European inflation: united in diversity International economy CaixaBank Research September 14th, 2023
New outlook for Spain’s tourism sector: strength and moderation Spanish economy David Cesar Heymann Javier Ibáñez de Aldecoa Fuster September 18th, 2023
The Middle Kingdom and its neighbours (part I): a geo-economic perspective International economy Luís Pinheiro de Matos September 18th, 2023
Financial Markets Daily Report 02 October 2023 Investors traded with a slightly higher risk appetite on Friday as several key inflation data points on both sides of the Atlantic fell and despite the risk of a US government shutdown, which was eventually averted over the weekend, rose. Eurozone inflation fell to a 2-year low, with core CPI showing positive momentum and US core PCE also moderating. Financial markets outlook A poor August in the international stock markets sours the return from the holidays CaixaBank Research 15 September 2023 World outlook Deteriorating expectations for the global economy CaixaBank Research 15 September 2023 Inflation European inflation: united in diversity The 20 economies that make up the Euro area have a single currency with a common monetary policy and, implicitly, a fixed exchange rate. However, in the last two years the region has suffered significant discrepancies in the inflation rates of its member countries. What… CaixaBank Research 14 September 2023 Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023 Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? The Spanish household savings rate has rebounded for the first time since the pandemic, thanks to a rise in gross disposable income and a fall in inflation, which has moderated the growth in nominal household spending. Javier García Arenas 15 September 2023 Inflation The importance of rents in US inflation Ricard Murillo Gili 15 September 2023 Inflation European inflation: united in diversity CaixaBank Research 14 September 2023 China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023 China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023 Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023 Private debt Spanish households and businesses continue to deleverage Sergio Díaz 15 September 2023 Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? Javier García Arenas 15 September 2023 Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023 Publications PortugalPortugal's Macroeconomic & Financial Outlook19 September 2023 Monthly ReportSeptember 2023 | No. 48119 September 2023 SpainSpain's Macroeconomic & Financial Outlook08 September 2023 Sectorial ReportTourism. A new stage for Spain’s tourism industry 1S 2023 Sectorial ReportReal Estate. Slowdown in Spain’s real estate sector 2S 2023 Sectorial ReportManufacturing Industry 2023 Monthly ReportMay 2023 | No. 47817 May 2023 Sectorial ReportReal Estate. A change in trend for the real estate sector 1S 2023 Sectorial ReportTourism. Spain’s tourism sector, in an advantageous position 2S 2022 Sectorial ReportAgrifood. The sector is suffering the consequences of the war in Ukraine 2S 2022 Sectorial ReportReal Estate. The upward trend in house prices will tend to moderate 2nd Semester 2022 Sectorial ReportManufacturing Industry 2022 Opinion Editorial Challenges for the new economic chapter José Ramón Díez Head of International Economies and Financial Markets Key points of the month The post-pandemic Spanish economy Oriol Aspachs Spanish Economy Director Recommended China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023 China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023 Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023 Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023 World outlook Deteriorating expectations for the global economy CaixaBank Research 15 September 2023 Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023 Opinion The post-pandemic Spanish economy Oriol Aspachs 15 September 2023 Inflation The importance of rents in US inflation Ricard Murillo Gili 15 September 2023 Private debt Spanish households and businesses continue to deleverage Sergio Díaz 15 September 2023Most readEuropean inflation: united in diversityThe rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on?The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second halfThe Middle Kingdom and its neighbours (part I): a geo-economic perspective New outlook for Spain’s tourism sector: strength and moderation NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Inflationary pressures and energy crisis Monetary and fiscal policy Long-term trends Real-Time Economics Climate change & green transition Videos Desafíos del sector turístico en clave económica 2023 22/09/2023 Podcasts Repaso a la coyuntura económica después del verano 22/09/2023 Forecasts Financial markets Interest rate (%)Update date 12-09-2023 Macroeconomic GDP (%)Update date 12-09-2023 Team Sandra Jódar RosellDirector of Strategic Planning Maitane LizarragaAnalyst Javier García ArenasSenior economist José Ramón DíezHead of International Economies and Financial Markets Mireia CrusellsAnalyst Ariadna Vidal MartínezLead economist Patricia EstebanCommunication Meet us Jesús ViscarriOrganization Sergio DíazEconomist Léopold JouvenAnalyst Alberto GrazianoSenior Data Scientist Josep Mestres DomènechSenior economist Imelda EstebanSenior economist Enric FernándezChief Economist Meet us Mar Bisquert PerlesData scientist José Antonio Sánchez PalominoData scientist Nuria BustamanteLead economist Luís Pinheiro de MatosEconomist Adrià Morron SalmeronLead economist Ricard Murillo GiliEconomist Beatriz Villafranca SerranoEconomist Meet us Judit Montoriol GarrigaLead economist Carolina CruzOrganization Javier Ibáñez de Aldecoa FusterEconomist Ana Rincón GarcíaOrganization Eduard Alcobé GarciaData scientist Oriol Carreras BaquerSenior economist Roser FerrerSenior economist Meet us Ana María PorrasOrganization Oriol AspachsSpanish Economy Director Pedro Álvarez OndinaEconomist Rita Sánchez SolivaEconomist Meet usPrint
Financial markets outlook A poor August in the international stock markets sours the return from the holidays CaixaBank Research 15 September 2023
Inflation European inflation: united in diversity The 20 economies that make up the Euro area have a single currency with a common monetary policy and, implicitly, a fixed exchange rate. However, in the last two years the region has suffered significant discrepancies in the inflation rates of its member countries. What… CaixaBank Research 14 September 2023
Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023
Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? The Spanish household savings rate has rebounded for the first time since the pandemic, thanks to a rise in gross disposable income and a fall in inflation, which has moderated the growth in nominal household spending. Javier García Arenas 15 September 2023
China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023
China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023
Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023
Savings The rebound in Spanish households’ savings and the buoyancy of gross disposable income: what is going on? Javier García Arenas 15 September 2023
Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023
Sectorial ReportReal Estate. The upward trend in house prices will tend to moderate 2nd Semester 2022
Challenges for the new economic chapter José Ramón Díez Head of International Economies and Financial Markets
China The Middle Kingdom and its neighbours (part II): two case studies Luís Pinheiro de Matos 18 September 2023
China The Middle Kingdom and its neighbours (part I): a geo-economic perspective Luís Pinheiro de Matos 18 September 2023
Tourism New outlook for Spain’s tourism sector: strength and moderation David Cesar Heymann Javier Ibáñez de Aldecoa Fuster 18 September 2023
Real estate Portuguese real estate sector: gentle deceleration Tiago Belejo Correia 18 September 2023
Spain's outlook The Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half CaixaBank Research 15 September 2023