portugal has shown strong momentum so far this year and we expect it to continue growing at a rate above the euro area average in the coming years. 26 October 2026 International United Kingdom The British economy has performed better than expected in the first half of the year, although activity in the private sector remains fairly weak, with both household consumption and investment negatively impacted by the energy shock caused by the conflict in the Middle… 26 October 2026 International Italy The Italian economy performed better than expected in the first half of the year, thanks to highly buoyant household spending and a surge in fixed capital investment, driven by continued strength in the construction sector and strong investment in capital goods. 23 October 2026 International Germany The German economy enjoyed a very positive first half of the year. In fact, GDP grew by 0.4% quarter-on-quarter in Q1 2026 and rose by 0.3% in Q2, despite the sharp increase in energy prices following the outbreak of war in the Middle East. 22 October 2026 Recent developments Spain: 2027 macroeconomic outlook Oriol Carreras Baquer 15 October 2026 Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026 United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026 Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026 Portugal outlook Higher growth and more inflation in Portugal CaixaBank Research 15 October 2026 Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026 Publications Monthly ReportOctober 2026 | No. 51515 October 2026 Sectorial ReportAgrifood. Cultivating the future: investment, integration and value 2026 SpainSpain’s Macroeconomic & Financial Outlook13 October 2026 PortugalPortugal’s Macroeconomic & Financial Outlook13 October 2026 Sectorial ReportSectoral Observatory S1 2026 Sectorial ReportReal Estate. Increasing supply, the great challenge of the Spanish real estate market S1 2026 Sectorial ReportTourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026 Sectorial ReportManufacturing Industry 2023 Opinion Editorial The price of the new economic equilibrium José Ramón Díez Head of International Economics & Markets Key points of the month The new priorities of the post-pandemic economy Oriol Aspachs Head of Spanish Economics Recommended Recent developments Spain: 2027 macroeconomic outlook Oriol Carreras Baquer 15 October 2026 United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026 Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026 Portugal outlook Higher growth and more inflation in Portugal CaixaBank Research 15 October 2026 Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026 Agrifood The wine sector’s major transformation: adapting to climate change and shifting consumer preferences Pedro Álvarez Ondina 15 October 2026 Download File World outlook The international economy withstands the shocks, for now CaixaBank Research 15 October 2026 Agrifood Scale, integration and value: the challenges facing Spain’s agrifood cooperative sector Pedro Álvarez Ondina 15 October 2026 Download File Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026Most readThe new priorities of the post-pandemic economyThe wine sector’s major transformation: adapting to climate change and shifting consumer preferencesAre the midterms important for Trump? And for the US?Global economic outlook and financial conditions: autumn 2026Trump 2.0 immigration policies: the end of the American Dream? NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Inflationary pressures Monetary and fiscal policy Podcasts ¡Oh monte, oh fuente, oh río! El sector agroalimentario español en 2026 30/10/2026 Forecasts Financial markets Interest rate (%)Update date 09-10-20262024202520262027 Fed Funds 4.25 3.50 4.00 3.50 ECB Refi 3.24 2.15 2.90 2.65 Macroeconomic GDP (%)Update date 09-10-20262024202520262027 Euro area GDP 1.1 1.3 1.0 1.4 Spain GDP 3.7 2.6 2.6 2.0 US GDP 3.0 2.3 2.1 1.9 Team Rita Sánchez SolivaEconomist Sergio DíazEconomist Roser FerrerSenior economist Adrià Morron SalmeronLead economist Eduard Alcobé GarciaData scientist David del ValSenior economist José Antonio Sánchez PalominoData scientist Meet us María Romero MeléndezEconomista Ana Rincón GarcíaOrganization Maitane LizarragaAnalyst Pedro Álvarez OndinaEconomist Ariadna Vidal MartínezLead economist David Martínez TuréganoSenior economist Carolina CruzOrganization Meet us Mireia CrusellsAnalyst Mar Bisquert PerlesData scientist Judit Montoriol GarrigaLead economist Alberto GrazianoSenior Data Scientist José Ramón DíezHead of International Economics & Markets Luís Pinheiro de MatosEconomist Aleix Cuevas Bullich Meet us Imelda EstebanSenior economist Jesús ViscarriOrganization Isabela Lara WhiteEconomist Zoel Martín VilatóEconomist Patricia EstebanCommunication Enric FernándezChief Economist Léopold JouvenEconomist Meet us Beatriz Villafranca SerranoEconomist Oriol Carreras BaquerSenior economist Giuseppe ListaResearch assistant Ana María PorrasOrganization Javier Ibáñez de Aldecoa FusterEconomist Javier García ArenasSenior economist Josep Mestres DomènechLead economist Meet us Sandra Jódar RosellDirector of Strategic Planning Marina Tombas SuñéData Scientist Nuria BustamanteLead economist Oriol AspachsHead of Spanish Economics Meet usPrint
Portugal Portugal Portugal has shown strong momentum so far this year and we expect it to continue growing at a rate above the euro area average in the coming years. 26 October 2026
International United Kingdom The British economy has performed better than expected in the first half of the year, although activity in the private sector remains fairly weak, with both household consumption and investment negatively impacted by the energy shock caused by the conflict in the Middle… 26 October 2026
International Italy The Italian economy performed better than expected in the first half of the year, thanks to highly buoyant household spending and a surge in fixed capital investment, driven by continued strength in the construction sector and strong investment in capital goods. 23 October 2026
International Germany The German economy enjoyed a very positive first half of the year. In fact, GDP grew by 0.4% quarter-on-quarter in Q1 2026 and rose by 0.3% in Q2, despite the sharp increase in energy prices following the outbreak of war in the Middle East. 22 October 2026
Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026
United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026
Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026
Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026
Sectorial ReportReal Estate. Increasing supply, the great challenge of the Spanish real estate market S1 2026
Sectorial ReportTourism. Spanish tourism sector: from post-pandemic rebound to sustainable growth S1 2026
United States of America Are the midterms important for Trump? And for the US? David Martínez Turégano 15 October 2026
Recent developments Global economic outlook and financial conditions: autumn 2026 CaixaBank Research 15 October 2026
Spain's outlook The Spanish economy maintains its momentum, but inflation takes centre stage CaixaBank Research 15 October 2026
Agrifood The wine sector’s major transformation: adapting to climate change and shifting consumer preferences Pedro Álvarez Ondina 15 October 2026 Download File
World outlook The international economy withstands the shocks, for now CaixaBank Research 15 October 2026
Agrifood Scale, integration and value: the challenges facing Spain’s agrifood cooperative sector Pedro Álvarez Ondina 15 October 2026 Download File
Financial markets outlook Geopolitics and fiscal policy weigh on financial markets CaixaBank Research 15 October 2026