Energy: revision of the scenario in turbulent times Financial markets Beatriz Villafranca Serrano October 16th, 2024
Spain’s tourism sector breaks all records in summer 2024 Spanish economy David Cesar Heymann October 17th, 2024
What is driving the cooling of the US labour market? International economy Isabela Lara White October 16th, 2024
Financial Markets Daily Report 22 October 2024 Investors started the week in a risk-off mood, albeit with no clear trigger or catalyst, suggesting that it was mostly about locking in profits. Sovereign bond yields rose across the board on both sides of the Atlantic, with steepening curves. In the eurozone, peripheral spreads widened despite Fitch's confirmation of Italy's rating and improved outlook late on Friday. Recent developments New economic outlook: modest deterioration in the growth outlook for the international economy We are entering the final stretch of the year following a summer marked by the Olympic Games in Paris and a brief episode of financial turbulence which was triggered, in part, by fears that the US economy could fall into recession. Those fears have been shown to be… Rita Sánchez Soliva 16 October 2024 Commodities Energy: revision of the scenario in turbulent times As a result of the deterioration in the expectations for the growth of oil demand, we have considered it appropriate to revise our baseline scenario for energy prices, although we are aware of the difficulty of incorporating the uncertain geopolitical scenario into the… Beatriz Villafranca Serrano 16 October 2024 European Union Draghi proposes a European industrial policy as a driving force to address the challenges of the coming decades The Draghi report lays the foundations for re-industrialisation in Europe, combining sweeping actions with a menu of specific proposals for 10 strategic sectors. David del Val María Romero Meléndez 16 October 2024 United States of America What is driving the cooling of the US labour market? The US labour market is cooling down. The Fed acknowledges it and the statistics confirm it: the unemployment rate has increased 0.7 pps so far this year and in June job creation hit its lowest levels since 2021. Should we be concerned? Isabela Lara White 16 October 2024 Opinion US elections in a new phase The US presidential election to be held on 5 November is particularly significant, both due to the economic and geopolitical challenges that lie ahead and because of the antagonistic nature of the candidates’ profiles and programmes. José Ramón Díez 16 October 2024 Recent developments New economic outlook: upward revision of Spain’s GDP growth forecast Oriol Carreras Baquer Javier García Arenas 16 October 2024 Opinion The five keys to Spain’s Economic strength Oriol Aspachs 16 October 2024 Tourism Spain’s tourism sector breaks all records in summer 2024 David Cesar Heymann 17 October 2024 Portugal outlook Portugal: the revision of the National Accounts points to a more robust economy CaixaBank Research 16 October 2024 Publications Monthly ReportOctober 2024 | No. 49317 October 2024 SpainSpain’s Macroeconomic & Financial Outlook14 October 2024 PortugalPortugal’s Macroeconomic & Financial Outlook14 October 2024 Sectorial ReportReal Estate. Strong demand and short supply shape the sector S2 2024 Sectorial ReportTourism. Sustainable growth: the challenge of Spain’s tourism sector S2 2024 Sectorial ReportSectoral Observatory 2024 Sectorial ReportAgrifood. The sector is making headway despite adverse conditions 2023 Sectorial ReportManufacturing Industry 2023 Opinion Editorial US elections in a new phase José Ramón Díez Head of International Economics & Markets Key points of the month The five keys to Spain’s Economic strength Oriol Aspachs Head of Spanish Economics Recommended Tourism Spain’s tourism sector breaks all records in summer 2024 David Cesar Heymann 17 October 2024 World outlook Winds of change in the international economy CaixaBank Research 17 October 2024 Spain's outlook The Spanish economy, faring better than we thought CaixaBank Research 16 October 2024 United States of America What is driving the cooling of the US labour market? Isabela Lara White 16 October 2024 Opinion The five keys to Spain’s Economic strength Oriol Aspachs 16 October 2024 Commodities Energy: revision of the scenario in turbulent times Beatriz Villafranca Serrano 16 October 2024 Recent developments New economic outlook: upward revision of Spain’s GDP growth forecast Oriol Carreras Baquer Javier García Arenas 16 October 2024 Financial markets outlook Various tailwinds support investors’ risk appetite in September CaixaBank Research 16 October 2024 Recent developments New economic outlook: modest deterioration in the growth outlook for the international economy