Exposure of the European economy to a US tariff hike: a perspective through values chains International economy David Martínez Turégano January 17th, 2025
Foreigners’ appetite for homes in Spain since the pandemic Spanish economy Judit Montoriol Garriga January 16th, 2025
The rise in savings: magnitude, distribution and the importance of demographics Spanish economy Javier García Arenas Eduard Alcobé Garcia January 14th, 2025
Financial Markets Daily Report 17 January 2025 Financial markets were mixed in yesterday's session. In the US, sovereign bonds yields continued on a decreasing path, following dovish remarks from Fed Governor Waller, suggesting that rate cuts are possible by June if future inflation data remains favorable. In this context, Euro area sovereign bonds yields also decreased. Sectoral Observatory The automotive sector in Spain: the challenge of remaining competitive in the new global ecosystem Spain’s automotive sector is trying to find its place in the new global ecosystem, having overcome the adverse environment of recent years, marked by the international supply problems affecting essential inputs such as microchips and semiconductors, as well as increases… Sergio Díaz 18 December 2024 Sectoral Observatory The climate transition of Spain’s economic sectors In Spain, greenhouse gas emissions are highly concentrated in the manufacturing, energy, transport, and agriculture, forestry and fishing sectors. The decarbonisation of these energy-intensive sectors is taking place at very different rates: while the energy and… David Cesar Heymann 18 December 2024 Sectoral Observatory Outlook for the Spanish economy and its sectors in 2024-2025 In 2025, we expect that the primary, manufacturing and tourism sectors will continue to grow, albeit at a more moderate rate than in 2024, and that the ICT, professional services, pharmaceutical, construction and real estate industries will gain strength. Some branches of… David Cesar Heymann 18 December 2024 Currencies Be careful what you wish for (and be wary of your neighbour’s economy): Trump and the dollar David del Val 17 December 2024 European Central Bank (ECB) The ECB amid the reverberations of the Trump Trade CaixaBank Research 16 December 2024 Geopolitics Exposure of the Chinese economy to a US tariff hike Luís Pinheiro de Matos 13 December 2024 Geopolitics Exposure of the European economy to a US tariff hike David Martínez Turégano 17 December 2024 Geopolitics The importance of the trade in goods between Spain and the United States Sergio Díaz 17 December 2024 Geopolitics Impact of tariff hikes on Spanish exports to the US: which sectors could be the hardest hit? Judit Montoriol Garriga Anna Bahí Esteba 13 December 2024 Activity & growth Economic impact of the floods in the Valencia province Several authors 13 December 2024 Climate change Has the drought in Catalonia changed what households spend on water? Josep Mestres Domènech Zoel Martín Vilató 17 December 2024 Publications Monthly ReportJanuary 2025 | No. 49617 January 2025 Sectorial ReportSectoral Observatory S2 2024 Sectorial ReportAgrifood. Spain’s agrifood sector enjoys a revival 2024 SpainSpain’s Macroeconomic & Financial Outlook14 January 2025 PortugalPortugal’s Macroeconomic & Financial Outlook14 January 2025 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 ReportManufacturing Industry 2023 Opinion Editorial 2025, what colour will you be? Oriol Aspachs Head of Spanish Economics Key points of the month Volatility in times of uncertainty José Ramón Díez Head of International Economics & Markets Recommended Financial markets Recent developments The Fed and the uncertainties about global growth condition the end of the year in the financial markets CaixaBank Research 17 January 2025 Government debt Debt limits CaixaBank Research 17 January 2025 European Union The new EU economic governance framework David Martínez Turégano Rita Sánchez Soliva 17 January 2025 Opinion 2025, what colour will you be? Oriol Aspachs 17 January 2025 Geopolitics Exposure of the European economy to a US tariff hike: a perspective through values chains David Martínez Turégano 17 January 2025 Spain's outlook The Spanish economy ends 2024 among the top of the class CaixaBank Research 16 January 2025 World outlook A year of challenges for an international economy further along in the cycle CaixaBank Research 16 January 2025 Real estate Foreigners’ appetite for homes in Spain since the pandemic Judit Montoriol Garriga 16 January 2025 Tourism International business tourism since the pandemic Pedro Álvarez Ondina 14 January 2025Most readForeigners’ appetite for homes in Spain since the pandemicThe rise in savings: magnitude, distribution and the importance of demographicsExposure of the European economy to a US tariff