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 21 September 2023 The Fed delivered a hawkish pause yesterday, leaving interest rates unchanged but acknowledging a strong US economy. The dot-plot projects a tighter policy through 2024 and 2025, consistent with rates higher for longer. US stock indices fell and US Treasury yields rose on the news, with the yield curve flattening, while the USD appreciated. Financial markets outlook A positive month in the financial markets, albeit with a slowdown The spring rally was dampened by signs of persistent inflationary pressures and a tightening of the hawkish tone among the major central banks, with rates expected to be «higher for longer». 11 July 2023 World outlook Thermal oscillation in the international economy The world economy ended the first half of 2023 with three major dynamics: economic activity remained resilient, inflation fell steadily in all major economies, and financial conditions continued to tighten. 12 July 2023 Spain's outlook The Spanish economy performs better than expected and than previously estimated The foreign sector plays a key role in the National Statistics Institute’s upward revision of GDP for Q1 2023. 12 July 2023 Foreign sector Are Spanish exports competitive? Spain’s foreign sector has produced very good results and shown a remarkable resilience to numerous adverse economic events in the last decade. Will it maintain its competitiveness in the current inflationary context? Oriol Carreras Baquer Jaume Servert Banegas12 July 2023 Monetary policy Monetary policy has done (all?) the homework Ricard Murillo Gili 12 July 2023 Industry What is happening with industry in the world? Luís Pinheiro de Matos Rita Sánchez Soliva 12 July 2023 Inflation European inflation: beginning of the end or end of the beginning? 12 July 2023 Emerging economies Chinese real estate sector: slow and steady María Suárez Marañón 12 July 2023 Real estate New outlook for the Spanish real estate sector: slowdown in the housing market Judit Montoriol Garriga 12 July 2023 Demographics The changing composition of the immigrant population in recent years Nuria Bustamante Sergio Díaz 12 July 2023 Foreign sector Are Spanish exports competitive? Oriol Carreras Baquer Jaume Servert Banegas 12 July 2023 Portugal The American friend: the boom of tourism from the US in Portugal Tiago Belejo Correia 12 July 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 readThe Middle Kingdom and its neighbours (part I): a geo-economic perspective European inflation: united in diversityNew outlook for Spain’s tourism sector: strength and moderationSpain's Macroeconomic & Financial OutlookThe Spanish economy remained resilient in the first half of 2023, but challenges dominate the second half 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 inmobiliario en clave económica 2023 19/07/2023 Podcasts ¿Quiénes son los ‘boomers’ españoles? 29/08/2023 Forecasts Financial markets Interest rate (%)Update date 12-09-2023 Macroeconomic GDP (%)Update date 12-09-2023 Team Eduard Alcobé GarciaData scientist Ana María PorrasOrganization Sandra Jódar RosellDirector of Strategic Planning Ana Rincón GarcíaOrganization Rita Sánchez SolivaEconomist Mireia CrusellsAnalyst Oriol Carreras BaquerSenior economist Meet us Jesús ViscarriOrganization Sergio DíazEconomist José Antonio Sánchez PalominoData scientist Ricard Murillo GiliEconomist Mar Bisquert PerlesData scientist Carolina CruzOrganization Beatriz Villafranca SerranoEconomist Meet us Adrià Morron SalmeronLead economist Javier García ArenasSenior economist Patricia EstebanCommunication Enric FernándezChief Economist Imelda EstebanSenior economist Judit Montoriol GarrigaLead economist José Ramón DíezHead of International Economies and Financial Markets Meet us Nuria BustamanteLead economist Maitane LizarragaAnalyst Oriol AspachsSpanish Economy Director Alberto GrazianoSenior Data Scientist Javier Ibáñez de Aldecoa FusterEconomist Luís Pinheiro de MatosEconomist Josep Mestres DomènechSenior economist Meet us Léopold JouvenAnalyst Pedro Álvarez OndinaEconomist Roser FerrerSenior economist Ariadna Vidal MartínezLead economist Meet usPrint
Financial markets outlook A positive month in the financial markets, albeit with a slowdown The spring rally was dampened by signs of persistent inflationary pressures and a tightening of the hawkish tone among the major central banks, with rates expected to be «higher for longer». 11 July 2023
World outlook Thermal oscillation in the international economy The world economy ended the first half of 2023 with three major dynamics: economic activity remained resilient, inflation fell steadily in all major economies, and financial conditions continued to tighten. 12 July 2023
Spain's outlook The Spanish economy performs better than expected and than previously estimated The foreign sector plays a key role in the National Statistics Institute’s upward revision of GDP for Q1 2023. 12 July 2023
Foreign sector Are Spanish exports competitive? Spain’s foreign sector has produced very good results and shown a remarkable resilience to numerous adverse economic events in the last decade. Will it maintain its competitiveness in the current inflationary context? Oriol Carreras Baquer Jaume Servert Banegas12 July 2023
Industry What is happening with industry in the world? Luís Pinheiro de Matos Rita Sánchez Soliva 12 July 2023
Real estate New outlook for the Spanish real estate sector: slowdown in the housing market Judit Montoriol Garriga 12 July 2023
Demographics The changing composition of the immigrant population in recent years Nuria Bustamante Sergio Díaz 12 July 2023
Foreign sector Are Spanish exports competitive? Oriol Carreras Baquer Jaume Servert Banegas 12 July 2023
Portugal The American friend: the boom of tourism from the US in Portugal Tiago Belejo Correia 12 July 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