Rita Sánchez Soliva 16 October 2024Most readSpain’s tourism sector breaks all records in summer 2024Energy: revision of the scenario in turbulent timesWhat is driving the cooling of the US labour market?The rise of rural tourism in Spain: an opportunity for rural developmentUS elections in a new phase NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Real-Time Economics Reactivation or deceleration? Podcasts Todo lo que necesitas saber sobre economía internacional para empezar bien el otoño 26/09/2024 Forecasts Financial markets Interest rate (%)Update date 14-10-2024 Macroeconomic GDP (%)Update date 14-10-2024 Team María Romero MeléndezEconomista Nuria BustamanteLead economist Alberto GrazianoSenior Data Scientist Oriol AspachsHead of Spanish Economics Isabella Castillo HernándezResearch assistant José Ramón DíezHead of International Economics & Markets David del ValSenior economist Meet us Adrià Morron SalmeronLead economist Maitane LizarragaAnalyst Imelda EstebanSenior economist José Antonio Sánchez PalominoData scientist Mireia CrusellsAnalyst David Martínez TuréganoEconomist Mar Bisquert PerlesData scientist Meet us Ana María PorrasOrganization Zoel Martín VilatóEconomist Léopold JouvenAnalyst Eduard Alcobé GarciaData scientist Ariadna Vidal MartínezLead economist Roser FerrerSenior economist Beatriz Villafranca SerranoEconomist Meet us Patricia EstebanCommunication Josep Mestres DomènechSenior economist Judit Montoriol GarrigaLead economist Enric FernándezChief Economist Luís Pinheiro de MatosEconomist Pedro Álvarez OndinaEconomist Javier García ArenasSenior economist Meet us Carolina CruzOrganization Rita Sánchez SolivaEconomist David Cesar HeymannEconomist Sandra Jódar RosellDirector of Strategic Planning Sergio DíazEconomist Isabela Lara WhiteEconomist Ana Rincón GarcíaOrganization Meet us Javier Ibáñez de Aldecoa FusterEconomist Oriol Carreras BaquerSenior economist Jesús ViscarriOrganization Meet usPrint
Recent developments New economic outlook: modest deterioration in the growth outlook for the international economy We are entering the final stretch of the year following a summer marked by the Olympic Games in Paris and a brief episode of financial turbulence which was triggered, in part, by fears that the US economy could fall into recession. Those fears have been shown to be… Rita Sánchez Soliva 16 October 2024
Commodities Energy: revision of the scenario in turbulent times As a result of the deterioration in the expectations for the growth of oil demand, we have considered it appropriate to revise our baseline scenario for energy prices, although we are aware of the difficulty of incorporating the uncertain geopolitical scenario into the… Beatriz Villafranca Serrano 16 October 2024
European Union Draghi proposes a European industrial policy as a driving force to address the challenges of the coming decades The Draghi report lays the foundations for re-industrialisation in Europe, combining sweeping actions with a menu of specific proposals for 10 strategic sectors. David del Val María Romero Meléndez 16 October 2024
United States of America What is driving the cooling of the US labour market? The US labour market is cooling down. The Fed acknowledges it and the statistics confirm it: the unemployment rate has increased 0.7 pps so far this year and in June job creation hit its lowest levels since 2021. Should we be concerned? Isabela Lara White 16 October 2024
Opinion US elections in a new phase The US presidential election to be held on 5 November is particularly significant, both due to the economic and geopolitical challenges that lie ahead and because of the antagonistic nature of the candidates’ profiles and programmes. José Ramón Díez 16 October 2024
Recent developments New economic outlook: upward revision of Spain’s GDP growth forecast Oriol Carreras Baquer Javier García Arenas 16 October 2024
Portugal outlook Portugal: the revision of the National Accounts points to a more robust economy CaixaBank Research 16 October 2024
Spain's outlook The Spanish economy, faring better than we thought CaixaBank Research 16 October 2024
United States of America What is driving the cooling of the US labour market? Isabela Lara White 16 October 2024
Commodities Energy: revision of the scenario in turbulent times Beatriz Villafranca Serrano 16 October 2024
Recent developments New economic outlook: upward revision of Spain’s GDP growth forecast Oriol Carreras Baquer Javier García Arenas 16 October 2024
Financial markets outlook Various tailwinds support investors’ risk appetite in September CaixaBank Research 16 October 2024
Recent developments New economic outlook: modest deterioration in the growth outlook for the international economy Rita Sánchez Soliva 16 October 2024