hike: a perspective through values chainsOutlook for the Spanish economy and its sectors in 2024-2025The Spanish real estate market in 2024-2025: in expansive mode NewsletterBeing informed now ismore important than everGet our latest updates Sign in Hot topics Inequality & inclusive growth Monetary and fiscal policy Podcasts Perspectivas económicas 2025 26/11/2024 Forecasts Financial markets Interest rate (%)Update date 10-01-2025 Macroeconomic GDP (%)Update date 10-01-2025 Team David del ValSenior economist Rita Sánchez SolivaEconomist Maitane LizarragaAnalyst Carolina CruzOrganization Josep Mestres DomènechSenior economist Patricia EstebanCommunication Oriol Carreras BaquerSenior economist Meet us Oriol AspachsHead of Spanish Economics David Cesar HeymannEconomist Sandra Jódar RosellDirector of Strategic Planning Pedro Álvarez OndinaEconomist Enric FernándezChief Economist Ana María PorrasOrganization Léopold JouvenAnalyst Meet us Judit Montoriol GarrigaLead economist Javier García ArenasSenior economist Sergio DíazEconomist Imelda EstebanSenior economist Mar Bisquert PerlesData scientist Alberto GrazianoSenior Data Scientist Ana Rincón GarcíaOrganization Meet us Eduard Alcobé GarciaData scientist Roser FerrerSenior economist María Romero MeléndezEconomista Javier Ibáñez de Aldecoa FusterEconomist Adrià Morron SalmeronLead economist Ariadna Vidal MartínezLead economist Nuria BustamanteLead economist Meet us David Martínez TuréganoEconomist Beatriz Villafranca SerranoEconomist Anna Bahí EstebaResearch Assistant José Ramón DíezHead of International Economics & Markets Isabella Castillo HernándezResearch assistant Zoel Martín VilatóEconomist Jesús ViscarriOrganization Meet us Isabela Lara WhiteEconomist Luís Pinheiro de MatosEconomist José Antonio Sánchez PalominoData scientist Mireia CrusellsAnalyst Meet usPrint
Sectoral Observatory The automotive sector in Spain: the challenge of remaining competitive in the new global ecosystem Spain’s automotive sector is trying to find its place in the new global ecosystem, having overcome the adverse environment of recent years, marked by the international supply problems affecting essential inputs such as microchips and semiconductors, as well as increases… Sergio Díaz 18 December 2024
Sectoral Observatory The climate transition of Spain’s economic sectors In Spain, greenhouse gas emissions are highly concentrated in the manufacturing, energy, transport, and agriculture, forestry and fishing sectors. The decarbonisation of these energy-intensive sectors is taking place at very different rates: while the energy and… David Cesar Heymann 18 December 2024
Sectoral Observatory Outlook for the Spanish economy and its sectors in 2024-2025 In 2025, we expect that the primary, manufacturing and tourism sectors will continue to grow, albeit at a more moderate rate than in 2024, and that the ICT, professional services, pharmaceutical, construction and real estate industries will gain strength. Some branches of… David Cesar Heymann 18 December 2024
Currencies Be careful what you wish for (and be wary of your neighbour’s economy): Trump and the dollar David del Val 17 December 2024
European Central Bank (ECB) The ECB amid the reverberations of the Trump Trade CaixaBank Research 16 December 2024
Geopolitics Exposure of the Chinese economy to a US tariff hike Luís Pinheiro de Matos 13 December 2024
Geopolitics Exposure of the European economy to a US tariff hike David Martínez Turégano 17 December 2024
Geopolitics The importance of the trade in goods between Spain and the United States Sergio Díaz 17 December 2024
Geopolitics Impact of tariff hikes on Spanish exports to the US: which sectors could be the hardest hit? Judit Montoriol Garriga Anna Bahí Esteba 13 December 2024
Activity & growth Economic impact of the floods in the Valencia province Several authors 13 December 2024
Climate change Has the drought in Catalonia changed what households spend on water? Josep Mestres Domènech Zoel Martín Vilató 17 December 2024
Financial markets Recent developments The Fed and the uncertainties about global growth condition the end of the year in the financial markets CaixaBank Research 17 January 2025
European Union The new EU economic governance framework David Martínez Turégano Rita Sánchez Soliva 17 January 2025
Geopolitics Exposure of the European economy to a US tariff hike: a perspective through values chains David Martínez Turégano 17 January 2025
Spain's outlook The Spanish economy ends 2024 among the top of the class CaixaBank Research 16 January 2025
World outlook A year of challenges for an international economy further along in the cycle CaixaBank Research 16 January 2025
Real estate Foreigners’ appetite for homes in Spain since the pandemic Judit Montoriol Garriga 16 January 2025