November 2015 | No. 395

November 2015 | No. 395

Editorial

Diminishing expectations?

Jordi Gual

Key points of the month

Limited risk from the emerging economies

Forecasts and indicators

Indicators and forecasts

Financial markets

The implied equity risk premium: a clearly imperfect indicator that needs to be taken into account
Brazil awakens the spectre of financial contagion in Latin America

International economy

European economy

Spanish economy

Dossier

Competitiveness in the periphery: liberalisation of labour and the goods and services market
Clàudia Canals
The restructuring of periphery banks
Ariadna Vidal Martínez
Will fiscal consolidation in the periphery entail a different model for public accounts?
Josep Mestres Domènech
Recovery in the periphery and the role played by reforms
Judit Montoriol Garriga

November 2015 | No. 395

Dossier

Post-reform peripheral Europe

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Editorial

Diminishing expectations?

Jordi Gual

Key points of the month

Limited risk from the emerging economies

Forecasts and indicators

Forecasts Key indicators financial markets Key indicators international economy Key indicators European Union Key indicators Spanish economy

Financial markets

Focus

The implied equity risk premium: a clearly imperfect indicator that needs to be taken into account

Focus

Brazil awakens the spectre of financial contagion in Latin America

International economy

Economic outlook

The US is on pause while China holds firm

Focus

Exchange rate movements and exports: sense and sensitivity

Focus

Brazil in recession, contagion to Latin America?

European economy

Economic outlook

The euro area's recovery is not slowing down

Focus

The Beveridge curve and the mismatching of professional skills in the euro area

Focus

The French government's commitment to reforming the French economy: one for all and all for one?

Spanish economy

Economic outlook

The recovery is still robust but its pace is weakening

Focus

The new resolution framework for credit institutions in Spain

Focus

Perspectives on household consumption and savings

Focus

The upswing in demand for real estate is reviving activity in construction

Dossier

Post-reform peripheral Europe

Focus

Competitiveness in the periphery: liberalisation of labour and the goods and services market

Clàudia Canals

Focus

Will fiscal consolidation in the periphery entail a different model for public accounts?

Josep Mestres Domènech

Focus

Recovery in the periphery and the role played by reforms

Judit Montoriol Garriga

Focus

The restructuring of periphery banks

Ariadna Vidal Martínez